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.
Junk Bond Market Still in Total Denial, Fighting the Fed by Wolf Richter • Apr 18, 2018 • 50 Comments Happily dreaming in La-la-land till the rude awakening.
Optimism of Manufacturers “Plunged” the Most Ever: NY Fed by Wolf Richter • Apr 16, 2018 • 51 Comments Corporate America fears that a Trade War would hit supply chains in China.
Fed Warns Markets: Don’t Get Spooked about Coming Spike in PCE Inflation by Wolf Richter • Apr 11, 2018 • 49 Comments Inflation day didn’t disappoint. “Underlying Inflation” hottest since July 2006.
The “Everything Bubble” & “Bubble Mentality,” Risks & Leverage, the Fed’s Response, Tesla, Netflix, LIBOR, and How it Might End by Wolf Richter • Apr 10, 2018 • 40 Comments Wolf Richter with Chris Martenson on Peak Prosperity’s Featured Voices.
Fed’s QE-Unwind Proceeds Despite Stock Market Sell-Offs by Wolf Richter • Apr 5, 2018 • 63 Comments Didn’t miss a beat.
