Housing Finance Outlook Q4 2023
Baring some emergency, the Fed seems on track to keep interest rates at current levels indefintely.
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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
- 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
- Mar 14, 2023
- 8 min
QE & the Yellen Banking Crisis
By any reasonable standard, Janet Yellen should have already resigned, but not in the strange world of Washington.
3,155 views
R. Christopher Whalen
- Mar 11, 2023
- 6 min
Who Killed Silicon Valley Bank?; The IRA Bank Book Q1 2023
Last week not a single member of the Big Media managed to ask Fed Chairman Jerome Powell about the state of the US banking system
8,985 views
R. Christopher Whalen
- Mar 21, 2022
- 6 min
Will SOFR Be the Death of Jay Powell?
If the Fed causes another liquidity crisis as it ends QE and shrinks the balance sheet, then Chairman Powell should immediately resign.
1,373 views
R. Christopher Whalen
- Feb 14, 2022
- 6 min
The Curse of Humphrey Hawkins
If you consider QE “stimulus” inflationary, then Fed policy actually accelerated inflation in the November-January period.
996 views
R. Christopher Whalen
- Jan 21, 2022
- 5 min
Powell, Yellen, Bernanke and Post-QE Deflation
The Powell FOMC has lost all credibility when it comes to financial markets or managing inflation and independence from the US Treasury
788 views
R. Christopher Whalen
- Oct 25, 2021
- 6 min
Three Questions for Chairman Powell
Look for the FOMC to act early and go big in terms of forward repurchase agreements at the first sign of liquidity stress.
671 views
R. Christopher Whalen
- Jun 28, 2021
- 5 min
Fed Hikes Rates, Rescues Money Market Funds
When you hear people talking about the Fed tapering QE next year, you know they are behind the proverbial curve.
917 views
R. Christopher Whalen
- Apr 27, 2021
- 5 min
Chairman Powell: Fine Tuning and Price Stability
Each burst of liquidity provided by the FOMC in response to a major externality creates the conditions for the next financial crisis
906 views
Christopher Whalen
© 2003-2024 | Whalen Global Advisors LLC All Rights Reserved in All Media | ISSN 2692-1812
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