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Thoughts From The Divide - Archive

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Posts tagged Fed
Complicated Housing & Fed Preparation - April 23, 2019

The divergence in recent housing data both across price points and between new and existing housing imply complex dynamics going on under the surface. Also, while the Fed has cooed before, an ex-Fed president has gone as far as to say that the next move should be a rate cut.

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Quantitative Tightening & Auto Sales - April 9, 2019

The Trump-vs-the-Fed battle over quantitative tightening has flared up again and there are some peculiar dynamics under the surface of the auto sector in subprime auto loans.

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Superlative Labor & Missing Inflation - March 12, 2019

New Unemployment Rate data continues to surprise forecasters to the downside as job creation was at a record high. The strong labor market has economists puzzled over the lack of inflation, prompting the Fed to review their strategy, including looking at BoJ-inspired price controls.

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Shades of Dove and Volatility - January 15, 2019

Whether you are bullish or bearish, the right side of the trade in Fed speak has been dovish. Current and previous Fed officials have been worried that the Fed is nearing policy error and could tip the economy into a recession. Chris Cole of Artemis Capital thinks more volatility is in store, which could pose a challenge to certain strategies and market participants.

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