Week Ahead in Global Macro: Kavanaugh, NFP, RBA, RBI, Italy, Brazil R1 - Long VIX, NZD, CAD, SGD-CNH

Week Ahead in Global Macro: China RRReopens, US Inflation - Post-Mortem on UST Sell-Off, Eye on JPY

This Week in Macro: NFP, BOJ, EZ GDP - Short UST/JGB, Long Argie/Turkey, US Midterm Tail Risk Trades

A Preview of the Fed's September 26 Policy Meeting

What’s Next For U.S. Monetary Policy Normalization?

Economist (US Macro), RDQ Economics

Conrad DeQuadros

Economist (US Macro)

RDQ Economics

RDQ Economics provides global macroeconomic consulting services with an emphasis on U.S. economic fundamentals and monetary policy.  
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Our views are driven by consistent application of classical economic and monetary principles and has generated superior anticipation of changes in the stance of monetary policy and of movements in economic growth and inflation.
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The founders of RDQ Economics—John Ryding and Conrad DeQuadros—worked together on Wall Street for a decade, in the independent research space for nine years, and have experience in central banking at the Federal Reserve and the Bank of England.  John and Conrad have worked closely with fixed income, foreign exchange, and equity traders and portfolio managers, which has enabled their analysis and advice to be tailored to a clientele that is focused on trading and investment decisions.

Credit

<p>As was widely expected, the Federal Open Market Committee (FOMC) raised the fed funds rate target range by 25 basis points today to 2%–2¼%.  The vote to raise rates was unanimous.  The Fed removed the wording from the August statement that “The stance of monetary policy remains accommodative."  The rest of the policy statement was mostly unchanged.  The Fed also published an updated Summary of Economic Projections today.</p>

As was widely expected, the Federal Open Market Committee (FOMC) raised the fed funds rate target range by 25 basis points today to 2%–2¼%.  The vote to raise rates was unanimous.  The Fed removed the wording from the August statement that “The stance of monetary policy remains accommodative."  The rest of the policy statement was mostly unchanged.  The Fed also published an updated Summary of Economic Projections today.

Fed Hiked Rates, Removed The "Accommodative" Language, But Signaled More Hikes Ahead

US Treasury (10 Yr Generic)

Fed Hiked Rates, Removed The "Accommodative" Language, But Signaled More Hikes Ahead