EconMatters's blog

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Inflation Pressures in Core Food Components





Eating out for the weekend brings home the idea that food and restaurant costs are only going up on the whole... 

 
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Mixed Emotions for the Gold Market





Gold Bears Have Wind at their Backs as Technicals likely to fail to downside over Near-Term.

 
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Were European Bonds Mispriced in 2012 or are they Now?





This seems to be the biggest question in financial markets for me right now because the math just doesn`t add up any way you slice it.

 
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Expect Another Strong Employment Report Next Week





Expect market participants coming back from vacation, and probably everything that worked in August will get “taken out to the woodshed” in September.

 
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European Bond Market: Bubble of all Bubbles!





Investors in European Bonds are running over each other all in an effort to front run what the Big Banks have been begging the ECB to begin a bond buying program.  It is hilarious as European yields are already ridiculously low right now, how much lower do they think these yields can go?

 
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Even Mainstream Academia Worried about Massive Bubbles in Markets





Martin Feldstein, Harvard University professor alludes to what many in the financial community recognize that risk-taking is out of control.

 
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The Fed Will Raise Rates in March 2015





The future fund flows out of the bond market over the next four months as the economic data comes in hotter each month s going to be staggering to watch as the realization that the Fed has to move on rates by March, and not June of 2015.

 
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Stellar Econ Data This Week





The econ data this week signal the US Economy is in a bull market (not the same as the Fed -roided stock and commodity markets), now let`s hope we can keep inflation from spoiling the party! 

 
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Jackson Hole: Janet Yellen Is The Wrong Chairperson For the Fed





There are a lot of market participants so far from reality due mainly to an incompetently dovish Fed led by Yellen that the amount of re-pricing is just off the charts...

 
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Negative Real Rates Show Yield Trade in Bubble Territory





Anytime there are negative or even close to negative real rates for bonds that is a sign that central banks need to change policy.

 
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The Bond Market is taking Advantage of Janet Yellen`s Dovishness





Even Hellicopter Ben would have balanced remarks.  However, Janet Yellen has taken dovishness to an all-time high or low dpending on your perspective.  

 
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Inflation Watch: $245,000 to Raise a Child in United States





Good thing the Federal Reserve isn`t worried about inflation, another 2% rise is just noise.  But  when the Fed does start worrying about inflation, not only is it too late, it is 1970s too late!

 
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Hysterical Fear Mongering by Media Needs to Stop





Traders and market participants are pretty bad at decision making as it is, the last thing they need is inaccurate information via sensationalized and overhyped TMZ Style News reports to base their decision making process on.

 
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The Bond Market Explained for Mohamed El-Erian





The fundamental mistake is to think in terms of a low yield telling you anything about the economy, as it is price that you should be focusing on.

 
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Newsflash: Everyone Shops Online These Days!





Those people piling into bonds on bad retail sales numbers based upon antiquated retail correlations are in for one big surprise.

 
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