FOMC Preview
Below I will discuss the various factors that will weigh on the Fed decision this week. First, we begin with the bull case: "Ned Davis...
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Category Posts
Jan 222 min read
Central Bank Extravaganza
The goal of central banks over these next two weeks will be to close the "gap" between fantasy and reality: Weekend Barron's Magazine:...
Jan 191 min read
Consumer Sentiment Boom And Bust 3.0
"A so-called soft landing — where inflation returns the Fed's 2% target without a sharp economic downturn — has become close to a...
Jan 182 min read
Article Review: Cash On The Sidelines
The most common bullish argument lately is based on the fact that nominal money market balances have gone parabolic in the past couple of...
Jan 151 min read
WSJ Article Review: QT Wind Down
January 15th, 2024 "By slowing the pace at which its balance sheet shrinks, the central bank aims to prevent a messy disruption to the...
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