Super Fed Watch

Fed Watch Post by MoreLiver;

Presignaled: twist, lower interest on excess reserves or better communication.

** Don’t expect miracles from the Fed – Humble Student of The Markets

Credit Suisse on where the market has mispriced Twist – alphaville / FT

Bernanke’s Cheat Sheet: SocGen Lays Out The Probability Matrix Of The Fed’s Six Options – ZH

Goldman Fires Another Warning Shot Across Bernanke’s Bow – ZH

Goldman Says ‘Operation Twist’ Is Going To Be $300-$400 Billion – The Daily Capitalist

Comments on Rosenberg’s article on alternative Fed actions (below 18^th Sep)

Six Things the Fed May Announce Tomorrow (But Likely Won’t); Would Any of Them Matter? Gaming the Reaction – Mish’s

On Eve Of Critical FOMC Decision, Republicans (Re)Send Letter To Bernanke Demanding No More QE – ZH

The Twist and Shout Should Be the Fed’s Next Maneuver: View – BB

20^th Sep

Twist coming, says GS

Goldman On What To Expect From Tomorrow’s Fed Announcement – ZH

FOMC preview: Twist light now, nominal jobless/CPI targets later? – tradingfloor.com

Policy is as easy as it can get: only inflation (taxing money in the bank) and slow debt deflation are left.

Fed: Out of Powder – Surly Trader

Too easy monetary policy risks an eventual loss of policy control

Fed is Measuring U.S. Economic Health by the Wrong Number – II

Flexible inflation targeting should not be the only target

Rethinking central banking – voxeu.org

19^th Sep

Markets are pricing in further easing, so policy scope is limited.

Fed Runs Risk of Doing Less Than Investors Expect – NYT

What’s a Fed to do on Wednesday? – Pragmatic Capitalism

Recent speech by Richard Fisher, President of Dallas Fed

(pdf) Of moose and men – BIS

Richard Alford, former NY Fed economist: Fed will almost certainly take stimulative steps, but not much, and not mucheffect should be expected.

The (Re)Education of Ben Bernanke and the FOMC – naked capitalism

Links to six recent articles

** Debating Central Bank Policy – The Capital Spectator

Rearranging the Deck Chairs – Tim Duy’s Fed Watch

FOMC Preview – Calculated Risk

18^th Sep

Maybe buy more long bonds, eliminate reserve interest rate, bond yield ceiling, buy European bonds (would also weaken dollar), higher inflation target, loans to private sector ** Forget Operation Twist: Rosenberg Says Bernanke Will Shock Everyone With What Is About To Come – Zero Hedge