*NOTE: Fed hikes rates 0.25% – marks first increase since 2018 Powell also said that economy’s “very strong,” can handle tighter policy IMO Fed’s only jawboning to boost market morale – because major leading indicators show an eroding economy👇🏻 Fed’s …
https://twitter.com/WallStreetSilv/status/1499070601218166788 https://twitter.com/WallStreetSilv/status/1499003433927553025 It's Mar., when the @federalreserve said they would end QE. Yet, today, they did the equivalent of $55bn/month in QE (at the peak of the '09 Global financial Crisis, B. Bernanke did $85bn/month in QE). THIS. IS. RECKLESS. …
by confoundedinterest17 The U.S. merchandise-trade deficit unexpectedly widened in January to an all-time high, reflecting a record value of imports and a drop in shipments overseas. The shortfall grew to $107.6 billion last month from $100.5 billion in December, according to Commerce Department …
by confoundedinterest17 Jay “The Revelator” Powell has told us in The Fed minutes that The Fed is ready to raise rates and shrink the balance “soon.” Sort of like saying “Shock and Awe” is coming. The minutes of the recent Fed Open …
The chief of the Kansas City Federal Reserve on Monday said the U.S. central bank should raise interest rates soon and pursue a big reduction in its nearly $9 trillion stockpile of bonds. Esther George said the economy is fundamentally …
by confoundedinterest17 Federal Reserve officials said a strengthening economy and higher inflation could lead to earlier and faster interest-rate increases than previously expected, with some policy makers also favoring starting to shrink the balance sheet soon after. “Participants generally noted …
The Fed announced it would start to taper its asset purchases from $120 bn to $105 bn per month in December. But the Fed balance sheet size increased by $140 bn in the first 23 days of December alone!How is …
Since the pandemic began, the nation’s central bank has aggressively printed trillions of dollars to keep the U.S. economy afloat. Doing so has ballooned the Federal Reserve’s balance sheet to nearly $9 trillion. Fed officials, acknowledging the rising risks posed …
by confoundedinterest17 I love listening to Fed talking heads (or Fear The Talking Fed). They mostly seem to acknowledge that inflation is a problem and that the excessive monetary stimulus should be reduced. But then I see the chart of The …
China’s property developers are struggling to pay bills that many of their bond investors didn’t know were there in the first place. Missed payments on off-balance sheet IOUs such as high-yield consumer products, secretive loans and private bond guarantees have …
by KoreanBoyscout https://www.reuters.com/world/china/what-lies-beneath-hidden-debt-fears-feed-chinas-property-woes-2021-10-20/ “Nearly every developer has borrowings in disguise. The sector’s debt problem is worse than what you see,” said He Siwei, attorney at Hui Ye Law Firm. Chinese developers owed 33.5 trillion yuan ($5.24 trillion)through various channels at …
h/t Its-Waves
by Its-Waves 🟥 – Is the largest value and Largest Positive Changes 🍌 – Is the smallest value and Largest Negative Changes 🐙 – Newest Data Date There are 4 columns so mobile users may need to scroll. Raw Data: https://fsapps.fiscal.treasury.gov/dts/issues …
Fed's official balance sheet up another $91 billion this week. What taper? @TaviCosta @GeorgeGammon pic.twitter.com/0jh01MjYTB — Jason Burack (@JasonEBurack) September 16, 2021
A lot of people think that their benefits of credit card bonuses are limited to being able to pay cash for items. The benefits of credit card bonuses can extend far beyond this though. Some people never even realize the …
The Fed’s official balance sheet is up another $104 billion in the last week and now up to over $8.2 trillion in total.
It ain’t over till it’s over. The Federal Reserve may be exploring ways to eventually reduce its large-scale asset purchases, but its influence on financial markets and the economy will be felt for years to come. The Fed’s hulking balance …
The European Central Bank (ECB) balance sheet is almost to 80% of the EU’s nominal GDP! INSANE! It is going parabolic again and has increased by over 140 billion Euros recently.
Wall St. For Main St., Released on 6/24/21 While many talking heads talk about how the Fed should end QE soon, the Fed’s balance sheet here in reality is saying the exact opposite. Up another $38 billion this week, the …
No only that, but they also bought $162B of mortgage backed securities in the last 2 months. That was the largest amount in since March. pic.twitter.com/aQnURfZqqx — Otavio (Tavi) Costa (@TaviCosta) June 24, 2021 US banks seems to have passed …
Wall St. For Main St., Released on 6/17/21 Gold and silver paper prices were smashed again today on yesterday’s false narrative that the Fed will hike interest rates 2 times in the next 18-24 months. While the probability of the …
Suppose you lent someone $100, and when they paid you back they only handed you, say, $99 or $80. Would you consider the borrower to have kept his promise and contractual obligation? Or would you think that he had cheated …
by Jason Burack of Wall St For Main St US federal government budget deficits are on a $4 trillion plus annualized pace while the Fed is now putting in a permanent repo facility for money market funds, hedge funds, real estate investment trusts …
by Peccataclamantia Couple of quick points to why the fed balance sheet does not matter. US dollars do not come from the federal reserve. They come from the private commercial banks that you get your loans from. Nobody is borrowing …
via gloomboomdoom: According to geopolitical historian and strategist Halford J. Mackinder, “The great wars of history — we have had a world-war about every hundred years for the last four centuries – are the outcome, direct or indirect, of the unequal growth …
by Leetle_Monkey ECB Balance Sheet as of 19th of March ECB Balance Sheet as of 26th of March. Noticed this unusual increase in the size of the ECB balance sheet. It seems to be related to longer term refinancing operations …
Lyn Alden with Jason Burack on Wall St for Main St Jason Burack of Wall St for Main St interviewed returning guest, top young analyst and global macro all star, Lyn Alden. https://www.lynalden.com/ Follow Lyn on Twitter here: https://twitter.com/LynAldenContact Lyn has a free email …
Wall St. For Main St., Released on 3/18/21 The Fed’s balance sheet update is out again today and the increase is massive! The Fed’s balance sheet increased $113 billion in just the last week and is now just under $7.7 …
by confoundedinterest17 A picture is worth a thousand words. And inflation is starting to rear its ugly head. Hopefully the Biden management team of Powell and Yellen avoid the disasters of Venezuela where their 9% coupon bond that went from par …
Macro Voices, Released on 4/25/19 Erik Townsend and Patrick Ceresna welcome Dr.Hunt to MacroVoices. Erik and Dr.Hunt discuss overall outlook on the US and the global economy, synchronized global downturn and risks of a recession, how debt induced weakness is undermining growth rate, …