US Treasury 10-Year Yield Breaks Out, Mortgage Rates Jump to Highest in 7 Years by Wolf Richter • May 15, 2018 • 35 Comments But no blood in the streets. Just a rate-hike cycle at work.
Global QE Dream Ends, ECB Sees Rate Hikes, “Normalization” Becomes a Thing by Wolf Richter • May 14, 2018 • 32 Comments The Fed leads, the ECB follows.
“Act Now and Lock in” these Deposit Rates: Banking Cat-Fight Breaks Out Like We Haven’t Seen in Over 10 Years by Wolf Richter • May 9, 2018 • 72 Comments The Fed has left the room.
Fed’s QE Unwind Accelerates Sharply by Wolf Richter • May 3, 2018 • 122 Comments These are getting to be serious amounts.
Rate Hike Ammo by Wolf Richter • Apr 30, 2018 • 61 Comments Fed’s favorite inflation gauge spikes, consumer spending holds up solidly.
Employment Costs Surge Most since 2008, Fed Raises Eyebrow by Wolf Richter • Apr 27, 2018 • 47 Comments Salaries, wages, benefits: a combustible fuel for the Fed’s tightening machine.
What’s Going On in the Treasury Market? by Wolf Richter • Apr 22, 2018 • 41 Comments The Fed’s new paradigm.
This is How First-Time Buyers Get Squeezed by Rampant Home Price Inflation by Wolf Richter • Apr 22, 2018 • 132 Comments Millennials can go to the Fed and complain.
“Financial Stress” in the Credit Markets v. the 2-Year Yield by Wolf Richter • Apr 20, 2018 • 44 Comments The two-year yield, now surging, is a leading indicator.
Now Even a Fed Dove Homes in on the “Everything Bubble” by Wolf Richter • Apr 19, 2018 • 87 Comments Bonds, junk bonds, spreads, commercial real estate, leveraged loans, over-leveraged companies… all get named as risks to the banks. This is why “gradual” tightening will continue for a long time.
