How Bad Will the “Bond Massacre” Get? by Wolf Richter • Jan 4, 2017 • 41 Comments Worse than the 1994 “Bond Massacre,” with “sustained double-digit losses on bonds, subpar growth in developed markets, and balance sheet risks for banking systems….”
Red Flag on Recession Crops up in NY Fed’s Coincident Economic Index by Wolf Richter • Dec 22, 2016 • 39 Comments Last time the index declined was in November 2009.
Trump Talked, the Fed Listened: Let’s Shrink the Balance Sheet, Bullard Says by Wolf Richter • Dec 17, 2016 • 104 Comments Even a Fed dove! This could get interesting.
Currency Armageddon? A Word about the Hated Dollar by Wolf Richter • Dec 15, 2016 • 69 Comments The “death of the dollar” will have to be rescheduled.
Yellen Speaks, Yields Spike, Mortgage Rates Jump, Oil Plunges: But Why? by Wolf Richter • Dec 14, 2016 • 64 Comments 7th week of US Government debt “carnage” continues unabated.
How Inflation Bites Much More than the Official Hoax by Wolf Richter • Dec 11, 2016 • 162 Comments The numbers are out. Even Japanese consumers, supposedly suffering from deflation, are getting whacked. No one escapes.
Government Bond & Mortgage “Carnage” Enters Sixth Week by Wolf Richter • Dec 10, 2016 • 49 Comments Traders got even more nervous on Friday, after having been twitchy all Thursday, and they alleviated this condition by dumping government bonds.
Who the Heck are these Households that are Worth $90 Trillion? by Wolf Richter • Dec 8, 2016 • 105 Comments Stalled Economy Performs Wealth Miracle, reports the Fed.
Foreclosure Crisis Comes Full Circle? Biggest Buy-to-Rent Landlord Plans IPO (Despite Red Ink Everywhere) by Wolf Richter • Dec 6, 2016 • 78 Comments The financialization of rents.
This is how the Fed Has Been Sneak-Tightening Notch by Notch by Wolf Richter • Dec 6, 2016 • 48 Comments And it’s now hitting home.