本月免费剩余 0/3
Ask ZChat · save an investment note
The Quiet Hike
It rarely happens: The Fed just voted 9–0 together.
FED is not making a DIFFICULT decision, FED is making an easy one.
Topics
- Fed
Further reading
- FED RESEARCHWhy Are Bond Yields Falling While the Fed Is Hiking?Investors fled AI stocks into Treasuries and pulled real yields lower, while oil kept a December hike priced.
- FED RESEARCHFed Is Pricing the Next Hike (or Cycle)The market spent years waiting for the next cut. Now it is quietly rebuilding the hiking cycle.
- FED RESEARCHThe Warsh TRAP: The Rate Cut Won’t be the fix but the problemPresident Trump needs to know about how rate cut really works
- FED RESEARCHThe Bad Transparency: How the Fed Is Becoming Trump’s FedWARSH TOOK AWAY THE FED’S MAP. THERE IS NO FORWARD GUIDANCE NOR SOFT IMPLICIT TARGET.
- FED RESEARCHFED'S Reaction Function Has BrokenThe Fed has not lost credibility on its inflation target. It has lost something more expensive — the predictability of how it responds to data. That is the price the market is now
- FED RESEARCHThe Private Credit Time Bomb and the Fed’s Liquidity TrapFed can not risks cut any further... and thats the new status quo.