Financial News

Quick Comments/What We’re Reading

Today's topics include Bloomberg tv, checking in on inflation before tomorrow's big release, the bond bear market, innovation as a driver of the dollar, work from home's impact, another problem for the supply chain?, housing's deceleration, quantifying Covid's effect on the labor force, market sentiment, the 60/40 portfolio, and tough times for crypto miners... Read More

Financial News

Quick Comments/What We’re Reading

Today's topics include "Zip it" to pivot talk, monetary & fiscal policy must work together, grading Powell's Jackson Hole appearance, small businesses struggling to pay rent, downside-limited funds become more popular, predicting the death of the dollar, a different perspective on the economy, another look at crude oil open interest, your daily update on energy prices, regulating hedge funds like dealers, meme stocks, and the end of the office?... Read More

What Will The Fed Do Next?

The Wall Street Journal – Kate Davidson and Jon Hilsenrath: Fed?s Task Next Week: Signal December Rate Rise Officials expect to raise rates before the end of the year, but they aren?t in a rush Federal Reserve officials, wary of raising... Read More

Fedspeak

MarketWatch – Fed is waiting for confidence to ?turn on? Fischer says One factor holding back economic growth and investment is a lack of business confidence and the U.S. central bank is waiting for it to ?turn on,? Fed Vice... Read More

The Fed Meeting

<Click on chart for larger image> Bloomberg.com – Two of Fed?s Own Primary Dealers Warn Shock Hike Awaits Markets Barclays, BNP see September hike even as futures show 20% odds ?There is no perfect time? to raise rates, BNP?s Rosner says... Read More

No Fed Hike Next Week

<Click on chart for larger image> The Wall Street Journal – Jon Hilsenrath: Divided Federal Reserve Is Inclined to Stand Pat Low inflation leaves central bankers with little sense of urgency to boost interest rates Federal Reserve officials, lacking a strong... Read More

Stan Fisher On Negative Rates

Bloomberg.com – Fed?s Fischer Says Negative Rates Seem to Work in Today?s World Equity prices ?quite decent? where policy has been in use Reiterates that Fed rate increases will depend on data ?We?re in a world where they seem to work,?... Read More