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Notes From Underground: The ECB, FOMC Minutes and Dudley's Speech

On Wednesday, I joined Rick Santelli for a chat, which was centered on the ECB and other central banks’ impact on global equity and debt markets. 1,038 more words

Fed

Notes From Underground: Draghi, the ECB and Germany

The upcoming meeting in Jackson Hole has become the focus of the global investment community. Why? After Draghi’s comments in Sintra, Portugal on June 27 sent global bond yields higher, the financial world will gauge whether  Draghi’s speech will signal the beginning of their own balance sheet shrinking. 848 more words

ECB

Notes From Underground: Recapping a Week of Notes

Lately, the primary themes in the media revolve around the bombastic rhetoric from the leaders of the U.S. and North Korea. Again, the key to a genuine possibility of warfare will be the beginning of the evacuations of Americans from Seoul, South Korea. 199 more words

Fed

Notes From Underground: Jobs Report Gives the Fed the OK to QT

Friday’s unemployment report was on the strong side, although certainly not much stronger than market consensus. Yes, nonfarm payrolls were on the high-end but average hourly earnings were right on target, hours worked remained the same at 34.5 and the unemployment rate dropped to 4.3%, but that could be due to a slight rounding error. 729 more words

Fed

Notes From Underground: The BOJ and the ECB Provide the Recipe For ... ?????

Before I preview the BOJ and ECB I want to expound on the piece that I mentioned in the previous post written by Bloomberg reporter Alexandra Harris, who cites the thoughts of JPMorgan strategists Alex Roever and Kim Harano. 900 more words

Fed

Notes From Underground: And a Honey Pot Is Stuck On His Nose

Wow! The Chinese President doesn’t appreciate being caricatured as children’s character Winnie the Pooh so it’s censored from Chinese social media. A Financial Times article… 546 more words

ECB