https://twitter.com/MFHoz/status/1626219843220545537 #Copper is saying there is more inflation to come. Yet, the market keeps easing those financial conditions. It has no one to blame but itself. pic.twitter.com/U63AEuyUDK — Michael J. Kramer (@MichaelMOTTCM) February 16, 2023 BOJ's bonds purchases pic.twitter.com/XaFugmIaRe — …
https://www.cnbc.com/2022/08/25/stock-market-futures-open-to-close-news.html Here the most important remarks Powell just made at Jackson Hole. Hope this helps. In his speech Powell mentioned that 75 basis points remains an option for the FOMC september meeting. This is higher than the anticipated 50 bps. Overall …
https://twitter.com/NorthmanTrader/status/1562804128291491843 Case in point: Who's scared of a hawkish Powell?Nobody. Buy everything says the tape. pic.twitter.com/vWqz2L7v5w — Sven Henrich (@NorthmanTrader) August 25, 2022
Fed members are tripping over each other to become more hawkish. There is now an 86% probability of a 1% rate hike in two weeks:https://t.co/EZuPl45Eqz Volcker Madness. pic.twitter.com/XAYu5lQHP2 — Mac10 (@SuburbanDrone) July 14, 2022 Beige book pic.twitter.com/5PpsiS5QKi — Alessio (@AlessioTMAD) …
Australia’s central bank on Tuesday raised interest rates by the most in 22 years and flagged more tightening to come as it battles to restrain surging inflation, stunning markets and sending the local dollar flying. Wrapping up its June policy …
by Arkadiusz Sieron of Sunshine Profits The FOMC finally raised interest rates and signaled six more hikes this year. Despite the very hawkish dot plot, gold went up in initial reaction. There has been no breakthrough in Ukraine. Russian invasion has largely stalled on …
by jessefelder 2021 is now in the books. Future historians will no doubt look back at the past two years and marvel at just how successful the dynamic duo of fiscal and monetary support was at levitating asset markets. It’s …
by confoundedinterest17 Central banks are turning “hawkish” in the face of inflation. (Bloomberg) — Treasuries fell, sending 10-year yields to a three-month high, as traders braced for a testing week of heavy bond auctions and continued to digest the prospect that central …
by Doug French via Mises The Fed announced the reportedly hawkish news that the central bank may raise rates, not this year, not next year, but by fifty basis points sometime in 2023. This tapering would slow the Fed’s buying of $120 billion of …
From Birch Gold Group A lot happened in 2018, and while it would be a challenge to cover them all, there are three big trends that appear to have defined this year economically. And, each of them had an impact on retirees, investors, and the …
From Birch Gold Group Round and round we go, where the hawkish Fed stops, nobody knows… There was a bit of tension in the markets last week. This tension stemmed from a prediction that the federal funds rate would be well on its …
From Birch Gold Group In March we warned of continued Fed rate hikes. In May, we reported on more rate hikes and their potential impacton stocks. In August, the QT “time bomb” started ticking… On Wednesday, the Fed raised rates for the eighth time since tightening started. …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter “Because monetary policy acts with a lag, waiting for inflation to materialize before reacting is undesirable, particularly when economic conditions are such that outsized deviations of inflation from its target are a plausible outcome.” Let’s break …
From Birch Gold Group The only other time the Fed did an “unwind” of quantitative easing similar to today’s market conditions was back in 1937. And that didn’t work out so well. The credit markets froze, and the market would not …
via Credit Writedowns The possibility of the Fed causing the curve to invert is real. We will have 12-18 months at most to see what happens economically. This is today’s links post. The one link I want to highlight is …