Doctor Copper’s Bitter Medicine Today

So the Fed has stated its goal to inflate, but it does not happen in real time. There had to be a reason for the Fed to turn into a…

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Just Another Boring Post About the 2yr Yield

After yet another viewing of a widely followed Twitter muckraker calling out Jerome Powell with righteous sounding outrage and indignation (and getting the troops all riled up with likes and…

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The Fed Decides!

No, the 2 year yield decided. There is a guy blabbing on and on about "why do we have such a dovish Fed?" with such a good economy. These guys…

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Garth!

You partying? Wayne? You? Well, after expecting a bounce for an annoyingly long while the fledgling thing we had going before Mr. Powell's jawbone was finally rammed home today. A…

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Brinkmanship

A well thought out piece by Biiwii.com's newest author, Trey Reik. Brinkmanship This senior portfolio manager at Sprott obviously does not need me to inform his well presented analysis, but…

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The Fed Has Not Overshot

Donald Trump throws tantrums over the Fed's persistent (and correct) course of tightening on the Fed Funds rate (FFR). But this chart states that the Fed is in no imminent…

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A Fiscal/Monetary Mole Stew

See this Bloomberg article for a look at the ingredients in a policy stew that looks like it was scraped off the floor of Worst Cooks in America. Click the…

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Bond Market Views & Indicators for FOMC Week

Some messages from bonds this week, and mercifully no mention of the Amigos even though 2 of them are implied below. :-) 2s and 10s are accelerating the uptrend and…

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FOMC: Not Enough Inflation, Folks

Not enough inflation.  That's what the Fed is saying yet again. FOMC Statement "Inflation has continued to run below the Committee's 2 percent longer-run objective, partly reflecting earlier declines in…

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