EconMatters's blog
Rate Hikes Already Priced into the US Dollar Index
Submitted by EconMatters on 03/12/2015 01:28 -0500Not just one 25 basis point rate hike, taking a look at that chart, several rate hikes have already been priced into the US Dollar Index.
The Real Reason the Fed Has To Raise Rates in June
Submitted by EconMatters on 03/11/2015 13:24 -0500Financial markets should actually be begging the Fed for a June 25 basis point rate hike, the alternative is going to hurt a lot more...
Six Days Until Bond Market Crash Begins
Submitted by EconMatters on 03/10/2015 16:17 -0500The Federal Reserve, and now the European Union have set the stage for the biggest collapse in bond markets that will make the sub-prime financial crisis look like a cakewalk
Cushing and Gulf Coast Storage Filling Up Fast
Submitted by EconMatters on 03/04/2015 17:16 -0500The RIG Count has dropped also but this is a misnomer because unlike in ‘old fashioned drilling times’ where one Rig represented One well, now one RIG often represents multiple wells attached to the one Rig due to modern drilling technology.
The Fed Waited Too Long: Here Comes Inflation
Submitted by EconMatters on 02/26/2015 12:05 -0500The fact that Walmart raised wages in the manner that it did ought to have alerted the Fed that something is going on in the underlying employment dynamics of the labor market that they aren`t addressing with their current ZIRP stance.
Janet Yellen Encourages More Levered Risk Taking in Markets Tuesday
Submitted by EconMatters on 02/24/2015 20:11 -0500The last thing Janet Yellen needs to be doing right now is cheer-leading more risk taking on behalf of financial market participants!
The Swiss 10-Year Bond Illustrates Central Banks` Flawed Monetary Policy
Submitted by EconMatters on 02/03/2015 22:50 -0500Switzerland`s 10-Year Bond Yield is now negative 15 basis points. Yes even neutral Switzerland`s bond market has been broken...
Central Banks Have Violated Fundamental Laws of Finance
Submitted by EconMatters on 02/02/2015 16:57 -0500ZIRP in essence is deflationary in nature, it becomes a self-fulfilling, reinforcing slippery slope of “Monetary Extremism” and should be rejected at all costs!
The German 10 Year Bund Effectively a Call Option at 30 Basis Points
Submitted by EconMatters on 01/31/2015 22:48 -0500At 30 basis points yield, a short on this German Bund via the futures market is basically a call option on the utter destruction of this Massive Yield Chasing Strategy on behalf of financial institutions...
The Bond Market Has Reached Tulip Bubble Proportions
Submitted by EconMatters on 01/30/2015 20:25 -0500The Tulip Lunacy in the Bond market is just off the charts stupidity at its finest! The U.S. 2-Year Bond is currently pricing in no rate hike, and in fact, a negative rate of inflation over the next two years....
Will Yellen Learn from Greenspan?
Submitted by EconMatters on 12/18/2014 16:05 -0500Greenspan 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.
The Russia, Mexico & OPEC Failed Agreement on Production Cuts was Short Sighted
Submitted by EconMatters on 12/17/2014 10:11 -0500Regardless what happens with the U.S. Shale, the Cartel is always going to be worse off by not agreeing to production cuts.
Wall Street Will Always Find An Excuse For Not Raising Rates
Submitted by EconMatters on 12/16/2014 10:24 -0500It 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.
Some Interesting Facts Regarding US Oil Supplies
Submitted by EconMatters on 12/14/2014 19:48 -0500Has too much bearish sentiment been priced in too fast in the price of oil?
The Fed Meets This Week Dealing with Alarming Bond Market Bubble
Submitted by EconMatters on 12/13/2014 19:34 -0500The 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.


