My Proprietary Fed “Hawkometer” is Redlining by Wolf Richter • Oct 17, 2018 • 62 Comments It shot up 240% from long-run average and 500% from a year ago.
Making Sense of Recent Market Gyrations by Wolf Richter • Oct 17, 2018 • 32 Comments Which triggers are driving the action? What’s next?
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.”
Amid Market Rout, Decade of “Financial Repression” Ends, Capital Preservation Suddenly is a Thing by Wolf Richter • Oct 11, 2018 • 103 Comments This will dog the stock market going forward.
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.
