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dc CB  20:53:10 GMT - 09/12/2016

Gary Gensler will be the Treas Secy under Clinton.

Mtl JP  20:04:05 GMT - 09/12/2016

to consider Brainard as Treasury Secretary and as a trade for the USD clinton will have first to make it into the w/house, she a hillary's girl if I am not mistaken - I am leaning to usdyen to low 101.2x; keeping an eye on the 20day ma

Livingston nh  20:03:57 GMT - 09/12/2016

JP - "moral suasion" is Janet's vote -- she might have more effect if Brainard got to visit Nome as Fed representative in January for the Chamber of Commerce breakfast induction of New Officers and Fargo for Valentine's Day and the end of month audit reviews for some local banks

Mtl JP  19:48:58 GMT - 09/12/2016

doesn't janet's "vote" outweigh all other votes combined ? what about diamon's executive memo (JP 18:34) ?

Livingston nh  19:46:33 GMT - 09/12/2016

JP - you correctly tipped Bernanke as Fed Head - as a trade for the USD consider Brainard as Treasury Secretary -- Cable to 2.50 and yen to 50, eh

Livingston nh  19:31:35 GMT - 09/12/2016

JP - Members vote - so opinion counts // thus, if Members are HAWKS rates will rise more often than be cut - but today ONE Dove trumps 3 Chicken Hawks

Mtl JP  19:14:13 GMT - 09/12/2016

nh replay 4 me plz again why does it matter if someone is a FOMC voter or not - i.e what is the tradeable part of that attribute ? tia

Mtl JP  18:36:14 GMT - 09/12/2016

SFH 18:34 gold says lael has chicken brain

LONDON SFH  18:34:51 GMT - 09/12/2016

jp-with respect -what does gold say?

Mtl JP  18:32:06 GMT - 09/12/2016

what janet thinks of players

Mtl JP  18:31:30 GMT - 09/12/2016

Gold says all you need to know what players think about what the yakkers try to communicate about prospect of rate hike

LONDON SFH  18:30:01 GMT - 09/12/2016

JP-I take it you would rather be stuck with Yelllen as a bedfellow in every sense!

Mtl JP  18:26:29 GMT - 09/12/2016

SFH 17:49 when it comes to a woman's opinion about rate hike , between lael and janet I think janet's carries more weight

LONDON SFH  17:49:15 GMT - 09/12/2016

Mtl JP 17:20 GMT 09/12/2016 I would rather be stuck on a dessert island with her rather than Yellen!

LONDON SFH  17:30:09 GMT - 09/12/2016

great two way action on dow...

Mtl JP  17:20:23 GMT - 09/12/2016

the harvard PhD sounds like a scared chicken

Livingston nh  17:15:23 GMT - 09/12/2016

I think 2.77 was b to c on 3 yr // 2.35 was 10 yr b to c

GVI Trading Room john bland  17:04:45 GMT - 09/12/2016

10-yr 1.699% bid to cover 2.77 vs 2.98 weak

dc CB  15:47:46 GMT - 09/12/2016

Mtl JP 14:49 Failure to Delivers. aka Default, by the borrower, who used the Note as collateral and now can't come with it when it's due.

Mtl JP  15:04:48 GMT - 09/12/2016

1.1214 been tested now 3rd time, just shy of the 100 day 1.1209

Mtl JP  14:49:07 GMT - 09/12/2016

dc CB re "If and when shortages extend well beyond the settlement date, that is when it will be time for Yellen to panic." in what form(at) could a yellen panic be expected to manifest itself ?

dc CB  14:41:34 GMT - 09/12/2016

Stone McCarthy reports this morning, the 10-year note is trading at -270 basis points this morning, after trading at -270 basis points at the end of last week. Though issues often trade special, there is a limit to how low they can trade. Or rather, there should be. 10 Year Repo "Failing" Again

Mtl JP  14:29:48 GMT - 09/12/2016

"taper tantrum" = still btfd TRUMP: Janet Yellen should be ‘ashamed’ of what she’s doing to the country

Mtl JP  14:21:09 GMT - 09/12/2016

oh dang... Both the S&P 500 index SPX, +0.27% and the Dow Jones Industrial Average DJIA, +0.17% plunged below their 50-day moving averages, precipitated by a rout in equities and government bonds, like the 10-year Treasury note TMUBMUSD10Y, +0.47% on intensifying fears that the Federal Reserve could finally pull the trigger on raising rates after a nearly 10-month hiatus. The stock-market rout just drove the S&P 500, Dow below a key level

Mtl JP  14:04:24 GMT - 09/12/2016

nh gap on my chart (e-mini) - I like 10-yr yield uP and market odds of a yellen hike this year keeping eurdle down bias sofar

Livingston nh  13:55:56 GMT - 09/12/2016

JP - GAP @ 2100 spx

dc CB  13:55:31 GMT - 09/12/2016

When combining the new health concerns with all of the other "plumes of smoke" surrounding Hillary including questions over the Clinton Foundation, lost emails, Benghazi, etc, Fleischer thinks "politically [this] is a deadly combination." Meanwhile the liberal machine is mounting a defense in the only way it knows how, by labeling anyone who might question Hillary's health as a sexist. Trump is subtly forcing the health issue by vowing to release the results of a detailed medical physical conducted last week. 911 and the Lost American Culture by globalintelhub - Sep 11, 2016 10:38 PM 911 was the paradigm game changer of our century. WeeKeND AT 9-11 by williambanzai7 - Sep 11, 2016 1:36 PM A BANZAI7 EXCLUSIVE Hillary Faces A "Political Crisis"

Livingston nh  13:54:55 GMT - 09/12/2016

IMO it is the general uncertainty about the election -- known (Clinton) vs different (Trump) - age of both, cross party issues -- this is gonna be "interesting"

LONDON SFH  13:54:54 GMT - 09/12/2016

Mtl JP 13:43 GMT 09/12/2016 Lying affect Wall Street? Since when??

Mtl JP  13:51:27 GMT - 09/12/2016

SnP 500 needs to hold 2120

Mtl JP  13:43:22 GMT - 09/12/2016

do u think clinton's lies and health r now an nega-issue for wallstreet ?

Livingston nh  13:38:17 GMT - 09/12/2016

STOX internals on Friday were as bad as I've seen them - more than the Fed was at work - a combination of worries from different sectors and players pushed everybody to the door at once // any bounce will meet sellers

Mtl JP  13:30:24 GMT - 09/12/2016

gv chartpoint: 100 day 1.1209 I like it

GVI Trading Room john bland  13:28:12 GMT - 09/12/2016

If the September 21 FOMC is the focus, odds on a rate hike, basis October (clean month) futures, are now 18%. These odds are very low. Brainard speaks after the European close. September 12 Speech - Governor Lael Brainard The Economic Outlook and Monetary Policy Implications At the Chicago Council on Global Affairs: Global Economic Series, Chicago, Illinois 1:15 p.m. ET We will see if these odds change afterwards. We are currently experiencing a minor "taper tantrum".

Livingston nh  13:20:34 GMT - 09/12/2016

JM - a bounce maybe but then a rethink since she is out of sync w/ the Troika who want a "live" meeting

Mtl JP  13:18:51 GMT - 09/12/2016

nh hope u r getting rich off the cad$ s-line *-^

Mtl JP  13:17:04 GMT - 09/12/2016

voting dove brainard is scheduled for 1700gmt or 1 pm ET some say 17:15 if it matters

GVI Trading Room Jay Meisler  12:46:58 GMT - 09/12/2016

EUR soft vs. GBP and JPy but up vs commodity currencies, and vs. this time last week remains up vs. USD Stocks off lows as suggested but how they close is more important Amazing Trader had a good run to downside earlier but now not chasing moves within the range.

dc CB  12:38:50 GMT - 09/12/2016

Wall Street money has too much in the tank to let the market crash and really kill Hillary's chances.

GVI Trading Room john bland  12:03:41 GMT - 09/12/2016

DAX -193 DJ -91 SP-7 10-yr 1.684% +1.2

GVI Trading Room john bland  09:53:59 GMT - 09/12/2016

Risk-Off DAX -202 DJ -97 SP -12.5 10-yr 1.684% +1.2 fwiw U.S. equities rarely follow the lead of overseas trading.

GVI Trading Room john bland  09:00:00 GMT - 09/12/2016

WEEKLY HIGH IMPACT NEWS: 12-SEP Monday No major Data 13-SEP Tuesday 08:30 GB- CPI 09:00 DE- ZEW Survey 14-SEP Wednesday 08:30 GB- Employment 14:30 US- Weekly Crude 15-SEP Thursday 00:00 CN- Holiday 00:30 AU- Employment 07:30 CH- SNB Decision 08:30 GB- Retail Sales 09:00 EZ- Final HICP 11:00 GB- BOE Decision 12:30 US- PPI 12:30 US- Retail Sales 12:30 US- Current Account 12:30 US- Weekly Jobless 12:30 US- Philly Fed 13:15 US- Industrial Production 16-SEP Friday 00:00 CN- Holiday 12:30 US- CPI 14:00 US- University of Michigan Survey Trading Themes-- Concern that the Fed could be ready to lead central banks into a period of "policy normalization" has seen equity prices falling and bond yields rising to start the new week. Predictions about the timing and magnitude of moves to less accomodative policies is something that the Fed will have to start to manage. Markets got unsettled Thursday by the non-decision decision by the ECB last Thursday. The best explanation I have heard about the ECB is that President Draghi was keeping policy on hold until he saw what the Fed was going to do on September 21. Furthermore, Fed speakers sent hawkish signals early on Friday. Later in the day Governor Tarullo sent a more dovish signal. It is long past due for the U.S. central bank to get its act together and send consistent messages to the markets or just keep quiet. The economic calendar is quiet on Monday. There will ba a lot to focus on in the rest of the week, including central bank decisions by Swiss National Bank and the Bank of England. Thursday sees a slew of data from the U.S. and abroad to include the latest U.S. Retail Sales data. Word Chinese forex reserves have reached their lowest level since 2012 has been raising eyebrows in recent days. Large scale intervention and management of its reserve basket can have significant impacts elsewhere. As for the Fed, Fed Funds futures odds for a September 21 rate hike closed the week at one in five. The chances for one rate hike by the end of the year are only 64%, despite Chair Yellen's signal at Jackson Hole that it is time for a rate increase John M. Bland, MBA co-founder Global-View.com CURRENT CONDITIONS: Risk-Off

GVI Trading Room john bland  21:22:50 GMT - 09/11/2016

EURUSD 1.1231 +2 USDJPY 102.60 -8 GBPUSD 1.3261 -8

GVI Trading Room john bland  12:12:54 GMT - 09/11/2016

WEEKLY HIGH IMPACT NEWS: 12-SEP Monday No major Data 13-SEP Tuesday 08:30 GB- CPI 09:00 DE- ZEW Survey 14-SEP Wednesday 08:30 GB- Employment 14:30 US- Weekly Crude 15-SEP Thursday 00:00 CN- Holiday 00:30 AU- Employment 07:30 CH- SNB Decision 08:30 GB- Retail Sales 09:00 EZ- Final HICP 11:00 GB- BOE Decision 12:30 US- PPI 12:30 US- Retail Sales 12:30 US- Current Account 12:30 US- Weekly Jobless 12:30 US- Philly Fed 13:15 US- Industrial Production 16-SEP Friday 00:00 CN- Holiday 12:30 US- CPI 14:00 US- University of Michigan Survey Trading Themes-- Markets got unsettled Thursday by the non-decision decision by the ECB last Thursday. The best explanation I have heard about the ECB is that President Draghi was keeping policy on hold until he saw what the Fed was going to do on September 21. Furthermore, Fed speakers sent hawkish signals early on Friday. Later in the day Gopvernor Tarullo sent a more dovish signal. It is long past due for the U.S. central bank to get its act together and send consistent messages to the markets or just keep quiet. The economic calendar is quiet on Monday. There will ba a lot to focus on in the rest of the week, including central bank decisions by Swiss National Bank and the Bank of England. Thursday sees a slew of data from the U.S. and abroad to include the latest U.S. Retail Sales data. Word Chinese forex reserves have reached their lowest level since 2012 has been raising eyebrows in recent days. Large scale intervention and management of its reserve basket can have significant impacts elsewhere. As for the Fed, Fed Funds futures odds for a September 21 rate hike closed the week at one in five. The chances for one rate hike by the end of the year are only 64%, despite Chair Yellen's signal at Jackson Hole that it is time for a rate increase John M. Bland, MBA co-founder Global-View.com CURRENT CONDITIONS: Risk-Off