Tag Archives: Janet Yellen

Here Is Where The Volatility Is…

Unbelievable vol in the prediction markets over the next Fed chair. Checked last night and Neel Kashkari, the super dove,  was over 30 cents.   John Taylor, the rules-based Stanford prof,  was up around 20 cents.   Kevin Warsh, who leans hawkish … Continue reading

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Janet Yellen’s Jackson Hole Speech

August 25, 2017 Financial Stability a Decade after the Onset of the CrisisFinancial Stability a Decade after the Onset of the Crisis Chair Janet L. Yellen At “Fostering a Dynamic Global Recovery,” a symposium sponsored by the Federal Reserve Bank … Continue reading

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Jackson Hole Schedule

Note,  mountain time —  add two hours for NY time.   No expectations of policy from Yelen or Draghi.  Nothing priced.  Either a big yawn or big market move. Source:  Kansas City Federal Reserve Bank

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Debate Within The FOMC: Bubblistas v. Efficient Marketistas?

We have finally made the time to more closely review the release of last week’s Fed minutes from the July 25-26 meeting.   We kind of like what we see. Debate Breaking Out Among FOMC Members? A debate appears to breaking … Continue reading

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Did Janet Yellen Hear Us?

In our piece, Reflexivity And Why The Fed Must Sell The Long End, posted on June 13th,  we warned of the dangers of a flattening yield curve based on distorted interest rates due to QE. ..some still look to the badly distorted bond … Continue reading

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TOTD: Today’s Rare Market Feat

This would be the 4th time in 20 years that stocks, bonds and gold all up by > 0.25% on the Fed Chair’s semi-annual testimony.  – Sentimen Trader (TOTD = Table of the Day)

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Gary Cohn As Next Fed Chairman?

Politico out with a piece tonight citing souces that National Economic Council Director and Goldman alum, Gary Cohn, is the leading contender to replace Janet Yellen next January.    Interesting timing as it comes on the eve of Janet Yellen’s two-day … Continue reading

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Janet Yellen’s Inner Circle – ReutersTV

As Janet Yellen faces Congress for the first time as Fed chair, here’s a look at her inner circle – four trusted advisers who have her ear and whose public words will closely align with her own thinking. – ReutersTV … Continue reading

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Yellen’s deflationary challenge – FT

Tomorrow is a big day for the new Fed Chair. Janet Yellen, the new Federal Reserve board chair who gives testimony to Congress on Tuesday, may need to address deflation risks, says US markets editor Michael Mackenzie. He also discusses … Continue reading

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The Sixteen Trillion Dollar Woman

Click here for story. (click here if picture is not observable)

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