The Fed’s QE-Unwind is Really Happening by Wolf Richter • Dec 7, 2017 • 122 Comments Fed’s assets drop to lowest level in over three years.
Fed Tightens, “and so far, Nothing Has Blown Up” by Wolf Richter • Dec 5, 2017 • 67 Comments Gundlach frets about bonds during QE unwind, rate hikes, tax cuts, and rising deficits.
The Fed Might “Surprise” Markets with its Hawkishness in 2018 by Wolf Richter • Dec 4, 2017 • 73 Comments The tax cuts and “elevated asset prices.”
US Gross National Debt Jumps $723 billion in 12 Weeks, Yellen “Very Worried about Sustainability of US Debt Trajectory” by Wolf Richter • Nov 30, 2017 • 153 Comments But only a few lost souls in Congress care.
Stock Market Lazes Happily on a Powerful Time Bomb, and the Fed Begins to Worry by Wolf Richter • Nov 29, 2017 • 84 Comments Pointing at “excesses,” “distortions,” and “imbalances.”
The US Treasury Market Smells a Rat by Wolf Richter • Nov 20, 2017 • 59 Comments The yield spread collapses to lowest since 2007.
New York Fed: “Underlying Inflation” Hits 11-Year High by Wolf Richter • Nov 15, 2017 • 39 Comments Something is moving beneath the surface.
Why Core Inflation is Rising & What it Means for Fed Rate Hikes by Wolf Richter • Nov 15, 2017 • 28 Comments Yellen was right to brush off “transitory” factors of “low” inflation.
Financial Markets Are Still Blowing Off the Fed by Wolf Richter • Nov 10, 2017 • 54 Comments But after the last two times they blew it off, there was a “financial event.”
Tax Cuts will Balloon US Debt to 120% of GDP, but Boost to Economy will be “Short-Lived” by Wolf Richter • Nov 7, 2017 • 57 Comments US is the “most indebted AAA-country” and runs “the loosest fiscal stance,” but the dollar as Reserve Currency still props it up: Fitch
