Silver as an investment

Category Archives: FED

“It’ll Be An Avalanche”: Hedge Fund CIO Sets The Day When The Next Crash Begins / by Tyler Durden / Jun 25, 2017 While most asset managers have been growing increasingly skeptical and gloomy in recent weeks (despite a few ideological contrarian holdouts), joining the rising chorus of bank analysts including those of Citi, JPM, BofA and Goldman all urging clients to “go to cash”, none have dared to commit the […]

Former Fed Governor: “The Fed Isn’t As Independent As Many Think”

With every passing day, the Fed is slowly losing the game, a point made earlier today by SocGen’s Albert Edwards who wrotes that “Citizens Will Soon Turn Their Rage Towards Central Bankers.” And it is not just skeptical pundits, and former (and in some cases current) Fed presidents admitting central banks are increasingly powerless to […]

Why Is the Fed So Desperate to Raise Rates? Jim Rickards Explains (Video) / BY SCHIFFGOLD / JUNE 23, 2017  The June Federal Reserve rate hike wasn’t a surprise. Most analysts expected Yellen and company to boost rates by 0.25 points. The only thing that was a little surprising was the hawkish tone the central bankers took at the most recent Federal Open Market Committee meeting. The Fed is hinting […]

One Trader Is Stunned By The “Staggering” Confusion In The Market / by Tyler Durden / Jun 22, 2017 3:10 PM Wherever one looks there are disconnects… between bonds and stocks, between risk and uncertainty, between hope and reality. But, as former fund manager Richard Breslow notes, most critically, there is a divergence between data and Fed actions, and this time is different as central banks appear […]

When Doves Fly – Bond Market Turbulence Ahead – by Michael Carino

  It is largely acknowledged that after a decade of unprecedented monetary accommodation in the US and abroad, bond markets are extremely overvalued.  Globally, central banks are trying to slowly deflate this bubble but the beast created is not easily broken.  A decade of manipulating bond prices has created a small consortium of large balance […]

Trader: “We Need Another 20 Basis Points For The Entire Narrative To Change” / by Tyler Durden / Jun 20, 2017  9:27 AM As noted yesterday, Bloomberg trading commentator Richard Breslow refuses to jump on the bandwagon that the Fed is hiking right into the next policy mistake. In fact, he is pretty much convinced that Yellen did the right thing… she just needs some help from future inflationary print […]

Inflation Trade: AMZN + WFM / by By: R. Christopher Whalen via theinstitutionalriskanalyst / June 19, 2017 “Markets go up on an escalator, they come down on an elevator. This is the most hideously overvalued market in history.” David Stockman Last week’s action by the Fed was an effort to restore normalcy, but in the context of extraordinary action by the central bank. When […]

Key Events In The Coming Quiet Week: Brexit, Housing And Lots Of Fed Speakers / by Tyler Durden / Jun 19, 2017 8:55 AM In an otherwise relatively quiet week in which the only upcoming US data is housing, current account and jobless claims, UK politics will again draw attention, one year (on Friday) after the Brexit referendum and as noted earlier, Brexit negotiations begin on Monday, despite lingering political uncertainty […]

Fed’s Kashkari Publishes Essay Explaining His Dissent, Chalking Up Yellen’s Decision Making to ‘Faith’ / Dr. Fly / Jun 18, 2017 Serious question, how long until Neel is out at the Fed? Clearly, he’s an independent thinker, espousing views that are very popular on Wall Street. His outward resistance against the Yellen hegemony is both entertaining and refreshing. However, I am skeptical he’ll be able to keep it up without […]

Global Liquidity Reaching a Tipping Point

ICYMI! Global #liquidity is close to its tipping point! — jeroen blokland (@jsblokland) June 16, 2017 / FS STAFF / 06/16/2017 This week the Fed announced that they are going to begin reducing their $4.2 trillion balance sheet starting this year. Here’s what Louis-Vincent Gave at Gavekal Research said about this yesterday (see Louis-Vincent Gave on […]