EconMatters's blog
CNN in Full Fear Mongering Mode Cashing in on Ebola
Submitted by EconMatters on 10/13/2014 19:16 -0500Ebola isn`t a new movie release, and CNN isn`t its viral marketing advertising agency.
The 5–Year Bond is Emblematic of Careless Risk Taking in Bond Markets
Submitted by EconMatters on 10/11/2014 13:25 -0500The 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.
News Flash: 5.5% Unemployment Rate Represents Full Employment
Submitted by EconMatters on 10/10/2014 15:41 -0500The 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.
Selling The Shale Boom: It's All About Reserves
Submitted by EconMatters on 10/09/2014 19:23 -0500There 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...
The Fed Can`t Raise Rates Because the Sky Is Blue
Submitted by EconMatters on 10/08/2014 22:09 -0500There 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!
The Fed Cannot Wait For Wage Inflation to Raise Rates
Submitted by EconMatters on 10/03/2014 20:40 -0500Those 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.
Central Banks Biggest Concern Should Be Market Stability
Submitted by EconMatters on 09/20/2014 09:31 -0500As 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.
Solar in Oil Drilling: Beat Them or Join Them?
Submitted by EconMatters on 09/14/2014 18:47 -0500As the old saying goes - If you can't beat them, join them.
10 Year Treasury Short Best Place to be Remainder of 2014
Submitted by EconMatters on 09/10/2014 11:07 -0500Well, 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 ...
Inflation Pressures in Core Food Components
Submitted by EconMatters on 09/01/2014 16:23 -0500Eating out for the weekend brings home the idea that food and restaurant costs are only going up on the whole...
Mixed Emotions for the Gold Market
Submitted by EconMatters on 09/01/2014 08:04 -0500Gold Bears Have Wind at their Backs as Technicals likely to fail to downside over Near-Term.
Were European Bonds Mispriced in 2012 or are they Now?
Submitted by EconMatters on 08/30/2014 15:36 -0500This 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.
Expect Another Strong Employment Report Next Week
Submitted by EconMatters on 08/29/2014 08:59 -0500Expect market participants coming back from vacation, and probably everything that worked in August will get “taken out to the woodshed” in September.
European Bond Market: Bubble of all Bubbles!
Submitted by EconMatters on 08/27/2014 20:30 -0500Investors in European Bonds are running over each other all in an effort to front run what the Big Banks have been begging the ECB to begin a bond buying program. It is hilarious as European yields are already ridiculously low right now, how much lower do they think these yields can go?
Even Mainstream Academia Worried about Massive Bubbles in Markets
Submitted by EconMatters on 08/26/2014 05:23 -0500Martin Feldstein, Harvard University professor alludes to what many in the financial community recognize that risk-taking is out of control.


