Fed’s Powell: Balance Sheet to be “Substantially Smaller.” How Small? He Gave Big Clues. My Dive into the Dynamics & Charts by Wolf Richter • Jan 11, 2019 • 67 Comments In fact, QE started reversing at the end of 2014.
At Taxpayers’ Expense, Fed Paid Banks $38.5 Billion in Interest on “Reserves” in 2018. Here’s How by Wolf Richter • Jan 10, 2019 • 106 Comments The Slickest Annual Wealth-Transfer from Taxpayers to the Banks via the Fed.
Rally in Stocks Takes Heat Off Fed, Now They Talk Rate Hikes Again, Market Expectation of a Rate Hike Spikes by Wolf Richter • Jan 9, 2019 • 53 Comments But all bets are off if something big breaks.
THE WOLF STREET REPORT by Wolf Richter • Jan 6, 2019 • 40 Comments Nothing Goes to Hell in a Straight Line, not even on Wall Street.
Fed’s Balance Sheet Reduction Reaches $402 Billion by Wolf Richter • Jan 4, 2019 • 114 Comments The QE unwind has started to rattle some nerves.
Markets Are in a Tizzy. So What Will the Fed Do? by Wolf Richter • Jan 3, 2019 • 111 Comments Investors are waking up after years of somnolent money-making.
THE WOLF STREET REPORT by Wolf Richter • Dec 30, 2018 • 74 Comments How the Corporate Debt Bubble Will Crush Stocks.
“Leveraged Loans” Bite: Record-Bad Year-End for Loan Mutual Funds & ETFs by Wolf Richter • Dec 28, 2018 • 34 Comments Forced selling in the once red-hot $1.3-trillion “leveraged loan” market.
US Housing Market to Get Uglier in Near Future by Wolf Richter • Dec 28, 2018 • 79 Comments Sales decline to steepen, no respite in sight.
My Theory About Gold as Diversification to the Busted “Everything Bubble” by Wolf Richter • Dec 25, 2018 • 138 Comments And over the long term? It gets complicated, as they say.
