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In preparation for my slot on #SquawkBox yesterday, I sent the guys a few slides as a synopsis of my last, detailed subscriber report for the discussion.

I called it #Pyromania. Feel free to take a look

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#macro #bonds #commodities #dollar #inflation #centralbanks #fiscal
Is it possible to overkill an act of overkill? #JeromePowell & #JanetYellen seem set to let us find out.

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Not that they're alone in their folly, of course. The #ECB is outodoing them handsomely, while the #bankofengland is breaking records stretching back to its founding, 327 years ago.
#centralbanks
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Read 10 tweets
Just wrote a 10 msg response to a long chat we've been having around the Fed/Powell, same old stuff, hence my long response to lay it all out there. Thought I'd share with the rest of you, please do share your thoughts as well. Here we go. For those ready for a book. #Dollar #Fed
1\ Did you read the report from the NYFed issued in Jan? Doesn't suggest NIRP anytime soon, the opposite actually. Here's the facts: 1) the Fed is backed into a corner and can never actually "normalize" rates, & 2) Powell's intentions are relevant only in S/T because, 2\
2\ as we all know, we will (ultimately) have another painful sell-off in equities. The Fed is horrified by the prospect of such an event due to the resulting implosion of underfunded (an unfunded) pensions, entitlement programs & retirement funds across the US that'd result. 3\
Read 13 tweets

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