Global Economy

Tyler Durden's picture

In Thrall To The Federal Reserve

After so many years of the “new normal,” we have to be reminded just how extraordinary — and unprecedented — the Fed’s actions since 2008 have been. But does it not occur to bankers, much less the media breathlessly covering stock and bond markets, that these actions have set America on a hopelessly dangerous and unsustainable path? Or that placing so much economic power in the hands of a select few might not end well?

Tyler Durden's picture

"S&P < 1870 Until QE4 Or China QE1" - Seven Observations On The Fed's "Shocking" Announcement

"Asia banks indicate in coming weeks markets at early stage of crisis; Q3 EPS shows recessionary global economy. Crowded Discretionary, Banks, Tech & Eurozone most at risk should peak liquidity coincide with EPS recession, SPX<1870, GT30<2.8%, DXY< least until new extreme policies introduced (Fed QE4, China QE1 or a G7 shift toward fiscal policy stimulus)."

GoldCore's picture

Dovish Fed Sends Gold Up 3% and Silver 5% For Week

Yellen was more dovish than expected which is bullish for gold and suggests that the long awaited for bottom for gold may have occurred in early August prior to recent market volatility.

Tyler Durden's picture

Global Stocks Slide, Futures Tumble On Confusion Unleashed By "Uber-Dovish" Fed

What was one "one and done", just became "none and done" as the Fed will no longer hike in 2015 and will certainly think twice before hiking ahead of the presidential election in 2016. By then the inventory liquidation-driven recession will be upon the US and the Fed will be looking at either NIRP or QE4. Worse, the Fed just admitted it is as, if not more concerned, with the market than with the economy. Worst, suddenly the market no longer wants a... dovish Fed?

Tyler Durden's picture

"We Will Have A Downturn", Dalio Warns, Return To QE Inevitable

"What scares me, or what worries me, is what the next downturn in the economy looks like, with asset prices where they are and a lesser ability of central banks to ease monetary policy."

GoldCore's picture

All Eyes On Fed - Myth Of All Powerful Central Banker Continues

We advise investors to fade out the short term noise emanating from the Fed today and from Janet Yellen and focus on the reality

Tyler Durden's picture

The Complete FOMC Cheat Sheet: All You Need To Know

The data, according to many analysts, have been broadly supportive, with stronger growth and a tightening in the labor market that should allow the Fed to be "reasonably confident" that inflation will gradually return to target. That said, heightened global risks could lead to a tactical delay. Economisseds remain evenly split on the prospect of the first rate increase in 9 years.

GoldCore's picture

Gold Up Before Federal Reserve – Myth Of All Powerful Central Bank Continues

The simple fact that the Fed is struggling to increase interest rates from near 0% after seven long years should give pause for concern. It underlines the vulnerability of the U.S. economy and means that another recession is very likely. Indeed, the huge levels of debt at all levels of U.S. society and the significant increase in global debt levels during the last seven years mean that another recession is almost certain.

Tyler Durden's picture

Frontrunning: September 17

  • Wall Street Has Doubts About Fed Lifting Interest Rates (WSJ)
  • Global stocks at three-week highs as Fed decision looms (Reuters)
  • Charting the Markets: The World Awaits the Fed (BBG)
  • Powerful quake off Chile slams waves into coastal towns; eight killed (Reuters)
  • As Fed Storm Brews, Europe Stocks Seen Weathering Turmoil Best (BBG)
  • Fiorina's rise adds another insurgent to U.S. election fray (Reuters)
Tyler Durden's picture

The Truly Stupid Case For More ZIRP

"Every day brings another reason why the Federal Reserve should hold off before raising interest rates... First and foremost there was the recent plunge in stock prices."

Tyler Durden's picture

The Shale Delusion: Why The Party’s Over For U.S. Tight Oil

The party is over for tight oil. Despite brash statements by U.S. producers and misleading analysis by Raymond James, low oil prices are killing tight oil companies. Reports this week from IEA and EIA paint a bleak picture for oil prices as the world production surplus continues. EIA said that U.S. production will fall by 1 million barrels per day over the next year and that, “expected crude oil production declines from May 2015 through mid-2016 are largely attributable to unattractive economic returns.” IEA made the point more strongly. “..the latest price rout could stop US growth in its tracks.”

Tyler Durden's picture

Investors Paranoid That Other Investors Are Even More Paranoid

Let's hope Dr. Yellen has the right medication this Thursday to cure the paranoid investing world of its latest Fed-induced psychosis.

Tyler Durden's picture

Goldman Sachs - Perpetuator Of The Fed's Jihad Against Savers

One of these days, the people of main street will rediscover their torches and pitchforks. But until they do, Goldman has apparently invented still another ruse to keep the Fed doing Wall Street’s bidding, and to thereby keep its wretched jihad against savers fully in force.

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