Powell FOMC Folds on Inflation
As the federal debt rises, bank reserves must rise as well and with it inflation.
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The Institutional Risk Analyst
© 2003-2024 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
Banks | Markets | Finance
R. Christopher Whalen
- Aug 12
- 7 min
The Powell Hedge Fund Drives Private Market Instability
In 2019, the FOMC essentially nationalized the US money markets, eliminating private price discovery for a representation of a market.
854 views
R. Christopher Whalen
- Mar 4
- 6 min
Should FOMC Members Avoid the Media? The WGA Top 100 Banks
More often than not, Fed Governors use media appearances to enhance their personal celebrity rather than doing their jobs.
591 views
R. Christopher Whalen
- Jan 20
- 5 min
With Commercial Property, the Equity Goes First
The key thing to remember with commercial real estate is the change in price volatility and direction that has occurred since COVID.
1,272 views
R. Christopher Whalen
- Dec 11, 2023
- 6 min
Is the Fed Insolvent? Does it Matter?
The real question is not whether the FOMC can get inflation down to the 2% target but whether it can keep asset prices rising indefinitely
1,169 views
R. Christopher Whalen
- Dec 5, 2023
- 8 min
Do Bank Reserves Boost Stocks? | IRA Bank Book for Q4 2023
In this issue of The Institutional Risk Analyst, we release the latest edition of The IRA Bank Book for Q4 2023
729 views
R. Christopher Whalen
- Oct 11, 2023
- 6 min
Jerome Powell's Silent Crisis
The Powell Fed needs to drop short-term interest rates back down to 4% and leave them there indefinitely.
1,474 views
R. Christopher Whalen
- Jan 25, 2023
- 8 min
Silvergate, Reverse RPs and the “Theology of Prosperity”
Crypto, of course, is not an asset as much as a bad idea that was given life by Quantitative Easing
869 views
R. Christopher Whalen
- Jul 31, 2022
- 8 min
Short Collateral & Long Tantrums
Demand for risk-free collateral and liquidity is largely a function of how JPMorgan (JPM) CEO Jamie Dimon feels about risk on any given day
851 views
R. Christopher Whalen
- Jul 24, 2022
- 6 min
Questions for Chairman Powell
QE has created a gigantic interest rate mismatch across markets for banks, non-banks and other financial intermediaries including the GSEs
505 views
Christopher Whalen
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