US - Fed 04 (Apr 21 - Dec 25)

Re: US - Fed 04 (Apr 21 - Dec 23)

Postby behappyalways » Sat Dec 31, 2022 1:42 pm

2023 Is When QT Could Really Begin To Bite
https://www.zerohedge.com/markets/2023- ... begin-bite
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Re: US - Fed 04 (Apr 21 - Dec 23)

Postby behappyalways » Sat Dec 31, 2022 11:25 pm

Slow Pace Of Balance Sheet Reduction Calls Into Question Fed's Commitment To Inflation Fight
https://www.zerohedge.com/markets/slow- ... tion-fight
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Re: US - Fed 04 (Apr 21 - Dec 23)

Postby behappyalways » Thu Jan 05, 2023 1:16 pm

Fed officials see higher rates for ‘some time’ ahead
https://www.cnbc.com/2023/01/04/fed-min ... 2022-.html



Kashkari, who is a voting member on the FOMC this year, unexpectedly emerged in 2022

Fed's Kashkari Predicts Fed Hikes To 5.4% And Pauses
https://www.zerohedge.com/markets/feds- ... and-pauses
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Re: US - Fed 04 (Apr 21 - Dec 23)

Postby behappyalways » Thu Jan 05, 2023 9:10 pm

The Fed wants the stock market to be down and bond yield going up...yet the market has its own ideas...

https://mobile.twitter.com/NickTimiraos ... 2562742288
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Re: US - Fed 04 (Apr 21 - Dec 23)

Postby behappyalways » Fri Jan 06, 2023 2:01 pm

The Fed just gave a veiled warning to investors: Expect more stocks pain if markets keep betting on rate cuts
https://markets.businessinsider.com/new ... tes-2023-1


behappyalways wrote:The Fed wants the stock market to be down and bond yield going up...yet the market has its own ideas...

https://mobile.twitter.com/NickTimiraos ... 2562742288
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Re: US - Fed 04 (Apr 21 - Dec 23)

Postby behappyalways » Fri Jan 13, 2023 5:08 pm

Lower Stock Prices are the Fed’s Goal
https://realinvestmentadvice.com/lower- ... -feds-goal
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Re: US - Fed 04 (Apr 21 - Dec 23)

Postby behappyalways » Sat Jan 14, 2023 6:20 pm

23.01.10【豐富│東南西北龍鳳配】Pt.2 美國低利率回不去?關我屁事!
https://m.youtube.com/watch?v=LUqS3AKH8oQ
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Re: US - Fed 04 (Apr 21 - Dec 23)

Postby behappyalways » Wed Jan 25, 2023 10:15 am

In political-economy, there was discussion over a recent statement by the Fed’s Waller that appears to suggest the FOMC may carry out QT even when rates are being cut. If true, this severs the traditional link between the direction of rates and QE/QT.


"Rate Cuts *And* QT?"
https://www.zerohedge.com/markets/rate-cuts-and-qt
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Re: US - Fed 04 (Apr 21 - Dec 23)

Postby behappyalways » Wed Feb 01, 2023 6:31 pm

"In More Than 40 Years Of Trading, Never Have I Witnessed A Market Fighting The Fed As Boldly As This One"
https://www.zerohedge.com/markets/more- ... boldly-one
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US - Market Strategy 02 (Feb 22 - Dec 24)

Postby behappyalways » Thu Feb 02, 2023 4:59 pm

Description of the Powell Conference.

https://mobile.twitter.com/biancoresear ... 0544287744
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