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Tag Archives: monetary policy
The Fed’s Catch-22 Taper Is A Weapon, Not A Policy Error
The Fed’s Catch-22 Taper Is A Weapon, Not A Policy Error Back in 2018 leading up to Christmas the Federal Reserve began publicly flirting with the notion of ending asset purchases, reducing their balance sheet and committing to an all around taper of stimulus. I wrote about it extensively at the time along with my […]
“Potential For Extreme Havoc”: $50 Trillion Question Is What If Yields Spike Higher
“Potential For Extreme Havoc”: $50 Trillion Question Is What If Yields Spike Higher The size of the global government bond market surged by $10 trillion in the space of two years to reach about $50 trillion. Those outstanding borrowings are at least one gorilla in the room as investors gear up for a year in […]
The Clouds Have Cleared in 2021, and What We Are Seeing Is a Dystopian 2022
The Clouds Have Cleared in 2021, and What We Are Seeing Is a Dystopian 2022 Photo by Javier Quiroga This year was a doozy. Right out of the gate, millionaires were sounding the alarm that the markets were looking overvalued while reducing their risk exposure. In February we got a taste of what could be the […]
Most Splendid Housing Bubbles in Canada, November Update, after Bank of Canada Ended QE and Put Rate Hikes in Sight
Most Splendid Housing Bubbles in Canada, November Update, after Bank of Canada Ended QE and Put Rate Hikes in Sight Home prices spike in a few cities, “pause” in some, drop in others. Vancouver prices are below August levels. In an amazing development for the Canadian housing market where prices have relentlessly exploded higher – […]
“Peak Inflation Is Here”- Jim Rickards
“Peak Inflation Is Here”- Jim Rickards Peak Inflation Is Here and Gone Last week Stansberry Investor’s Daniela Cambone interviewed Jim Rickards and got his take on inflation. We think this is a solid interview and Jim makes some good reasonable explanations as to why inflation has done what it has. Rickards puts much of the blame squarely […]
Chairman Powell Paralyzed With Fear As Inflation Takes Over
Chairman Powell Paralyzed With Fear As Inflation Takes Over Public domain, courtesy of the Federal Reserve One thing is certain, inflation is no longer officially “transitory.” For months, recently reappointed Federal Reserve Chairman Jerome Powell kept telling the public that rising inflation was transitory, and would soon subside. It hasn’t, and isn’t likely to in the near future […]
China’s Banking Assets Are $52 Trillion, Growing By $40 Trillion Since 2008: “This Is What Hyper MMT Looks Like”
China’s Banking Assets Are $52 Trillion, Growing By $40 Trillion Since 2008: “This Is What Hyper MMT Looks Like” Thermodynamics “The interaction of inflation-focused monetary policies in the west and China’s mercantilist model created what I call The Refrigeration Mode,” said the CIO, sitting atop his prodigious pile. “The process has been ongoing for twenty years,” […]
The next recession: Here’s when the ‘everything bubble’ will burst
The next recession: Here’s when the ‘everything bubble’ will burst In October 20XX. That’s not a typo. To reach the best guesstimate of when the next recession will begin, we need to understand how the Federal Reserve creates unsustainable booms and why the next bust may be just around the corner. A caveat is in […]
Printing and Borrowing Always Ends Badly
Printing and Borrowing Always Ends Badly As more countries copy the Federal Reserve’s monetary policy without the global demand of the US dollar, financing trade and fiscal deficits printing a weakening currency, nations become more dependent on the US dollar. Neither domestic nor international citizens demand local currency, and governments continue to build large fiscal and trade […]
Eurozone Inflation at a Record High
Eurozone Inflation at a Record High Inflation in the doomed Eurozone increased 4.9% in November, marking the highest level of inflation since the creation of the euro. The larger economies within the bloc experienced a significant rise in inflation, with Germany posting a 6% increase and France experiencing a 3.4% rise. Other nations saw extreme […]
Our $29 Trillion Deficit, Interest Rates, Inflation, And Debt
Our $29 Trillion Deficit, Interest Rates, Inflation, And Debt The emergence and acceptance of Modern Monetary Theory has turned our economic system upside down. Skeptics of its substance and sustainability have been brushed aside temporarily but expect the MMT experiment to collapse and end in ruin. To us that believe in old school economics, […]
The Gross Misunderstanding of Central Banks
The Gross Misunderstanding of Central Banks
The Futility of Central Bank Policy
THE FUTILITY OF CENTRAL BANK POLICY It is only now becoming clear to the investing public that the purchasing power of their currencies is declining at an accelerating rate. There is no doubt that yesterday’s announcement that the US CPI rose by 6.2%, compared with the longstanding 2% target, came as a wake-up call to […]
«The Fed Reminds Me of a Speculator Who Is on the Wrong Side of the Market»
«The Fed Reminds Me of a Speculator Who Is on the Wrong Side of the Market» Jim Grant, editor of Grant’s Interest Rate Observer, warns of the rampant speculation in the stock market. He worries that the central banks are underestimating the threat of persistently high inflation and explains why gold has a bright future. […]
