“You Should Take the Fed at Their Word” by Wolf Richter • Sep 13, 2017 • 73 Comments Flip-flopping killed its credibility. And that’ll be a problem for the markets.
The Terrible Facts about Real Earnings of Men by Wolf Richter • Sep 12, 2017 • 124 Comments The annual income data from the Census Bureau is here. Men, sit down.
Banks Earn Record Profits in Q2, Savers Sacrificed: FDIC by Wolf Richter • Aug 22, 2017 • 57 Comments $9 trillion in deposits go a long way.
Stock & Bond Markets in Denial about QE Unwind, but Banks, Treasury Dept Get Antsy by Wolf Richter • Aug 21, 2017 • 49 Comments “Let markets clear.” It’ll be just “a financial engineering shock.”
Fed’s Dudley Drops Bombshell: Low Inflation “Actually Might Be a Good Thing” by Wolf Richter • Aug 15, 2017 • 104 Comments QE unwind in September, “another rate hike later this year.”
Will Plunging Store Rents Slow the Retail Doom-and-Gloom? by Wolf Richter • Jul 23, 2017 • 71 Comments Landlords are reading the memo, but it may be too late.
What the Headlines Got Wrong about Friday’s Data Dump by Wolf Richter • Jul 15, 2017 • 48 Comments As if they’re trying to force the Fed to change course.
Jobs and Inflation: Gradually and Then Suddenly by Contributor • Jul 13, 2017 • 51 Comments The Fed and the ECB believe they can tighten and taper without killing the market so long as they jawbone this constantly.
Unwinding QE will be “More Disruptive than People Think” by Wolf Richter • Jul 12, 2017 • 116 Comments “We act like we know exactly how it’s going to happen, and we don’t.”
Has Super Mario Draghi Met His Match? by Don Quijones • Jul 10, 2017 • 28 Comments And this might become a problem for the Fed.
