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@Goldfinger Richmond $Fed President Lacker Resigns Abruptly After Admitting to Leaking Info: http://www.businessinsider.com/richmond-fed-president-jeffrey-lacker-resigns-admits-leaking-information-2017-4
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@Goldfinger Medley Global clearly had "superior" info on the $Fed for a long time, Lacker admits that he leaked confidential info to the firm: http://www.zerohedge.com/news/2017-04-04/richmond-feds-lacker-resigns-after-admitting-he-leaked-confidential-fed-information
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@Goldfinger Major loss to FOMC credibility, already plumbing depths near zero credibility. Although anyone who traded back during the 2008-2013 time frame (Bernanke era) knew that there were clearly market participants who had a jump on any major $Fed announcement. Lacker was probably one a few "hot" sources within the Fed.
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@Goldfinger @TheDailyGold fear and greed sell really well, he's working the fear angle quite a bit. One worthwhile point that was made is that there are 3 open $Fed governor positions after Lacker resignation, no other President has had the kind of opportunity to shape monetary policy so early in their Presidency as $Trump now does.
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@Goldfinger “There are a number of distinct details that suggest that Lacker wasn’t the main source of information.” https://www.bloomberg.com/news/articles/2017-04-04/fed-leak-probe-dooms-lacker-but-leaves-key-question-who-leaked $Fed
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@Goldfinger FOMC minutes reveal $Fed talked about beginning to shrink balance sheet later this year, and some Fed members see stock prices as 'quite high': https://www.bloomberg.com/news/articles/2017-04-05/fed-favors-plan-to-start-shrinking-balance-sheet-later-in-2017
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@Leon A recent study by the British Daily Telegraph showed that the top 1 percent of income taxpayers now pay nearly a third of all income tax (11% under Margaret Thatcher) #Trump's monetary and fiscal plans do little other than shift around the tax burden and subsidize corporate profits. #Fed #taxreform #economy https://mises.org/blog/trump-continues-ignore-monetary-policy---and-it-will-cost-him
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@Leon Gold is potentially the greatest beneficiary of the recent #Fed minutes where we can read out a reversal of QE. .."someone is busy accumulating physical #gold in the market place (reservation demand for bullion has presumably increased as well) in spite of the fact that the macro-economic fundamentals are not yet bullishly aligned." Some market participants are probably taking out insurance against a variety of potential negative outcomes. www.acting-man.com/?p=49027
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@Goldfinger $Fed rate hike probabilities have dropped significantly in the last week with 1 more hike between now and the end of 2017 clearly becoming the most likely scenario: http://cdn.ceo.ca/1cfaa69-2017_Fed_Rate_Hikes.png+ $gold
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@Goldfinger Treasury yields declined in unison with $gold rally as did $Fed rate hike expectations (now down to 1 for remainder of 2017 after being at 3 a couple weeks ago). North Korea/Syria stuff was just the icing on the cake and probably contributed to sentiment becoming overheated short term.
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@Leon The outlook for the US #economy is not good to say it at the least. The #Fed will have to admit defeat and therefore will have to drop its tighter monetary policy with as consequence that precious metals will skyrocket." #gold #silver #miners www.321gold.com/editorials/groenewegen/groenewegen042417.pdf
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@Goldfinger And you can make a bearish argument for $gold and tax cuts this way: lower taxes results in higher spending and inflation, $Fed has cover to hike faster, stronger USD, lower gold.....and I could come up with another half a dozen different scenarios, some bullish for gold, some bearish.
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@Goldfinger GDP dipped and economic surprise indices trending down @Allan http://cdn.ceo.ca/1cg6kgt-IMG_6427.JPG+ don't worry though the $Fed knows what it's doing
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@Goldfinger $Fed day today. Expecting a snoozer of a session with a little excitement around 2pm EST.
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@Leon Puerto Rico will request bankruptcy protection of a portion of the island's $70 billion in debt, setting up a showdown with WallStreet. #bondcrash #Fed #raterise www.zerohedge.com/news/2017-05-03/puerto-rico-seek-bankruptcy-protection-launching-largest-ever-us-municipal-debt-rest
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@Goldfinger $Gold drops below $1250 as June $Fed rate hike becomes a virtual certainty: http://cdn.ceo.ca/1cgk80h-June_Fed_Hike.png+
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@Goldfinger One of the more confusing charts i've ever seen: http://cdn.ceo.ca/1cgkgil-Fed_hike_probabilities.png+ Slightly better than 50% probability of 2 more $Fed rate hikes this year.
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@Goldfinger Nice little data nugget on $Fed tightening here: http://cdn.ceo.ca/1cgrpb5-IMG_6506.JPG+
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@Leon The call for a new world currency is running on schedule. The globalists plan decades ahead, just as they started in 1990s that there were five countries in the #MiddleEast to be overtaken over the next few decades. That, too, remains on schedule. In that light, manipulating the price of #gold is a child's play. #silver #USD #oil #Rothschild #Fed http://edgetraderplus.com/market-commentaries/10551
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@Goldfinger "Mester: $Fed has stepped up discussion of FX impact on economy." <~~~ Which means the Fed realizes its pushing on a string and currency depreciation/devaluation is only "free" lunch. Q2 growth looking soft already after a weak Q1. US large caps in la la land.
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@Excelsior #Korelin Economics Report - Wed 10 May, 2017 Exclusive Insights on the #Gold Market #PreciousMetals #TechnicalAnalysis & #Fundamental Outlooks "As much as we chat technical factors with Jordan Roy-Byrne, Founder and Editor of @TheDailyGold, he does stay up to date on the fundamental drivers for the metals. The overwhelming fundamental factor that he watches are #RealInterestRates and with the #Fed continuing to raise rates and inflation rolling over this lead to some skepticism." #mbgtrends http://www.kereport.com/2017/05/10/precious-metal-technical-fundamental-outlooks/
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@Goldfinger @RocketRed Just my humble opinion but I think you're drawing some spurious correlations between gold price moves and what the Fed may or may not be saying. Rates and inflation expectations began to rise in August 2016, same time $gold and $silver peaked and began to turn lower. A longer $Fed rate hike cycle would be a clear $gold negative at this point in time.
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@Goldfinger @Brendan That's just not correct. $Fed easing accelerated at the beginning of 2009 when $gold really took off, see the Fed balance sheet. And it's not all just about the Fed, if you look at ECB and other CBs there has been a concerted easing effort which has seen total CB balance sheets rise close to $20 trillion.
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@Leon Jim Rickards about the contradictions between Quantitative Easing and Quantitative Tightening. The #Fed has trappped itself and the only way out is Q4. #economy #inflation #gold https://dailyreckoning.com/get-ready-quantitative-tightening/
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@Excelsior #Korelin Economics Report - Thur May 25, 2017 Comments on the US Markets, #Gold, and #Bitcoin "Rick Ackerman is with me today to discuss the US markets, gold, and bitcoin. We ask the question… is this the euphoric stage of the markets where nothing can hold them back? As for #gold and #bitcoin where is the right balance between the two investments currently." http://www.kereport.com/2017/05/25/comments-markets-gold-bitcoin/ RECAPPING THE #FED MINUTES AND THE MOVES IN #OIL AND #GOLD    "The major mover today is the oil price and this is on the back on new from OPEC regarding extending production cuts but not expanding them. I discuss this with Chris Temple as well as recap the Fed minutes from yesterday. We also look at gold and its ability to hold steady whether you think that is a good thing or a bad thing…" http://www.kereport.com/2017/05/25/recapping-fed-minutes-moves-oil-gold/ THE METALS CONSIDERING THEIR #CHARTS, THE $USD, AND THE #FED "To kick off today Jordan Roy-Byrne @TheDailyGold joins me to share his insights on the metals. We look at gold and silver and the underlying stocks which all remain in the middle of their trading ranges. We also consider the moves we have seen in the USD and what seems to be a sure Fed rate hike next month." http://www.kereport.com/2017/05/25/metals-charts-usd-fed/
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@Goldfinger Everyone jumping aboard June $Fed rate hike call (dollar not indicating this) ~~~> BofA: "We are changing our call to match the consensus view that the Fed will hike in June."
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@Excelsior #Korelin Economics Report - May 31, 2017 > Potential Big Picture Drivers For #Gold "Jordan Roy-Byrne @TheDailyGold and I usually focus on the #charts for the metals and those have us neutral to slightly bearish. For this interview we take a step back and look at some of the big picture drivers that will impact #PreciousMetals. These include a potential reversal of #Fed policy, drop in the stock market, and even worse economic news." http://www.kereport.com/2017/05/31/potential-big-picture-drivers-gold/
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@Goldfinger May Nonfarm Payrolls +138k vs +182k exp and +211k prev. Net revisions to March/April -66k. There goes that June $Fed rate hike
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@Goldfinger June $Fed rate hike odds not budging much, Fed about to make a bad mistake here....
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@Goldfinger $Fed is about to raise rates into a recession. Write that down.
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@Excelsior #Korelin Economics Report June 6, 2017 David Erfle - Is This Breakout in the #Gold Stocks for Real "A very nice move in gold and the underlying stocks. The Junior Miner Junkie, David Erfle, takes a look at the breakout that we are seeing in the sector. David shares a stock that he is using as a barometer for the #juniors as well as outline all the news events that have the potential to drive markets over the next to weeks. These news events include… - The #UK Election - Comey’s testimony - #ECB meeting - Next Week – #Fed Meeting - Next Week – $GDXJ Rebalancing " http://www.kereport.com/2017/06/06/david-erfle-breakout-gold-stocks-real/
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@Goldfinger $Fed should raise rates then ~~~> BofA: "the US bond market is implying a sharp slowdown in US growth to trend or even below."
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@Goldfinger 100% chance of $Fed hike next week according to fed funds futures.
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@DecNefTrades Gold breaking 1,280 was very important. We are no longer in a long term bear trend. Very important for crowd psychology. However, failing 1,300 resistance was expected - but crowd should verify new HH-HL setup and ascending triangle. Ultimate support of 1,230 must hold.. short term bearish, mid term sideways to bullish for me.. Gold is simply baking in a rate hike in 5 days, FOMC increased odds of rate hike from 93.5 to 99.6%, so markets are anticipating accordingly $Gold #Gold #FOMC #Yellen
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@Goldfinger Why a $Fed rate hike this week could be bullish for $gold: http://www.marketanthropology.com/2017/06/connecting-dots-61117.html
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@Goldfinger The $Fed doesn't matter for $gold, but $1260 DOES matter.
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@Vaughan the "good job" kiss of death @Goldfinger. #Trump #Yellen #Fed
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@Goldfinger Citi: $Fed is expected to begin reducing its balance sheet next yr by $30bn a mth = USD appreciation of 3 big figures against JPY every year
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@Goldfinger Tomorrow morning's CPI release likely to be more important than $Fed hoopla.
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@Goldfinger Someone please entertain @Allan while we wait for the $Fed
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@Goldfinger Raise a quarter point and say a bunch of mumbo jumbo. Forecasts will be only thing of any interest. $Fed
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@Excelsior #Korelin Economics Report - Weekend Show - Sat June 17, 2017 #FED Rate Hike and How It Impacts #Gold Stocks "Thanks to the Fed this week there was a lot to talk about. The fed raised rates another 25 basis points but the real surprise was how hawkish they came off again in terms of future rate hikes and some forward guidance on how they will unwind the Fed’s balance sheet." "On this weekend’s show we discuss the implication of the Fed’s statement as well as take a close look at the resource sector in term of stocks." • Segment 1: We kick off the show with newsletter writer #SeanBrodrick. Sean and I look at the action in #junior #gold stocks as well as the recent pop in #Palladium. • Segment 2: #JohnKaiser, founder of Kaiser Research provides his outlook for #PreciousMetals stocks over summer. We address that fact that many companies are currently #drilling and results will be released shortly. • Segment 3: Adrian Day, CEO of #AdrianDay Asset Management recaps the #Fed statement and takes a broad look at the markets. • Segment 4: Managing Partner at the CPM Group, Jeff Christian shares his thoughts on the balance between physical #gold demand and what actually drive the gold price. and more.... http://www.kereport.com/2017/06/17/fed-rate-hike-impacts-gold-stocks/
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@Excelsior #Korelin Economics Report - Weekend Show - Sat June 17, 2017 #FED Rate Hike and How It Impacts #Gold Stocks "Thanks to the Fed this week there was a lot to talk about. The fed raised rates another 25 basis points but the real surprise was how hawkish they came off again in terms of future rate hikes and some forward guidance on how they will unwind the Fed’s balance sheet." "On this weekend’s show we discuss the implication of the Fed’s statement as well as take a close look at the resource sector in term of stocks." • Segment 1: We kick off the show with newsletter writer #SeanBrodrick. Sean and I look at the action in #junior #gold stocks as well as the recent pop in #Palladium. • Segment 2: #JohnKaiser, founder of Kaiser Research provides his outlook for #PreciousMetals stocks over summer. We address that fact that many companies are currently #drilling and results will be released shortly. • Segment 3: Adrian Day, CEO of #AdrianDay Asset Management recaps the #Fed statement and takes a broad look at the markets. • Segment 4: Managing Partner at the CPM Group, Jeff Christian shares his thoughts on the balance between physical #gold demand and what actually drive the gold price. and more.... http://www.kereport.com/2017/06/17/fed-rate-hike-impacts-gold-stocks/
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@Goldfinger Anecdotally we are seeing consumer price inflation in the US across a broad swathe of consumer goods & services. Energy prices are one of the few areas we have seen stable/falling prices. This aligns with the $Fed hiking rates (to keep inflation in check), but the average consumer is still getting squeezed as wages aren't really keeping up with the cost of living. The good news is that so far Fed hikes at the short end have had no effect upon the long end of the curve which is much much more important for borrowers.
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@Goldfinger Bullard's hand gestures when discussing reducing the $Fed BS, psychological ploy to raise one's hands when talking about reducing something? http://news.forexlive.com/!/all-my-pictures-of-the-feds-bullard-have-him-doing-the-same-gesture-20170622
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@Excelsior #Korelin Economics Report - WEEKEND SHOW – Sat June 24, 2017 #GOLD, #CentralBank Policy, and Recapping our Trip to $RPM $RPMGF Rye Patch Gold "This was a very fun week for us as we went down to Reno to visit the Rye Patch Gold projects including the producing Florida Canyon Mine and saw a gold pour. On this weekend’s show we recap the site visit to kick off the second hour. "In the first hour we focus a lot on #gold as well as how central banks have been the sole driver of the equity markets." > Segment 1: We kick off the show with Chris Martenson and his #1 concern – Growing tensions between #Russia and the #US. > Segment 2: George Gero, Managing Partner at RBC Wealth Management explains why this is a frustrating market for #gold investors. > Segment 3: David Erfle: #Fed rate hike cycles are historically good for #gold. > Segment 4: Peter Boockvar, Chief Market Analyst with The Lindsey Group, shares his opinion on how #CentralBank policies around the world are changing and the markets don’t seem to care. >> Segment 5 & 6: We open up KER Politics with Marshall Berol, Rick Ackerman, and Bill Howald recapping our trip to the $RPM Rye Patch Gold properties. ..... and more..... http://www.kereport.com/2017/06/24/comments-gold-central-banks-policy-recapping-trip-rye-patch-gold/
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