Who Exactly Mopped up $1.33 Trillion of New US Government Debt over the Past 12 months? by Wolf Richter • Dec 17, 2018 • 78 Comments Debt out the wazoo, but someone is still buying it.
THE WOLF STREET REPORT by Wolf Richter • Dec 16, 2018 • 64 Comments Peak “Everything Bubble?” The data is piling up.
US Banks Disclose Biggest Unrealized Losses on Security Investments since Q1 2009: FDIC by Wolf Richter • Dec 13, 2018 • 36 Comments The price of rising interest rates.
Fed’s QE Unwind Reaches $374 Billion by Wolf Richter • Dec 6, 2018 • 74 Comments But how low might the Fed’s balance sheet go?
The Fed Explains the Rate Hikes: To Prevent Financial Crisis 2 by Wolf Richter • Dec 2, 2018 • 74 Comments Instead of “bubble” or “collapse,” it uses “valuation pressures” and “broad adjustment in prices.” Business debt, not consumer debt, is the bogeyman this time.
My “Fed Hawk-O-Meter” Speaks by Wolf Richter • Nov 30, 2018 • 78 Comments Shedding light on Powell’s “just below neutral” and the hullabaloo about the Fed suddenly turning “dovish.”
Mortgage Rates May Hit 6% Sooner, as Fed Sheds Mortgage-Backed Securities, But What Will that Do to Housing Bubble 2? by Wolf Richter • Nov 14, 2018 • 116 Comments Mortgage rates are climbing faster than the 10-year Treasury yield.
THE WOLF STREET REPORT by Wolf Richter • Nov 11, 2018 • 84 Comments Has the Fed Made a Deal with Trump?
Hilarious How Wall-Street Crybabies Whine about the Fed’s QE Unwind after a Decade of “Wealth Effect” by Wolf Richter • Nov 8, 2018 • 124 Comments Their “Everything Bubble” is being pricked “gradually,” and they don’t like it.
The Fed Broadsides $1.3-Trillion “Leveraged Loan” Market by Wolf Richter • Nov 6, 2018 • 52 Comments In detail: ‘Collateral Stripping,’ ‘Incremental Facilities,’ ‘Cov-Lite,’ & ‘EBITDA Add-Backs’