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US Macro

+13 pts



The Federal Reserve Delivers A Massive Shock To The Stock Market

By beat_the_street on Sept. 22, 2022, 4:55 p.m.
Tagged topics: interest rates

Views: 14, Votes: 4, Responses: 0, Attachments: 0
Japan

+11 pts



Japan Macro Data Tracker - 2022/09/16

By mooreideas on Sept. 16, 2022, 10:43 a.m.
Tagged topics: interest rates

Views: 3, Votes: 2, Responses: 0, Attachments: 1
Credit Strategy

+32 pts



Rising rates pose a risk to cash flow constrained credits: Who's hedged, who's not?

By ethonomics on July 11, 2022, 5:45 p.m.
Tagged topics: interest rates

Views: 15, Votes: 2, Responses: 0, Attachments: 1
FX , Global Macro

+34 pts



World at a Glance - Into the second half of 2022

By JH on July 6, 2022, 3:25 p.m.
Tagged topics: deep dive , interest rates , commodities , bofa , FX

Views: 25, Votes: 3, Responses: 0, Attachments: 1
VGK

+35 pts



Global Strategist Comments On Inflation In The Eurozone

By Btam on Feb. 12, 2022, 1:50 a.m.
Tagged topics: Europe , interest rates , inflation fears

Views: 39, Votes: 2, Responses: 0, Attachments: 1
ILTB

+10 pts



4 rate hikes expected : March June September December , and Balance Sheet runoff starting August . With the large reversal in rates since September,...

By 12MeterYacht on Jan. 19, 2022, 7:12 a.m.
Tagged topics: analyst checks , interest rates , rate hike

Views: 1, Votes: 1, Responses: 0, Attachments: 0
ILTB

+38 pts



US Economy Notes: Tighter rates, tighter balance sheet

By KHUN on Jan. 19, 2022, 5:27 a.m.
Tagged topics: analyst checks , interest rates , rate hike

Views: 48, Votes: 3, Responses: 1, Attachments: 1
US Macro

+6 pts



Let's see what the results of the FOMC meeting on 2nd and 3rd of November will be. But if there is no change in monetary...

By fitot7 on Nov. 2, 2021, 12:50 a.m.
Tagged topics: interest rates , inflation fears , FOMO

Views: 3, Votes: 2, Responses: 0, Attachments: 0
US Macro

+1 pts



Buy $AMEX:SPY*...

By cassie on Nov. 1, 2021, 1:13 p.m.
Tagged topics: interest rates , inflation fears , FOMO

Views: 3, Votes: 1, Responses: 0, Attachments: 0
US Macro

+1 pts



Couldn't agree more...

By cassie on Nov. 1, 2021, 1:11 p.m.
Tagged topics: interest rates , inflation fears , FOMO

Views: 4, Votes: 1, Responses: 1, Attachments: 0
US Macro

+17 pts



Overall the bond market so far is suggesting inflation will be transitory. It's no surprise the supply chain getting heavy headlines into the holidays, but...

By Supersaverguy on Nov. 1, 2021, 11:58 a.m.
Tagged topics: interest rates , inflation fears , FOMO

Views: 7, Votes: 6, Responses: 2, Attachments: 0
US Macro

+67 pts



Path of least resistance remains higher for US equities as fears will likely turn into FOMO

By phenphen on Nov. 1, 2021, 10:47 a.m.
Tagged topics: interest rates , inflation fears , FOMO

Views: 190, Votes: 21, Responses: 4, Attachments: 1
US Macro , Global Macro

+37 pts



Focus on asset- and labor-efficient firms as markets debate which headwinds are transitory

By ethonomics on Oct. 25, 2021, 10:33 a.m.
Tagged topics: interest rates , supply constrained , inflation fears

Views: 49, Votes: 4, Responses: 0, Attachments: 2
US Macro

+40 pts



Goldman says nominal #interestrates have moved by 2 standard deviations, which historically implies negative returns for equities

By ethonomics on Sept. 29, 2021, 4:43 p.m.
Tagged topics: interest rates , equities , Goldman Sachs , tapering

Views: 155, Votes: 3, Responses: 0, Attachments: 2
US Macro

+33 pts



Goldman says the uneven labor market recovery could have dovish monetary policy implications

By ethonomics on Aug. 27, 2021, 6:03 p.m.
Tagged topics: interest rates , economic recovery , Goldman Sachs , racial disparity , monetary policy

Views: 147, Votes: 2, Responses: 0, Attachments: 2
US Macro

+40 pts



Goldman now expects earlier tapering (45% chance in Nov), though not a faster pace ($15bn per meeting)

By ethonomics on Aug. 19, 2021, 10:56 a.m.
Tagged topics: interest rates , Goldman Sachs , quantitative easing , FOMC , tapering

Views: 130, Votes: 5, Responses: 0, Attachments: 2
US Macro

+36 pts



Goldman says sticky inflation despite mixed growth data suggests stagflation risks, expensive equities now vulnerable to both growth and rate shocks

By ethonomics on Aug. 4, 2021, 4:32 p.m.
Tagged topics: growth outlook , interest rates , Goldman Sachs , market correction , stagflation

Views: 135, Votes: 4, Responses: 0, Attachments: 2
US Macro

+10 pts



Current macro issues in the market are addressable, tapering is unlikely to de-rail the Equity train and will probably give a good buying opportunity to...

By GekkoJLDN on Aug. 4, 2021, 12:26 p.m.
Tagged topics: interest rates , Goldman Sachs , tapering

Views: 3, Votes: 1, Responses: 0, Attachments: 0
US Macro

+45 pts



Goldman says history suggests investors should buy the dip on any tapering driven selloff, focus on strong balance sheets

By ethonomics on Aug. 2, 2021, 12:39 p.m.
Tagged topics: interest rates , Goldman Sachs , tapering

Views: 190, Votes: 7, Responses: 1, Attachments: 2
US Macro

+2 pts



The #'s are heating up and all the brokers will raise their timing to earlier days...

By 12MeterYacht on June 18, 2021, 7:27 a.m.
Tagged topics: interest rates , Goldman Sachs , inflation fears , FOMC

Views: 5, Votes: 2, Responses: 0, Attachments: 0