How Will 6% Mortgage Rates Deal with Housing Bubble 2? by Wolf Richter • Oct 10, 2018 • 95 Comments It has finally happened – a line in the sand has been breached.
10 & 30-Year Yields Surge, Yield Curve “Steepens,” Stocks Drop, as Fed Talks Up Rate Hikes in 2019 by Wolf Richter • Oct 7, 2018 • 60 Comments Ironically, after having lamented the flattening yield curve for a year, soothsayers now lament the steepening curve.
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.
