Yellen Slams Lid on This Rising but Wacky Doctrine by Wolf Richter • Sep 24, 2015 • 20 Comments In the footnotes of her speech.
Commercial Real Estate Shoots Off Chart, Fitch Frets about CMBS, Points to Financial Crisis by Wolf Richter • Sep 23, 2015 • 13 Comments Commercial Mortgage Backed Securities “cannot afford a repeat of 2008-2009.”
The US Bond Market is far Larger than the Stock Market: If Even Part of it Blows, it’ll Dig a Magnificent Crater by Wolf Richter • Sep 22, 2015 • 18 Comments And Bond Investors Are Getting Nervous.
Fed’s Bullard Fires Broadside at Fed, Shrapnel Hits his Foot by Wolf Richter • Sep 20, 2015 • 48 Comments Fed Has No “Satisfactory Answer” Why Still “Stuck in Emergency Mode”
Bankers Threaten Fed with Layoffs if it Doesn’t Raise Rates by Wolf Richter • Sep 17, 2015 • 35 Comments And bank shares got crushed.
World Holds Breath, Waits for “Death of the Dollar” by Wolf Richter • Sep 15, 2015 • 35 Comments Dismantling the dollar hegemony one yuan at a time.
Inside Janet Yellen’s Brain at 4 a.m.… by Bill Bonner • Sep 15, 2015 • 11 Comments Once you’re manipulating markets, it’s a hard habit to break.
A Change in Market Dynamics I Find Particularly Troubling by Contributor • Sep 13, 2015 • 4 Comments This Chart Shows: Investors Are Losing Faith in the Fed.
Corporations in Rate-Hike Panic, Sell Bonds like there’s No Tomorrow, Investors Blissfully Eager by Wolf Richter • Sep 11, 2015 • 9 Comments Bond investors, armed with other people’s money, haven’t got the message yet.
Why Hedge Fund Hotshots Finally Got Hammered by David Stockman • Sep 5, 2015 • 7 Comments Got caught in one of the great financial pivots of history.