EconMatters's blog
The ECB Should End QE Next Month
Submitted by EconMatters on 03/15/2015 22:01 -0500I am not sure how long Mario Draghi can carry on this QE Charade, but it is quite obvious that there is nothing more to be gained from the program.
Michael Lewis is Right “Spoofing” Proves Market Rigged on Daily Basis
Submitted by EconMatters on 03/13/2015 14:34 -0500Now this is just the tip of the iceberg when it comes to market manipulation, I thought I would just provide a concrete example of the kind of funny business that goes on every day in financial markets.
Watch As All the Bond Rats Jump Ship before FOMC Meeting
Submitted by EconMatters on 03/12/2015 17:46 -0500Next week is all about the Fed, and the positioning or should I say De-Positioning will be taking place right up until the last minute of this all-important Fed Meeting.
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.
