January 19, 2020

On Friday, Minneapolis Fed president Neel Kashkari, who just two months earlier made a stunning proposal when he said that it was time for the Fed to pick up where the USSR left off and start redistributing wealth (at least Kashkari chose the proper entity: since the Fe...

January 17, 2020

Things are starting to get surprisingly heated at the Fed, now that not only Wall Street strategists, and traders but also Fed presidents are starting to tell the truth about how the Fed's "NOT QE", which sorry but we will call it by its real name QE 4, is pushing stock...

January 16, 2020

“Ignoring problems rarely solves them. You need to deal with them—not just the effects, but the underlying causes, or else they usually get worse. In the developed world, and especially the US, and even in China, our economic challenges are rapidly approaching that poin...

January 13, 2020

Commercial and industrial loans (C&I loans) at all commercial banks fell to $2.33 trillion as of January 1, the lowest since March 2019, according to Federal Reserve data on commercial banks, released on Friday. C&I loans peaked in August last year at $2.38 trillion and...

January 8, 2020

Over the past two months, when commenting on the market meltup, we said that there is just one chart that traders need to track as to the causes of this impressive move higher in risk assets. It is the chart - presented below - which shows the weekly change in the Fed's...

October 24, 2019

With stocks threatening to close in the red, late on Wednesday the Fed sparked a furious last hour rally...

... when in a a statement published at 1515ET, precisely when the S&P ramp started, the New York Fed confirmed it would dramatically increase both its overnight an...

October 22, 2019

In a curious twist, just two hours after Dealers were falling over themselves to sell Bills to the Fed (at the highest Bid to Cover yet for the Fed's recently relaunched POMO of 5.5x), moments ago the US Treasury sold $40BN in 2Y paper to what was stellar demand for the...

October 2, 2019

It’s been an improbable journey for Weijian Shan: Amid the shadows of Mao’s rule in China, Shan overcame enslavement, starvation and hard labor before coming to America. Shan went on to earn his undergraduate degree, MBA and doctorate and taught at Wharton before return...

September 23, 2019

A couple of years ago, I wrote an article discussing the disconnect between the markets and the economy. At that time, the Fed was early into their rate hiking campaign. Talks of tax cuts from a newly elected President filled headlines, corporate earnings were growing,...

September 23, 2019

The hullabaloo in the repo market torpedoed the function of Interest on Excess Reserves and forced the Fed to go back to the future.


With its announcement this morning, the New York Fed confirmed that the Fed’s Plan A of manipulating the federal funds rate into its targ...

September 6, 2019

White House economic adviser and Director of the National Economic Council Larry Kudlow slammed former New York Fed president Bill "Deep State" Dudley, who wrote in a stunning Bloomberg op-ed that the central bank should avoid cutting interest rates in order to soften t...

August 29, 2019

President Donald Trump has launched an unprecedented economic campaign to free America from the world’s most cancerous economy. However, Federal Reserve Chairman Jerome Powell is helping China survive it through policies seemingly designed to undermine Trump and help th...

August 28, 2019

In recent weeks we have seen a surprising spike in criticism of central banks by establishment figures, in some cases central bankers themselves, most notably Mark Carney who last Friday remarkably admitted that very low interest rates tend "to coincide with high risk e...

August 5, 2019

The Federal Reserve will be leaning closer to reducing interest rates again next month after President Donald Trump ratcheted up his trade war with China and the central bank may even have to cut more steeply than it did last week.

Fed Chairman Jerome Powell called last...

June 5, 2019

Fox News contributor Newt Gingrich on the Federal Reserve, the potential tariffs against Mexico and border security.

Please reload

Help Defend Free speech

Donate any amount or Subscribe monthly to help support Koke Report. 

United States