Dovish fed is what they still are and will be, media is making you all believe they are hawkish

Discussion in 'Economics' started by S2007S, Dec 16, 2021.

  1. piezoe

    piezoe

    When Trump appointed Powell, I was skeptical, but nor surprised considering that the main criterion for Trump appointees was loyalty. I didn't believe Powell had the right background to lead the Fed. Nothing has changed my mind. But I should not forget he is only one of 5 other Governors -- at the moment. Yellen's spot, the seventh Governor, is still open. Biden needs to fill it.

    There are currently 6 governors five of which are of Republican persuasion with one Democrat leaning. If you like current monetary policy you should be happy for a long time. If you don't, you're going to be unhappy for a long time. Only two of the seven seats expire before the 2024 election. And one of those seats expires so close to the election, that even if the Democrats should hold on to a majority in the Senate it would be difficult for Biden to fill it before the 2024 election.
     
    Last edited: Dec 16, 2021
    #11     Dec 16, 2021
  2. ktm

    ktm

    I think it's worth noting that there's a huge difference between fiscal policy and monetary policy. Fiscal policy (IMO) is largely responsible for the acute inflationary issues we have today. Low interest rates and "free money" as a monetary policy is very different from sending actual cash to people and essentially paying them not work. If zero rates from the Fed was a small fire (that would eventually lead to inflation), the "stimulus" from earlier this year was the gasoline. Biden's BBB would be more fiscal policy that would be bringing in helicopters to drop the gasoline.

    Sometimes the fiscal policy is working against the monetary policy.

    Two things about raising rates at this juncture; 1) You would have to raise them to a very high level relative to where we are now to have any real impact and; 2) The effects of a Fed interest rate hike are so delayed as to render them useless in the first six months.

    I'm not against a hike, but I do agree they need to wrap up the repo actions first. I think they would have raised yesterday if they had been finished.
     
    #12     Dec 16, 2021
    piezoe likes this.
  3. Overnight

    Overnight

    Britain took the first step this morning at 7AM ET by increasing their rate a tad. I believe that's why we had the huge tech-selloff today. Tech holders are now seeing the reality that hikes ARE ACTUALLY COMING. Powell talking about them is one thing, but a central bank over in Europe actually doing it?

    Capillary action now for the Fed?
     
    #13     Dec 16, 2021
    nooby_mcnoob likes this.
  4. Big AAPL

    Big AAPL

    Capillary...LOL
    Excellent choice of words.
     
    #14     Dec 16, 2021
    piezoe and Overnight like this.
  5. KCalhoun

    KCalhoun

    Markets simply can't keep rallying in this environment imho

    Inflation and high taxes will have people selling stocks for $

    Dumbass left wing politicians are bad for stocks, the economy, etc
     
    #15     Dec 16, 2021
  6. Overnight

    Overnight

    #Gobulls. You know your time is limited here in this environment, bear. Accept your fate.
     
    #16     Dec 16, 2021
    piezoe likes this.
  7. KCalhoun

    KCalhoun

    Yes I'm going to make lots of money $$$ I bought more inverses today
     
    #17     Dec 16, 2021
  8. JSOP

    JSOP

    The Fed Reserve is supposed to be independent even though the chair of it is nominated by POTUS. They are not supposed to be influenced by political pressure nor are they supposed to be swayed by any political parties. It's only Trump that made it look political due to his inexperience with the media.
     
    #18     Dec 16, 2021
  9. piezoe

    piezoe

    I don't agree with this. In my opinion it was Trump that made it political. Look at the makeup of the Board now that Trump made those appointments. The purpose of those appointments was to get himself re-elected, the Country be damned. Everything Trump did , EVERYTHING, was calculated to benefit himself. But he lost touch of his own fallibility as a child.
     
    Last edited: Dec 18, 2021
    #19     Dec 18, 2021
  10. Obama in 2008: "Buy stocks"
    Bush in 2001: "Go shopping"

    etc etc
     
    #20     Dec 18, 2021