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Tag Archives: monetary policy
The Fed’s Easy-Money Policies Aren’t Helping Income Growth
The Fed’s Easy-Money Policies Aren’t Helping Income Growth Back in August, Bloomberg interviewed Karen Petrou about her research on quantitative easing and the Fed’s policies since the 2008 financial crisis. What she has discovered has not been encouraging for people who aren’t already high-income, and in recent research presented to the New York Fed, she […]
Albert Edwards: “Equity Investors Are Facing The Four Horsemen Of The Apocalypse”
Albert Edwards: “Equity Investors Are Facing The Four Horsemen Of The Apocalypse” Even SocGen’s Albert Edwards was surprised at how quickly his latest predication was validated. Recall that 3 weeks ago with the 10Y yield at 3.10%, with Edwards looking at the surge higher in 10Y Yields the SocGen strategist pointed out that the break […]
“This Is The Tipping Point”: One Bank Is Calling For A 30% Market Correction
“This Is The Tipping Point”: One Bank Is Calling For A 30% Market Correction While some believe that it is the level (or stock) of the 10Y yield during a rate rout that determines the resulting revulsion toward equities, while others claim that it it speed of the sell off (the “flow” angle) that matters, […]
Rising Interest Rates Start Popping Bubbles — The End Of This Expansion Is Now In Sight
Rising Interest Rates Start Popping Bubbles — The End Of This Expansion Is Now In Sight Towards the end of economic expansions, interest rates usually start to rise as strong loan demand bumps up against central bank tightening. At first the effect on the broader economy is minimal, so consumers, companies and governments don’t let […]
Beijing Eases Policy, Yuan Slides Towards 10-Year Low
Beijing Eases Policy, Yuan Slides Towards 10-Year Low On Sunday, the Bank of China cut the level of cash that banks must hold as reserves. The Yuan continued its slide. Reuters reports China Set to Reopen After Beijing Eases Policy. Shares in Asia stumbled in early trade on Monday as investors waited with bated breath […]
The Global Distortions of Doom Part 1: Hyper-Indebted Zombie Corporations
The Global Distortions of Doom Part 1: Hyper-Indebted Zombie Corporations The defaults and currency crises in the periphery will then move into the core. It’s funny how unintended consequences so rarely turn out to be good. The intended consequences of central banks’ unprecedented tsunami of stimulus (quantitative easing, super-low interest rates and easy credit / […]
“Waiting For The World To End” – Bond Rout Bodes Badly For Exuberant Equity Investors
“Waiting For The World To End” – Bond Rout Bodes Badly For Exuberant Equity Investors It was a tough week for stock market investors but the primary driver of the chaotic crumble in small caps and tech stocks was not one of the usual suspects and even for those who consider themselves ‘hedged’ or balanced […]
The Federal Reserve’s Rising Interest Rates Are A Ticking Time-bomb For U.S. Economy
The Federal Reserve’s Rising Interest Rates Are A Ticking Time-bomb For U.S. Economy One of the worst things for an over-heated and extremely leveraged economy is rising interest rates. So, with the recent 2-2.25% interest rate, big trouble is on the horizon, Also, with higher interest rates, the U.S. Treasury will have to fork out […]
The “VaR Shock” Is Back: Global Bonds Lose $880 Billion In One Week
The “VaR Shock” Is Back: Global Bonds Lose $880 Billion In One Week Markets were in turmoil, S&P futures were locked limit down as traders panicked, the establishment political system was in chaos and global bond portfolios were about to suffer a near record $1.2 trillion in losses in just a few days. All this […]
Weekly Commentary: Contemporary Finance’s Defect
Weekly Commentary: Contemporary Finance’s Defect October 3 – CNBC (Jeff Cox): “Federal Reserve Chairman Jerome Powell said the central bank has a ways to go yet before it gets interest rates to where they are neither restrictive nor accommodative. In a question and answer session Wednesday with Judy Woodruff of PBS, Powell said the Fed […]
People Will Be Dumping Dollars & Buying Gold – Peter Schiff
People Will Be Dumping Dollars & Buying Gold – Peter Schiff Money manager Peter Schiff was in a small group warning of a coming financial meltdown that happened in 2008. Schiff says, “I was kind of a fixture on financial cable TV giving these warnings. My thought was the bubble would burst, and I knew […]
“Monster Move” In Treasuries Unleashes Global Market Rout
“Monster Move” In Treasuries Unleashes Global Market Rout A sea of red has greeted stock traders across the world this morning after what one analyst called “monster moves” in U.S. Treasury yields. The bond rout that sent 10Y Treasury yields to the highest since May 2011 promoted by stronger than expected US economic data, and which […]
Fed Chair Powell Hints He May Soon Crash The Market
Fed Chair Powell Hints He May Soon Crash The Market Speaking at an event at the Atlantic Festival in Washington, Jerome Powell’s second public appearance of the week, the Fed chair took the opportunity to underscore just why he remains so complacent about the US economy, saying “it’s a remarkably positive set of economic circumstances,” […]
Banks Sputter After Hawkish Fed Raises Rates
Banks Sputter After Hawkish Fed Raises Rates In March we warned of continued Fed rate hikes. In May, we reported on more rate hikes and their potential impacton stocks. In August, the QT “time bomb” started ticking… On Wednesday, the Fed raised rates for the eighth time since tightening started. But the KBE Bank ETF — which holds Bank of America and Citigroup […]
UN Report Cites Central Bank Liquidity Bubbles, Loose Money, Debt Expansion
UN Report Cites Central Bank Liquidity Bubbles, Loose Money, Debt Expansion A UN report has everything wrong as to the cause of current problems. Yet, the report mentions central bank liquidity. Seldom does one see a report that “debt is the problem” while being 180 degrees wrong as to the cause of the buildup in […]
