Claims-ian economics, seasonality edition
Here’s the scarier of two versions of what’s happening with initial jobless claims now:The chart is via Barclays Capital, which notes that after Thursday morning’s release,...
Other reactions to the FOMC
Just a quick run-through here.Nomura:Today Chairman Bernanke and the Federal Open Market Committee (FOMC) did not indicate that they are actively considering another round...
Bernanke and the wrong credibility issue
Ben Bernanke, March 2010:“In theory, what you would want to do is compare the trade-off between the buffer created by inflation above zero giving you more space to go down in interest rates,...
US Markets Live transcript 25 Apr 2012
Markets Live chat transcript for the chat ending at 19:16 on 25 Apr 2012. Participants in this chat were: Joseph Cotterill, FT Cardiff Garcia JC Hello!CG Hello!JC And...
New FOMC forecasts
Holy hawkish shift! Two of the FOMC members who previously forecasted that tightening wouldn’t begin until after 2014 have shifted their votes to that year.Projections...
US Markets Live special, FOMC presser edition
Join us at 2:10pm EST (7:10pm in London) for our live coverage of today’s Fed presser.We’ll do a quick recap of the statement and have a look at the new economic...
The Closer
ROUND-UP Equity markets finished modestly higher, while sales of government debt in several periphery countries earlier in the day went reasonably well, calming markets. (Financial...
Europe’s new house
Via SocGen, click to expand, but careful not to blow on it — it gets creakier the higher up you go:
Sterilisation, money market funds, and anti-stimulus
We’ve written extensively about the problems facing US money market funds, the motives behind the Fed’s adding them to its list of reverse repo counterparties, and...
Pledges from Sarkollande
Only two weeks until the runoff between The Adversary of Finance and the The Adversary of the Financial Times (handy catch-up chart via RBC):
Pledges from Sarkollande
Only two weeks until the runoff between The Adversary of Finance and the The Adversary of the Financial Times (handy catch-up chart via RBC):
Weekender
This week on FT Alphaville,- De-euroisation remained a problem.- Natgas prices remained depressed, but that may not last.- David Murphy of Deus ex Macchiato submitted a guest...
