Fed : Please Tell Us The Whole Truth and Nothing But The Truth.
The unemployment rate has been the Fed’s pet peeve for QE3 so much that they are willing to keep buying up to USD 85 billion a month in US treasuries and agencies to… Continue reading
The unemployment rate has been the Fed’s pet peeve for QE3 so much that they are willing to keep buying up to USD 85 billion a month in US treasuries and agencies to… Continue reading
Perhaps it was the solar eclipse yesterday that sapped the energy out of me. Or perhaps it had to do with my insane whopper of a bbq session last night that involved roasting… Continue reading
In a G Zero world, there is no leadership but one big vacuum. When the Fed tells us that they do not exist for global good, people and countries start looking inwards. “You… Continue reading
Month end on Thursday, 31st October and we have 2 big central bank meetings that are poised to be non events. BOJ BOJ rate decision day and a glimpse into 2014 monetary base… Continue reading
Forget the unemployment or the inflation. 5 years of QE and these are the headlines. Chart of The Day : Do Recoveries Belong To the Rich ? http://pragcap.com/chart-of-the-day-do-recoveries-belong-to-the-rich?utm_source=dlvr.it&utm_medium=twitter Saez and Piketty’s research shows… Continue reading
All the good work of the PMIs were wiped out by the Non Farm Payroll which fell short enough to unconvince about half the world that the Taper is imminent. “Fed watchers Jon… Continue reading
It’s been a while since I pulled out those correlation tables and I was in a for an expected surprise. Yes. The correlations have broken down. The big basket-happy family trades have started… Continue reading
Bernanke says he does not understand Gold. What about Tesla ? For a company that expects to sell 21,000 cars a year, its market capitalisation has surpassed Mazda which sells 1.3 million cars… Continue reading
I honestly do not know what to make of the statement. He said the plan is “not preset” which is subject to interpretations but the market choose to believe in the continuation of… Continue reading
Hitting Reset Is The New Way Of Life – Back To Square One
byAfter witnessing your son graduate from elementary school, there will be an inevitable sense of loss for us. 12 years gone by with no reset button. That is much like the new way… Continue reading →