Great article, I like the 2018 throwback to the Fed's playbook in 2018: It just doesn't make sense to me that the market thinks it's a pivot when we think about the balance sheet and the work the Fed still has to do on that.
Thank you! Such an intense market environment. It's possible that, once again, the market is getting ahead of itself and Powell/the Fed will smack it back down again. Can't think that the Fed is happy about the largest 2-day rally since 2008...
Very good. Thanks! I longed on Thursday, but I stay cautious. (Btw, I have worked several years on the question of how metaphors can be models or function as models. That would have been a very good example!)
Great article, I like the 2018 throwback to the Fed's playbook in 2018: It just doesn't make sense to me that the market thinks it's a pivot when we think about the balance sheet and the work the Fed still has to do on that.
Also thank you for the shout-out!
Thank you! Such an intense market environment. It's possible that, once again, the market is getting ahead of itself and Powell/the Fed will smack it back down again. Can't think that the Fed is happy about the largest 2-day rally since 2008...
Very good. Thanks! I longed on Thursday, but I stay cautious. (Btw, I have worked several years on the question of how metaphors can be models or function as models. That would have been a very good example!)
Thank you, Lennart. I hope that your trade works in your favor. Appreciate the support!
Thankyou! - really educational and points visually backed up also with the use of a great but sad analogy - the Tsunami. Great article :)
Truly appreciate that! Thank you.