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Fed Pivot Coming? See this tweet from Charlie Gasparino
Posted on 9/30/22 at 10:56 am
Posted on 9/30/22 at 10:56 am
Charlie is a pretty damn legit "inside sources" kind of guy. Not some rando
LINK
quote:
Charles Gasparino
@CGasparino
SCOOP (1/2):
@federalreserve officials getting increasingly worried about "financial stability" as opposed to inflation as higher rates begin to crush bonds, several big investors tell me. Fed growing worried about possible "Lehman Moment" w a 4% FF rate as Bonds and derivatives
(2/2) tied to them crash, given the enormous debt issued in just the past 3 years at super low rates. A Fed watcher told me the UK intervention was not "a one off" and the same systemic risk could happen here, which might cause the Fed to pause. More later on
@FoxBusiness
LINK
This post was edited on 9/30/22 at 10:57 am
Posted on 9/30/22 at 11:24 am to TigerTatorTots
quote:
Fed Pivot Coming?
Mid terms getting close.
It may be time to start buying
Posted on 9/30/22 at 11:30 am to TigerTatorTots
This has been my thought. It’s going to take decades of gradualism to normalize rates, they’re not going to be able to rip the bandaid off on this and fix the system so quickly.
Way too many Americans addicted to spending and debt. That’s what happens when you maintain a bad diet for 12 years of eating sugar (i.e. QE)
Way too many Americans addicted to spending and debt. That’s what happens when you maintain a bad diet for 12 years of eating sugar (i.e. QE)
Posted on 9/30/22 at 11:49 am to TigerTatorTots
It's coming down to "which way do you prefer to be fricked and when?"
Stay the course and bond rates rise enough to force Congress to choose very soon between pet programs or servicing debt?
...or...
Pivot and risk driving inflation up into double-digits (and possibly hyperinflation)?
Stay the course and bond rates rise enough to force Congress to choose very soon between pet programs or servicing debt?
...or...
Pivot and risk driving inflation up into double-digits (and possibly hyperinflation)?
Posted on 9/30/22 at 12:08 pm to TigerTatorTots
What the pundits won’t tell you:
Central banks will have to monetize all the debt they are about to issue under the cover of WWIII. When all else fails, they take ya to war. Endless wars, crises, pandemics, etc. are all excuses to issue debt. Without being able to issue debt, not only do central banks have no power but the system caves in on itself.
Central banks will have to monetize all the debt they are about to issue under the cover of WWIII. When all else fails, they take ya to war. Endless wars, crises, pandemics, etc. are all excuses to issue debt. Without being able to issue debt, not only do central banks have no power but the system caves in on itself.
Posted on 9/30/22 at 12:31 pm to TigerTatorTots
Pivot to what? Hyperinflation?
Posted on 9/30/22 at 12:42 pm to TigerTatorTots
The Bank of England flip from QT to QE was telling. I could see our Fed doing the same. They lack resolve and they’re getting imperfect information
Posted on 9/30/22 at 12:45 pm to TigerTatorTots
quote:
Fed growing worried about possible "Lehman Moment" w a 4% FF rate as Bonds and derivatives (2/2) tied to them crash
Can someone explain the purpose of said derivatives and who owns them?
Posted on 9/30/22 at 1:05 pm to TigerTatorTots
This is like treating a fricking heroine addict.
Posted on 9/30/22 at 1:07 pm to TigerTatorTots
He is correct when the UK intervened they were on the cusp of a watching a major meltdown so they decided to AIG the Bond Market as opposed to letting it Lehman.
Posted on 9/30/22 at 1:47 pm to TigerTatorTots
A pivot meaning what, faster interest rate hikes or interest rate cuts?
Posted on 9/30/22 at 4:35 pm to TigerTatorTots
quote:
Fed Pivot Coming?
So they reacted too late and then when they did, their efforts did nothing to bring inflation down… so frick it, quit trying and let it all burn eh?
Posted on 9/30/22 at 5:00 pm to TigerTatorTots
Because double digit inflation is not going to hurt the economy.
K
K
Posted on 9/30/22 at 5:32 pm to TigerTatorTots
We have painted (printed) ourselves into a corner. The fed will keep trying to do shite but it looks like there really is no way out.
This post was edited on 9/30/22 at 5:33 pm
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