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What the Fed needs to do in July is to cut the FFR by 25 basis points and put the balance sheet management (QT) program to bed two months early.
Good Morning !! Friday morning. Nothing else in the world smells like that. Fed speak. Double talk. Earnings. Macro. Trade tensions. The Strait of Hormuz. Weekly and monthly options expiration. Rising prices on rising volume. Just a mirage? Soon, we...
And just why do we have a federal debt ceiling, anyway? An argument for doing away with it.
Preventing the U.S. dollar from appreciating too aggressively while repairing credit conditions are 'job freaking one'.
For those trading the FANG or FAANG names, and especially Facebook, Tuesday sets up as a day bearing exceptional levels of headline risk.