This is just the first salvo in a war that some of us have warned is coming. We cannot be passive at this moment...
The Fed will need to buy at least $20b/m for natural balance sheet growth purposes and an additional $25b/m to reverse the reserve over drain, for at least the first 6 months.
"Our constructive stance on AI and data center-related capex, along with the pivotal role we see for credit market channels, drew notable scrutiny." - Morgan Stanley
the desire to assert the unquestioning dominance of the US in the region... is a trademark of the Trump administration."
Keep building like this and you’re manufacturing future bankruptcies...
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Even Cole’s family says he wasn’t a Trump supporter.
"It’s worth reflecting on the fact that never in history has something like this happened." - One River Asset Management
“I am grateful for a very focused, constructive discussion... Ukraine is determined to keep working in good faith with the American side...”
'Twas the night before Fed Day, when all through the bourse,
Rate-cutters were stirring, ready to open the purse.
The voters in Eccles were afraid of a stock bear,
But all had high hopes that the Santa Rally soon would be there.
"...we are the United States of Amerigotit."
“The night was tough,”
The updated framework aims to increase water deliveries to farms and communities while staying within environmental and wildlife requirements.
Wants bigger EU nations to shoulder more burden...

"To capture the effect of 'other costs,' we rely on estimates from Zillow..."
Recall, the Dec 2024 Fed meeting was perceived as hawkish... manifesting major Russell 2k futures supply...
While the outcome is uncertain, the timing is not. We’ll know within a week or two which way this is going...






































