The Smart Money Gets Ready for the Next Credit Event by Wolf Richter • Jun 19, 2018 • 65 Comments “It feels like we’re about 12 months away, but we could get into extended innings.”
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.
Trucking, Rail Freight Prices Surge, Trigger “Inflationary Concerns” by Wolf Richter • Jun 18, 2018 • 57 Comments Everything is spiking.
This Fed Grows Relentlessly More Hawkish by Wolf Richter • Jun 13, 2018 • 96 Comments Gone are the kid gloves.
Riskiest Junk Bonds Completely Blow Off the Fed, Face “Sudden” Reckoning by Wolf Richter • Jun 13, 2018 • 20 Comments Still dreaming in la-la-land.
Finally: SEC Frets about Share Buybacks, “Torrent of Corporate Trading Dominating the Market” and “Short-Term Financial Engineering” by Wolf Richter • Jun 11, 2018 • 70 Comments “Right after the company tells the market the stock is cheap, executives overwhelmingly decide to sell.”
Update on the Fed’s QE Unwind by Wolf Richter • Jun 8, 2018 • 101 Comments Just as the Fed created money to buy Treasuries and MBS during QE, it now destroys money as these securities “roll off” the balance sheet.
Huge New Prop under the Stock Market is a One-Time Affair by Wolf Richter • Jun 5, 2018 • 87 Comments Crash insurance with an expiration date. But its working while it lasts.
FANGMAN Stocks Are Not a Bubble, Pleads Goldman Sachs by Wolf Richter • Jun 5, 2018 • 128 Comments This time, it’s different, say the strategists. So we’ll take a look.
Update on the Splendid Rental Bubbles & Crashes in the US by Wolf Richter • Jun 1, 2018 • 63 Comments Chicago’s rents in free-fall, Washington DC’s suddenly plunge, New York’s fall to third place. But rents soar in Southern California and other parts. Bay Area and Seattle “mixed.”
