Browse Stacks: Government: Fed Reserve


slopechart_TIP.jpg
slopechart_TIP.jpg
Inflation protected U.S. Treasury bonds hit a new high
Professor Doomfinger
1
slopechart_FR:RAILFRTCARLOADS.jpg
slopechart_FR:RAILFRTCARLOADS.jpg
Rail Freight Carloads (non-seasonally adjusted) fell off a cliff as of April 1, 2020.
Professor Doomfinger
1
fed BS vs TSY debt.jpg (1280×793)
fed BS vs TSY debt.jpg (1280×793)
Tim Knight
3
bfm215.jpg (907×506)
bfm215.jpg (907×506)
Vomit.
Tim Knight
3
who owns central banks_0.png (973×683)
who owns central banks_0.png (973×683)
Tim Knight
sv2-1024x621.png (1024×621)
sv2-1024x621.png (1024×621)
Tim Knight
fed etf purchases.png (1123×385)
fed etf purchases.png (1123×385)
As the Federal Reserve buys up shit like "Fallen Angel High Yield Bond" ETFs, for fuck's sake.
Tim Knight
1
slopechart_XLF/SPY.jpg
slopechart_XLF/SPY.jpg
Financials as a fraction of the S&P 500. Brutal stuff. Special thanks to Mr. Dubious.
Professor Doomfinger
3
slopechart_BRK.B.jpg
slopechart_BRK.B.jpg
Grandpa Munster is probably toast. Apologies to Bill Maher and Senator John McCain.
Professor Doomfinger
3
fredgraph.png (900×820)
fredgraph.png (900×820)
Absolute insanity
Tim Knight
slopechart_$INDU.jpg
slopechart_$INDU.jpg
Dow Jones Industrials tapped out at horizontal red triangle resistance. Purple line is the middle of the pitchfor...
Professor Doomfinger
1
slopechart_FR:DTWEXBGS.jpg
slopechart_FR:DTWEXBGS.jpg
U.S. Trade-Weighted Dollar. Target around 131.
Professor Doomfinger
1
Treasury Issuance Will Shatter Records in 2020
Treasury Issuance Will Shatter Records in 2020
Tim Knight
2
Contra Corner The Five Boroughs Of Covid-The Wrong Size That Fits Virtually None Of The USA - David Stockman's Contra Corner
Contra Corner The Five Boroughs Of Covid-The Wrong Size That Fit...
Tim Knight
1
fed balance sheet expansion.jpg (777×551)
fed balance sheet expansion.jpg (777×551)
Tim Knight
1
slopechart_TLT.jpg
slopechart_TLT.jpg
Headfake?
Professor Doomfinger
slopechart_SPY.jpg
slopechart_SPY.jpg
March 9 - April 9: Did something happen while I was off in the woods?
Professor Doomfinger
3
slopechart_/US.jpg
slopechart_/US.jpg
All Systems Go?
Professor Doomfinger
1
slopechart_TIP.jpg
slopechart_TIP.jpg
Maybe the party is just getting started?
Professor Doomfinger
slopechart_FR:DGS10.jpg
slopechart_FR:DGS10.jpg
10 year Treasury constant maturity rate. Trouble has been brewing for a while now.
Professor Doomfinger
slopechart_SPY/FXI.jpg
slopechart_SPY/FXI.jpg
U.S. vs China: On the edge right now.
Professor Doomfinger
slopechart_GLD.jpg
slopechart_GLD.jpg
SPDR Gold Trust (but Verify?) Why are they called Spiders?
Professor Doomfinger
2
slopechart_STT.jpg
slopechart_STT.jpg
Please note the amethyst Fib lines
Professor Doomfinger
1
slopechart_FR:VXGDXCLS.jpg
slopechart_FR:VXGDXCLS.jpg
Gold Miners ETF Volatility
Professor Doomfinger
slopechart_FR:GVZCLS.jpg
slopechart_FR:GVZCLS.jpg
Gold ETF Volatility
Professor Doomfinger
slopechart_$SPX/FR:DGS30.jpg
slopechart_$SPX/FR:DGS30.jpg
30 year mouse. If (when) the yield on the 30 year bond goes to zero, then this calculation becomes undefined.
Professor Doomfinger
1
slopechart_AXP.jpg
slopechart_AXP.jpg
American Express: 38.2% Retracement from just under two months after Nixon resigned.
Professor Doomfinger
slopechart_GS.jpg
slopechart_GS.jpg
Goldman Sachs: 50% Retracement level from 2008
Professor Doomfinger
bfm5174_0.jpg (976×509)
bfm5174_0.jpg (976×509)
Tim Knight
3
rev repo march 30_0.jpg (934×616)
rev repo march 30_0.jpg (934×616)
Tim Knight
2
https://www.zerohedge.com/s3/files/inline-images/QE%20this%20week.jpg?itok=kA5PFMED
https://www.zerohedge.com/s3/files/inline-images/QE%20this%20wee...
Tim Knight
1
fed response to covid crisis.jpg (1199×886)
fed response to covid crisis.jpg (1199×886)
Actions from the Fed so far........
Tim Knight
3
bfmDFA3.jpg (1280×675)
bfmDFA3.jpg (1280×675)
Welp, there goes THAT correlation.
Tim Knight
2
Stories from the bond market as the Yield Curve Steepens | Notes From the Rabbit Hole
Stories from the bond market as the Yield Curve Steepens | Notes...
I don't know, it's just a scary chart is all. And it does not even include the Fed's latest plunge back to ZIRP.
NFTRH
tyx
tyx
Powell the effing dove was in the bag even before COVID-19, it's just that he's on steroids now.
NFTRH
bfm7BDD_0.jpg (1280×661)
bfm7BDD_0.jpg (1280×661)
The Dollar shortage is exploding to crisis levels as - despite unlimited Fed swap lines - global basis swaps are s...
Tim Knight
1
Contra Corner The Malefic Comfort Ladies Of Wall Street - David Stockman's Contra Corner
Contra Corner The Malefic Comfort Ladies Of Wall Street - David...
Tim Knight
1
bfm5670_0.jpg (976×539)
bfm5670_0.jpg (976×539)
The market is demanding almost 100bps of rate-cuts by The Fed by next week...
Tim Knight
2
bfmB203_0.jpg (976×509)
bfmB203_0.jpg (976×509)
Tim Knight
2
overnight repo 3.10.jpg (976×503)
overnight repo 3.10.jpg (976×503)
Tim Knight
1
cme fomc
cme fomc
Now a 100% chance of a .5% Corona-cut coming at or before the March 18 FOMC meeting.
NFTRH
Fed-Balance-Sheet-Taper-QE-022020.png (959×560)
Fed-Balance-Sheet-Taper-QE-022020.png (959×560)
Tim Knight
Fed (1)_0.png (768×475)
Fed (1)_0.png (768×475)
Tim Knight
Fed2-2.png (768×420)
Fed2-2.png (768×420)
Tim Knight
US-treasury-holdings-TIC-China-Japan-2019-12-percent-of-debt.png (483×391)
US-treasury-holdings-TIC-China-Japan-2019-12-percent-of-debt.png...
Tim Knight
Fed-Weekly-Repo-Operations-021420.png (872×528)
Fed-Weekly-Repo-Operations-021420.png (872×528)
Tim Knight
1
deficit jan 2020.jpg (760×998)
deficit jan 2020.jpg (760×998)
Tim Knight
Global-Liquidity-2.png (580×635)
Global-Liquidity-2.png (580×635)
Tim Knight
Unstoppable Force (Coronavirus) vs. Immovable Object (Central Banks) | Notes From the Rabbit Hole
Unstoppable Force (Coronavirus) vs. Immovable Object (Central Ba...
Don't worry bears, stock futures only up 136,000,000%!!! See associated post for more on why CBs stand ready to inflate.
NFTRH
MS wilson.jpg (930×549)
MS wilson.jpg (930×549)
Tim Knight
5
USD.jpg
USD.jpg
Clive Maund article at https://www.marketoracle.co.uk/Article66361.html Trend break looks like it's a good time...
Claws
3
balance sheet 3m10y.jpg (1135×705)
balance sheet 3m10y.jpg (1135×705)
Tim Knight
Fed-Balance-Sheet-SP500-121619.png (961×560)
Fed-Balance-Sheet-SP500-121619.png (961×560)
Tim Knight
GS inflation sensitivity.jpg (838×626)
GS inflation sensitivity.jpg (838×626)
Tim Knight
CB-liquidity.png (768×451)
CB-liquidity.png (768×451)
Tim Knight
fed balance sheet projected_0.jpg (1244×691)
fed balance sheet projected_0.jpg (1244×691)
Tim Knight
Fed vs stocks 12.6_0.jpg (1163×1000)
Fed vs stocks 12.6_0.jpg (1163×1000)
Tim Knight
1
central banks all easing at same time.jpg (1256×946)
central banks all easing at same time.jpg (1256×946)
Tim Knight
bonds.png
bonds.png
Global stock of bonds yielding below zero.
Claws
Chile.jpg
Chile.jpg
Everything is fine. It's only Chile.
Claws
2
2 nov19.PNG
2 nov19.PNG
Silver Singularity
1
2019-11-14 (2).jpg (796×506)
2019-11-14 (2).jpg (796×506)
Tim Knight
5
2019-10-31_8-14-53.jpg (1280×622)
2019-10-31_8-14-53.jpg (1280×622)
Tim Knight
3
Excess-Reversves-QE4-1.png (939×480)
Excess-Reversves-QE4-1.png (939×480)
Tim Knight
fed balance sheet10.4.jpg (957×482)
fed balance sheet10.4.jpg (957×482)
QE4 has started,unannounced
Tim Knight
2
slopechart_RINF.jpg
slopechart_RINF.jpg
Ooh look! There's an ETF for inflation. Trend is still down overall! ojo
Claws
2019-08-09_6-20-59.jpg (658×508)
2019-08-09_6-20-59.jpg (658×508)
Tim Knight
2019-08-09_6-19-08.jpg (659×482)
2019-08-09_6-19-08.jpg (659×482)
Tim Knight
dude.jpg
dude.jpg
Dude you're screwed!
Claws
OMB projections.jpg (1105×783)
OMB projections.jpg (1105×783)
Tim Knight
1
hiking ends in event.jpg (663×481)
hiking ends in event.jpg (663×481)
Tim Knight
US Fed Leaves Rates Unchanged – The Shake-Out Begins – Technical Traders Ltd.
US Fed Leaves Rates Unchanged – The Shake-Out Begins – Technica...
Chris Vermeulen
FOMC: 06.38.30 – Notes From the Rabbit Hole
FOMC: 06.38.30 – Notes From the Rabbit Hole
CME Group: Growing probabilities of rate cut into January.
NFTRH
FOMC: 06.38.30 – Notes From the Rabbit Hole
FOMC: 06.38.30 – Notes From the Rabbit Hole
CME Group: no rate hike today. Duh.
NFTRH
1
slopechart_FR:USSLIND.jpg
slopechart_FR:USSLIND.jpg
Leading Index for the United States. This is an index published monthly by the Federal Reserve Bank of Philadelphi...
Professor Doomfinger
1
deficit.jpg (670×376)
deficit.jpg (670×376)
Tim Knight
s3.amazonaws.com/cdn2.soci..._nu8Fpa_l.png
s3.amazonaws.com/cdn2.soci..._nu8Fpa_l.png
Thanks @TheDirector :) /cl IT hourly.... Now what? @PipeSticks Please post LT charts again. $OIH $XLE $USO Pe...
The Director
1
Fed-Balance-Sheet-SP500-2-020619 (1).png (890×521)
Fed-Balance-Sheet-SP500-2-020619 (1).png (890×521)
Tim Knight
2019-02-26_7-32-45.jpg (890×437)
2019-02-26_7-32-45.jpg (890×437)
Central bank motherfuckers frantically printing money to falsely prop up equities at insanely high valuations
Tim Knight
1
2 feb18.PNG
2 feb18.PNG
Silver Singularity
1
slopechart_TLT.jpg
slopechart_TLT.jpg
Nice fit since the taper tantrum / end of Operation Twist
Professor Doomfinger
1
s3.amazonaws.com/cdn2.soci..._UAlr3y_l.jpg
s3.amazonaws.com/cdn2.soci..._UAlr3y_l.jpg
JPowell
ob.jpg
ob.jpg
Stocks reach 2nd most overbought level on record. Chart from https://realinvestmentadvice.com/fed-kills-the-bear-for-...
Claws
slopechart_BND.jpg
slopechart_BND.jpg
No more rate increases as far as the eye can see...
Professor Doomfinger
1
CBO debt forecast 1.28.2019.jpg (663×379)
CBO debt forecast 1.28.2019.jpg (663×379)
Tim Knight
1
QT calendar nomura jan 19 2019.jpg (890×600)
QT calendar nomura jan 19 2019.jpg (890×600)
Quantitative Tightening Calendar
Tim Knight
4
ECB v Fed.jpg
ECB v Fed.jpg
ECB v Fed
Claws
2018-12-19_5-58-23.jpg (890×445)
2018-12-19_5-58-23.jpg (890×445)
Careful: Month Charts!
Tim Knight
4
2018-12-06_10-42-33.jpg (890×437)
2018-12-06_10-42-33.jpg (890×437)
Tim Knight
1
4-CB-balance-sheet-expansion-768x518.png (768×518)
4-CB-balance-sheet-expansion-768x518.png (768×518)
Tim Knight
mx37gykcma121.jpg (976×615)
mx37gykcma121.jpg (976×615)
Tim Knight
1
Who Was Lying? – Notes From the Rabbit Hole
Who Was Lying? – Notes From the Rabbit Hole
EMs among other global markets liked the jawbone.
NFTRH
Who Was Lying? – Notes From the Rabbit Hole
Who Was Lying? – Notes From the Rabbit Hole
So it was USD off sides after all.
NFTRH
Garth! – Notes From the Rabbit Hole
Garth! – Notes From the Rabbit Hole
By way of Macro Tourist, shadow tightening has already signaled danger. Powell caving?
NFTRH
Garth! – Notes From the Rabbit Hole
Garth! – Notes From the Rabbit Hole
So, is this cycle going to be different from the last two? And if so, why? Party on Garth... very temporarily.
NFTRH
A History of First Cuts – No robo-content, no ads and no bullshit
A History of First Cuts – No robo-content, no ads and no bullshit
Macro Tourist's history of first cuts...
NFTRH
2018-11-12_17-34-38.png (890×451)
2018-11-12_17-34-38.png (890×451)
Amazing
Tim Knight
5
2-Federal-Deficit-768x477.png (768×477)
2-Federal-Deficit-768x477.png (768×477)
Tim Knight
US govt interest payments.jpg (890×609)
US govt interest payments.jpg (890×609)
We are so fucked.........
Tim Knight
3
US-Fed-Balance-sheet-2018-10-04-overall-.png (508×348)
US-Fed-Balance-sheet-2018-10-04-overall-.png (508×348)
Tim Knight
2