bund market

Why You Should Care Germany More and More Looks Like 2009

By |2019-08-13T13:01:05-04:00August 13th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

What if Germany’s economy falls into recession? Unlike, say, Argentina, you can’t so easily dismiss German struggles as an exclusive product of German factors. One of the most orderly and efficient systems in Europe and all the world, when Germany begins to struggle it raises immediate questions about everywhere else. This was the scenario increasingly [...]

Europe Promises More ‘Stimulus’ Seven Years After Draghi’s Promise For ‘Stimulus’

By |2019-07-25T17:50:28-04:00July 25th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

It is ironic that the setting for his speech was London. The UK, of course, never gave up the pound in favor of adopting the euro. Still, as the years drag on the biggest menace to Europe’s common currency isn’t a profligate Greek government nor the unfavorable productivity of Club Med. The euro may not [...]

Central Bankers Follow Bonds, Then Insist They Aren’t And That Bonds Agree With Them

By |2019-05-24T13:04:09-04:00May 24th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

When central bankers use the word “financial” in an economic context, they mean exclusively stocks. Maybe that’s somewhat appropriate given how bonds are so often treated as monetary equivalents. Then again, if that is the case in the official view, how does anyone reconcile bonds with anything? Economy or money? The hard answer is that [...]

Germany Avoids Technical Recession, Thereby Confirming High Degree of Recession Risk?

By |2019-02-14T19:10:37-05:00February 14th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

German GDP was the smallest of positives in Q4 2018, according to figures released today by DeStatis. Following a -0.2% rate in Q3, no matter how slight the plus sign was written into every headline. Most of them followed along the same format, such as CNBC’s Germany narrowly escapes recession after flat growth in the [...]

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