Tag Archive: Hawk

Fed FOMC: Who is Hawk, Who is Dove? 2015 Update

fomc voters 2014 dove / hawk scale, dove centrist hawk
Composition of the Fed's Federal Open Market Committee (FOMC composition), needed to know if the Fed is opting for quantitative easing or not.

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FOMC: Hawks Can Only Squawk But not Vote

2013-02-21

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2013-02-21

Katie Lien Fed Dove Hawk 2013
We remind readers that the voting members of the 2013 FOMC are strongly leaning towards dovish policy (see details of its composition). Dovish economists have a common understanding:...

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Net Speculative Positions, Global Stock Markets, Week October 29

2012-10-29

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2012-10-29

cards
  Submitted by Mark Chandler, from marctomarkets.com   The US Dollar Index reached its best level in more than six weeks on Friday.  Yet it managed to only close a couple of ticks higher, as if warning short-term participants against ideas that a breakout is at hand.  This also appears to be the message of the …

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Net Speculative Positions, Global Stock Markets, Week October 22

2012-10-22

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2012-10-22

  Submitted by Mark Chandler, from marctomarkets.com   Our big picture view is that the US dollar is carving out an important bottom, after selling off in Q3 as policy makers moved to reduce the extreme tail risks. The position adjustment that inspired among investors appears to have largely run its course.This bottoming of the dollar is …

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Brad DeLong on Jackson Hole and Quantitative Easing

2012-08-22

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2012-08-22

Brad DeLong Daedalus
  Berkeley Professor Brad DeLong has delivered a nice allegorical entry in his type pad on a quick Quantitative Easing. Letting speak old greek mythological figures he hides his personal opinion. A half now completely written platonic dialogue on what the Federal Reserve is Doing — or not Doing — Right Now DeLong explains the …

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Fed Violates its Own Inflation Targets. Should QE3 Be Postponed?

2012-08-16

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2012-08-16

Fed's Fav Inflation Expectations WSJ
  At this year’s Jackson Hole symposium, Ben Bernanke promised to help the economy via further easing if  needed. We doubt his promises because because the Fed might contradict their inflation targets. Current levels of around 2 % for the consumer price inflation excluding food and energy (“core CPI“) and the deflator of the GDP …

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Quantitative Easing Indicators, June 2012

2012-06-10

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2012-06-10

5 year FAV Credit Suisse
The main drivers for demand for Swiss francs are the Euro crisis, but even more the behavior of American investors, who go out of the dollar in the fear of further bad US economic data and in the fear of Quantitative Easing. This will push down the dollar and safe-havens like the CHF, gold or the … Continue reading »

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