EconMatters's blog

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No Inflation, Thanks to ObamaCare





The government now has another measure which under-reports inflation by accounting chicanery...

 
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The Fed Misrepresenting Inflation to Justify Inept Policy





The central banks need to downplay inflation, under-report it to justify their policies of the last five years...

 
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This is a Trader`s Market





Once Central Banks get out of markets, and I know some critics think that once they get in they are here to stay, healthy volatility and actual price discovery should come back to asset classes. 

 
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Gold Becomes Inflation Hedge as Bond Markets Manipulated by Central Banks





An interesting dynamic taking place in financial markets on Thursday as Gold saw some substantial buying interest up $22 to the $1295 an ounce area. 

 
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The Fed Just Lost Any Shred of Credibility on Inflation





Yellen has got to be the most dovish Fed chairperson going into the most important policy initiative withdrawal phase ever to be recorded since the inception of the Federal Reserve! 

 
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Every Middle East Flare Up Last 5 Years Overblown By Media





There has been a lot of money made by being patient waiting for the events to play out, and then coming in and shorting the Oil Markets the last five years.

 
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The Inflation Era Has Arrived!





You can ignore and even downplay for a while, but eventually and as sure as the fundamental law of nature that everything has a cost....

 
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Bond Kings to be Dethroned in Second Half of the Year





We believe Jeffrey Gundlach, et al. are wrong regarding the 10-Year Bond yield staying below 2.80% over the second half of the year.

 
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Wall Street Yield Trade: Another Explanation For Low Inflation





One major factor to the slow growth/low inflation in the U.S. is the Wall Street Yield Trade.  By incentivizing unproductive use of capital, low interest rate via monetary policy is actually deflationary.

 
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Doom & Gloom Sells





Have you become conditioned to always see the negative at the expense of missing the bigger picture? 

 
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China-Vietnam Conflict in The South China Sea





China is unlikely to show weakness losing face in front of the international community, while it is too late in the game for Vietnam or even the U.S. to back out of the situation.

 
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What To Expect From June's Major Economic & Central Bank Events





The interesting part is how the Econ Data and Central Bank events for the next three weeks all directly affect the next event, and how the market digests all these events as a whole.

 
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The Party Is Over In The Treasury Market





It is very apparent the Fed literally are making policy up as they go along and Wall Street doesn`t realize that the Fed has no exit strategy.  The learning curve is going to be painful as always for Bond Holders.

 
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The U.S. Job Market is Gaining Traction





Despite all the doom and gloom in the market, we would have loved to have these employment numbers three years ago.

 
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The Bond Market Explained Part II





Since so many people are still slightly confused about how all the pieces come together in this move lower in yields, we feel the need to add some follow-up commentary. 

 

 

 
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