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.
THE WOLF STREET REPORT by Wolf Richter • Oct 14, 2018 • 53 Comments How the next housing bust might unfold – the best-case scenario.
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.
I Was Asked: Why Did All this Money-Printing Not Trigger Massive Inflation? by Wolf Richter • Oct 9, 2018 • 180 Comments Japan monetized 50% of its national debt. Why has there not been a surge of inflation? And why can’t the Fed restart QE and do the same?
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.”
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.