IN-DEPTH: TRANSCRIPTION – THE PASSIVE INVESTMENT LIQUIDITY SHOCK COVER SERIES AGENDA Today we are going to continue with our three part series on how the stock market is at least temporarily hiding economic reality and why the powers “to be” can be counted on to print the money. We will expanding on the foundation work […]
IN-DEPTH: TRANSCRIPTION – TURKEY, EM & THE EU BANKING CRISIS II – PART II COVER AGENDA SLIDE 5 THE ECHO BOOM We laid out what the Emerging Markets’ problems would eventually be as a result of Quantitative Easing when we did a series of UnderTheLens videos beginning in 2013 entitled “The Echo Boom”. They can […]
THE UNHOLY TRINITY AN UNHOLY TRINITY To fully appreciate the conundrum the Fed presently faces we need to understand the importance of three major activities operating independently yet intertwined in three different areas of investment influence. CENTRAL BANKS have been heavily committed to QE & ZIRP after the 2008 Financial Crisis. The has produced Credit […]
THE FOMC’S NOVEMBER 1ST MEETING CONUNDRUM WHAT IS THE CONUNDRUM? The Federal Reserve has been very clear through its’ forward policy guidance that it will slowly increase the Fed Funds Rate. “Slow” should more appropriately described here as at a “Glacier Pace”! Additionally the Fed plans to gradually reduce the central banks balance sheet at […]
