Bruce Krasting's blog

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It’s the ‘Bernank’ that done it!





If you don't hate Ben yet, you will soon.

 
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The Problem With Munis: CDS





I love big arbs. It means markets will be moving.

 
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What Did Ben Say??





My thoughts on Ben's words

 
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Emerald Isle and the Golden State





Connecting yield curve dots.

 
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FDIC’s Bair: "Bury the Losses"





I give up on Sheila..

 
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US to EU – Drop Dead?





Lots of chips on this one.

 
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Japan and the US Ten-Year





Bull Bear argument

 
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Taxes, the Deficit, QE and the Long Bond





No increase in taxes sounds good. But nothing is free.

 
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Perfect Storm – February 2013?





Things are lining up for a hard landing in a few years.

 
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Hot Employment – Cold Bernanke?





One way this could play out.

 
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On QE & Supply-A Dated Perspective





It would be a hoot if it turns out like this...

 
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Street to Treasury on QE





Fat cats talk about QE. Did Treasury listen? Did Ben?

 
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Bernanke: Chumps!





My take on the "Big Plan".

 
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Fed Speak





It might go down like this...

 
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My Vote





My take on the election and what it might mean.

 
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