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Tag Archives: qe
Are we in a ‘New Normal’?
Are we in a ‘New Normal’? The past two years have been especially brutal to so-called equity ‘bears’. Against all odds, and despite all the shocks, global capital markets—if not the real economy they are supposed to represent—have continued to climb to new heights. After the onset of the coronavirus catastrophe, the relentless rise of […]
Dalio- The United States Is At A Tipping Point That Could Lead To Revolution Or Civil War
Dalio: The United States Is At A Tipping Point That Could Lead To Revolution Or Civil War It was almost exactly ten years ago that we first predicted that the Fed’s “moronic” QE which has sparked an unprecedented class, income and wealth divide, “positions US society one step closer to civil war if not worse.” […]
What the Great Reset Architects Don’t Want You To Understand About Economics
What the Great Reset Architects Don’t Want You To Understand About Economics It shouldn’t come as a surprise that the Vice President of the World Bank Carmen Reinhardt recently warned on October 15 that a new financial disaster looms ominously over the horizon with a vast sovereign default and a corporate debt default. Just in the past […]
Fed Assets Eke Out New Record for First Time Since June 10. But Repos, Dollar Liquidity Swaps, SPVs Mothballed
Fed Assets Eke Out New Record for First Time Since June 10. But Repos, Dollar Liquidity Swaps, SPVs Mothballed Only Treasury securities and mortgage-backed securities (MBS) are still active. The Fed has now reduced to zero or to near-zero or essentially mothballed and thrown the towel in on three of its five QE and bailout […]
Weekly Commentary: Summer of 2020
Weekly Commentary: Summer of 2020 QE fundamentally changed finance. What commenced at the Federal Reserve with a post-mortgage finance Bubble, $1 TN Treasury buying operation morphed into open-ended purchases of Treasuries, MBS, corporate bonds and even corporate ETFs holding high-yield “junk” bonds. Markets assume it’s only a matter of time before the Federal Reserve adds […]
Blain’s Morning Porridge – 21st August 2020 – John Law’s MMT revisited
Blain’s Morning Porridge – 21st August 2020 – John Law’s MMT revisited “Earlier today apparently a woman rang the BBC and said she had heard that there was a hurricane on the way. Well if you are watching, don’t worry, there isn’t.” It’s blowing a full hooley out there this morning, which is very bad news […]
The Fed is Determined to Prove the QTM Right
The Fed is Determined to Prove the QTM Right Milton Friedman famously said, “Inflation was always and everywhere a monetary phenomenon.” But Friedman didn’t live through the QE years here in the U.S. and blatantly ignored the twenty plus years of Japanese deflation despite QE and insane levels of money printing during the latter years […]
Stock Market Crash 2020: Welcome To The End Game
Stock Market Crash 2020: Welcome To The End Game If this chart doesn’t make you think the crash is coming soon, then probably nothing will: The Nasdaq is on its final run and is going vertical, a classic end of bubble move. This is trader heaven and turns into speculator hell for those who think […]
US Money Supply – The Pandemic Moonshot
US Money Supply – The Pandemic Moonshot Printing Until the Cows Come Home… It started out with Jay Powell planting a happy little money tree in 2019 to keep the repo market from suffering a terminal seizure. This essentially led to a restoration of the status quo ante “QT” (the mythical beast known as “quantitative […]
What Horrified Fund Managers, Banks & UK’s Pension Minister Said About the Bank of England’s Sudden “We Don’t Rule Out” Negative Interest Rates
What Horrified Fund Managers, Banks & UK’s Pension Minister Said About the Bank of England’s Sudden “We Don’t Rule Out” Negative Interest Rates “The stimulus the country urgently needs is not experimental and dangerous monetary policy.” Andrew Bailey, the recently appointed governor of the Bank of England (BoE), is considering going where no other BoE […]
“We Print It Digitally”: Futures, Gold Soar After Powell Vows “Lot More We Can Do”
“We Print It Digitally”: Futures, Gold Soar After Powell Vows “Lot More We Can Do” It took Jerome Powell just two days to confirm what we said late on Friday, namely that with the Fed expected to boost QE by over $3 trillion (assuming Powell doesn’t cut rates negative), the Fed chair said that “there’s […]
Panic Sets In: Fed Promotes More Free Money
Panic Sets In: Fed Promotes More Free Money Lawmakers need to do more says Minneapolis Fed President Neel Kashkari. Free Money for 18 Months The Fed cannot directly give money away so that burden falls on Congress. Kashkari follows Fed Chair Jerome Powell in seeking Congressional Action. “They are going to need more. If this is […]
“A Legal Nightmare”: In Latest European “Freakshow”, EU Threatens To Sue Germany Over QE Ruling
“A Legal Nightmare”: In Latest European “Freakshow”, EU Threatens To Sue Germany Over QE Ruling In the latest European farce, the European Commission threatened to sue Germany after the country’s top court questioned the legality of the ECB’s bond-buying program, Bloomberg reported over the weekend. In what Nordea’s Andrewas Steno Larsen dubbed the “ongoing freakshow in the Euroarea”, the […]
Blain’s Morning Porridge – May 11th 2020 – Bond Triggers Tumble
Blain’s Morning Porridge – May 11th 2020 – Bond Triggers Tumble “When this baby hits 88 miles per hour, you’re going to see some serious…. “ After last night’s Boris announcement on not reopening the economy, it clearly doesn’t need any further explanation.. (US Readers – complex sarcasm alert.) Over the course of the lockdown, I’ve been […]
Eurozone Breakup Risk at New High
Eurozone Breakup Risk at New High The German Constitutional Court made an unexpected and significant ruling last week against the ECB and Quantitative Easing. QE Deemed Illegal In the midst of a pandemic and an important presidential election, it is very easy to miss globally significant events. Here is one that is way under the radar: […]
