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Rates Spark: It’s confirmed, long-end yields rise if Powell were to go
We should really put to one side all of the speculation on Fed Chair Powell getting the sack. If he goes it's more likely that he chooses to leave, and even that is unlikely. But if he did, see here what we think would happen. Wednesday saw a preview of how it might go down. It was as follows: 1. Short-end Treasury yields fall, 2. The dollar falls, 3. Equity markets fall, 4. Credit spreads widen, and 5. Long-end Treasury yields rise. That's pretty much how we'd see it, but with one alternative. We think that the impact would indeed be risk-off, but we suspect that equities might just be tempted to subsequently rally ... (full story)
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From markets.financialcontent.com|Jul 16, 2025In recent years, the spotlight has increasingly turned toward a group of 17 obscure elements known as rare earth metals. Despite their name, rare earths are actually relatively ...
From newyorkfed.org|Jul 16, 2025|1 commentGood evening. I’m pleased to see my fellow economists and colleagues enjoying a long summer evening in the city in the best way possible—indoors and prepared for a robust discussion on the economic outlook. I’ve been looking forward to this conversation for some time. But before we turn to the discussion and Q&A, I’d like to take a few minutes at the start of the program to share my assessment of recent economic data and how it’s informing my outlook for the economy. Particularly, I’ll explain what the data are telling us in light of economic uncertainty, and how I expect the effects of tariffs to take shape. Now is when I must give the standard Fed disclaimer that the views I express today are mine alone and do not necessarily reflect those of the Federal Open Market Committee (FOMC) or others in the Federal Reserve System. FED’S WILLIAMS: CURRENT ‘MODESTLY RESTRICTIVE’ MONETARY POLICY IS APPROPRIATE CURRENT STATE OF INTEREST RATE POLICY ALLOWS FED TIME TO ANALYZE DATA TARIFF IMPACT MODEST SO FAR BUT WILL INCREASE OVER TIME TARIFFS SHOULD BOOST INFLATION ONE PERCENTAGE POINT REST OF 2025 INTO…
From @DeItaone|Jul 16, 2025|20 commentsTRUMP SAYS WOULD LOVE IF POWELL RESIGNS -REAL AMERICA'S VOICE INTERVIEW TRUMP SAYS THEY SAY IT WOULD DISRUPT MARKET IF I REMOVED POWELL
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From customs.go.jp|Jul 16, 2025table
From cmegroup.com|Jul 16, 2025Back in 2011, it took 25 ounces of silver to buy an ounce of gold. Recently, the gold-to-silver ratio, which indicates how many ounces of silver it takes to buy a troy ounce of ...
From @financialjuice|Jul 16, 2025Williams: still have a ways to go to achieve 2% inflation target Fed Williams: Dollar remains global reserve currency, no changes Fed’s Williams still needs to see more data before deciding what's next for policy
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- Jul 16, 2025 6:30pm Posted byFundamental Analysis15,058
