Treasuries Got a Break. Now Beatings Resume until the Mood Improves by Wolf Richter • Jan 19, 2017 • 32 Comments So what would Yellen do?
Inflation Gets Real (Not Just Nominal) in Argentina by Bianca Fernet • Jan 17, 2017 • 15 Comments A collective reckoning? A painful but unavoidable come-to-Jesus moment? Or continuing down an inflationary spiral?
Get Ready for China’s Hot New Export Product: Inflation by Wolf Richter • Jan 10, 2017 • 82 Comments Coming soon to a store near you.
The Thing in the Jobs Report that Gives the Fed the Willies by Wolf Richter • Jan 6, 2017 • 82 Comments It’s all about cheap labor.
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….”
No Demand, No Problem: Inflation Pressures Surge by Wolf Richter • Dec 16, 2016 • 45 Comments Businesses expect their input prices to jump by 4.6% in 2017.
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.
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.
Get Used to Lousy Growth AND Rising Rates: Fed Dove Dudley by Wolf Richter • Dec 5, 2016 • 93 Comments The bond market is already doing the math.
