You Searched For "Fed Taper" and got 20 results
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1 min read
MORGAN STANLEY: 'It's The Fed, Stupid'
It’s the Fed, stupid. Core equity markets eased last week. Worryingly, in the US the ratio of share…
Sam Ro
1 min read
How Every Major Asset Class Has Performed Since The Taper Tantrum Started
The chart below shows returns in various key markets around the world – year-to-date, since May 22,…
Matthew Boesler
1 min read
No Matter What Happens With Tomorrow's Jobs Report, This Will Be The Debate Economists Will Be Having
A more sizeable gain in August payrolls coupled with upward revisions and an even larger drop in th…
Sam Ro
2 mins read
ECONOMISTS: Dear Everybody, Tapering Is Not Tightening
"True, Fed officials have used QE in the past to signal the Fed's willingness to keep policy accomm…
Sam Ro
1 min read
It Looks Like A September Tapering Is A Done Deal
Looks like the September tapering start is a done deal. Even President Evans of the Chicago Fed, a …
Sam Ro
1 min read
The Case For A September Fed Taper Just Got A Whole Lot Stronger
"Confounding expectations, US real GDP growth actually accelerated from 1.1% annualised in the firs…
Sam Ro
5 mins read
Sorry, But No One Really Knows What The Fed Will Say About Tapering Today
While our US economists expect the Fed to begin tapering at the March 2014 FOMC meeting - the headl…
Sam Ro
2 mins read
MORGAN STANLEY: The Most Common Argument For The September Taper Is Based On Flawed Logic
If FOMC Meetings Always Went as Expected… …they would not be very important events to markets glob…
Sam Ro
2 mins read
ART CASHIN: The Fed Will Take One Look At This Document Today And Conclude That It Needs To Taper Soon
During the April – June 2013 quarter, Treasury paid down $11 billion in net marketable debt and end…
Sam Ro
2 mins read
GOLDMAN: We Expect The Fed To Make A Key Change To Offset The Impact Of The Taper
We still expect Fed officials to taper QE at the September 17-18 FOMC meeting, but to offset the im…
Matthew Boesler
1 min read
The Most Accurate Economist On Wall Street Has 3 Simple Reasons Why He's Not Worried About The Taper
One of the most frequently expressed worries is whether the likely upcoming diminution and then ter…
Sam Ro
1 min read
GOLDMAN: 'Auto Economics 101' Explains Why Rising Interest Rates Won't Smash The Demand For Cars
We want to be clear that we are not suggesting that higher rates will significantly curtail volume.…
Sam Ro
1 min read
Economic Policy Uncertainty Is A Thing Of The Past
"That’s noteworthy against the view that US monetary policy has become more difficult to read in li…
Steven Perlberg
1 min read
Why Traders And Economists Don't Get Each Other On Monetary Policy
These different world views help explain why traders have always been suspicious of quantitative ea…
Steven Perlberg
1 min read
ART CASHIN: This Week's Fed Governor Resignation May Be A Much Bigger Deal Than You Think
Put your Lt. Columbo hat on and ponder this: Could the FOMC have found some negative consequence c…
Sam Ro
1 min read
HILSENRATH: One Option Gaining Support Is The Fed Will Reduce Bond Purchases By $10 Billion
"One option that has gained support among some Fed officials in recent weeks: Reduce their monthly …
Mamta Badkar
1 min read
The Lone Dissenter At This Week's Fed Meeting Blasts Decision To Not Taper QE
Bernanke's Fed has made transparency a chief concern, but the central bank needs credibility in ord…
Steven Perlberg
1 min read
Don't Be Surprised If The Markets Move On Today's Beige Book
The Fed's next Beige Book, summarizing Fed District Bank conversations with business contacts, is b…
Sam Ro
1 min read
Here 6 Reasons Why China Is Safe From The 'Taper'
"With the rising uncertainty on emerging markets due to the coming QE tapering, the Chinese governm…
Sam Ro
3 mins read
This Jackson Hole Paper Could Have A Big Influence On The Fed's Announcement Today
"Fed officials had previously noted that their announced plan for normalizing policy is under revie…