Taper, what taper?

Taper, what #taper? #federalreserve holdings of securities rose > $129bn from Dec 1 – 23rd after rising ~$104bn from Nov 4 – Dec 2. The Nov increase is about what was expected. The Dec move is way bigger than the …

READ MORE

Baltic Exchange Dry Index continuing to tank … now 38% off its recent peak… Taper has de facto started…. Dollar funding stress for emerging markets at 13-month high

Baltic Exchange Dry Index continuing to tank … now 38% off its recent peak pic.twitter.com/Q1HwUKlo3g — Liz Ann Sonders (@LizAnnSonders) November 2, 2021 Ahead of the #Fed on Wednesday, latest weekly evidence shows #taper has de facto started. Flows into …

READ MORE

Stocks Rally As Fed Teases Taper

By Michael Lebowitz and Lance Roberts Stocks rally nearly 1% higher yesterday despite a surprisingly hawkish tone from Fed Chair Jerome Powell teasing taper. Next on the horizon for the bulls is the 50-day moving average at 4435. With taper …

READ MORE

Top is in? Kaplan to sell all stocks by September 30th. Interestingly, this is the same time the Fed states it will taper.

TOP. IS. FUCKING. IN.https://t.co/doCtK7F2NF — 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞 (@EffMktHype) September 10, 2021 🚨BREAKING🚨 Kaplan to sell all stocks by September 30th. Interestingly, this is the same time the Fed states it will taper. https://t.co/KonOuchfpE — unusual_whales (@unusual_whales) September 10, 2021 …

READ MORE

Central Banks Can’t Taper In This Slowdown

by Daniel Lacalle via Mises Recent macroeconomic data from the United States should worry us. Amid the reopening and the biggest fiscal and monetary stimulus in recent history, and with all the possible tailwinds from policy decisions, consumer confidence has plummeted to the lowest level …

READ MORE

Fed Starting Campaign To Taper Its Asset Purchases

by Lance Roberts  Over the last couple of months, the Fed started its campaign to prepare markets for a “taper” of its asset purchases. Michael Lebowitz noted that Jerome Powell repeatedly affirmed the Fed “isn’t even thinking about thinking about tapering.” “As Chairman …

READ MORE