The market did not like this move, Fed gave 'really weird message', says Jefferies' David Zervos

The market did not like this move, Fed gave 'really weird message', says Jefferies' David ZervosПодробнее

I expect the market to chop around a lot this year, says Jefferies David ZervosПодробнее

Today was 'as close to a victory lap as I've seen' from Powell, says Jefferies David ZervosПодробнее

Market expected to have a fight with the Fed, says Jefferies' David ZervosПодробнее

U.S. high nominal growth makes it hard for real assets to come down: Jefferies' David ZervosПодробнее

Long-end of Treasuries are the most interesting story of the last few weeks: Jefferies' David ZervosПодробнее

There was a baby step move the Fed is getting toward the end game, says Jefferies' David ZervosПодробнее

Don't get caught up in recession fears, says Jefferies' David ZervosПодробнее

Expect a more hawkish Fed after September, says Jefferies' David ZervosПодробнее

The Fed should be considering MBS asset sales, says Jefferies' David ZervosПодробнее

Over-reliance on the Fed caused market volatility, says Jefferies' David ZervosПодробнее

The Fed's poor job with messaging has led to market volatility, says David ZervosПодробнее

Fed will look at inflation from geopolitics and port strike as 'temporary': Jefferies' David ZervosПодробнее

Interest rate changes could shift wealth from shareholders to depositors: Jefferies' David ZervosПодробнее

I'm certainly more hawkish than in the past: Jefferies' David ZervosПодробнее

Inflation has been 'positive for earnings', says Jefferies' David ZervosПодробнее

Not convinced there are big recession risks on horizon: David ZervosПодробнее

Powell's too scared of unpredictable inflation to declare victory, says Jefferies' David ZervosПодробнее

Speed of rate changes will be a headwind for equities, says strategistПодробнее

QT tapering will cause policy to continue even more aggressively, says Jefferies' David ZervosПодробнее