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?
Peak Good Times? Stock Market Risk Spikes to New High by Wolf Richter • Dec 27, 2017 • 31 Comments Leverage, the great accelerator on the way up and on the way down.
The Flattening US “Yield Curve”? NIRP Refugees Did it by Wolf Richter • Dec 14, 2017 • 69 Comments Sez Fitch & Yellen.
Yellen Shrugs Off Bitcoin as “Full-Blown Financial Stability Risk.” In Other Words, No Fed Bailout when Prices “Fluctuate” by Wolf Richter • Dec 13, 2017 • 61 Comments As long as banks are not exposed to bitcoin.
Fed Gets More Ammo for Rate Hikes by Wolf Richter • Dec 12, 2017 • 35 Comments Producer Price Index rises most in six years.
How Fed Rate Hikes Impact US Debt Slaves by Wolf Richter • Dec 11, 2017 • 73 Comments But savers are still getting shafted.