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Re Fed push back… There’s some discussion on the unexpected reduction in the QRA. Some see it as a way for the Treasury to limit the Fed’s impact of QT. So- Fed could either come in and “endorse” that line with a doveish outlook, OR push back and come in hawkish… Wouldn’t THAT be interesting to see a little behind the scenes conflict between the Fed and the Treasury… Betting windows are OPEN.
oy vey
I am pretty sure that trading under emotion is not a good tactic
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Fahmi Quadir, short seller nicknamed ‘The Assassin,’ takes aim at for-profit college giant Adtalem – cnbc
“It makes me mad, and I feel that everyone should be angry that our money is being abusefd in such a careless, careless kind of way,” Quadir said.” “And what do the executives of these for-profit universities do? Well, they pay themselves very well, and they also buy back plenty of their stock.”maybe .. I ll be wrong this time
ECB’s Nagel (hawk) says Germany’s economic outlook is not great. Inflation is absolutely moving in the right direction.
Source: Newsquawk.com
AnonymousI’ll offer my 2 cents (overvalued at that).
Treasury QRA less than expected maybe provokes some USD demand. But maybe they’re lying too. So maybe doesn’t provoke. Increasing threat of escalation in the Middle East? Maybe sees flight into USD.
Fed? Maybe more likely than not they eases off the inflation mantra and start to set market up for limited cuts -> USD negative to some degree.
NFP? who knows. At the end of the day I’m of the mindset its a made up number.
That it’s frolicking around the 200 day fools game levels maybe is no accident in the land of the non-committed….EURUSD
The pair is trying to turn Up , as the FOMC is approaching this week.
Resistances are at 1.08400 and important one at 1.08850 – break of would open the way for attack at 1.11000
Immediate support comes at 1.08250/300 and needs to hold for any reasonable attack of the resistances.
Major support comes at 1.07350
Buying EUR intraday is a way to go – and always watch for that 1.08250/300…if goes bellow, count on 100 pips lower easily.Inflation and interest rates drive the markets
The market probability on a ECB rate cut by April has risen to around 100%.
Out overnight, January UK BRC shop price index fell to a 2-year low of 2.9% y/y vs 4.3% in December.
Key focus is on the FOMC decision tomorrow and to what extent, if any, the Fed pushes back on market rate cut expectations.
10-yr 4.068%
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WSJ – A Little Dual Easing Soon Could Help the Fed Avoid Major Easing Later
Federal Reserve policymakers are considering when to start cutting rates, when to slow down the pace of quantitative tightening – By Justin Lahart, Jan. 29, 2024Treasury
Treasury Announces Marketable Borrowing Estimates | U.S. Department of the Treasury
4 hours agoBloomberg.com
US Treasury Cuts Quarterly Borrowing Estimate to $760 Billion
4 hours agoReuters
US Treasury to borrow $760 billion in Q1, lower than October forecastAnonymouspeople can also do equities and wait for low priced bond markets too. it just depends on what they wanna do as bond markets got something for everyone.
Gotta love the CB’s (FED, RBI) problem is can’t decide which one to love more. =)
toddlers feed both parents with all the fruits but when they get a tub of ice cream they say nooo!! ice cream is bad!!! and eat the whole thing!!
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