EconMatters's blog

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College and Pro Football Season Big Boost to U.S. Economy





Give me Football Season over the Federal Reserve any day of the week in terms of actual ‘boots on the ground’ stimulus.

 
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The Bottom Is In For Treasuries





Any Bond Idiot Can Buy into Fear, but they are Forced to Sell into ‘Good Times’!

 
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The US Needs to Stop Meddling in Russia-Ukraine Politics





The worst possible approach is to give Putin more credibility at home... 

 
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Inflation Adjusted Bond Prices Tell Different Story on Relative Value





Investors often choose investment vehicles or make trades based upon faulty assumptions...

 
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Jackson Hole Will Signal Hawkish Tone for Financial Markets





Look for a speech on Friday August 22nd by Janet Yellen where she officially signals financial markets that they better start finding their respective chairs.

 
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Bond Yield Carry Traders Need To Fade Upcoming Econ Events





At some point there is going to be a sea change in bonds.  The question is does the last week in July finally cause the Sea-Change in Bonds? 

 
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The Counterfactual Case Against ZIRP





These are two areas where the Federal Reserve might want to consider in their overall evaluation of the effectiveness of the ZIRP Experiment. I think the counterfactual case in these two examples is quite compelling.

 
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Malaysia Airlines Management Needs Overhaul





How stupid do you have to be to send a commercial flight over what essentially is a warzone? How much do you think the airline actually saved by taking the most direct route?

 
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The Fed Needs to Raise Rates Now!





Janet Yellen is always one step behind.  If people start to ask you "Are you fat?", then you ARE fat!

 
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Fed Officials Trying to Warn Bond Markets





Market participants are far too levered up, all on the same side, and well behind the monetary normalization curve of when the first rate hike is actually going to occur. 

 
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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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