Federal Reserve officials agreed in January that further interest rate cuts would require additional progress on inflation, according to the meeting minutes released on Wednesday afternoon. They also voiced concerns over the impact of U.S. President Donald Trump's tariffs on potential inflation. The ...
其实金融危机都是流动性危机,因此要明白流动性脆弱点在哪无非就是repo, fx swap, CD, CP, MMF这些地方梳理一下有深度的部分货币的种类现金 (基础货币)央行准备金(基础货币)银行存款国债创造货币的参与方央行央行准备金只有央行可以凭空创造QE 增加了银行在央行的准备金,目标是降低长端利率;但是Fed也很难预测市场对QE...
Detroit’s JP Morgan BailoutAnd More By Garrett BaldwinTags
The FOMC minutes are more important than usual. Investors want more context and color for what appears as a major shift in the Fed's rhetoric and views. The risk is that the minutes underscore the concern the Fed had in January. The easing of financial conditions in February may have eased...
GBPUSD moving in an ascending channel in the 30 minutes chart If predictions prove to be true, GBPUSD may be looking at continuing in bearish market conditions for quite some time. Since there is hope for the Russia and Ukraine tensions to dissolve in a couple of months, this may be the ...
Fed officials pushed back on market pricing, with Powell all but ruling out a March rate cut during the January FOMC press conference, which he messaged again in a 60 Minutes segment days later. The pricing of the federal funds rate has done more than a round trip – less than three ...
Stock indexes today are moderately higher, with the Nasdaq 100 posting a new all-time high. Today’s decline in T-note yields has boosted sentiment for equities. Some positive corporate news also supports stocks, with Broadcom up more than +5%, adding to last Friday’s +24% surge after it...
The minutes do reveal a discussion over cutting the base rate and it seemed that many thought that the results of either QE or a rate cut were largely the same. Still, on balance, the minutes and last week's announcements have served to encourage expectations that QE will resume next month...
investors' financial sophistication, financial situation, investment objectives, investing time horizon, or risk tolerance. You should consider the appropriateness of this information having regard to your relevant personal circumstances before making any investment decisions. Past investment performance does ...
opportunities, and the precious metals markets. In this column,JWRalso covers hedges, derivatives, and various obscura. Most of these items are from JWR’s “tangibles heavy” contrarian perspective. Today, the market fallout from the recent Federal Reserve Open Market Committee (FOMC) minutes. ...