Rise of US Dollar Haunts Emerging Market Debt by Wolf Richter • Aug 14, 2018 • 56 Comments A vicious cycle, kicked off by cheap debt that’s suddenly not cheap, after 8 years of experimental monetary policies.
Consumer Debt Suddenly Surges in Spain, Banks Love it, But Regulators Begin to Fret by Don Quijones • Aug 2, 2018 • 15 Comments Bad habits die hard.
“Cliff Edge” Brexit Threatens $34 Trillion of Derivative Contracts: UK Regulator by Don Quijones • Jul 24, 2018 • 43 Comments A high-risk blinking contest no one wants to lose.
Which Yield Curve “Inverts” First? US, Japan, Germany, or China? by Wolf Richter • Jul 20, 2018 • 77 Comments How the “Yield Curves” Stack Up in central-bank manipulated bond markets.
“That’s a Super Dangerous Place to Be”: CEO of JPMorgan Asset Management by Wolf Richter • Jul 18, 2018 • 61 Comments When central banks distort the markets, risk disappears from view.
NIRP Did It: I’m in Awe of How Central-Bank Policies Blind Investors to Risks by Wolf Richter • Jul 13, 2018 • 45 Comments “Reverse-Yankee” Junk Bond Issuance Hits Record.
Bank of Japan Takes Away Punch Bowl, Balance Sheet Declines by Wolf Richter • Jul 4, 2018 • 35 Comments Was “QQE” just a pretext for bringing the government bond market under absolute control to avoid a Greek-style debt crisis?
Next Central Bank Puts QE Unwind on the Calendar by Wolf Richter • Jun 21, 2018 • 67 Comments The end of an era spreads.
How the ECB Helped Spain “Recover” Faster than Italy from the Crisis by Don Quijones • Jun 20, 2018 • 21 Comments A nation of savers v. a nation of debtors.
Chasing Yield during ZIRP & NIRP Evidently Starved Human Brains of Oxygen. Now the Price Is Due by Wolf Richter • Jun 18, 2018 • 41 Comments See Argentina’s 100-year dollar-bond and emerging-market dollar “turmoil” as the Hot Money flees.
