Balyasny 6 1 CTAs

Balyasny Notes Fed Trend Change: Yellen No Longer Providing Insiders Info, Ready With Subtle Hedges

A confidential strategy document from Balyasny Asset Management notes an interesting benchmark in U.S. Federal Reserve history: Fed insiders attending an elite event in Jackson Hole, WY, typically accustomed to getting an “early warning” with subtle indications as to forthcoming Fed policy, might not be getting inside information under Yellen’s reign. The strategy document was positive on Greece but did note troubling dichotomies pushing the markets in odd directions while observing an important correlation among recent Fed speakers. This occurs while the generally . . .


This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email and we will get back to you as quick as humanly possible

Subscribe to our mailing list

* indicates required

Opt out of occasional 3rd party offers