The Fed’s QE Unwind Reaches $285 Billion by Wolf Richter • Oct 4, 2018 • 75 Comments The “up to” begins to matter for the first time.
Powell Explains Just How Hawkish the Fed is Getting by Wolf Richter • Oct 3, 2018 • 73 Comments “But we’re a long way from neutral at this point.”
“High End” Apartment Construction Totally Dominates, Creates Mismatch of Supply & Demand by Wolf Richter • Oct 3, 2018 • 73 Comments Because that’s where the money is, on paper. But it’s not where the market is.
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.
The Fed’s Not Backing Off: Powell’s Standouts & Zingers at the Press Conference by Wolf Richter • Sep 26, 2018 • 67 Comments The US is “on an unsustainable fiscal path, there’s no hiding from it.”
What Will Surging Mortgage Rates Do to Housing Bubble 2? by Wolf Richter • Sep 26, 2018 • 66 Comments 5% is here, 6% beckons as the next target.
Gold in the “Everything Bubble”: Effective Diversification? by Wolf Richter • Sep 24, 2018 • 131 Comments What do you do when nearly all asset classes are overvalued?
My Long View of the “Yield-Curve Inversion” by Wolf Richter • Sep 22, 2018 • 73 Comments All bull markets come to an end, even the 35-year Great Bond Bull Market.
HELOCs in the US & Canada: As “Scarred” Americans Learned Bitter Lesson, Canadians Went Nuts by Wolf Richter • Sep 20, 2018 • 107 Comments Home-equity-loan balances in Canada per capita are now 3.3 times what they were in the US during HELOC peak before it all collapsed.
Mortgage Rates Head to 6%, 10-Year Yield to 4%, Yield Curve Fails to “Invert,” and Fed Keeps Hiking by Wolf Richter • Sep 19, 2018 • 81 Comments Nightmare scenario for the markets? They just shrugged. But homebuyers haven’t done the math yet.
