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For Stocks & Bonds, Upside Surprise of Inflation and Interest Rates “Could Prove Nasty”: Dudley
For Stocks & Bonds, Upside Surprise of Inflation and Interest Rates “Could Prove Nasty”: Dudley Five reasons to “worry about faster inflation.” It’s “a greater danger precisely because it’s no longer perceived as such.” “Given how completely financial markets have come to expect low inflation and interest rates, and how much support those expectations are […]
Weekly Commentary: Dudley Sticks His Neck Out
Weekly Commentary: Dudley Sticks His Neck Out What a fascinating environment; each week bringing something extraordinary. Yet there is this dreadful feeling that things are advancing toward some type of cataclysm. “U.S. President Donald Trump’s trade war with China keeps undermining the confidence of businesses and consumers, worsening the economic outlook. This manufactured disaster-in-the-making presents […]
“Deep State” Dudley Doubles Down: “Explains” What He Really Meant In Scandalous Anti-Trump Op-Ed
“Deep State” Dudley Doubles Down: “Explains” What He Really Meant In Scandalous Anti-Trump Op-Ed There is a saying, when in a hole stop digging. Unfortunately for former Goldman managing director and NY Fed president, Bill “let them eat iPads” Dudley, that is a saying he is not familiar with, and one week after his stunning Bloomberg […]
Weekly Commentary: Dudley Sticks His Neck Out
Weekly Commentary: Dudley Sticks His Neck Out What a fascinating environment; each week bringing something extraordinary. Yet there is this dreadful feeling that things are advancing toward some type of cataclysm. “U.S. President Donald Trump’s trade war with China keeps undermining the confidence of businesses and consumers, worsening the economic outlook. This manufactured disaster-in-the-making presents […]
Weekly Commentary: Dudley on Debt and MMT
Weekly Commentary: Dudley on Debt and MMT December’s market instability and resulting Fed capitulation to the marketplace continue to reverberate. At this point, markets basically assume the Fed is well into the process of terminating policy normalization. Only a couple of months since completing its almost $3.0 TN stimulus program, markets now expect the ECB […]
Weekly Commentary: Dudley on Debt and MMT
Weekly Commentary: Dudley on Debt and MMT December’s market instability and resulting Fed capitulation to the marketplace continue to reverberate. At this point, markets basically assume the Fed is well into the process of terminating policy normalization. Only a couple of months since completing its almost $3.0 TN stimulus program, markets now expect the ECB […]
Bill Dudley Slams MMT: “It Failed In Germany, Venezuela And Zimbabwe”
Bill Dudley Slams MMT: “It Failed In Germany, Venezuela And Zimbabwe” While there has been much disagreement among the financial elite about the ultimate consequences of central bank activism and market manipulation, with some – usually those who do not manage money for a living and are not paid by investors – predicting fire and […]
The Central Bankers’ Malodorous War On Savers
The Central Bankers’ Malodorous War On Savers Well, that didn’t take long! After just three days of market turmoil the monetary politburo swung into action. This time they sent out B-Dud to promise still another monetary sweetener. Said the head of the New York Fed, “From my perspective, at this moment, the decision to begin the normalization process […]
It’s Official: China Confirms It Has Begun Liquidating Treasuries, Warns Washington
It’s Official: China Confirms It Has Begun Liquidating Treasuries, Warns Washington On Tuesday evening, we asked what would happen if emerging markets joined China in dumping US Treasurys. For months we’ve documented the PBoC’s liquidation of its vast stack of US paper. Back in July for instance, we noted that China had dumped a record $143 billion in US […]
