Tuesday , October 23 2018
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Tag Archives: #macro

MACRO VIEW COLUMNS: There’s Little Edge to Trading a Market This Quiet

(Bloomberg) — There’s an old saying that you should never short a quiet market. That’s particularly the case for longer-term investors, for whom the vicissitudes of temporary market swings are (or at least should be) easily ignored. That doesn’t mean that investors should deploy cash when trading conditions are muted, …

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MACRO VIEW COLUMNS: The Fed Just Said Get Ready for Volatility — in 2020

(Bloomberg) — Traders have become so accustomed to a dovish FOMC, even when it’s tightening policy, that they seem to have forgotten what a hawkish Fed actually looks like. Wednesday’s statement and summary of economic projections offered a reminder, with the crucial 2017 and 2018 dot plot medians remaining unchanged…projecting …

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MACRO VIEW COLUMNS: Traders Focus on Fed Dots, But Do They Matter Now?

(Bloomberg) — It’s become fashionable to downplay the balance sheet adjustment set to be announced at Wednesday’s FOMC meeting and instead focus on the economic projections –particularly the infamous “dot plot” of Fed funds rate forecasts. After all, the small reduction to portfolio reinvestment has been well-flagged for what seems …

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