Fed Waller: It makes me nervous that companies are factoring in high wage increases because that will keep inflation high. Interest rates are hardly restrictive so far. Interest rates need to go much higher.
Fed George: Inflation runs the risk of becoming entrenched in the economy due to an overheated labor market, making it harder for the Fed to bring inflation down without a recession. "We may even have to get a contraction in the economy to bring inflation down."
1) Ten Year Yield rising slowly back to 4.3% - 4.75%. This will mean that the FED is either doing a 50 bps rate hike or remaining at 75 bps. However, the equity market will have a less significant decline during this period. The aftermath will result in a sharp decline followed by a bull rally with another 75 bps announced (nothing changes in the long run) or extremely bullish with a 50 bps pivot decision.
2) The Ten Year Yield remains below 4% up to the FOMC. This will bake in a 50 bps rate hike, but most likely the equity market will sell off rapidly, as Ten Year Yield skyrockets to 4.2% - 4.5% before Powell speaks. The aftermath will result in a very sharp decline in equity's, as bond yields skyrocket, followed by the "melting up phase" which could last for months. But it will fuel inflation even more.
3) The Ten Year Yield remains rock solid below 4% into the next FOMC or falls further even as Powell speaks. This will mean that the FED has decided to pause all rate hikes. The equity market will not sell off much between now and then, but if they announce a pause, you can expect the market to go vertically upwards. The catch is that if they do pause, they will most likely announce a full blown recession. So, the bull rally will not last for very long, and the equity market will fall even further than scenario 1 or 2.
I think scenario #2 is the most likely, if we keep seeing bond yields fall more into the next FOMC. This would fit Greg's narrative, but i think there would be a massive fear trade prior to moving higher, as bond yields snap back and then settle.
or the press release is quick to point out that this experiment “is not intended to advance any specific policy outcome, nor to signal that the Federal Reserve will make any imminent decisions about whether to issue a retail or wholesale CBDC nor how a CBDC would necessarily be designed.”
So much for saying that the digital dollar is not yet around the corner, but that the Fed is experimenting to be ready if and when it does.
THE STRANGE CONNECTIONS OF SAM BANKMAN-FRIED & FTX
https://www.bitchute.com/video/0x4jPyE6_-o/
HOW THE WEF, COLLAPSE OF FTX, UKRAINE, CHILD TRAFFICKING, ELECTIONS, BILL CLINTON AND JOE BIDEN ARE
https://www.bitchute.com/video/uXXJPo5ViY7G/
IS FTX TIED TO PEDOPHILE BLACKMAIL NETWORKS? - IT’S MUCH WORSE THAN YOU THOUGHT – JOHN PEREZ
https://www.bitchute.com/video/cFYIVFZ45dM3/
Marc Friedrich spricht mit ... 💰Marc Faber💰
https://www.youtube.com/watch?v=CflfYJysfD4
Horror movies that would have never started if Black people were the cast.
https://youtu.be/l6GbCPAtnLA
Fed Waller: It makes me nervous that companies are factoring in high wage increases because that will keep inflation high. Interest rates are hardly restrictive so far. Interest rates need to go much higher.
Fed George: Inflation runs the risk of becoming entrenched in the economy due to an overheated labor market, making it harder for the Fed to bring inflation down without a recession. "We may even have to get a contraction in the economy to bring inflation down."
Rule N°84: Who brakes, loses ...
Good luck at the race track!
Get in that car and head on down the track! Might as well enjoy that asset any time you can!
As far as Economy is concerned, forget about the US Stock Market or economy. This is a global
situation caused by de-globalization occurring over time and now markets around the world are
all negatively effected. No economy will go unscathed as this goes forward. That's why your
currencies are fall, fall, falling such as rupie, ruble, Yuan, etc., etc. as their economic condition
worsens and their foreign reserves dwindle to less and less. I think China's foreign reserves fell
by 200 Billion, India same amount or close to it, Switzerland reserves were down 211 Billion,
etc. etc. equaling in total reserves draw down of over a trillion dollars worth. Then you ask where
did the trillion go to out of the Nations hands and into whose hands? Well the oil producing nations
took like 17 billion worth "but" the rest is MIA!!! Apparently into the hands of "private companies"
who place them in long term bonds in US!!!!
So, you have deglobalization in terms of monetary, financial and economic centers of production,
supply chains, and consumption destination points, polarization politically inside nations including
the US, AI impacting just about everything as well as taking more jobs away going forward, wars
churning up as economies take a du___ and then of course the disease side of this stuff.
In all of this inflation as they speak of, is merely another way of stripping more and more out of the
consumers even as actual costs of input resource goes down not up. A good excuse to raise prices
that effect the many and which eventually resides in the hands of the few!
The Pivoteers all really high on the Fed Pivot but I don't think they will pivot until possible March or
April of 2023 because apparently there are "fish to fry" that is concerning the Fed and other central
banks as well as the upper echelon of movers and shakers. What it is, isn't common knowledge but
more so hidden from our plebian eyes. Must be significant though, as they got their stashes and
deep underground bunkers all ready to go so something larger than normal considerations are
going on under the fabric shown to our eyes as our "reality" for the day, week, month and year.
Thanks
Scenario's between now and next FOMC:
1) Ten Year Yield rising slowly back to 4.3% - 4.75%. This will mean that the FED is either doing a 50 bps rate hike or remaining at 75 bps. However, the equity market will have a less significant decline during this period. The aftermath will result in a sharp decline followed by a bull rally with another 75 bps announced (nothing changes in the long run) or extremely bullish with a 50 bps pivot decision.
2) The Ten Year Yield remains below 4% up to the FOMC. This will bake in a 50 bps rate hike, but most likely the equity market will sell off rapidly, as Ten Year Yield skyrockets to 4.2% - 4.5% before Powell speaks. The aftermath will result in a very sharp decline in equity's, as bond yields skyrocket, followed by the "melting up phase" which could last for months. But it will fuel inflation even more.
3) The Ten Year Yield remains rock solid below 4% into the next FOMC or falls further even as Powell speaks. This will mean that the FED has decided to pause all rate hikes. The equity market will not sell off much between now and then, but if they announce a pause, you can expect the market to go vertically upwards. The catch is that if they do pause, they will most likely announce a full blown recession. So, the bull rally will not last for very long, and the equity market will fall even further than scenario 1 or 2.
I think scenario #2 is the most likely, if we keep seeing bond yields fall more into the next FOMC. This would fit Greg's narrative, but i think there would be a massive fear trade prior to moving higher, as bond yields snap back and then settle.
64 funny cars!
or the press release is quick to point out that this experiment “is not intended to advance any specific policy outcome, nor to signal that the Federal Reserve will make any imminent decisions about whether to issue a retail or wholesale CBDC nor how a CBDC would necessarily be designed.”
So much for saying that the digital dollar is not yet around the corner, but that the Fed is experimenting to be ready if and when it does.