Independent thinking for complex markets and current events
Same vibe as the NPR CEO: "Truth is a distraction from getting things done."pic.twitter.com/lmUycssRs2 — The Conservative Alternative (@OldeWorldOrder) March 25, 2025
by David Haggith The Fed goosed the stock market today with another Powell put, but in a slightly slier manner. Fed Chair Jerome Powell, offered some pretty peculiar surprises at the Fed’s FOMC meeting today, but not in interest policy. While the Fed held steady on actual interest rate policy as everyone was certain it …
You just can’t make this up. Federal Reserve Chair Jerome Powell, once so adamant about controlling inflation, now finds himself back at square one. “Transitory,” he said, just like the early days of this crisis. That term—used to downplay what we all knew was coming—is now being recycled like some tired political mantra, as if …
The market feels like a house of cards in a windstorm—teetering, trying to convince itself it’s stable, but deep down, everyone knows the truth. Sure, the S&P 500 has posted two straight days of 90% advancing stocks, but on what? Ghost-town volume. This isn’t conviction. This is a market that’s climbing because it doesn’t know …
by Mike Shedlock Gold does not believe the Fed has things under control and neither do I. Image from Trading Economics, Annotations by Mish. Gold Hits Record High on Safe-Haven Demand Amid Tariff Threats Reuters reports Gold hits record high on safe-haven demand amid tariff threats Gold prices rose to hit a lifetime high on Thursday, …
🚨TRUE: US stock market to GDP ratio reached 209%, exceeding the previous record of 200% set before the 2022 bear market. The ratio is also WELL above the 2000 Dot-Com Bubble top. By comparison, 20-year average is 120%… Read more👇https://t.co/qTez8tu6rn — Global Markets Investor (@GlobalMktObserv) January 29, 2025 $SPY – Sell signal triggered by our …
The Federal Reserve gathers this week for the first time in the second presidential term of Donald Trump, who has already signaled that he wants lower interest rates. If virtually every indication so far is accurate, the new leader of the free world is unlikely to get what he wants, at least not yet, as …
Predict what Jerome Powell says today using just 1 word pic.twitter.com/xD22waWLUR — Evan (@StockMKTNewz) January 29, 2025
ISM Manufacturing bringing the "stag" and the "flation" for Chair Powell… Stagflation: https://t.co/3yUmTD5B9w — Sold At The Top (@soldatthetop) January 3, 2025 ISM Manf. for Dec. came in at 49.3 (
We are on the same rate-cut path as 2007. Remember what happened in 2008? — Steven Van Metre – AI 👑 (@MetreSteven) December 18, 2024 https://twitter.com/Logisticsexpert/status/1869522799389454585 Maybe he is finally starting to see the stagflation? — David Sommers (@dgsommersmkts) December 18, 2024 Rates will rise until it collapses the stock market bubble Collapsing stock market …
https://finviz.com/ It's begun .. pic.twitter.com/LPPK8arfBz — The Great Martis (@great_martis) December 18, 2024 I cannot wait to see this pig in an actual recession pic.twitter.com/0PeFOiX8GA — Darth Powell (@VladTheInflator) December 18, 2024 As we said in May 2024 when this clip was taken, this is the 2024 version of "inflation is transitory.” Fed Chair Powell …
END THE FED NOW pic.twitter.com/L4Ib1aTsLO — Cutesy Cute 🤍 (@cutesycutee) November 8, 2024 This week, Fed Chairman Jerome Powell was asked if he would step down if President Trump asked him to resign. Powell answered “No.” The law does not permit the president to fire the Fed chairman. Powell didn’t mention, however, that The Federal …
The Federal Reserve trimmed interest rates by a quarter point, bringing the target rate range to 4.5% to 4.75%. Fed Chair Jerome Powell said he was “feeling good” about the economy. He also said he would not step down from his post if President-elect Donald Trump asked him to do so. https://www.cnbc.com/2024/11/07/fed-meeting-live-updates-traders-anticipate-november-rate-cut.html Federal Reserve Chairman …
Key Points Fed Chair Jerome Powell said Monday that the recent half percentage point interest rate cut shouldn’t be interpreted as a sign that future moves will be as aggressive. “We are not on any preset course,” he told the National Association for Business Economics. Powell expressed confidence in economic strength and sees inflation continuing …
The Federal Reserve delivered its first interest rate cut in more than four years yesterday. It was a declaration of victory over once hot, hot, hot inflation. And mortgage rates responded by fluctuating in kind of a weird way. The average 30-year fixed weekly rate dropped from 6.2% to 6.09% and the daily rate rose …
BY DAVID HAGGITH That lip is going to be getting a little raw. The rise in inflation that I’ve said we could see by end of summer, continues to look increasingly likely to emerge soon and not like it is going to cut Chairman Powell’s rate cut a break. Today’s US manufacturing report came in …
BY DAVID HAGGITH Today certainly looks like Powell just landed the plane softly, except that it hasn’t really quite landed yet, and the tarmac is riddled with land mines and maybe a few engine-stuffing goats. Photo by Christoffer Engström on Unsplash Time will tell. It was the most important non-event Fed meeting in recent memory. The Fed did …
If this global selloff continues next week, it will be MOAC – Mother of All Clusterfucks. Powell falling downstairs juggling pies. pic.twitter.com/63u4m6hQ2N — Mac10 (@SuburbanDrone) September 6, 2024 That's the week. It was the worst week for Tech stocks in over four years, since March 2020. This is the chart of the week: pic.twitter.com/hPLnOSFkY3 — …
Fed Must Decide If Quarter-Point Cut Will Be Enough for Workers (Bloomberg) — The Federal Reserve is set to begin unwinding its tightening campaign this month as inflation cools and the labor market slows. The big question policymakers now face is whether a small interest-rate cut will be enough to keep the economy in expansion …
US 10-Year Treasury Yield Falls US Treasury yields fell by up to 5 basis points to 3.807% as investors anticipated larger Fed rate cuts this year. Fed Chair Jerome Powell signaled readiness to cut inte… More here: https://t.co/AdIot28g1y pic.twitter.com/rGam65VO7z — TRADING ECONOMICS (@tEconomics) August 23, 2024 Powell: "the time has come" for the central bank …
The latest inflation report says we’re still 50% over the Fed’s target. Is that really close enough? Will inflation disappear by itself? Why is Jerome Powell so close to giving up the inflation fight? From Peter Reagan at Birch Gold Group | Reading time: 3 minutes Morgan Stanley thinks the Federal Reserve could start cutting rates as early as …
by confoundedinterest17 Goodbye cruel world! Thursday, when the CPI report was released with a month-to-month reading of -0.056% (rounded to -0.1%), the six-month Treasury yield dropped by 8 basis points, and on Friday by another 2 basis points, to 5.23%. That combined 10-basis-point drop was a significant and visible 2-day move. It brought the 6-month yield just a …
Federal Reserve chair Jerome Powell told lawmakers on Tuesday that a weakening labor market is just as much a risk to the economy as high inflation. Why it matters: In recent months, Fed officials have said they want to see more economic data that confirms inflation is receding before lowering interest rates. But Powell acknowledges that waiting too long to …
Fed Chair Jerome Powell expressed satisfaction with the progress on inflation but said he wants to see more before being confident enough to start cutting interest rates. “We want to be more confident that inflation is moving sustainably down toward 2% before we start the process of reducing or loosening policy,” he said. While Powell …
Federal Reserve Chair Jerome Powell would be gone in the first 100 days of a second Donald Trump term that would also include mass deportations of undocumented immigrants and more tariffs on Chinese goods, former White House economic adviser Peter Navarro told Semafor from the federal prison where he is serving a four-month sentence for …
BY DAVID HAGGITH We have long lived in a Fed-funded Wonderland where financial markets hope for bad news in order to rise because Fed rescues with helicopter cash have come to mean more than good business. Photo by Neil Mark Thomas on Unsplash On May 3rd, I wrote the following about how a recent tiny rise in unemployment …
Is the Fed heading towards another monetary policy mistake? "Perhaps, the Fed has no idea what is going on and their past policy mistakes can be taken as proof. If they indeed have no clue, how can anyone trust them?" 👇https://t.co/5SUCjKpcmZ — Global Markets Investor (@GlobalMktObserv) May 4, 2024
By Martin Armstrong “I don’t see the ‘stag’ or the ‘-flation’,” Fed Chairman Jerome Powell said during his Wednesday address. Powell believed inflation would be “transitory.” He believed that the economy would come down for a “soft landing.” He believed we would enter the year and see numerous cuts due to waning inflation coming closer …
Tensions escalate as Federal Reserve Chair Powell and Treasury Secretary Yellen offer conflicting narratives amidst economic turbulence, exacerbating concerns over stagflation. Powell’s dismissal of stagflation contradicts recent economic indicators, including a sharp GDP growth downgrade to 1.6% and consecutive months of surging PCE inflation. In a puzzling turn, Yellen asserts consumer prosperity despite rising prices, …
