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Tag Archives: interest rates
Are Central Banks Losing Their Big Bet?
Are Central Banks Losing Their Big Bet? Following the 2008 global financial crisis, central banks bet that greater activism on the part of other policymakers would be their salvation, helping them to normalize their operations. But that activism never came, and central bankers are now facing a lose-lose proposition. ZURICH – In recent years, central […]
Entering Period of Perpetual Money Printing – John Williams
Entering Period of Perpetual Money Printing – John Williams Economist John Williams says be careful what you wish for when it comes to Federal Reserve interest rate cuts. Williams explains, “Unless you can get a good healthy consumer, you are not going to get a good healthy economy. It’s that simple. I think the Fed […]
Blain’s Morning Porridge – July 23rd 2019
Blain’s Morning Porridge – July 23rd 2019 “Caught in the chaos of the market square, I don’t know what, I don’t know why, but something’s wrong down there… “ As we are about to find out… Jokes aren’t so funny when you find yourself to be the butt. How is a whole country going to […]
Battle for Control
Battle for Control Markets are engaged in a clear battle for control: An active Fed eager to extend the business cycle using asset price inflation as its primary means to generate further debt financed growth on the one hand and deteriorating fundamentals and technicals gnawing at an artificial market construct on the other. Let’s call […]
The Precog Fed: Vice Chair Clarida Says Fed Shouldn’t Wait For Economy To Turn Down To Cut Rates
The Precog Fed: Vice Chair Clarida Says Fed Shouldn’t Wait For Economy To Turn Down To Cut Rates There was something bizarre in yesterday’s latest Beige Book: it painted an unexpectedly strong picture of the economy. Here, again, are the key points we pulled from the summary of various regional Feds’ takes on the current state of […]
“We’re Never Going To Go Away From Zero:” Presenting Kyle Bass’ Latest Trade
“We’re Never Going To Go Away From Zero:” Presenting Kyle Bass’ Latest Trade Here at Zero Hedge, we’ve dedicated plenty of attention to signs of “Japanification” in European bond markets… … with the issue taking on even more urgency now that we have influential bond strategists earnestly advocating the purchase of equities by the ECB, and the […]
Weekly Commentary: Central Banker to the World
Weekly Commentary: Central Banker to the World July 11 – Bloomberg (Rich Miller): “Federal Reserve Chairman Jerome Powell is starting to sound a bit like he’s the world’s central banker. In Congressional testimony this week, he repeatedly cited a slower global economic expansion in laying out the case for easier U.S. monetary policy. ‘There’s something […]
How Long Can Artificially Low Interest Rates be Maintained?
How Long Can Artificially Low Interest Rates be Maintained? QUESTION: Dear Martin, First let me thank you for your paradigm shifting blog and the incredible conferences you and your team put together. They really are on a level all their own. As we approach the next turning points in the ECM it seems that there […]
The Four Dimensions of the Fake Money Order
The Four Dimensions of the Fake Money Order A Good Story with Minor Imperfections “If you don’t know where you are going, any road will get you there,” is a quote that’s oft misattributed to Lewis Carrol. The fact that there is ambiguity about who is behind this quote on ambiguity seems fitting. For our purposes […]
Distortion
Distortion This week we entered the Sell Zone as I called it last weekend. Overnight today $ES hit nearly 3004 and is currently 23 handles lower on the news that the latest NFP report beat while unemployment ticked slightly higher. Whether the sell is now in full swing or more highs are still to come is an […]
Australia Lowers Rate to Historic Low of 1%
Australia Lowers Rate to Historic Low of 1% The Reserve Bank of Australia has cut the official cash rate for the second month in a row to 1%. As we head into the turning point of the Economic Confidence Model come January 2020, the unemployment rate increased to 5.2% in April. GDP growth remains very […]
Markets Might Hafta Grapple with “Patient”: Fed Rate Cut in July After This Inflation?
Markets Might Hafta Grapple with “Patient”: Fed Rate Cut in July After This Inflation? Not a rate-cut economy. The inflation index that the Fed has anointed to be the yardstick for its inflation target – the PCE price index without the volatile food and energy components – rose 0.19% in May from April, according to […]
Rabobank: “We Are On The Verge Of Lunatic Monetary Policy And Lunatic Fiscal Policy Combined”
Rabobank: “We Are On The Verge Of Lunatic Monetary Policy And Lunatic Fiscal Policy Combined” Ups and Downings One Bloomberg headline says it all for markets: “All Time Highs in Everything American As Risk Rally Crescendoes” Yes, the S&P and Dow are at all-time highs and the talk is of when, not if, US bond […]
It IS Different This Time
It IS Different This Time They’re right. It IS different this time. It’s worse. Much, much worse. What is? Everything. In terms of preparedness for the next recession that is. Debt is higher than ever, be it corporate debt, government debt, central banks balance sheets, available ammunition to deal with a new recession, wealth inequality, […]
The US Economy’s Dirty Secret
The US Economy’s Dirty Secret Relatively strong US growth amid sluggishness elsewhere is not what economics textbooks would predict. But persistently low interest rates and weak inflation bring multiple benefits to American firms and consumers, while the adverse impact of the global slowdown on US exports should not be overstated. SAN DIEGO – There is […]
