In this post we set aside any personal thoughts about Trump and simply take him at his own words. If you believe I am wrong
Tag: federal reserve
No Difference Between Trump & Obama in One Area
In for a Penny, in for a Pound I guess and so with this morning’s post opening the flood gates I will state my views
Time for a Turn?
This is the opening segment from this week’s edition of Notes From the Rabbit Hole, NFTRH 544. This segment is usually written before I’ve done
Yield Curves, 2yr Yield, SPX (and a Crack Up Boom?)
While the 30-5 year yield curve does this, implying some inflationary issues… The more commonly watched 10-2 year does this, implying ongoing Goldilocks… While the
Jerome ‘Dove Eye’ Powell
Where once we dubbed him “Jerome ‘Dead Eye’ Powell” we now, well… you know. I gave some crap to the Twitter rabble rousers who fever
“The Fed is Still Tightening”
Over at Biiwii Steve Saville makes the case to clearly refute the Twitter mob instigators riling ’em up against the Fed’s dovish rollover. What the
SPX Hits Extreme Target & Recoils, VIX & GDP Now Tank
If there are any bears with enthusiasm left out there they may want to be watching the point from which SPX reached and reversed (a
Why Again is Powell So Weak on the Funds Rate?
Here’s why. Much as I combated tooth and nail the BOND BEAR MARKET!!! b/s that got everyone off sides (risk ‘off’ bonds were contrarian bullish
Saturday Morning Cartoons
Like me or hate me, I think what I think and in this business that is part of my product (unlike, say, an office worker
A Talky Bond Yield Chart With a Story to Tell
It’s our old friend the 2 year yield and its relationship to the S&P 500. The last time we checked in with this chart we
Fed Doves Take Flight…
A ‘wild card’ segment has been added to NFTRH reports because I wanted the freedom to go out of bounds in any direction, beyond our
“The only problem our economy has is the Fed”
Trump’s tweet on Christmas Eve as the market continued to crater. Dear Donald, They have a perfectly good feel for the market, as they are
Jerome ‘Dead Eye’ Powell
One of the most disturbing scenes in the series Breaking Bad was when Todd shoots and kills a boy on a dirt bike after he
FOMC at Center Stage (NFTRH 530 excerpt)
Below are the Opening Notes and Bond Market segments from last Sunday’s edition of Notes From the Rabbit Hole, NFTRH 530. Jerome Powell was actually