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Federal Reserve
All Hawk Thorne coverage tagged “Federal Reserve” newest first.
17 articles
7 JulyFX & RatesJapan's strongest wage cycle since 1992 hasn't dented the crowded yen short6 JulyMacro & PolicyA soft-patch in growth data is building while the market keeps pricing only liquidity6 JulyMacro & PolicyGold's rally is no longer alone, but the bond market still won't sign off on it5 JulyMacro & PolicyGold is pricing Fed cuts that the bond market has not yet agreed to5 JulyFX & RatesThe euro short just grew again, and that is the answer to the desk's own test5 JulyMacro & PolicyThe supply tsunami is here, but the bond market isn't punishing it, and that's the real signal4 JulyFX & RatesTokyo escalates from warning to targeting speculators, and the yen short still hasn't blinked4 JulyMacro & PolicyThe Fed cannot cut on a jobless rate that fell because workers gave up looking3 JulyMacro & PolicyThe regime downgrade the desk was waiting for just landed, and it argues for less conviction, not more3 JulyFX & RatesThe crowded euro short just met its falsifier, and the Treasury short-covering trade agrees with the squeeze2 JulyFX & RatesThe payroll miss the desk's falsifier demanded just landed, and the crowded euro short is now the trade to watch unwind2 JulyMacro & PolicyA 57,000 payroll miss just handed the supply-tsunami thesis its first real test, and it's failing on cue2 JulyFX & RatesTokyo's intervention warning finds the yen short crowded and unhedged into payrolls2 JulyFX & RatesThe euro short is now the most crowded trade on the board, and Friday's jobs data is the only thing that can unwind it2 JulyMacro & PolicyThe liquidity story just flipped, and risk assets haven't noticed yet1 JulyFX & RatesEuro shorts build even as the front end of the Treasury curve stops betting on higher yields1 JulyMacro & PolicyLiquidity is papering over a manufacturing slowdown that spans two continents