EconMatters's blog

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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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The Oil Market QE Premium Is Coming out of Price





Is $85 a barrel in the cards? Sure it is once the Fed Effect on Oil Price comes out of the market.

 
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Not As Much Labor Force Slack as Yellen Believes





The Fed keeps moving their targets, and came up with this ‘slack in the labor force’ argument helped of course by Wall Street or should I say the Big Banks.....

 
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The Politics of the Election Cycle and Policy Spin





One notices how the United States never has to go in with the military and bail out the Scandinavian countries? At some point the Iraqi people will have to take responsibility for how they want to live and deal with the consequences of these choices.

 
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College and Pro Football Season Big Boost to U.S. Economy





Give me Football Season over the Federal Reserve any day of the week in terms of actual ‘boots on the ground’ stimulus.

 
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The Bottom Is In For Treasuries





Any Bond Idiot Can Buy into Fear, but they are Forced to Sell into ‘Good Times’!

 
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The US Needs to Stop Meddling in Russia-Ukraine Politics





The worst possible approach is to give Putin more credibility at home... 

 
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Inflation Adjusted Bond Prices Tell Different Story on Relative Value





Investors often choose investment vehicles or make trades based upon faulty assumptions...

 
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Jackson Hole Will Signal Hawkish Tone for Financial Markets





Look for a speech on Friday August 22nd by Janet Yellen where she officially signals financial markets that they better start finding their respective chairs.

 
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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? 

 
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