4 replies to this topic

[linrom1]

EOM

[linrom1]

 

Michael Taylor

@Mike_Taylor1972

·

6h

And there it is: The new Fed Chair:

 

finance.yahoo.com

Brainard Interviewed by Biden for Fed Chair as Search Heats Up

(Bloomberg) -- Federal Reserve Governor Lael Brainard was interviewed for the top job at the U.S. central bank when she visited the White House last week, according to people familiar with the...

[linrom1]

 

Michael Taylor

@Mike_Taylor1972

·

4h

I did not know that this would be the news T+1 day. But the spidey-sense was pinging: "nobody is thinking about this anymore"

Quote Tweet

Michael Taylor

@Mike_Taylor1972

· Nov 8

Powell: POTUS has an opportunity to further-politicize the FED. I believe that Brainard will soon be announced the next Fed Chair. This will have a dramatic effect on the 10Y yield (IMHO), a major steepening.

 

T-1

 

So in essence do everything opposite of today....but it's still a long way to Feb 22

[pdx5]

If rates are falling, it means the bond traders are seeing a softening economy ahead.

For Bond rates to go higher (without active FED intervention) needs a stronger economy straight ahead.

[linrom1]

If rates are falling, it means the bond traders are seeing a softening economy ahead.

For Bond rates to go higher (without active FED intervention) needs a stronger economy straight ahead.

I think Mike Taylor is anticipating "money printing on steroids" brought about by Brainard, Yellen and Kelton.