BOND MARKET SAYS DATA NOT GOOD

The Mysterious Bond Market

The bond bull market is staging its biggest leap forward this year, much to the dismay of Wall Street forecasters. Even after a late-July Federal Reserve meeting made it clear that policy makers would begin reducing the bank's $4.5 trillion balance sheet...

The Art of Opening Your Mouth and Saying Nothing

Fed Raises Rates

The FED did as everyone expected on Wednesday and hiked rates followed by the same old double talk that they have mastered for 104 years. The bubble builders spoke about their solutions which are about as absurd as the FED itself...

FED MINUTES: WE WERE IN THE POOL

How could I possibly go a week without bringing up the Federal Reserve? Well, I can't, so here's the "new" outlook for the Fed in the near future. Rates and the balance sheet are the two main topics in question. The Fed is moving toward a consensus on a plan to shrink its $4.5 trillion balance sheet, and as George Costanza famously put it in regard to shrinkage, "I WAS IN THE POOL!"

Is the Fed’s Balance Sheet Headed for the Crapper?

Danielle DiMartino Booth

I was already writing about the Fed ahead of today’s release of the March FOMC meeting minutes when the news of Richmond Federal Reserve President Jeffrey Lacker's abrupt resignation hit the wires...

Fed Up: Culture Shock

Danielle DiMartino Booth

You’re not imagining things. The price of that pound of bacon has gone up. And for once, it would seem, the data validate your observation. The consumer price index (CPI) rose 2.5 percent over last year – call that a five-year high. Inflation was driven by the sustained and welcome (at least in oil country) rise in energy and the first jump in food prices in nine months...

Bubba’s Bottom Line #308 New Highs Alongside Unresolved Debt & Toxic Assets

Todd "Bubba" Horwitz hosts episode 308 of Bubba's Bottom Line to discuss the new highs reached in markets contrasted alongside unresolved debt & toxic assets left on the FEDs balance sheet. Todd, expects a brief sell-off followed by a rally, but that in the long-term, interest rates need to return to historical norms so the middle-class may begin to rebuild. In his closing editorial, Todd discusses the controversy regarding companies politicizing their brands via dropping Ivanka Trump's line of clothing and jewelry

By | February, 12, 2017|Categories: Bubba's Bottom line|Tags: , , , , , , , , , |0 Comments

Bloomberg: Heed the Fed’s Balance Sheet Banter

Danielle DiMartino Booth

How is it exactly that we’ve journeyed from Uber-Doveville to life on Tightening Row? My answer is, "You tell me." In the space of one election, Fed officials have metamorphosed from crying for fiscal stimulus to opining that the economy doesn’t really need all that much help after all from fiscal authorities...