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The Fed Minute Fumble
The Fed Minute Fumble The FOMC minutes must be assessed in the context of the US Treasury’s apparent intent to reduce long Treasury yields below market-determined levels. Stay short the US dollar. Stay short US Treasuries. Beware of the AI credit bubble, which will now reach new …
Audio recording: Fed Powell opens door to potential rate cuts at Jackson Hole.
Jackson Hole - Chair Powell's Speech: This means further monetary policy easing and Fed rate cuts. Here is Chair Powell's logic: Labour Marke t There exists a curious balance: supply and demand for labor are both contracting. This creates a "curious" …
Autumnfruitlessness
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