EconMatters's blog
Inflation Adjusted Bond Prices Tell Different Story on Relative Value
Submitted by EconMatters on 08/05/2014 17:21 -0500Investors often choose investment vehicles or make trades based upon faulty assumptions...
Jackson Hole Will Signal Hawkish Tone for Financial Markets
Submitted by EconMatters on 08/02/2014 11:15 -0500Look for a speech on Friday August 22nd by Janet Yellen where she officially signals financial markets that they better start finding their respective chairs.
Bond Yield Carry Traders Need To Fade Upcoming Econ Events
Submitted by EconMatters on 07/20/2014 11:44 -0500At 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?
The Counterfactual Case Against ZIRP
Submitted by EconMatters on 07/18/2014 08:25 -0500These 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.
Malaysia Airlines Management Needs Overhaul
Submitted by EconMatters on 07/17/2014 14:23 -0500How 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?
The Fed Needs to Raise Rates Now!
Submitted by EconMatters on 07/16/2014 16:19 -0500Janet Yellen is always one step behind. If people start to ask you "Are you fat?", then you ARE fat!
Fed Officials Trying to Warn Bond Markets
Submitted by EconMatters on 07/13/2014 21:47 -0500Market 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.
No Inflation, Thanks to ObamaCare
Submitted by EconMatters on 06/26/2014 12:53 -0500The government now has another measure which under-reports inflation by accounting chicanery...
The Fed Misrepresenting Inflation to Justify Inept Policy
Submitted by EconMatters on 06/25/2014 12:33 -0500The central banks need to downplay inflation, under-report it to justify their policies of the last five years...
This is a Trader`s Market
Submitted by EconMatters on 06/21/2014 09:48 -0500Once 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.
Gold Becomes Inflation Hedge as Bond Markets Manipulated by Central Banks
Submitted by EconMatters on 06/19/2014 18:24 -0500An interesting dynamic taking place in financial markets on Thursday as Gold saw some substantial buying interest up $22 to the $1295 an ounce area.
The Fed Just Lost Any Shred of Credibility on Inflation
Submitted by EconMatters on 06/18/2014 20:31 -0500Yellen 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!
Every Middle East Flare Up Last 5 Years Overblown By Media
Submitted by EconMatters on 06/18/2014 09:44 -0500There 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.
The Inflation Era Has Arrived!
Submitted by EconMatters on 06/17/2014 15:13 -0500You can ignore and even downplay for a while, but eventually and as sure as the fundamental law of nature that everything has a cost....
Bond Kings to be Dethroned in Second Half of the Year
Submitted by EconMatters on 06/15/2014 19:20 -0500We believe Jeffrey Gundlach, et al. are wrong regarding the 10-Year Bond yield staying below 2.80% over the second half of the year.


