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Fed Finally Finds An Intervention That Works With Market-Boosting CPFF

Published 18/03/2020, 06:19
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Just as investors were starting to seriously flag once again, the Fed actually managed to pull-off a market-boosting intervention after a string of false dawns.

The central bank announced on Tuesday that it would be launching a Commercial Paper Funding Facility, i.e. a way for it to buy up short-term debt issued by struggling companies seeking to raise cash.

It seems that, after being sceptical of the Fed’s rate cuts and trillion dollar stimulus injections, the creation of this new special credit facility was the kind of thing investors were hoping for.

The reaction was remarkably uniform from the Western indices. The Dow Jones added 2.6% to cross 20700, an increase that rescuing the index from the sub-20000 levels briefly struck after the bell. The DAX and CAC, both of which had sank into the red at lunchtime, climbed 2.7% apiece following the Fed’s announcement, with the FTSE leading the way with a 3%, 5250-teasing increase.

Of course, that is nothing compared to the 3000 point fall suffered by the Dow on Monday. And there is still a way to go until the end of the US session, leaving plenty of time for the index to lose confidence. However, it does suggest that Jerome Powell and his FOMC friends may still have some market-easing weapons in their arsenal. Wednesday night’s scheduled meeting, complete with fresh economic projections, is becoming more and more interesting by the minute.

Another major beneficiary of the Fed’s move was the dollar. The greenback went on a tear once the CPFF was revealed, surging 1.6% against the yen and pound, and 1.9% against the euro. Cable is now stuck under $1.2065 for the first time in close to 6 months.

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