may 29 2018

Much More Than This Week (TRDKWTAD)

By |2019-09-20T19:02:29-04:00September 20th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

According to the recent release of the Federal Reserve’s projected forecasts, that’s it. It wasn’t one and done like Chairman Powell had initially indicated, this “midcycle adjustment” hits two. And that is it, at least if you believe the current calculations spit out by the Fed’s models. It goes along with Powell’s blunt statement he made at the press conference [...]

COT Blue: Reflation Doubts Accumulate

By |2018-07-11T11:34:13-04:00July 11th, 2018|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

I doubt there will be an official report created and published surrounding the events of May 29. Unlike those on October 15, 2014, which did trigger a Treasury Department alphabet-soup-of-partners response, it wasn’t crashy enough this time around. The UST market experienced a true panic more than three and a half years ago, though one of buying rather than selling. [...]

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