Monthly Archives: January 2019

Protected: WEEKEND THOUGHTS: good CPI; shutdown + “monster snowstorm” = no bueno NFP? HIMCO on another visto TO ZLB and DEMOGRAPHCIS!!

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Protected: (bull) Steepening in reflex TO Williams (TWEAK), JPOW and Clarida (financial condtions); #gotbonds?

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Clarida, JPOW and Williams … oh my

PATIENCE has become THE Fed’s official refrain since the (stock)markets missteps into years end. From JPOWs press conference (“autopilot”) TO PATIENCE, a TWEAK of inflation targets (covered by Williams over the weekend of Jan 5th HERE). Last nights speech by … Continue reading

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