Browse Stacks: Government: Fed Reserve


2022-05-10.png (1280×630)
2022-05-10.png (1280×630)
Tim Knight
3
Eggheads tardy in doing the right thing – Notes From the Rabbit Hole
Eggheads tardy in doing the right thing – Notes From the Rabbit Hole
Finally the Fed is set to get off its ass months after the market signaled it to do so.
NFTRH
Fed funds vs CPI_1.jpg (1267×668)
Fed funds vs CPI_1.jpg (1267×668)
Tim Knight
2
fredgraph.png (700×718)
fredgraph.png (700×718)
Inflation-Adjusted (Real) Yield On 10-Year US Treasury Not, 1987-2022
Tim Knight
2
gqvz6kr95eq81.jpg (640×780)
gqvz6kr95eq81.jpg (640×780)
Tim Knight
2
Fed not hawkish; hellflation or liquidation ahead | Notes From the Rabbit Hole
Fed not hawkish; hellflation or liquidation ahead | Notes From t...
Fed is dovish by definition of its gap with the 3 mo. T-bill yield.
NFTRH
1
Fed not hawkish; hellflation or liquidation ahead | Notes From the Rabbit Hole
Fed not hawkish; hellflation or liquidation ahead | Notes From t...
Dovish Fed probably does not want to see stocks break down. The others in this chart? Screw 'em. But they may flip...
NFTRH
es post fed.jpg (1280×698)
es post fed.jpg (1280×698)
Insane. I have no words.
Tim Knight
5
fredgraph.png (700×718)
fredgraph.png (700×718)
Purchasing Power Of The Dollar Since Jerome Powell Joined The Fed In May 2012
Tim Knight
3
Gold/Silver ratio continues to diverge the inflation trades | Notes From the Rabbit Hole
Gold/Silver ratio continues to diverge the inflation trades | No...
Why is the Fed so aggressively out hawking in the media? Because, this... (they're behind the curve).
NFTRH
FLQQo8kXwAMYS6D (680×674)
FLQQo8kXwAMYS6D (680×674)
Pepperidge Farms remembers.....
Tim Knight
1
slopechart_TLT.jpg
slopechart_TLT.jpg
(Manual) TLT Fib projection onto the Dec high, target 120
Baby Bear
h9gl4eit93e81.jpg (640×476)
h9gl4eit93e81.jpg (640×476)
Tim Knight
“The Fed is likely…” | Notes From the Rabbit Hole
“The Fed is likely…” | Notes From the Rabbit Hole
No hike today, but it's highly doubtful the market correction will bump the Fed off of a hike in March.
NFTRH
1
2772f8jorpc81.jpg (640×457)
2772f8jorpc81.jpg (640×457)
Tim Knight
2022-01-13_12-19-02.jpg (1035×563)
2022-01-13_12-19-02.jpg (1035×563)
According to the Taylor rule, interest rates are TEN PERCENT TOO LOW right now! (1,000 basis points)
Tim Knight
2021-12-14_05-31-55.jpg (1010×620)
2021-12-14_05-31-55.jpg (1010×620)
US Producer Prices Explode To Record High In November
Tim Knight
slopechart_IEF.jpg
slopechart_IEF.jpg
7-10 Year Treasury Bond ETF breakdown today
Baby Bear
1
reiv5z4907181.jpg (640×360)
reiv5z4907181.jpg (640×360)
Tim Knight
slopechart_GOOGL.jpg
slopechart_GOOGL.jpg
GOOGL 3x from March '20 low. SPY went 2.2x
Baby Bear
Fed-BalanceSheet-SP500-101821 (1).png (964×563)
Fed-BalanceSheet-SP500-101821 (1).png (964×563)
Tim Knight
slopechart_HDGE.jpg
slopechart_HDGE.jpg
-93% in 10 years
Baby Bear
3
slopechart_IEF.jpg
slopechart_IEF.jpg
Glad I held on to my IEF puts yesterday, although they hit my stop loss level.
Baby Bear
owf6n3srlny71.jpg (1080×937)
owf6n3srlny71.jpg (1080×937)
Tim Knight
2
slopechart_IEF.jpg
slopechart_IEF.jpg
Short term T-Bond fund (7-10 yrs)
Baby Bear
slopechart_IWM,TLT.jpg
slopechart_IWM,TLT.jpg
Bonds vs small caps
Baby Bear
slopechart_TLT.jpg
slopechart_TLT.jpg
STFB to the 21 EMA
Baby Bear
SP500-Fed-Balance-Contraction-Only-092321.png (967×564)
SP500-Fed-Balance-Contraction-Only-092321.png (967×564)
Tim Knight
rev repo 9.23.jpg (1182×615)
rev repo 9.23.jpg (1182×615)
Fed Reverse Repo Soars To Record $1.35 Trillion After Fed Doubles Counteparty Limit
Tim Knight
2
CUM BUDGET DEFICIT SEPT 2021.jpg (1280×807)
CUM BUDGET DEFICIT SEPT 2021.jpg (1280×807)
Tim Knight
1
tapering nov 2011.jpg (1015×624)
tapering nov 2011.jpg (1015×624)
Tim Knight
2
bfm4023.jpg (902×530)
bfm4023.jpg (902×530)
Tim Knight
bfmFEAB_0.jpg (966×530)
bfmFEAB_0.jpg (966×530)
QE ain't f**king doing anything for the real economy...
Tim Knight
56977-fig2_deficit-interest-vs.png (825×352)
56977-fig2_deficit-interest-vs.png (825×352)
Forthcoming U.S. deficit, interest - holy crap
Tim Knight
2
bfm5A9B_0.jpg (971×564)
bfm5A9B_0.jpg (971×564)
And bear in mind the post-FOMC pump pattern...
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Real GDP Growth Versus Fed Balance Sheet Growth, 1951-1962
Tim Knight
1
moneytracker.jpg (1280×947)
moneytracker.jpg (1280×947)
Tim Knight
fredgraph.png (700×868)
fredgraph.png (700×868)
Outstanding Fed Cash Borrowings Under Its O/N RRP Facility, March-July 2021
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Cumulative Change in Fed Balance Sheet Versus CPI, 1995-2021
Tim Knight
2021-07-07_12-22-40.jpg (1280×767)
2021-07-07_12-22-40.jpg (1280×767)
Here we see the collusion between Powell, Yellen, and Biden and what happened with the markets ever since.
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Total US Public And Private Debt Outstanding Versus Nominal GDP, 1970-2021
Tim Knight
1
fredgraph.png (700×718)
fredgraph.png (700×718)
Fed Balance Sheet Versus Nominal GDP, 2003-2021
Tim Knight
1
ON repoc.jpg (1205×657)
ON repoc.jpg (1205×657)
Overnight REPO from the good people at the Fed
Tim Knight
3
bfm734E.jpg (984×521)
bfm734E.jpg (984×521)
Tim Knight
ON RRP 5.20.jpg (1055×573)
ON RRP 5.20.jpg (1055×573)
Fed's Reverse Repo Usage Soars To $351BN, Fifth Highest Ever
Tim Knight
1
Fed-Profit-Comparison-032821.png (852×562)
Fed-Profit-Comparison-032821.png (852×562)
Tim Knight
Fed-Funds-GDP-Growth-Rate-2yr-051321-1024x601.png (1024×601)
Fed-Funds-GDP-Growth-Rate-2yr-051321-1024x601.png (1024×601)
Tim Knight
cumulative deficit april 2021.jpg (1280×807)
cumulative deficit april 2021.jpg (1280×807)
US Spends 90% More Than It Collects In First 7 Months Of Fiscal 2021
Tim Knight
An Inflationary Slingshot | Notes From the Rabbit Hole
An Inflationary Slingshot | Notes From the Rabbit Hole
Inflationary boom is cost-PUSHING Stagflation into the economy after Fed's reaction to COVID-19.
NFTRH
cumulative receipts March 2021.jpg (1280×807)
cumulative receipts March 2021.jpg (1280×807)
What a pathetic joke of a country we've become.
Tim Knight
1
slopechart_$SPX.jpg
slopechart_$SPX.jpg
I was curious just how much the markets had gone up in the last year and I wanted a review of the U.S. Government'...
sandunes
M2-money-velocity3-21a (1).png (500×426)
M2-money-velocity3-21a (1).png (500×426)
Tim Knight
4
fredgraph.png (1168×820)
fredgraph.png (1168×820)
Year-Over-Year Increase in the Fed’s Balance Sheet
Tim Knight
2
slopechart_LQD.jpg
slopechart_LQD.jpg
LQD has been in a pretty tight range for the last few months, and it made a near perfect lower high the other day....
Matt
central bank BS_9.jpg (1157×1133)
central bank BS_9.jpg (1157×1133)
Tim Knight
2
crtoak6l5r861.jpg (640×919)
crtoak6l5r861.jpg (640×919)
Tim Knight
2
IB-BR-img4.png (800×483)
IB-BR-img4.png (800×483)
Tim Knight
1
Elp50FiWoAECu8m (3011×3109)
Elp50FiWoAECu8m (3011×3109)
Oh GAWD. Kill me now.
Tim Knight
2
currency circulation.jpg (1164×645)
currency circulation.jpg (1164×645)
Tim Knight
SP500-FedBalance-Sheet_0.png (630×354)
SP500-FedBalance-Sheet_0.png (630×354)
Tim Knight
excess deposits vs Fed BS.jpg (1280×751)
excess deposits vs Fed BS.jpg (1280×751)
Tim Knight
2
bfm913E.jpg (837×502)
bfm913E.jpg (837×502)
Tick-for-Tick
Tim Knight
$26 trillion.jpg (984×548)
$26 trillion.jpg (984×548)
Central Bank Balance Sheets To Hit $28 Trillion Next Year
Tim Knight
2
slopechart_TIP.jpg
slopechart_TIP.jpg
Here's a TIP, there is no inflation, right?
Baby Bear
1
Fed 13.3 7.23.jpg (1161×635)
Fed 13.3 7.23.jpg (1161×635)
Tim Knight
1
2020-07-21_1.png (800×497)
2020-07-21_1.png (800×497)
Tim Knight
fredgraph.png (950×720)
fredgraph.png (950×720)
Tim Knight
2
budget deficit 7.8.jpg (1280×806)
budget deficit 7.8.jpg (1280×806)
Tim Knight
3
total budget deficit 7.8.jpg (1019×587)
total budget deficit 7.8.jpg (1019×587)
US Budget Deficit Hits A Record $863 Billion In June, A 100X Increase
Tim Knight
2
slopechart_TIP.jpg
slopechart_TIP.jpg
Inflation protected U.S. Treasury bonds hit a new high
Professor Doomfinger
1
slopechart_FR:RAILFRTCARLOADS.jpg
slopechart_FR:RAILFRTCARLOADS.jpg
Rail Freight Carloads (non-seasonally adjusted) fell off a cliff as of April 1, 2020.
Professor Doomfinger
1
fed BS vs TSY debt.jpg (1280×793)
fed BS vs TSY debt.jpg (1280×793)
Tim Knight
3
bfm215.jpg (907×506)
bfm215.jpg (907×506)
Vomit.
Tim Knight
3
who owns central banks_0.png (973×683)
who owns central banks_0.png (973×683)
Tim Knight
sv2-1024x621.png (1024×621)
sv2-1024x621.png (1024×621)
Tim Knight
fed etf purchases.png (1123×385)
fed etf purchases.png (1123×385)
As the Federal Reserve buys up shit like "Fallen Angel High Yield Bond" ETFs, for fuck's sake.
Tim Knight
1
slopechart_XLF/SPY.jpg
slopechart_XLF/SPY.jpg
Financials as a fraction of the S&P 500. Brutal stuff. Special thanks to Mr. Dubious.
Professor Doomfinger
3
slopechart_BRK.B.jpg
slopechart_BRK.B.jpg
Grandpa Munster is probably toast. Apologies to Bill Maher and Senator John McCain.
Professor Doomfinger
3
fredgraph.png (900×820)
fredgraph.png (900×820)
Absolute insanity
Tim Knight
slopechart_$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