EconMatters's blog
The Fed Will Raise Rates in March 2015
Submitted by EconMatters on 08/24/2014 17:13 -0500The future fund flows out of the bond market over the next four months as the economic data comes in hotter each month s going to be staggering to watch as the realization that the Fed has to move on rates by March, and not June of 2015.
Stellar Econ Data This Week
Submitted by EconMatters on 08/23/2014 20:42 -0500The econ data this week signal the US Economy is in a bull market (not the same as the Fed -roided stock and commodity markets), now let`s hope we can keep inflation from spoiling the party!
Jackson Hole: Janet Yellen Is The Wrong Chairperson For the Fed
Submitted by EconMatters on 08/22/2014 11:35 -0500There are a lot of market participants so far from reality due mainly to an incompetently dovish Fed led by Yellen that the amount of re-pricing is just off the charts...
Negative Real Rates Show Yield Trade in Bubble Territory
Submitted by EconMatters on 08/21/2014 16:34 -0500Anytime there are negative or even close to negative real rates for bonds that is a sign that central banks need to change policy.
The Bond Market is taking Advantage of Janet Yellen`s Dovishness
Submitted by EconMatters on 08/20/2014 16:51 -0500Even Hellicopter Ben would have balanced remarks. However, Janet Yellen has taken dovishness to an all-time high or low dpending on your perspective.
Inflation Watch: $245,000 to Raise a Child in United States
Submitted by EconMatters on 08/19/2014 14:01 -0500Good thing the Federal Reserve isn`t worried about inflation, another 2% rise is just noise. But when the Fed does start worrying about inflation, not only is it too late, it is 1970s too late!
Hysterical Fear Mongering by Media Needs to Stop
Submitted by EconMatters on 08/16/2014 10:50 -0500Traders and market participants are pretty bad at decision making as it is, the last thing they need is inaccurate information via sensationalized and overhyped TMZ Style News reports to base their decision making process on.
The Bond Market Explained for Mohamed El-Erian
Submitted by EconMatters on 08/15/2014 14:49 -0500The fundamental mistake is to think in terms of a low yield telling you anything about the economy, as it is price that you should be focusing on.
Newsflash: Everyone Shops Online These Days!
Submitted by EconMatters on 08/14/2014 17:12 -0500Those people piling into bonds on bad retail sales numbers based upon antiquated retail correlations are in for one big surprise.
The Oil Market QE Premium Is Coming out of Price
Submitted by EconMatters on 08/13/2014 10:17 -0500Is $85 a barrel in the cards? Sure it is once the Fed Effect on Oil Price comes out of the market.
Not As Much Labor Force Slack as Yellen Believes
Submitted by EconMatters on 08/12/2014 13:39 -0500The Fed keeps moving their targets, and came up with this ‘slack in the labor force’ argument helped of course by Wall Street or should I say the Big Banks.....
The Politics of the Election Cycle and Policy Spin
Submitted by EconMatters on 08/11/2014 06:07 -0500One notices how the United States never has to go in with the military and bail out the Scandinavian countries? At some point the Iraqi people will have to take responsibility for how they want to live and deal with the consequences of these choices.
College and Pro Football Season Big Boost to U.S. Economy
Submitted by EconMatters on 08/10/2014 13:40 -0500Give me Football Season over the Federal Reserve any day of the week in terms of actual ‘boots on the ground’ stimulus.
The Bottom Is In For Treasuries
Submitted by EconMatters on 08/09/2014 10:27 -0500Any Bond Idiot Can Buy into Fear, but they are Forced to Sell into ‘Good Times’!
The US Needs to Stop Meddling in Russia-Ukraine Politics
Submitted by EconMatters on 08/06/2014 23:38 -0500The worst possible approach is to give Putin more credibility at home...


