EconMatters's blog

EconMatters's picture

Bond Yield Carry Traders Need To Fade Upcoming Econ Events





At some point there is going to be a sea change in bonds.  The question is does the last week in July finally cause the Sea-Change in Bonds? 

 
EconMatters's picture

The Counterfactual Case Against ZIRP





These are two areas where the Federal Reserve might want to consider in their overall evaluation of the effectiveness of the ZIRP Experiment. I think the counterfactual case in these two examples is quite compelling.

 
EconMatters's picture

Malaysia Airlines Management Needs Overhaul





How stupid do you have to be to send a commercial flight over what essentially is a warzone? How much do you think the airline actually saved by taking the most direct route?

 
EconMatters's picture

The Fed Needs to Raise Rates Now!





Janet Yellen is always one step behind.  If people start to ask you "Are you fat?", then you ARE fat!

 
EconMatters's picture

Fed Officials Trying to Warn Bond Markets





Market participants are far too levered up, all on the same side, and well behind the monetary normalization curve of when the first rate hike is actually going to occur. 

 
EconMatters's picture

No Inflation, Thanks to ObamaCare





The government now has another measure which under-reports inflation by accounting chicanery...

 
EconMatters's picture

The Fed Misrepresenting Inflation to Justify Inept Policy





The central banks need to downplay inflation, under-report it to justify their policies of the last five years...

 
EconMatters's picture

This is a Trader`s Market





Once Central Banks get out of markets, and I know some critics think that once they get in they are here to stay, healthy volatility and actual price discovery should come back to asset classes. 

 
EconMatters's picture

Gold Becomes Inflation Hedge as Bond Markets Manipulated by Central Banks





An interesting dynamic taking place in financial markets on Thursday as Gold saw some substantial buying interest up $22 to the $1295 an ounce area. 

 
EconMatters's picture

The Fed Just Lost Any Shred of Credibility on Inflation





Yellen has got to be the most dovish Fed chairperson going into the most important policy initiative withdrawal phase ever to be recorded since the inception of the Federal Reserve! 

 
EconMatters's picture

Every Middle East Flare Up Last 5 Years Overblown By Media





There has been a lot of money made by being patient waiting for the events to play out, and then coming in and shorting the Oil Markets the last five years.

 
EconMatters's picture

The Inflation Era Has Arrived!





You can ignore and even downplay for a while, but eventually and as sure as the fundamental law of nature that everything has a cost....

 
EconMatters's picture

Bond Kings to be Dethroned in Second Half of the Year





We believe Jeffrey Gundlach, et al. are wrong regarding the 10-Year Bond yield staying below 2.80% over the second half of the year.

 
EconMatters's picture

Wall Street Yield Trade: Another Explanation For Low Inflation





One major factor to the slow growth/low inflation in the U.S. is the Wall Street Yield Trade.  By incentivizing unproductive use of capital, low interest rate via monetary policy is actually deflationary.

 
EconMatters's picture

Doom & Gloom Sells





Have you become conditioned to always see the negative at the expense of missing the bigger picture? 

 
Syndicate content
Do NOT follow this link or you will be banned from the site!