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Thoughts From The Divide - Archive

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Posts in Federal Reserve
Quantitative Tightening & Auto Sales - April 9, 2019

This week we look at the recent flare up in Trump-vs-the-Fed battle over quantitative tightening and examine some peculiar dynamics in the auto sector via subprime auto loans.

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SBOI, Inflation and the Fed - February 12, 2019

The NFIB released its Small Business Optimism Index and while the press was quick to comment on the weakness of the data, overall the numbers were not all bad. Also, get into why some research suggests that recent inflationary pressures are something to shrug off.

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Inflation and The Fed - February 5, 2019

While last Friday’s data dump all pointed to robust growth in the US, it seemed like the market was mostly focused on the hemming and hawing of the Federal Reserve. This week, we look at three interesting pieces that help make sense of it all.

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Cause and Effect - January 29, 2019

Jerome Powell and the Federal Reserve do not see the Fed Balance Sheet runoff creating problems, but the tide may be changing as QT may reverse the virtuous cycle created by QE. Recent housing data has further shown mixed signals and the government is a bit worried about mortgage lenders.

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