13 Feb 2024
Has the fed won the party?
US Medium-Term Inflation Expectations Lowest in 11 Years of Data – Source: Bloomberg
12 Feb 2024
Another wave of early retirements is hitting as the stock market surges
This complicates the Fed's goals for the labor market to some degree, as it means there are more exiting the workforce. There's already 1.45 jobs available for every unemployed person seeking work. Source: Bloomberg, Markets & Mayhem
12 Feb 2024
Four rate cuts are now priced in for 2024 (red), the LEAST number of cuts YTD.
This is down from seven rate hikes on January 12 (green), the MOST number of cuts (YTD). Source: Bianco Research
9 Feb 2024
Here's the current expectation on Wall Street regarding the actions of the US Federal Reserve in 2024.
source : wsj, ntimiraos
8 Feb 2024
A nice summary of Fed officials speeches since January 31st decision
Source: Bloomberg
5 Feb 2024
Something to keep in mind...
Source. Michel A.Arouet
5 Feb 2024
One reason the Fed is a bit nervous and signalling and end to their hiking cycle?
Real Fed Funds rates are the highest in over 20 years... Source: Markets & Mayhem, BofA
2 Feb 2024
The Fed's balance sheet is now at its lowest level since March 2021, down $1.3 trillion from its peak in April 2022.
How much more QT is needed to unwind the massive QE from March 2020- April 2022? $3.5 trillion. Source: Charlie Bilello
