Posts filed under “Federal Reserve”

What the Fed Will Be Looking at in Today’s Employment Report

Today’s employment report may be hard to read: The severe weather in the Northeast and Midwest affected the Labor Department’s data-collection process. The weather has been so disruptive that department  employees can’t even get into the office on time to release this morning’s report. For the first time ever, it’s being released online.

But as I am so fond of writing, no one monthly report matters very much. Rather, it is the trend of job loss or creation that matters. Toward that end, I will ignore this month’s release and discuss what has been going on during the past 12 months.

I believe there are several areas that warrant your attention, if only for the reason that Federal Reserve Chair Janet Yellen is watching them as well.

Continues here

 

 

Category: Data Analysis, Employment, Federal Reserve

“Pulling Out All The Stops”

Cassandra Does Tokyo is an Investment Banker now relocated to Japan ~~~ Journos, observers, commentators, bloggers, traders, analysts, strategies, newscasters, reporters, and so it seems just about everyone else has a view on QE. And the result is overwhelminglyINTENSE. They’ve PULLED OUT ALL THE STOPS!!!!. No, not the ECB. I mean, anyone writing about the ECB’s announced…Read More

Category: Federal Reserve, Financial Press, Think Tank

Do contractionary monetary policy shocks expand shadow banking?

Category: Federal Reserve, Think Tank

Bianco: Lack of Inflation to Prevent Fed Rate Move

Click for video.

Source: Bloomberg

Category: Federal Reserve, Fixed Income/Interest Rates, Inflation, Video

U.S. Treasuries Off to Best Start Since 1974

“Some day interest rates will go up. Until then the Treasury bears are missing one of the greatest bond rallies in history.” — Jim Bianco, Bianco Research Since 2015 began, everyone has been fixated on the U.S. dollar and oil prices. I want to direct your attention to what may be the greatest show now…Read More

Category: Contrary Indicators, Federal Reserve, Fixed Income/Interest Rates

Central Bank Update

Central Bank Update David R. Kotok Cumberland, February 3, 2015     Over the years we have posted an aggregate central bank balance sheet chart on our website. The current chart includes only three central banks: the European Central Bank (ECB), the Federal Reserve (Fed), and the Bank of Japan (BOJ). We send thanks to…Read More

Category: Federal Reserve, Think Tank

Category: Federal Reserve, Think Tank

Can Janet Yellen really help you with your investing?

Source: Yahoo Finance

Category: Federal Reserve, Investing, Media

Super Mario Delivers

Mr Draghi (Super Mario) delivered yesterday, despite the leaks which virtually gave away the details of his announcement ahead of the press conference. The EZ Central Banks (coordinated by the ECB), together with the ECB is to buy E60bn of government, ABS’s, covered bonds and agency debt, per month, commencing March 2015 up to at…Read More

Category: Bailouts, Federal Reserve, Think Tank

Finally the details . . .

The ECB said the combined monthly purchases which includes ABS and covered bonds and now include sovereign and agency bonds will total 60b euros per month and will continue to do so “until we see sustained inflation improvement.” The ratio will be based on the capital key where about half is made up of Germany,…Read More

Category: Bailouts, Federal Reserve, Think Tank