theSTATreport^ @theSTATreport
Follow to receive evidence-based, in-depth, insightful analysis of financial markets. Delivering you high-quality, data-driven, must-see stats and research. theSTATreport.substack.com Subscribe to NEWSLTR. Go-to Joined June 2022-
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@elerianm most recent changes of the week and YTD
@JC_Investment as of June 9th, this is what changed in the last week and YTD to the Fed's Balance Sheet.
@unusual_whales They won't on June 14th 2023. Historical experience suggests the bar is set pretty high after they pause (on June 14th) to hike again during the rate cycle unless rates are in a long term downtrend. History says cuts are next.
@Investingcom whether the FOMC labels the June 14th decision as a skip, hawkish skip, hawkish pause, or ? - historical experience suggests the bar is set pretty high after they pause to hike again during the rate cycle unless rates are in a long term downtrend. History says cuts are next.
@unusual_whales a skip, hawkish skip, hawkish pause - or whatever someone chooses to label it - historical experience suggests that the bar is set pretty high for the FOMC to hike after a pause when not in a long term downtrend in rates.
@garyblack00 if you look at history, the bar is set pretty high for the FOMC to hike after a pause when rates aren't in a long term trend down.
Shelter may not peak until sometime within 1H '23. #CPI #inflation
Shelter makes up 32% of the index. Using the August MoM shelter #, this is how that # may influence the forward YoY CPI#
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SentimentOps @OpsSentiment
3 Followers 1 Following How have securities historically preformed during past events? Past doesn't predict the future. Not investment advice. Disclosures: https://t.co/QbREa4qtLb
Financial Times @FinancialTimes
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