US Dollar Status as Global Reserve Currency Edges Down Further by Wolf Richter • Apr 1, 2019 • 83 Comments Is the euro dead yet? And how is the Chinese Renminbi doing?
Yield-Curve Spaghetti: Weird Sag in the Middle May Dish up Surprises by Wolf Richter • Mar 27, 2019 • 105 Comments The next recession, when it finally occurs, may be a different animal altogether.
Fed’s New Balance Sheet Plan: Get Rid of MBS by Wolf Richter • Mar 20, 2019 • 116 Comments In relationship to GDP, the balance sheet will continue to shrink until some magic unknown point is reached.
Fed’s QE Unwind Reaches $501 Billion, Balance Sheet Falls Below $4 Trillion. “Autopilot” Engaged by Wolf Richter • Mar 7, 2019 • 97 Comments The albatross of $617 billion in bonds that mature in over 10 years.
US Dollar Hits 52-Week High in Cleanest-Dirty-Shirt-Syndrome on New ECB Stimulus, as Old ECB Stimulus Fails to Stimulate by Wolf Richter • Mar 7, 2019 • 46 Comments The real worry is the economy in the Eurozone.
What the Fed Actually Said About Ending the QE Unwind by Wolf Richter • Feb 21, 2019 • 42 Comments A plan is forming with a slow-motion component, and everyone wants to get rid of MBS
My Fancy-Schmancy “Fed Hawk-o-Meter” Ticks Down, Still Red-Lines. In Passing, Fed Plants Seed for Removing “Patient” by Wolf Richter • Feb 20, 2019 • 77 Comments Oh dude, glad no one saw it.
Fed’s QE Unwind Reaches $434 Billion, Remains on “Autopilot” by Wolf Richter • Feb 7, 2019 • 51 Comments Getting rid of MBS faster and shifting to short-term Treasury bills will be on the list.
Oops: Low Interest Rates a “Factor” in Slowdown of Economic & Productivity Growth: NBER by Wolf Richter • Feb 5, 2019 • 83 Comments Powell, Draghi, Kuroda, et al.: Did ya see this NBER study?
