Stock Capitalist

But now the Fed seems to be signaling that its interest rate cuts are over. And the Fed will be introducing less new credit into the U.S. monetary system. We’ll see. The Fed has blown smoke at us before. “But if the Fed is really serious … The U.S. stock market rallied a bit yesterday after oil prices finally backed down. Despite a handful of scary data (Case-Shiller Home Price Index, new home sales and consumer confidence ), it was all eyes on crude oil yesterday. …

The Fed cut its economic growth forecast and warned of higher inflation and unemployment but signaled more rate cuts are unlikely. “If you had any doubt that the Fed is signaling a pause, that doubt is gone,” said one economist. … Insight on who should replace the Fed’s Donald Kohn, with Vincent Reinhart, American Enterprise Institute and David Gold … Maria’s Market Message. CNBC’s Maria Bartiromo discusses the day’s top business and financial stories, and looks ahead …

Gold & Euros Bounce on Inflation Fears; Ex- Fed Volcker Warns of Return to 1970s Stagflation :: The Market Oracle :: Financial Markets Analysis & Forecasting Free Website. … SPOT GOLD PRICES turned higher alongside the Euro early Thursday, gaining 0.5% after strong economic data dashed short-term hopes of Eurozone rate cuts . That dented the US Dollar’s recent rally and capped Western stock markets . “[Wednesday's] US inflation statistics could give the Fed additional room …

Message: Use the liquidity we give you to buy stocks to suck in the dupes, not gold . If you buy gold , you will be punished by super-yen and wimpy- oil . Protective derivatives in the form of stock index puts, yen longs against both the dollar … especially US treasuries, which despite their currently rising rates of return pay far less than actual inflation with the added bonus of potential default as all US financial fallout is about to be nationalized by the Fed and the …

German 2-year yields fell as low as 3.10% in February, or 90 basis points below the ECB’s repo rate, anticipating rapid-fire rate cuts to re-inflate the battered European stock markets . But fighting inflation is the top priority for the …

Best Financial Markets Analysis Article “…’Buy the rumor, sell the news’ applies to all markets . Not least when the Fed is committed to reflating housing and stocks …” “EVEN THE CASUAL OBSERVER can have no doubt that FOMC decisions … announce yet another interest- rate cut . In the end, it delivered an out-sized 0.75% cut for good measure. But the problem for bond bulls and gold buyers, however, was second-guessing that cut. “Everyone wants to know how bad [the crisis ] …