• Bruce Krasting
    12/18/2014 - 21:42
      The one thing that Jordan can't do in this war is appear to be weak.
  • Marc To Market
    12/20/2014 - 12:21
    When the dollar falls, we are told it is logical.  The empire is crashing and burning.  When the dollar rises, the markets, we are told are manipulated.    Well, the dollar is...

EconMatters's blog

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Will Yellen Learn from Greenspan?





Greenspan was criticized by some for keeping the loose monetary policy far too long leading to the housing bubble.  Chairwoman Yellen would be prudent to learn from history and not to repeat the similar missteps.    

 
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The Russia, Mexico & OPEC Failed Agreement on Production Cuts was Short Sighted





Regardless what happens with the U.S. Shale, the Cartel is always going to be worse off by not agreeing to production cuts.

 
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Wall Street Will Always Find An Excuse For Not Raising Rates





It is time to raise rates, deal with it Wall Street there will never be a perfect time to raise rates based upon Wall Street`s criteria.

 
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Some Interesting Facts Regarding US Oil Supplies





Has too much bearish sentiment been priced in too fast in the price of oil? 

 
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The Fed Meets This Week Dealing with Alarming Bond Market Bubble





The only reason this bond bubble exists isn`t due to the lower price of oil, it is directly a result of too much cheap liquidity via ridiculously low interest rates by central banks. 

 
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Low Rates and QE are Deflationary at the Zero Bound





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.

 
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The Fed Has to Sell Treasury Holdings Back to Marketplace





Maybe overzealous bond investors might want to rethink that Yield Chasing Strategy for 2015. 

 
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CNN in Full Fear Mongering Mode Cashing in on Ebola





Ebola isn`t a new movie release, and CNN isn`t its viral marketing advertising agency.  

 
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The 5–Year Bond is Emblematic of Careless Risk Taking in Bond Markets





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.  

 
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News Flash: 5.5% Unemployment Rate Represents Full Employment





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. 

 
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Selling The Shale Boom: It's All About Reserves





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...

 
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The Fed Can`t Raise Rates Because the Sky Is Blue





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!

 
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The Fed Cannot Wait For Wage Inflation to Raise Rates





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.

 
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Central Banks Biggest Concern Should Be Market Stability





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. 

 
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Solar in Oil Drilling: Beat Them or Join Them?





As the old saying goes - If you can't beat them, join them.

 
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