Category Archives: Fed

Cleveland Fed Dishes On Yield Curve Signal

Check out the latest from the Cleveland Fed president,  Loretta Mester: Mester advised that there is “no evidence” for thinking that a flatter curve signals a weaker economy at this time, Reuters reported. She added that “structural factors,” such as bond-buying by central … Continue reading

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The Biggest Risk At The Fed

It is FOMC day, and the committee just raised the Fed Funds rate another 25 bps. Well, actually, they increased the interest rate on excess reserves (IOER) by 25 bps to target a higher Fed Funds rate.   That is an additional … Continue reading

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FOMC Dot Plot & Other Data – March 21

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Federal Reserve issues FOMC statement – March 21

March 21, 2018 Federal Reserve issues FOMC statement For release at 2:00 p.m. EDT Information received since the Federal Open Market Committee met in January indicates that the labor market has continued to strengthen and that economic activity has been … Continue reading

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Why This Correction Is Different

Those dreaded words you never want to hear as an investor, “this time is different.” Stock and Bond Correlation It does apply to the latest stock market correction, however. The sell-off that began on January 29th spanned ten trading days and … Continue reading

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Atlanta Fed GDP Now

Looks like a giant downhill slalom.

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Policy Leanings Of Current FOMC

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Semiannual Monetary Policy Report to the Congress

February 27, 2018 Semiannual Monetary Policy Report to the Congress Chairman Jerome H. Powell Before the Committee on Financial Services, U.S. House of Representatives, Washington, D.C. Chairman Hensarling, Ranking Member Waters, and members of the Committee, I am pleased to … Continue reading

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QOTD: Liqudity

“..liquidity is OK. But it may be more fragile, and more prone to disappearing in stress situations…There hasn’t been a liquidity-related incident that has had a significant effect on the real economy. That doesn’t mean it won’t happen.” – Jay … Continue reading

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QOTD: Sheep Logic

Active central bank Narrative construction in the service of their policy goals is a permanent change in our market dynamics.  – Ben Hunt, Epsilon Theory

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