The Ticker District

Posts Tagged with: ZIRP

Dan: Remember what you are celebrating – $SPX

By - - Market Sentiment on October 5, 2015 10:45 AM 1 Follow-Ups

Since Friday morning’s September jobs data the S&P 500 futures are up about 3% (including this morning’s 70 bps gains) as investors celebrate unexpectedly bad economic data. This morning, European equities are ripping (the Euro Stoxx 50 is up 3%) on weaker than expected PMI data: I want to reiterate some comments that I made […]

Read More →

Peter: FOMC Minutes – Get me an Advil

By - - The Boock Report on August 19, 2015 3:23 PM 0 Follow-Ups
Peter Initial

Bottom line: for every comment of optimism in the minutes there was the caveat of concern and thus implied dovishness. It’s clear that after a near 7 yr experiment with extreme monetary policy, the ideal conditions (in their eyes) still don’t exist to hike but we could be reaching a “close enough” type moment that […]

Read More →