We know low interest rates and QE hasn`t worked, or they wouldn`t have to be re-initiated in the form of additional QE Programs, and we wouldn`t still be having this entire conversation 7 years after ZIRP began.
Maybe overzealous bond investors might want to rethink that Yield Chasing Strategy for 2015.
Ebola isn`t a new movie release, and CNN isn`t its viral marketing advertising agency.
The difference between 2007 and today is back then these were largely sub-prime loans and overvalued real estate mortgages, vs, today's entire global bond market bubbles from Spain and Greece to the United States.
The job market is tightening, and by any normal measure interest rates should be following suit and rising as well regardless of whether the US Dollar also strengthens.
There are some serious reserves 'estimate' discrepancies rife in the U.S. shale industry that could be at least on par with how Enron 'mis-communicated' to investors its leverage position...
There is something seriously wrong if the Federal Reserve cannot raise the Fed Fund`s Rate a measly 100 basis points after 7 longs years of ZIRP. Seven years is an entire business and economic cycle!
Those of you who thought volatility was high this past week just wait until the Fed waits to the “Whites of the eyes of inflation” before raising rates.
As I was shorting S&P Futures late Thursday night it once again hit home how close financial markets are to some major shocks all due to ridiculous amounts of liquidity by Central Banks all over the world.
As the old saying goes - If you can't beat them, join them.
Well, I am profitable on this latest move up in 10-year yields, and I expect yields to continue rising through the 10 and 30 year bond auctions later this week ...
Eating out for the weekend brings home the idea that food and restaurant costs are only going up on the whole...
Gold Bears Have Wind at their Backs as Technicals likely to fail to downside over Near-Term.
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.
Expect market participants coming back from vacation, and probably everything that worked in August will get “taken out to the woodshed” in September.