Black Every Day?

Discussion in 'Trading' started by nitro, Mar 17, 2008.

  1. nitro

    nitro

    "...In order to pull the trigger again following a single, 25-basis-point rate increase in December, the Fed needs signs of:
    • continued improvement in the labor market;
    • progress toward its medium-term goal of 2 percent inflation;
    • a reversal in the trend of declining inflation expectations, both market- and survey-based;
    • rising wages;
    • narrowing credit spreads;
    • and a U.S. dollar exchange rate that is not so strong as to depress exports.
    • Before they act, policymakers want to be sure there is no financial market volatility anywhere in the world;
    • no "uncertainty," such as the kind generated by the June 23 U.K. referendum on remaining in the European Union;
    • and no negative developments in China or other large emerging market nations. ..."

    http://www.msn.com/en-us/money/mark...s-foolish-to-the-market/ar-AAh1z2P?li=BBnbfcN

    In other news, a truly rare circumstance, five planets will align in the sky

    http://www.accuweather.com/en/weath...s-jupiter-saturn-alignment-astronomy/54881846
     
    Last edited: Jun 14, 2016
    #551     Jun 14, 2016
  2. nitro

    nitro

    All this [indirect] dollar strength is genuine fear that Brexit (flight to safety), regardless of the way it goes, may have a surprise announcement even if the vote is to stay. I think England votes to leave, but in a very drawn out manner (3+ years) and until they find a replacement.

    There is no way anyone in their normal head thinks the FED raises tomorrow. Zero. People might be afraid of the statement though raising the odds of July. I say, close to Zero to that too.
     
    Last edited: Jun 14, 2016
    #552     Jun 14, 2016
  3. noddyboy

    noddyboy


    The alignment was 1/2016...
     
    #553     Jun 15, 2016
  4. SunTrader

    SunTrader

    10 year Tips spread continues trending lower - 1.47 on Monday.
     
    #554     Jun 15, 2016
  5. nitro

    nitro

  6. noddyboy

    noddyboy

    Do people not trust banks? Because that is the only logic why central banks don't have to hold 100% of the market to get yields negative. I guess when they own 100% of the market, they can set the yield to -100% and forgive the debt. Not joking -- I totally expect it for Japan.
     
    #556     Jun 15, 2016
  7. nitro

    nitro

    And the last time the FED raised was around the same time as that rare celestial event.
     
    Last edited: Jun 15, 2016
    #557     Jun 15, 2016
  8. nitro

    nitro

    The FED statement makes is look like there is an explanation. Same with the FED minutes. But that is all made up and it is smoke and mirros. All you have to do is look at FFFs.

    Here is the routine:

    • The FED heads go out and make all sorts of statements between meetings.
    • The FFFs react to those statements and either gives the FED a changing grade through probability.

    On FED day, if the FFFs are less than 70% ish, no go. It is not the FED that decides, it is the market. The FED simply asks permission through rhetoric.
     
    #558     Jun 15, 2016
  9. nitro

    nitro

    I have to lower my estimate. Now I am not even sure about December.
     
    #559     Jun 15, 2016
  10. nitro

    nitro

    The e-minis are shell-shocked. I think maybe 10% of the market thought that would be the FED statement.
     
    #560     Jun 15, 2016