Um, Is the US Treasury “Yield Curve” Steepening or Flattening? by Wolf Richter • Jan 29, 2018 • 51 Comments And how would the housing market digest these kinds of mortgage rates?
Bond Market’s “Inflation Expectations” Highest since 2014 by Wolf Richter • Jan 28, 2018 • 62 Comments What’s going on is a sell-off in the Treasury market.
Why the Next Downturn “Will Not Look Like 2008” by Wolf Richter • Jan 24, 2018 • 138 Comments Nine years of scorched-earth monetary policies come home to roost.
The ‘Everything Bubble’ and What Happens if Credit Freezes Up in a Credit-Based Economy by Wolf Richter • Jan 21, 2018 • 62 Comments “It could get really messy.”
What Will Rising Mortgage Rates Do to Housing Bubble 2? by Wolf Richter • Jan 20, 2018 • 112 Comments Oops, they’re already rising.
Bond Market Smells Inflation, Begins to React by Wolf Richter • Jan 14, 2018 • 64 Comments Inflation expectations now exceed the Fed’s target.
Markets Still Blow Off the Fed, Dudley Gets Nervous, Fires Warning Shot by Wolf Richter • Jan 12, 2018 • 85 Comments In search of the elusive soft landing.
Fed Pays Banks $30 Billion for 2017 by Wolf Richter • Jan 10, 2018 • 78 Comments At taxpayer expense: easiest, risk-free, sit-on-your-ass profit ever.
The Dreaded “Flattening Yield Curve” Meets QE Unwind by Wolf Richter • Dec 30, 2017 • 46 Comments During prior incidents of an “inverted” yield curve, the Fed had no tools to get the market to push up long-term yields. Today it has one: the QE Unwind.
US Dollar Has Worst Year since 2003, Defying the Fed by Wolf Richter • Dec 29, 2017 • 87 Comments Where will it go from here?
