Independent thinking for complex markets and current events
By Peter Reagan Most Americans don’t spend their evenings reading bank regulation testimony. I don’t blame them. Between work, family, bills and everything else life throws at us, very few people have the time or patience to track the fine print of financial regulation. The trouble is, those boring rules can become very important very …
So I’m supposed to believe the Fed is about to cut rates when credit spreads are sitting at multi-month tights? Cutting here = loosening financial conditions just as inflation pressures re-accelerate. That’s a policy mistake in the making and likely the only cut of 2025. The… pic.twitter.com/ubZOJscXpe — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) August 21, …
Lending situation continues loosening Goldman pic.twitter.com/jWcf2pyula — Win Smart, CFA (@WinfieldSmart) May 6, 2024 This is the longest yield curve inversion since 1929 But the recession is still a no-show ht g.o.t. pic.twitter.com/x520TbUtPN — Win Smart, CFA (@WinfieldSmart) May 6, 2024
Darth Powell knows: This is the result of economic and social terrorism caused by the elite/donor class and Federal Reserve. Rewarding the most worthless, least productive members of society (asset price speculators) over actual production/innovation. https://t.co/UhRkGnrXJL — Darth Powell (@VladTheInflator) July 25, 2023 How long can the Fed & its PE accomplices delay the inevitable? …