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Chasing Yield during ZIRP & NIRP Evidently Starved Human Brains of Oxygen. Now the Price Is Due
Chasing Yield during ZIRP & NIRP Evidently Starved Human Brains of Oxygen. Now the Price Is Due See Argentina’s 100-year dollar-bond and emerging-market “turmoil” as the Hot Money flees. Let’s be clear: It’s not just Argentina. But Argentina is the most elegant example. The exodus of the hot money from emerging markets where cheap dollar-debts […]
ECB & Bonds – People Believe What They Want to Believe
ECB & Bonds – People Believe What They Want to Believe QUESTION: the ECB is arguing that given the low free float of EU bonds (especially German), bonds not owned by the ECB or other central banks, the impact of an end to APP purchases will be nowhere comparable to the tapering sell-off in the US […]
Taking the Pulse of a Weakening Economy
Taking the Pulse of a Weakening Economy Corporate buybacks provide the key analogy for the economy as a whole. Central banks have been running a grand experiment for 9 years, and now we’re about to find out if it succeeds or fails. For 9 unprecedented years, central banks have pushed the pedal of monetary stimulus […]
US Fiscal Policy Will Lead To A Debt Catastrophe: Goldman
US Fiscal Policy Will Lead To A Debt Catastrophe: Goldman Judging by how urgently Goldman’s research department is trying to get the bank’s clients to sell treasuries, Goldman’s prop traders must have a desperate bid for duration in anticipation of what probably will be a historic deflationary shock. It started a month ago when Goldman […]
Danielle DiMartino Booth: Don’t Count On The Powell Fed To Rescue The Markets
Danielle DiMartino Booth: Don’t Count On The Powell Fed To Rescue The Markets The new Fed Chair may break from his predecessors The recent gut-wrenching drop in asset prices began on the first day of the job for new Federal Reserve Chairman Jerome Powell. How is Mr. Powell likely to react to a suddenly sick-looking market? […]
It’s Looking A Lot Like 2008 Now…
It’s Looking A Lot Like 2008 Now… Did today’s market plunge mark the start of the next crash? Economic and market conditions are eerily like they were in late 2007/early 2008. Remember back then? Everything was going great. Home prices were soaring. Jobs were plentiful. The great cultural marketing machine was busy proclaiming that a […]
The Inescapable Reason Why the Financial System Will Fail
girardatlarge.com The Inescapable Reason Why the Financial System Will Fail Credit cannot expand faster than fundamentals forever Modern finance has many complex moving parts, and this complexity masks its inner simplicity. Let’s break down the core dynamics of the current financial system. The Core Dynamic of the “Recovery” and Asset Bubbles: Credit Credit is the […]
2017 Year In Review
Tortoon/Shutterstock 2017 Year In Review Markets fiddle while Rome burns Every year, friend-of-the-site David Collum writes a detailed “Year in Review” synopsis full of keen perspective and plenty of wit. This year’s is no exception. As with past years, he has graciously selected PeakProsperity.com as the site where it will be published in full. It’s quite longer than […]
We Give Up! Government Spending And Deficits Soar Pretty Much Everywhere – John Rubino
We Give Up! Government Spending And Deficits Soar Pretty Much Everywhere – John Rubino A recurring pattern of the past few decades involves governments promising to limit their borrowing, only to discover that hardly anyone cares. So target dates slip, bonds are issued, and the debts keep rising. This time around the timing is especially […]
