EconMatters's blog
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.
Low Rates and QE are Deflationary at the Zero Bound
Submitted by EconMatters on 10/15/2014 17:25 -0500We know low interest rates and QE hasn`t worked, or they wouldn`t have to be re-initiated in the form of additional QE Programs, and we wouldn`t still be having this entire conversation 7 years after ZIRP began.
The Fed Has to Sell Treasury Holdings Back to Marketplace
Submitted by EconMatters on 10/14/2014 17:25 -0500Maybe overzealous bond investors might want to rethink that Yield Chasing Strategy for 2015.
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...
