Silver as an investment

Category Archives: fomc

Yellen’s December 2017 Press Conference and Gold / ARKADIUSZ SIEROŃ / DECEMBER 19, 2017 The latest FOMC meeting was accompanied by Janet Yellen’s press conference. Let’s analyze the implications of her remarks for the gold market. Solid Growth, Strong Labor Market, and Subdued Inflation In her opening remarks, Yellen noted that economic activity has been solid recently, the labor market has been strong, but inflation […]

The 10 “Grey Swans” Events For 2018

One of the traditional push backs against attempts to predict “black swan” events is that they are by default unpredictable, rendering the entire exercise moot. However, for the second year in a row, Nomura’s Bilal Hafeez has found a loophole, or rather loop-animal: the grey swan. As Hafeez writes, while he would like to be […]

FOMC Hikes Rates As Expected: Expects 3 Hikes, Faster Growth As Two Dissent

With a 98.3% probability heading in, there was really no doubt the most-telegraphed rate-hike ever would occur, but all eyes are on the dots (rate trajectory shows 3 hikes in 2018), inflation outlook (unchanged), and growth outlook (faster growth in 2018), and lowered unemployment outlook to below 4%. The Fed also plans to increase its […]

The Yellen Put – Friend Or Foe? / by Tyler Durden / Nov 27, 2017 1:20 PM The term “Greenspan Put” was coined after the stock market crash of 1987 and the subsequent bailout of Long Term Capital Management in 1998. The Fed under Chairman Alan Greenspan lowered interest rates following the fabled event of default and life continued. The idea of the Greenspan Put was […]

Fed Worried About Lack of Inflation, Stock Market Bubble (Sort Of) / by Mike Mish Shedlock / Nov 22, 2017 FOMC minutes show Yellen is no longer convinced that low inflation is transitory. Other members mention bubble concerns. Minutes of the FOMC Oct. 31-Nov. 1 meeting reflect concern inflation could stay below target longer than expected. The minutes also show a concern over bubbles. Inflation or not, the […]

Global Stocks Tumble, Asia Plunges On Chinese Commodity Carnage

The euphoria of the past month has ended with a thud and BTFDers are strangely missing as the commodity chill out of China (which overnight became full blown carnage), has unleashed a global risk-off phase ahead of today’s critical CPI data, resulting in broad and sharp selling across global markets, as European stocks followed declines […]

Dear Janet – About That Balance Sheet Normalization? / by Tyler Durden / Nov 1, 2017 12:45 PM At the last FOMC meeting – on September 20th – Janet Yellen and her merry band of failed forecasters proclaimed that the Federal Reserve Balance Sheet would be allowed to normalize with reinvestments slowed or stopped in October. There’s just one thing… READ MORE The post Dear Janet […]

The Big Macro Play Ahead / By Gary Tanashian / 27 October 2017 At NFTRH, we are about major macro turning points above all else. Of course, it is often years between these turning points or points of significant change so we are also about the here and now, and managing the trends, Old Turkey style.* Since we are all […]

The Key Things To Look For In Today’s FOMC Minutes / by Tyler Durden / Oct 11, 2017 12:58 PM Looking at today’s scheduled release of Minutes from the September FOMC meeting (which at least according to one trader will be the “start of the market changeover process“), RanSquawk reminds us that the Federal Open Market Committee stood pat at the meeting, as expected. The Committee also announced that […]

Chris Whalen On The CDO-Redux & Inevitable “Catastrophic Systemic Risk Event” / by Chris Whalen via The Institutional Risk Analyst / Oct 1, 2017 5:20 PM “The great wheel of circulation is altogether different from the goods which are circulated by means of it. The revenue of the society consists altogether in those goods, and not in the wheel which circulates them” Adam Smith, 1811 This week […]