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US Macro

+41 pts



FOMC Minutes Suggest Fed Balance Sheet Runoff Could Start “Relatively Soon” After Liftoff

By ethonomics on Jan. 6, 2022, 3:46 p.m.
Tagged topics: rate hike , tapering

Views: 33, Votes: 6, Responses: 0, Attachments: 1
US Macro

+37 pts



Policy makers expected to begin guiding toward more concrete plans around balance sheet normalization

By phenphen on Jan. 4, 2022, 2:31 p.m.
Tagged topics: rate hike , tapering

Views: 18, Votes: 3, Responses: 0, Attachments: 1
US Macro

+42 pts



FOMC remains hawkish despite Omicron

By ethonomics on Dec. 1, 2021, 4:10 p.m.
Tagged topics: tapering

Views: 47, Votes: 7, Responses: 0, Attachments: 1
US Macro

+1 pts





By Melyche on Nov. 27, 2021, 7:15 a.m.
Tagged topics: tapering

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

+46 pts



Fed now likely to double its pace of #tapering

By ethonomics on Nov. 25, 2021, 11:23 a.m.
Tagged topics: tapering

Views: 69, Votes: 8, Responses: 1, Attachments: 1
SPY

+6 pts





By 12MeterYacht on Nov. 22, 2021, 6:39 a.m.
Tagged topics: macro environment , inflation fears , tapering

Views: 1, Votes: 2, Responses: 0, Attachments: 0
SPY

+47 pts



Global Strategist Comments On Inflation And Potential Tapering

By Btam on Nov. 22, 2021, 5:22 a.m.
Tagged topics: macro environment , inflation fears , tapering

Views: 53, Votes: 5, Responses: 1, Attachments: 1
US Macro

+38 pts



A seamless move from tapering to hiking appears to be the path of lease resistance for 2022, but the pace of hikes likely to slow after that

By ethonomics on Nov. 15, 2021, 3:22 p.m.
Tagged topics: inflation , employment , rate hike , tapering

Views: 125, Votes: 5, Responses: 0, Attachments: 1
US Macro

+1 pts





By mohamad.mollaei on Nov. 7, 2021, 12:26 p.m.
Tagged topics: options , tapering , volatility

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

+48 pts



Markets are like a duck – calm above the surface, but furious churning below

By josiebe on Nov. 5, 2021, 11:25 a.m.
Tagged topics: options , tapering , volatility

Views: 52, Votes: 5, Responses: 1, Attachments: 1
US Macro

+41 pts



FOMC now on track to implement final taper in June 2022, and hurdle to accelerating that pace appears quite high

By ethonomics on Nov. 4, 2021, 5:02 p.m.
Tagged topics: inflation fears , FOMC , tapering

Views: 137, Votes: 6, Responses: 0, Attachments: 1
US Macro

+1 pts





By 12MeterYacht on Oct. 15, 2021, 5:48 a.m.
Tagged topics: Goldman Sachs , FOMC , tapering

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

+37 pts



Goldman says September FOMC Minutes Confirm Support for Monthly Taper Ending Mid-2022

By ethonomics on Oct. 14, 2021, 5:11 p.m.
Tagged topics: Goldman Sachs , FOMC , tapering

Views: 42, Votes: 3, Responses: 1, Attachments: 2
US Macro

+30 pts



September FOMC Minutes Confirm Support for Monthly Taper Ending Mid-2022

By ethonomics on Oct. 14, 2021, 5:04 p.m.
Tagged topics: Goldman Sachs , FOMC , tapering

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

+30 pts



September FOMC Minutes Confirm Support for Monthly Taper Ending Mid-2022

By ethonomics on Oct. 14, 2021, 5:04 p.m.
Tagged topics: Goldman Sachs , FOMC , tapering

Views: 3, Votes: 1, 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: 126, Votes: 3, Responses: 0, Attachments: 2
US Macro

+39 pts



Goldman says #FOMC more dovish than expected with still a wide range of forecasts for #ratehikes through 2024

By ethonomics on Sept. 23, 2021, 9:55 a.m.
Tagged topics: Goldman Sachs , rate hike , FOMC , tapering

Views: 125, Votes: 5, Responses: 0, Attachments: 2
US Macro

+36 pts



FOMC Preview: From Timing To Pace

By underdog on Sept. 19, 2021, 11:55 p.m.
Tagged topics: Morgan Stanley , FOMC , tapering

Views: 41, Votes: 4, Responses: 0, Attachments: 2
US Macro

+1 pts





By DanJRA on Sept. 2, 2021, 3:14 p.m.
Tagged topics: fiscal stimulus , Goldman Sachs , tapering , taper tantrum , bond market

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

+37 pts



Goldman expects #Fed to provide advanced notice in Sept and formally announce start of #tapering in Nov

By ethonomics on Sept. 1, 2021, 10:36 a.m.
Tagged topics: fiscal stimulus , Goldman Sachs , tapering , taper tantrum , bond market

Views: 120, Votes: 3, Responses: 1, Attachments: 2