20th Sep - Special: Fed's Non-tapering

The latest ones are added to the end. Update 21-Sep 20:00 GMT.

Fed Economic Projections: Myth vs. Reality (Sep 2013) – dshort

When Fed Trims Bond Purchases, How Remains Undecided – WSJ

Recap: Fed Decision Day – WSJ

Why Fed Hates the Word ‘Taper’ – WSJ

Why Tapering Mortgage Purchases May Not Be Reducing Support – WSJ

Fed Statement Following September Meeting – WSJ

Four Takeaways on the Fed’s Economic and Rate Projections – WSJ

Fed Officials See Short-Term Rates At or Below 2.0% in 2016 – WSJ

Bernanke Warns That Lawmakers’ Budget Battles Could Tank Economy – WSJ

Recovery Caveats Support Fed’s Decision to Stand Pat – WSJ

Economists React: Fed ‘Was Clearly Spooked’ – WSJ

Bernanke Punts on All Questions Related to Succession – WSJ

Forget 7% Unemployment as Fed Guidepost – WSJ

The surprising value of not tapering – Felix Salmon / Reuters

A surprise move from the Fed – Danske Bank (pdf)

Bernanke walks it back – alphaville / FT

‘It seems that the Fed now understands that tapering is tightening’ – alphaville / FT

Fed Repudiates Its Own Economists – Bloomberg

(Lack Of) Inflation Killed The Taper – Forbes

Here’s something that wasn’t prepared earlier – alphaville / FT

The Problem With the Federal Reserve's Möbius Strip Monetary Policy – Slate

Why Didn't the Fed Begin Tapering? – Economist’s View

The Fed Decides the Economy Still Sucks – NY Mag

Never underestimate the Fed’s dovishness – Gavyn Davies / FT

Fed Disappoints, but Global Investors Happy – Marc to Market

No taper – first take on the FOMC statement – Nordea

A few more thoughts on Fed tapering – Nordea

If not now, when? – Buttonwood / The Economist

FOMC Projections and Press Conference – Calculated Risk

A Few Comments on Bernanke Press Conference and Fed Policy – Calculated Risk

In Surprise, Fed Decides Not to Curtail Stimulus Effort – DealBook / NYT

After Fed’s Announcement, Confusion and Relief on Wall Street – DealBook / NYT

The latest news out of Ben Bernanke and the Federal Reserve – Wonkblog / WP

Markets jump to record highs on Fed decision to keep stimulus – Wonkblog / WP

Why didn’t the Fed taper? Because Congress is horrible – Wonkblog / WP

Here’s what you need to know about that thing the Fed didn’t do – WonkBlog / WP

No Taper; Stocks Jump – WSJ

No Taper Shocks Wall Street: Fed ‘Running Scared’ – WSJ

No Taper: Five Takeaways for the Markets – WSJ

Four Takeaways on the Fed’s Economic and Rate Projections – WSJ

Fed Stays the Course on Easy Money – WSJ

So, What Went Wrong? – WSJ

At-a-Glance: Reactions to Fed’s Inaction – WSJ

The Fed’s No Taper in Five Charts – WSJ

Taper Doubters: Take a Bow. Hell, Take a Holiday – WSJ

FOMC Statement Market Reaction – ZH

Fed Cuts Economic Growth Forecast – ZH

Goldman Analyzes The Fed's "Unexpected" Decision – ZH

Summarizing Today's Epic Moves – ZH

No Taper – Yet – Tim Duy’s Fed Watch

Mohamed El-Erian: Why the Fed did not make it to the exit – The A-list / FT

The Fed: No Taper and Little Clarity – CFR

Some Graphs on Fed Policy – The Aleph Blog

Taper tiger – Free exchange / The Economist

Septaper surprise – Free exchange / The Economist

Chart of the Day: No bank lending...no Fed tightening – Macronomics

No Fed tapering means a weaker USD – TradingFloor

Jakobsen: No taper 'doesn’t come as a shock' – TradingFloor

Fed tapering: How did the markets get it so wrong? – TradingFloor

Tapering news could 'trigger currency war' – TradingFloor

The morning after......Post match analysis – TradingFloor

Big Ben has spiked the punch bowl once again – TradingFloor

Fed officials have been all over the map on ending QE – Wonkblog / WP

FX Math: Lending Conditions Key to Fed Decision – WSJ

Five Pieces of Advice for Next Fed Chair – WSJ

Fed Lesson of the Week: Listen to What Bernanke Says. Period. – WSJ

Fed Uncertainty Now Top Driver of Treasury Yields – WSJ

Different answers to your questions about the momentous Fed decision to delay tapering – Fabius Maximus

Has the Fed given the all-clear to put our bull horns back on? – The Telegraph

Fed recoils from 1937 tightening error as jobs evaporate – The Telegraph

Missing the forest for the QEs – Free exchange / The Economist 
 

Fed tells markets: There is no certainty – Reuters

Nimbleness and an ability to adapt to change are hallmarks of resilient institutions and societies.

  EMERGING MARKETS

EM shorts: hammered – beyondbrics / FT

Post-Fed EM chartbook – beyondbrics / FT

Fed inaction buys time, not cure, for Asia – beyondbrics / FT

Taper shocker Wednesday: a round-up of EM reactions – beyondbrics / FT

Fed Sparks Emerging Markets Party, But It’s Unlikely to Last – WSJ

Asian (Positive) Contagion - EM FX, Bonds, Stocks Surging – ZH

Impact Of Fed Taper Schizophrenia On Emerging Markets – Forbes

  FED SPEAKERS AFTER

Fed Mouthpiece Hilsenrath Says Fed Failed To Communicate – ZH

Market Unhappy After Bullard Suggests Possible Octaper – ZH

Fed’s Bullard: Small Taper Possible in October – WSJ

Fed’s Bullard: Made Sense Not to Taper in September – WSJ

Bullard Sees No Asset Bubble... Because All Previous Bubbles Were "No Secret" – ZH

Bullard Admits Tapering Is Tightening: "Stock" Is Dead, Long Live The "Flow"– ZH

Fed’s George: Decision Not to Taper Raises Risks, Clouds Credibility – WSJ