It won't be very much longer before the #Fed pivots back to #dovish on #policy. Eventually, #financial #instability will take over #inflation as a concern. h/t @SoberLook pic.twitter.com/CDn57IeTJA — Lance Roberts (@LanceRoberts) March 29, 2022 Three 50bps #Fed #rate hikes …
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 Daniel Lacalle via Mises On December 15, the Federal Reserve gave the most dovish “hawkish” statement ever, an apparent aggressive tapering that, in reality, means maintaining very low rates and massive repurchases for longer. Inflation has skyrocketed and aggressive monetary policy is the key …
by Arkadiusz Sieron of Sunshine Profits Powell admits that inflation is well above the Fed’s target, but he still considers it transitory. Gold increased in response – only to fall again. Last week, Powell testified before Congress. On the one hand, Powell admitted in …
by confoundedinterest17 “The inflationary impulse is more intense than we were expecting,” St. Louis Fed’s Bullard. “There is some upside risk to that. You’ve got more reopening to occur in the second half of the year.” Well, Bullard is tied with …
by Arkadiusz Sieron of Sunshine Profits The latest FOMC minutes were dovish, especially in light of the recent increase in inflation. That’s good for gold. Last week, The Federal Open Market Committee (FOMC) published minutes from its last meeting in March. They show that – in …
by Arkadiusz Sieron of Sunshine Profits Although dovish, Powell downplayed the bond yield rally. The Fed’s more tolerant stance on inflation is good for gold, but the metal may continue its bearish trend in the short-term. In the last edition of the Fundamental …
Those who do not understand what is laid out in the pages of history will suffer the consequences. We are witnessing cycles repeating. The central bankers are not your friend. They will do everything in their power to ensure that …
I have been wrong at least as many times as I have been right when it comes to predicting the stock market… but I think this is interesting and hard to refuse. 1. No interest rate hike or cut today. …
via marketwatch: U.S. stocks continue to rally in the face of steadily falling earnings estimates, leading some market commentators to draw comparisons to 2016, when equity markets rose amid a corporate earnings recession. That year, the S&P 500 index SPX, +0.37% rose 9.5% after an …
The Fed is going to do what they’ve always done. Maintain a position like they’re fully aware of what’s happening. The economy starts to sink and they begin to react…slowly. Then they finally engage in some sort of rescue. With …
by Graham Summers of Gains, Pains, & Capital Yesterday’s note caught a lot of attention. In it, we argued that investing in stocks today based on the Fed getting dovish is like buying stocks after the Bear Stearns deal: you’re buying based on …
S&P 500… The massive recovery has been fully driven by dovish central banks, despite unexciting earnings and guidance. pic.twitter.com/laRBMWxj9g — Daniel Lacalle (@dlacalle_IA) February 5, 2019 The whole problem in markets has been the Fed and China. Both have had …