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
The New Fed Could Be Off the Charts by Wolf Richter • Nov 5, 2017 • 61 Comments Dudley to Quit. Potentially 5 vacancies to fill on the FOMC. No one knows what the Fed will look like next year.
The Fed Actually Begins its QE Unwind by Wolf Richter • Nov 2, 2017 • 93 Comments But what’s happening with mortgage-backed securities?
Record Surge in Riskiest Loans Fattens Wall Street Banks by Wolf Richter • Oct 30, 2017 • 22 Comments Crackdown efforts by bank regulators are put on hold.
US Treasury Rates Hit Nine-Year Highs by Wolf Richter • Oct 22, 2017 • 77 Comments But the yield spread collapses to lowest since early in the Financial Crisis. Even the Fed is worried.
Is the Fed Getting Cold Feet about the QE Unwind? by Wolf Richter • Oct 20, 2017 • 125 Comments Curious things are happening on its balance sheet.
This is What it Looks Like When Credit Markets Go Nuts by Wolf Richter • Oct 19, 2017 • 65 Comments Pricing of risk kicks the bucket in record central-bank absurdity.
