Four Rate Hikes in 2018 as US National Debt Will Spike by Wolf Richter • Feb 12, 2018 • 112 Comments Chorus gets louder. But no one will be ready for those mortgage rates.
What Crushed Stocks? by Wolf Richter • Feb 11, 2018 • 89 Comments Treasury yields don’t matter – until they do. Mortgage rates jump.
When Will Credit Markets React? by Leonard Hyman and Willian Tilles • Feb 9, 2018 • 58 Comments All kinds of factors are coming together beautifully.
Fed’s QE Unwind Accelerates Sharply by Wolf Richter • Feb 1, 2018 • 79 Comments With a sense of urgency. No more dilly-dallying around.
US National Debt Will Jump by $617 Billion in 5 Months by Wolf Richter • Jan 30, 2018 • 74 Comments Just as the Fed accelerates its QE Unwind. Treasuries reacted.
Um, Is the US Treasury “Yield Curve” Steepening or Flattening? by Wolf Richter • Jan 29, 2018 • 51 Comments And how would the housing market digest these kinds of mortgage rates?
Why the Next Downturn “Will Not Look Like 2008” by Wolf Richter • Jan 24, 2018 • 138 Comments Nine years of scorched-earth monetary policies come home to roost.
What Will Rising Mortgage Rates Do to Housing Bubble 2? by Wolf Richter • Jan 20, 2018 • 112 Comments Oops, they’re already rising.
Does the US Still Need to Rely on China to Buy Treasuries? by Wolf Richter • Jan 19, 2018 • 62 Comments Or will China’s waning appetite for US Treasuries cause a disruption in the Treasury market?
Bond Market Smells Inflation, Begins to React by Wolf Richter • Jan 14, 2018 • 64 Comments Inflation expectations now exceed the Fed’s target.