There is no excerpt because this is a protected post.
It’s as clear as day, the point I was trying to make on Sunday… “Trump is fiscally pumping the economy. That is what is different.
Anthony Sanders has one of his short and entertaining posts (the Fed is a 97 lb. weakling, you know) about the Everything Bubble (@Biiwii)… Mother
Dumbass. Were he a Democrat benefiting from nothing but monetary chicanery to boost asset markets it would be different. But he’s a (sort of) Republican
Just a note from your friendly Macro Tourist that June 30th is another big QT bond maturity day. Kevin Muir recounts the implications here… Mark
I try to see the market as it is and not let the nefarious goings on beneath the surface affect me too much. Indeed I
An alert subscribe reminded me that Thursday is Fed ‘SOMA’ day, which is a day that the Fed is due to sell another chunk of
Yes, it is Keith Weiner again, slightly blowing my mind with the way he looks into central banking, debt, the US dollar and gold and
Yesterday the market shit its pants because a group of eggheads ruminated about inflation and interest rates. Nothing had changed except that the market found
Reinforcing a theme we have been on, the Fed raised the Funds Rate (FFR) yesterday and it is clear that Republican fiscal policy will have
It appears the other side of Trump mania has shown its hand. Think about this for a moment; the Federal Reserve is actually adjusting policy
Below is the opening segment of the September 25 edition of Notes From the Rabbit Hole, NFTRH 414… The Bank of Japan gave us a
Why the tough talk out of one side of her mouth and ‘other policy tools’ language out of the other (ref. Yellen Lays Out Tools…
Okay, this is beyond what even I thought possible when noting in NFTRH 406 (ref. this post: A Treasure Trove of Nuggets From the MSM)…