When the Fed does pivot, there will be no leadership in the market. Putting it all together and the Fed will tighten until they break markets, and then everyone will be shocked at how quickly this house of cards explodes November 6, 2022 9:57 pm
Wrapping my head around why anyone thinks Fed pivot: employment cost index came in at 5.0%, core PCE 5.1% – both accelerated m/m. October 30, 2022 9:16 pm
If Powell tightens into a crisis, he can then pivot & safely (for him) do what central banks have always done. And most mkt participants will beg him to do it. If he pivots before a crisis & inflation accelerates, he (and Fed) are done. And he knows it. October 27, 2022 1:13 pm
A Fed Pivot Won’t Fix Anything… Stocks Will Fall Another 30% October 26, 2022 3:38 pmOctober 25, 2022 2:41 pm
If the US is to pivot on interest-rates it will be mortgage rates than did it October 25, 2022 8:56 am
Forecast for US Recession Within Year Hits 100% in Blow to Biden (Fed Pivot Expected At March 2023 Meeting) October 19, 2022 2:03 pmOctober 18, 2022 7:51 pm
Warning: the Fed Didn’t Pivot Yesterday… If Anything It Doesn’t Need to Anymore October 5, 2022 11:47 amOctober 4, 2022 10:41 am
On an Emerging Markets basis this current set-up makes BOTH the 2015 and 2018 pivot scenarios look like a picnic. Which means that the binary “pivot” trigger of global market crash is closer than ever September 16, 2022 6:43 pm
Stock market to puke on open; Treasury yields surging on inflation/recession expectation September 13, 2022 7:06 pmSeptember 13, 2022 9:21 am
Markets Are Betting on a Pivot from Powell Before Midterms, But It Doesn’t Really Matter September 9, 2022 10:34 pmSeptember 8, 2022 7:41 pm
If you are waiting for recession, inflation down, FED pivot, etc., by the time it happens, markets would have already priced most or all of it in. Right on schedule… Michael Burry says the Big Crash is anytime now! August 17, 2022 7:00 pmAugust 15, 2022 4:43 pm
