14-JUNE
Devil's Advocate – Tim
Duy’s Fed Watch
I think you can tell a story that the most
recent data is not sufficient to move Fed forecasts, in which case it remains
possible that the Fed does not implement any changes next week. I have to
admit to being a little nervous that we get a Fed "leak" over the
next few days in an effort to reset expectations ahead of the meeting.
F-O-M-C sitting in a tree…– alphaville
/ FT
Credit
Suisse notes, among others
17-JUNE
Why should the Fed catch a falling knife? - The
Fed isn't out of ammunition, just out of new weapons - Greek Elections Don´t
Matter Much - The Spanish Bailout Is a Big Deal - JPM
Communications Failure – Tim
Duy’s Fed Watch
It would be very helpful if at the next FOMC meeting
policymakers could agree to a specific path for additional easing, if needed,
and eliminate the ad-hoc approach.
The Diminishing Returns Of Central Planning – ZH
BofA’s
thoughts on why more printing would have no impact
Click this link to register for
access.
18-JUNE
FOMC preview: twist and shout – Danske
Bank (pdf)
19-JUNE
The Fed: Once Again Behind the Curve and
Scrambling to Catch Up... – Brad
DeLong
How big a bazooke does the Fed need? – Humble
Student
Looking Forward to the FOMC Meeting and Beyond:
Speculations – Daily
Capitalist
The Fed’s credit problem – Felix
Salmon / Reuters
Why Fed may do more stimulus, in one chart – Wonkblog
/ WP
What Happened Into The Last FOMC Meeting? – ZH
Buy the rumor, sell the news.
Buy the rumor, sell the news.
Two Days Until the Fog Lifts – Tim
Duy’s Fed Watch
UniCredit’s Bandholz Says Fed May Extend
Stimulus – BB (mp3)
Harvard’s Feldstein Says Impact of Fed Actions
Muted – BB (mp3)
Problems with extending Twist, and one final
preview – alphaville
/ FT
By Frontrunning QE, Did The Market Make QE
Impossible? – ZH
What to expect from the FOMC tomorrow – Sober
Look
Fed Lacks Right Ammo to Bag ‘Animal Spirits’ – Real
Time Economics / WSJ
In Case Of NEW QE, Gold To $1,900-$8,500 Says
SocGen – ZH
20-JUNE (2)
Art Cashin's No Frills Preview Of The FOMC – ZH
20-JUNE (2)
Art Cashin's No Frills Preview Of The FOMC – ZH
C’mon, Ben, Just Say It; Please, Just Say QE3 – MarketBeat
/ WSJ
Food for thought before and after FOMC – Saxo
Bank
Fed doves ready to act – Gavyn
Davies / FT
Veysey Says Fed Operation Twist `Baked in the
Cake’ – BB (mp3)
Wells Fargo’s Silva Says Fed Will
Skip `QE3’ – BB (mp3)
AFTER
Operating Policy – N.Y.
FED
Stocks Drop As Fed Extends Twist Through 2012 – MarketBeat
/ WSJ
The Fed acts ... just – Free exchange
/ The Economist
Fed Twists and Shouts, but No QE – Marc
to Market
Redacted Version of the June 2012 FOMC
Statement – Aleph
Blog
Fed worried about economy, but offers only
small stimulus – Wonkblog
/ WP
Fed twists more, benefit little, BS risks grow – The
Big Picture
Twist Again: Fed Extends Program to Keep Long
Rates Low – MarketBeat
/ WSJ
Let's Twist Again: Goldman's Take – ZH
One Hour Later: Stop Hunt Over - Reality
Reasserts – ZH
FOMC kneejerk reaction reverses course – Saxo
Bank
Is the
Fed admitting that they are running out of ammunition? – ASA
21-JUNE
Why Bernanke’s not doing more – Felix
Salmon / Reuters
The scary take on Ben Bernanke’s remarks – Ezra
Klein / WP
Fed doing twist but no shout – Danske
Bank (pdf)
Twist It Is – Tim Duy’s
Fed Watch
Get ready for QE3 if things don’t get better
soon – MacroScope
/ Reuters
Where to Next? – Tim Duy’s
Fed Watch
21-JUNE
PM Dear Dairy: Stealth QE – Macro
and Cheese
Bernanke Paves the Way for QE3 on August 1st – Calculated
Risk
The limits of the unconventional – Free
exchange / The Economist
Fed Expands Operation Twist by $267 Billion
Through 2012 – BB
Fed ramps up economic stimulus, ready to do
more – Reuters