Here Comes the ECB with a “Bubble” Warning, After it Caused the Most Absurd Bond Bubble Ever by Wolf Richter • Oct 12, 2018 • 73 Comments “The ECB cannot and should not turn a blind eye to risks to financial stability.”
“Concerned” Bank of England Raises Alarm about Growth of High-Risk Loans by Don Quijones • Oct 10, 2018 • 12 Comments “The global leveraged loan market is larger than – and growing as quickly as – the US subprime mortgage market was in 2006.”
I Was Asked: Why Did All this Money-Printing Not Trigger Massive Inflation? by Wolf Richter • Oct 9, 2018 • 180 Comments Japan monetized 50% of its national debt. Why has there not been a surge of inflation? And why can’t the Fed restart QE and do the same?
US Dollar & Emerging Market Stocks: Big-Fat Gains Turn to Big-Fat Losses by Wolf Richter • Oct 9, 2018 • 37 Comments “The tide is going out and investors are starting to worry about which EM economies have been swimming naked.”
QE Party Is Drying Up, Even at the Bank of Japan by Wolf Richter • Oct 8, 2018 • 54 Comments Despite repeated speeches to the contrary.
US Dollar Refuses to Die as Global Reserve Currency — But Loses Ground by Wolf Richter • Sep 30, 2018 • 63 Comments Chinese RMB gains, but is inconsequential as central banks remain leery. Euro hangs on.
Inversion Watch: Dancing the Global “Yield Curve” Tango? by Wolf Richter • Sep 29, 2018 • 13 Comments Treasury yield curve survives rate hike upright. Yield curves steepen in China, Japan & Germany. Era of NIRP scheduled to end.
President-Elect of Mexico’s Bombshell: Economy in “Situation of Bankruptcy” by Don Quijones • Sep 24, 2018 • 36 Comments And why are Bank of Mexico executives and employees resigning in droves?
Who Bought the $1.47 Trillion of New US National Debt over the Past 12 Months? by Wolf Richter • Sep 18, 2018 • 83 Comments China, Japan, other foreign investors, the Fed, US government funds? Nope.
Turkey’s Debt & Currency Crisis Morphs into Financial Crisis as Banks Face Funding Squeeze by Don Quijones • Aug 30, 2018 • 27 Comments “Substantial Increase in the Risk of a Downside Scenario”: Moody’s
