inflation hysteria

Curve Sanity (Not What Most People Want To Hear or See)

By |2019-06-13T18:47:44-05:00June 13th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Rate cuts will be insurance against whatever “trade wars” will throw at the global economy. That’s the current line from monetary officials in the US, anyway. The real question to ask is, how would they know? Starting with trade wars. Is that really what’s behind all this? The evolution of the curves told you everything [...]

What About Copper?

By |2019-05-22T16:38:44-05:00May 22nd, 2019|Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The FOMC hates the bond market. Hates everything about it, especially how it tells these Economists they don’t know what they are doing. Monetary policy being little more than a vanity project, that’s not going to work for the people practicing it. OK, if you don’t like bonds then how about something else besides the [...]

What Bear Stearns Taught Us About The Folly of the BOND ROUT; Bonus: EFF’s Recent And Ongoing Contribution To The Same

By |2019-04-02T18:08:19-05:00April 2nd, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Over the last several years, we’ve been bombarded with mainstream stories about how interest rates have nowhere to go but up. Inflation, recovery, and most of all fundamentals. Who in their right mind is going to buy all this government debt! The supply is rising and, according to these people, the demand can only be [...]

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