• Pivotfarm
    10/23/2014 - 18:39
    I challenge the central banker, manager, trader, and investors to manufacture and financially engineer a safer and better alternative to the USD.

EconMatters's blog

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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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10 Year Treasury Short Best Place to be Remainder of 2014





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 ...

 
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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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