wallstreetexaminer.com / by Anthony B. Sanders, Courtesy of Confounded Interest • March 27, 2015
Janet Yellen gave yet another speech, this time in her home base of San Francisco. Here it is! 260150092-Yellen-Speech-March-27
In short, she said … nothing. The Fed may raise rates or they may not. And they don’t know when.
zerohedge.com / by Tyler Durden on 03/27/2015 18:30 We’ve been saying for quite some time now that the US equity market’s seemingly inexorable (until this week) tendency to rise to new highs in the absence of the Fed’s guiding hand is almost certainly in large part attributable to the fact that in a world […]
streettalklive.com / Lance Roberts / 26 March 2015
This weekend’s reading list is a bit of a hodge-podge of reads on a variety of different topics. However, before we get into it I wanted to address an interesting statement by the Atlanta Federal Reserve President Dennis Lockhart who Thursday:
“Atlanta Federal Reserve Bank president Dennis […]
zerohedge.com / on 03/27/2015 15:40
In a few minutes, Janet Yellen will address a lunch session in her native SF Fed (the same place which earlier this week finally figured out what debt is) during a conference whose topic is The New Normal for Monetary Policy (the typo from “Paranormal” is easy to make).
traderdan.com / by Dan Norcini / March 26, 2015
’tis the week to hear from the various Fed governors once again.
Today it is Atlanta Fed president Dennis Lockhart.
I am finding his comments rather unsettling after reading one part of them.
Here is what has me scratching my head in bewilderment, courtesy of […]
zerohedge.com / by Tyler Durden on 03/27/2015 11:20
To let everyone’s favorite “diminutive” Fed chair tell it, biotech valuations have been “substantially stretched” for the better part of a year. Despite that, blockbuster M&A deals and IPOs for pre-revenue newcomers have managed to sustain the insanity despite the objections of both bubble-spotting naysayers and […]
marctomarket.com / by Marc Chandler / March 26, 2015
As the stock market prepares to close later today, Yellen will deliver a speech on the new normal for monetary policy at a conference hosted by the San Francisco Federal Reserve, of which she was previously the President. The question on many lips today is whether […]
jessescrossroadscafe.blogspot.com / BY JESSE / 26 MARCH 2015
Gold and silver caught an overnight flight to safety on the war breaking out between Saudi Arabia, Egypt, and Yemen on the overnight. Gold hit a high around 1218 or so on the spot price, but was pushed back down towards 1203 during the New York trading […]
kingworldnews.com / March 27, 2015
As people continue to digest breaking news from around the world, today the Godfather of newsletter writers, 90-year-old Richard Russell, covers everything from China, the IMF and World Bank, to gold, blood in the streets and a world in turmoil.
Richard Russell: “Gold, gold, you are making me old. Today […]
zerohedge.com / by Tyler Durden / 03/27/2015 06:52 -0400
After a few days of dollar weakness due to concerns that the Fed’s rate hike intentions have been derailed following some undisputedly ugly economic data (perhaps the Fed should just make it clear there will never be rate hikes during the winter ever again) the […]
wolfstreet.com / by Wolf Richter • March 26, 2015
“We don’t see the economy being as strong as portrayed in the media.”
The manufacturing survey for March released today by the Kansas City Fed isn’t the most important manufacturing survey in the US. It covers the Tenth Federal Reserve District: the western third of Missouri; […]
caseyresearch.com / by Dennis Miller / March 25, 2015
When the Bureau of Labor Statistics (BLS) announced that February 2015 employment had increased by 295,000 jobs and unemployment had dropped down to 5.5%, predictable hoopla and cheering from the political class followed.
Then the Dow dropped, with some fearing the Fed might actually start […]
zerohedge.com / by Tyler Durden on 03/26/2015 11:17
How can it be? Services PMI was at 6-month highs. The Kansas City Fed Index tumbled to -4 in March (against expectations of +1) and was last below this level in Feb 2013. KC Fed has now missed for 6 of the last 8 months and the […]
globaleconomicanalysis.blogspot.com / by Mike “Mish” Shedlock / March 26, 2015
Watching the Wrong Things
Many market watchers have their eye on jobs and the unemployment rate as the determinant of when the Fed will hike.
Let’s investigate the wisdom of that approach with actual data.
I downloaded seasonally adjusted employment and jobs data for the […]
wallstreetonparade.com / By Pam Martens and Russ Martens / March 26, 2015
Yesterday, economists at the Atlanta Fed’s Center for Quantitative Economic Research notched down their forecast for real GDP growth – the seasonally adjusted annual rate – to a tepid 0.2 percent for the first quarter of 2015. The revision from the earlier […]
zerohedge.com / by Tyler Durden / 03/26/2015 07:18 -0400
In a somewhat surprising turn of events, this morning’s futures reaction to last night’s shocking start of a completely unexpected Yemen proxy war, which has seen an alliance of Gulf State launch an air, and soon land, war against Yemen’s Houthi rebels, is what one would […]
davidstockmanscontracorner.com / by David Stockman • March 25, 2015
Kraft shareholders woke up $12 billion richer this morning and for that they should thank their lucky stars—–or at least send a case of Cristal to Janet and her merry band of money printers. Having passed-out free money to carry traders for 75 months running and […]
kingworldnews.com / March 25, 2015
With stock markets tanking, today a 50-year market veteran warned King World News about a developing situation that will be catastrophic and have a devastating impact on America. He also discussed the truth about what is really happening around the world.
John Embry: “Things have been getting very interesting […]
jessescrossroadscafe.blogspot.com / 25 MARCH 2015
Gold is being stalled here at 1200 and silver at 17. These have no real significance except that they are ‘headline numbers.’
But since the Comex price discovery mechanism is now a bucket shop, the punters may enjoy playing around these headline levels, especially since we are coming into […]
zerohedge.com / by Tyler Durden on 03/25/2015 12:21
From almost 2.5% GDP growth expectations in February, The Atlanta Fed’s GDPNow model has now collapsed its estimates of Q1 GDP growth to just 0.2% – plunging from +1.4% just 2 weeks ago. The reality of plunging capex and no decoupling is starting to rear its ugly […]