What a blowout auction. After a stellar 3Y, an impressive 10Y (both of which came in far stronger than expected, prompting us to correctly say there were zero jitters about today’s CPI print in the […]
Financial Conditions continue to ease since The Fed Minutes specifically warned against “unwarranted” easing of financial conditions… Source: Bloomberg Brace for Powell to go full Jackson-Hole tomorrow to assuage this kneejerk response asap. […]
Gold prices hit an eight-month high on Monday, helped by a drop in the US dollar after economic data late last week raised hopes for slower rate hikes from the Federal Reserve going forward. […]
Authored by Jeffrey Snider via RealClearMarkets.com, It was a riotous summer, the heat scorching the world from one end to the other. Many remember it for all the wrong symptoms, beginning with the so-called taper […]
Since the last FOMC statement on Dec 14th – when The Fed hiked by 50bps and gushed hawkishly – gold has outperformed while long-duration stocks have been the biggest loser with the dollar flat and […]
When it comes to the Fed’s resident Wall Street liaison (with prior stints at Goldman – where he laid out the framework of the Fed’s original bailout – and Pimco where he did who knows […]
Authored by Michael Maharrey via SchiffGold.com, Just before Christmas, Congress passed a massive omnibus spending bill. This is yet another blow to the Federal Reserve’s feckless fight against inflation. The $1.7 trillion bill will […]
Six months after the Fed’s Quantitative Tightening started, the Fed’s balance sheet has shrunk by just over $400 billion, less than 10% of its massive expansion in the post-covid era when it nearly doubled in […]
Via SchiffGod.com, Peter Schiff joined Liz Claman and Andrew Brenner of NatAlliance Securities to talk about the December Federal Reserve meeting and the messaging from Fed Chair Jerome Powell. Peter said investors need to understand […]
Authored by Simon White, Bloomberg macro strategist, The market’s view for next year is now pretty consistent: inflation will keep falling at its current pace; the Fed will exercise a relatively large pivot later next […]
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