What’s the Real Inflation Rate, Will the Housing Market Ever Slow Down, and How Long Will the Dollar Remain the Dominant Reserve Currency? by Wolf Richter • Apr 9, 2022 • 159 Comments Wolf Richter on This Week in Money.
The Treasury Bond Massacre and the Spike to 5% Mortgage Rates: This is All Going Very Fast by Wolf Richter • Mar 26, 2022 • 285 Comments Junk bonds are still in la-la-land though, Apocalypse but not now.
Mortgage Rates Are Rising Much Faster than Treasury Yields. What’s the Deal? by Wolf Richter • Mar 24, 2022 • 231 Comments Is the spread heading to what happened in the 1970s and 1980s when the Fed battled blow-out inflation?
The Most Splendid Housing Bubbles in Canada, March Update, amid Jumping Yields, Bank of Canada’s Rate Hike and QT by Wolf Richter • Mar 17, 2022 • 98 Comments Mad scramble to lock in rising mortgage rates? A few markets went raging-mania hog-wild. Others not so much. In two, prices dipped again.
Gazillion Miles Behind the Curve, the Fed Gets Hawkish: More Rate Hikes, “Faster and Much Sooner” Quantitative Tightening by Wolf Richter • Mar 16, 2022 • 261 Comments The strong economy and labor market can “handle tighter monetary policy.”
Massive Volatility in the Markets, Inflation out the Wazoo, Effects of Higher Interest Rates on Stocks & Real Estate, and Will High Oil Prices Cause a Recession? by Wolf Richter • Mar 14, 2022 • 67 Comments And here I am, seeing 10% CPI inflation coming this year.
Is 4% the “Magic Number” for Mortgage Rates to Prick the Housing Market (and Stocks)? by Wolf Richter • Feb 23, 2022 • 245 Comments The Magic Number in 2018 was around 4.8%. In 2006, it was around 6%. But with today’s super-inflated home prices? Here are the signs.
What I See Ahead for the Chip Shortage & Used Car Prices. Bond Market Reacts to Inflation. The Inflection Point for Real Estate by Wolf Richter • Feb 14, 2022 • 89 Comments A once-in-a-life-time mess, at least in my lifetime.
Mortgage Rates Hit 4.02%. Two-Year Yield Spikes by Most since 2009. Ten-Year Yield Goes over 2%. All Heck Breaks Loose by Wolf Richter • Feb 10, 2022 • 240 Comments Yields and rate-hike expectations spike. A rate hike now?
Can the US Government Afford Higher Interest Rates? You Bet. $67 Trillion “Fixed Income” Assets Will Generate Higher Incomes & Tax Revenues, Boost Secondary Effects by Wolf Richter • Feb 6, 2022 • 328 Comments Bring them on. Financial Repression has a huge cost.
