Fed’s Rosengren: ‘Headline grabbing’ market swings this summer obscure fact that economy remains ‘relatively benign’

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He's not stressing about the inverted yield curve.

Boston Fed President Eric Rosengren on Tuesday said “headline grabbing” market swings this summer obscure the fact that U.S. economic conditions remain “relatively benign.”

When yields on the 10-year Treasury note are lower than rates on shorter-term securities, this is called an “inverted” yield curve. In the past, it has been a reliable indicator of depressed economic conditions. Many Fed officials think it remains a good signal.In a speech at The Leo J. Meehan School of Business at Stonehill College, Rosengren said he was giving less credence to the inverted yield curve this year because it was the long end of the curve that was moving lower.

The Boston Fed president said he thought it was “plausible” that the depressed 10-year Treasury rate this year is due more to weakness among U.S. trading partners than fears about the domestic U.S. economy.“Recession concerns do not seem to be reflected in the current pricing of stocks,” he said.Rosengren didn’t address the ISM August manufacturing survey, which showed a contraction in activity for the first time in three years.

The Boston Fed president suggested he would not support another rate cut in September unless it was clear the economy was softening.

 

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Really? Manufacturing is in a recession, now.

CNBC 247WallSt SquawkCNBC Hmm... That's what they all say. Remember back in 2007 when Ben Bernanke said that subprime loans were no biggie? 🤔

Yeah, I know, it’s different this time. Just like it was different when “vaporware” cos. were selling at multiples of forward looking revenue and that time when the US Financial Services cos. nearly caused a second Great Depression.

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