Posts Tagged ‘FED’

• House of FED: Model Portfolio Update
  Gregor Macdonald, February 24th, 2010 at 11:55 pm, Comments: 0

  When the FED confirmed its intentions to terminate its MBS buying program as planned in March, I immediately began to wonder how they could diplomatically reverse course should they change their mind. A very funny commentator, on the Calculated Risk blog, wrote sarcastically: As of April 30th, the FED mortgage-backed security buying program is now [...]

• Gregor Weekly Macro Note: Saturday 24 October 2009
  Gregor Macdonald, October 24th, 2009 at 11:44 pm, Comments: 0

  Excuse me but I’ll need to check your bag: In hindsight, I believe there will be two groups of market observers that will awaken over the next 12 months to ask themselves the following question: how could I have been so wrong? In the first group, we have the conventional recoverists, who continue to apply [...]

• Gregor Weekly Macro Note: Saturday 19 September 2009
  Gregor Macdonald, September 19th, 2009 at 5:09 pm, Comments: 0

  The FT Alphaville Blog did a nice wrap-up yesterday | see:  Bull in a China bullion shop | on the phenomenon which I have called The Chinese Silver Download Experience.  Do give it a read because what’s helpful in the FT coverage is the greater level of detail, down at street level, that only on-site reportage can provide. I [...]