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Tag Archives: monetary stimulus
I Have a Very Bad Feeling About This
I Have a Very Bad Feeling About This Unexpected things tend to happen when the real source of problems are papered over and then suddenly reality intrudes. What an interesting juncture we’ve reached. We’re constantly assured all is well with what matters–the economy–as the all-powerful Federal Reserve has managed not just the hoped-for “soft landing” but […]
Pulling Back The Curtain On The ‘Real’ US Economy
Pulling Back The Curtain On The ‘Real’ US Economy Revised numbers on US GDP from the Bureau Of Economic Analysis indicate that the economy faces a deeper contraction than originally reported. GDP shrank in the first quarter of 2022 by 1.6%; this is an impressive and sharp reversal from the fourth quarter of last year, which saw GDP […]
Now or Never: The Great ‘Transition’ Must Be Imposed
Now or Never: The Great ‘Transition’ Must Be Imposed A new wave of restrictions, more lockdowns, and – eventually – trillions of dollars in new stimmie cheques may be in prospect. Were you following the news this last week? Vaccine mandates are everywhere: one country, after another, is doubling-down, to try to force, or legally […]
Weekly Commentary: Peak Monetary Stimulus
Weekly Commentary: Peak Monetary Stimulus Not again. Bloomberg is referring to “the bond market riddle.” The Financial Times went with the headline, “US Government Bond Investors Left Bewildered by ‘Bonkers’ Market Move.” It’s been three weeks of declining Treasury yields in the face of robust economic data (and surging commodities prices!). Too soon to be […]
Are We Staring At A Coming Systemic Breakdown & The End Of Capitalism?
Are We Staring At A Coming Systemic Breakdown & The End Of Capitalism? Michael Every of Rabobank is concerned we are For any problems they face, governments all over the world are now conditioned to simply deficit spend or issue new $trillions in ‘thin air’ currency. So how in danger are we of that recklessness […]
Democrat Control of Washington Could Trigger Four Years of Surging Inflation
Democrat Control of Washington Could Trigger Four Years of Surging Inflation Doug Mills/The New York Times At the beginning of the first term of a newly elected POTUS, the first 100 days set the tone for what that administration wants to accomplish. Joe Biden’s election has been certified by Vice President Mike Pence, so his first 100 […]
Why The World Can’t Quit Fossil Fuels
Why The World Can’t Quit Fossil Fuels Have the recent pronouncements of the death of oil and reigning renewables been more rhetoric than reality? Yes and no. It’s true that peak oil is now closer than ever, and globally we’re seeing a more earnest effort to decarbonize than ever before, in large part thanks to […]
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 […]
Weekly Commentary: Monetary Disorder In Extremis
Weekly Commentary: Monetary Disorder In Extremis November non-farm payrolls gained 245,000, only about half the mean forecasts – and down from October’s 610,000. It was the weakest job growth since April’s employment debacle. U.S. equities rallied on the disappointing news. A few Bloomberg headlines captured the aura: “Stocks Gain as Jobs Miss Boosts Stimulus Bets;” […]
Election Distraction Has Taken Eyes Off Our Economic Ills
Election Distraction Has Taken Eyes Off Our Economic Ills Lately it has been difficult to write about the economy because of all the noise flowing from the election and covid-19 hype. There is a growing reluctance to opine by many economic skeptics because it appears we have been wrong on recent predictions. Only time will […]
Ben Hunt: Inflation Ahead!
Ben Hunt: Inflation Ahead! Why the investing world is about to change Ben Hunt — highly respected fund manager, author, and former professor/entrepreneur/venture capitalist — says that to be successful in managing your wealth, there’s only one question that matters: Are we entering a deflationary future, or an inflationary one? The strategies and appropriate investment […]
What’s Behind the Fed’s Project to Send Free Money to People Directly?
What’s Behind the Fed’s Project to Send Free Money to People Directly? A lump-sum payment in digital dollars for all Americans during a recession or to raise inflation, as an alternative to QE and negative interest rates, which have failed. By Wolf Richter. This is the transcript of my podcast last Sunday, THE WOLF STREET REPORT. You […]
As the Bubble Slowly Pops, the Economic Chain Reaction Is Now in Progress
As the Bubble Slowly Pops, the Economic Chain Reaction Is Now in Progress Much has been written about the economic consequences of covid-19, yet, just as in many of the analyses of the Great Depression and the 2008 crisis, the years of accumulating debt preceding the event do not attract the attention they deserve. Covid-19—or […]
