Trump Talked, the Fed Listened: Let’s Shrink the Balance Sheet, Bullard Says by Wolf Richter • Dec 17, 2016 • 104 Comments Even a Fed dove! This could get interesting.
No Demand, No Problem: Inflation Pressures Surge by Wolf Richter • Dec 16, 2016 • 45 Comments Businesses expect their input prices to jump by 4.6% in 2017.
Foreigners are Dumping US Treasurys as Never Before by Wolf Richter • Dec 15, 2016 • 131 Comments Hence the bloodletting in what’s considered one of the most conservative investments in the world.
Currency Armageddon? A Word about the Hated Dollar by Wolf Richter • Dec 15, 2016 • 69 Comments The “death of the dollar” will have to be rescheduled.
Yellen Speaks, Yields Spike, Mortgage Rates Jump, Oil Plunges: But Why? by Wolf Richter • Dec 14, 2016 • 64 Comments 7th week of US Government debt “carnage” continues unabated.
Trump Tweets about China, US Businesses Freak out by Wolf Richter • Dec 14, 2016 • 134 Comments “The whole semiconductor industry could collapse.”
Treasuries Melt Down, Junk Bonds Boom, Yield Spreads Collapse by Wolf Richter • Dec 13, 2016 • 28 Comments The Hot Money returns, bets on Oil Nirvana.
Is it Just Trump Tower? Or is the Entire New York City Housing Bubble Unwinding? by Wolf Richter • Dec 12, 2016 • 78 Comments Not all is well at this glamorous piece of real estate.
How Inflation Bites Much More than the Official Hoax by Wolf Richter • Dec 11, 2016 • 162 Comments The numbers are out. Even Japanese consumers, supposedly suffering from deflation, are getting whacked. No one escapes.
Government Bond & Mortgage “Carnage” Enters Sixth Week by Wolf Richter • Dec 10, 2016 • 49 Comments Traders got even more nervous on Friday, after having been twitchy all Thursday, and they alleviated this condition by dumping government bonds.