Ryan Sims insights, thoughts, and analysis

Tag: federal-reserve

  • Fear, Hype, and Bullshit

    As we are now through the first 6 months of 2025, I think it is a great time to take a bit of a look back on the last 180 days, and see where we go from here. Tensions were high coming into the year with Canadian Parliament being shut down, DJT preparing for his…

  • The Problem with Smart People

    Well, this morning we saw the inflation report released for Canada, and oh boy was it a doozie. Back in late December of 2024, I put out my year end predictions for 2025, and one of the main things I saw was inflation re igniting. Of course, all the ‘smart people’ took it as an…

  • Spikes, Nails, and Sharp Objects

    This morning we all saw the release of the Canadian and US jobs reports, and WOW, were they a blowout. It has been a long time since I have seen employment reports those nice!! Almost every metric hit the marks – jobs were full time instead of part time, employment was in the private sector,…

  • Blow It All Up

    I thought it would be really hard to top Monday’s Parliamentary shit show, but it looks like I was wrong. Today at 2:00 pm the US Federal Reserve met, and boy oh boy, did shit get real – real fast. As part of the Fed meetings, the minutes are released along with the statement, and…

  • How Odd??

    It seems the older I get the more odd things become. Today was a day that saw Ukraine launch US weapons over into Russia that amped up the geo political risk. Normally on a day like this we would see the US Dollar rocket ( no pun intended ) higher. But, alas, we saw the…

  • A game of Twister

    Remember the old classic game of twister? Red hand blue, left foot red? A game that a lot of kids spent their childhood playing seems to have faded away. Even though a lot of things come back – like baseball cards, and pogs, the game of Twister has faded off. Sure, you can still find…

  • Rate Wars and High Temps

    While everyone has been busy enjoying some pretty amazing fall weather, the temperature isn’t the only thing heating up. It appears that maybe, perhaps, quite possibly the bond market is taking its que from Mother Nature, and heating up itself. This may not be the time to interrupt the Tik Tokking realtors, but it appears…

  • Jumbo The Elephant

    The elephant in the room over the last couple of months has been the US Federal Reserve. Will they or won’t they? Big or small? 25 or 50? Wednesday gave us the answer, and it did cause a little bit of whiplash across stocks, bonds, and currencies. After cutting the Fed Funds rate ( overnight…

  • Inflating the Inflation Narrative

    Tuesday saw the release of Canada’s August inflation report, and what a report it was. I am sure all the Tik Tok dancers are thoroughly wiped out this morning from all of the dances they were doing yesterday. Add yesterdays videos to the videos from Monday after the mortgage announcement, and I am sure they…

  • Hold Up!! Wait a Minute!!

    We are 24 hours since the BOC announcement and I am sure there are some pretty tired Tik Tok realtors. All that dancing can tucker a person out pretty quick I am told. I am sure they are sleeping in, and resting today after all the action yesterday. Lets face it – it isn’t like…