monetary policy

Notes From the Rabbit Hole
NFTRH

NFTRH 722

I've continued to receive positive feedback about NFTRH reports as online posts, so here is another one. I am not sure why but this format allows or encourages me to…

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September 11, 2022
Read more about the article Barometers to the Everything Bubble
Monetary Policy

Barometers to the Everything Bubble

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 Of All Bubbles (MOAB) And…

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September 17, 2018
twisty the clown
Federal Reserve

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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September 21, 2016
twisty the clown
Federal Reserve

A Joyless Bull Market?

What, are you kidding me?  I mean, sure, it's a pain in the ass listening to Bullard this, Yellen that, Rosengren this, Fisher that, Fischer this, Evans that...  What ever…

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August 31, 2016
twisty the clown
Federal Reserve

Dear Fed: Just Asking for Consistency

As anticipated, August was a month full of Fed jawboning because it was a month without an FOMC meeting.  I knew they would fill the void with an expectations management…

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August 31, 2016
Monetary Policy

Jawbones on Parade!

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)... “Yes yes, I know the…

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August 16, 2016
Financial Markets / Monetary Policy

QE; the Beat Goes On

The BoE, in battling the fallout from Brexit (a decelerating economy), has dropped rates to .25%.  Bond markets cheer, with US yields dropping (bonds up) and global bonds rising.  From…

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August 4, 2016
NFTRH / Notable Posts

Wonderland

“If I had a world of my own, everything would be nonsense. Nothing would be what it is, because everything would be what it isn't. And contrary wise, what is,…

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July 11, 2016
NFTRH

NFTRH 398 Out Now

45 pages and not nearly as difficult to get through as that sounds.  Things seem very clear to me about what is going on with the macro backdrop.  The May…

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June 5, 2016
Financial Markets

“A Historic Bull Market”

The US is in the midst of one (Bloomberg) It's another piece talking about this "most hated bull market of all time". So many bull wiseguys highlight this while soft…

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April 28, 2016
Federal Reserve

Okay Speed Readers…

Time to whip through this text and then start hitting buttons!  Or not.

Release Date: March 16, 2016

For release at 2:00 p.m. EDT

Information received since the Federal Open Market Committee met in January suggests that economic activity has been expanding at a moderate pace despite the global economic and financial developments of recent months. Household spending has been increasing at a moderate rate, and the housing sector has improved further; however, business fixed investment and net exports have been soft. A range of recent indicators, including strong job gains, points to additional strengthening of the labor market. Inflation picked up in recent months; however, it continued to run below the Committee’s 2 percent longer-run objective, partly reflecting declines in energy prices and in prices of non-energy imports. Market-based measures of inflation compensation remain low; survey-based measures of longer-term inflation expectations are little changed, on balance, in recent months.

(more…)

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March 16, 2016