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What's On The Fed's Books?
The Fed provides a weekly snapshot of its balance sheet in its statistical release H.4.1. It comes out…
Fed
163 posts
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Can We Bank on Yellen & Powell?
Stock prices fell after Fed Chair Jerome Powell's press conference today, which was actually relatively dovish. He said…
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Fed Hawks Down!
The FOMC raised the federal funds rate by 25bps to 4.75%-5.00%. The committee's statement reassuringly…
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The Fed Has Done Enough
The banking crisis might be equivalent to a 100bps hike in the federal funds rate. We are just guessing, but…
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The Fed Should Give It A Rest
In his previous press conference on February 1, 2023, Fed Chair Jerome Powell mentioned the word “restrictive” 10 times. It…
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The Economic Week Ahead: March 20-24
The FOMC always seems to take center stage in the financial markets these days, and will certainly do so on…
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Inflation: Everything Everywhere But Less So
And the Academy Award for the Biggest Economic Surprise of 2022 goes to . . . inflation. It has defied Fed expectations by…
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The Fed: Everything Everywhere All at Once
Did the Fed just guarantee every bank deposit in America? That's really not the Fed's job;…
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Disintermediation: New Problem For The Fed
Yesterday's sell-off in the stock market was led by bank stocks. It was mostly triggered by fears that…
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Thus Spake The Fed Chair
Fed Chair Jerome Powell is the high priest of monetary policy. His pontifications are carefully read and analyzed by his…
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The Fed Chair Testifies Before Congress
Tomorrow (Mar. 7) and the day after (Mar. 8), Fed Chair Jerome Powell will testify in hearings before the Senate…
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The Rent Is Too Damn High!
As a result of the pandemic, the demand for single-family homes soared, and so did their prices. Rising mortgage rates…
