EconMatters's blog
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...
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.
