Contributing Editors' Blog Entries

Phoenix Capital Research's picture

Sorry Bulls, The Fed Will Not Engage in More QE

Black Swan default ETC Quantitative Easing recovery Unemployment Wall Street Journal   Here we are one year and over 10 Fed FOMC meetings later and the Fed hasn’t launched any new QE programs. Think about that. For over a year now the financial media has been awash with “experts” saying “QE is just around the corner, the Fed will launch QE any minute now, etc” Every time stocks rally. But. No. QE.


AVFMS's picture

16 Jul 2012 – " Sloe Gin " (Joe Bonamassa, 2007)

Baltic Dry Belgium China Copper CPI CRB Czech Finland France Germany Greece Housing Starts Italy NADA Netherlands New Issue Activity Testimony Volatility Europe slipping into (light) ROff (and then out). Recurrent picture of Hard Core grinding tighter, Soft Core doubling down on that . Peripherals drifting wider with Italy eventually further off the 6% mark and Spain at 6.77%. Equities about unchanged after all. BKO eventually closing on a historic -0.060% low. Slow dragging day, if it wasn’t for the EUR jogging back and forth all the time. Something gotta move, I guess.


EB's picture

Interview: Unusual Pre-9-11 Currency Movements; an Ex-Federal Reserve Employee Talks to Robert Wenzel

Excess Reserves Federal Reserve Goldman Sacks LIBOR Peter Schiff Also: how the Fed's Biege Book is assembled, the $trillion+ sitting at the Fed as excess reserves, the LIBOR "scandal", Warren Buffet and much more...


rcwhalen's picture

Citigroup Earnings, NIM and the FDIC TAG Program

Capital One Citigroup Fail Fannie Mae Freddie Mac goldman sachs Goldman Sachs Jamie Dimon Legg Mason Market Share net interest margin NIM recovery Robert Rubin Sheila Bair Timothy Geithner Too Big To Fail Wells Fargo So when you see Citi’s Q2 2012 earnings, remember that about ¼ of the number will come from non-interest bearing deposits covered by FDIC's TAG program.


Bruce Krasting's picture

Soak Wealth, Not Income?

Bill Gates Congressional Budget Office Fat Cats Federal Tax France Krugman Medicare Paul Krugman Reality Tax Revenue Warren Buffett The health of the economy is driven by after tax income. We need a big tax increase that does not reduce current income. My plan.


williambanzai7's picture

HaPPY BaSTiLLe DaY and HaPPY BiRTHDaY WooDY...

B+ This scam wasn't made for you and me...


drhousingbubble's picture

The Making Of A Housing Market

Case-Shiller ETC Foreclosures Housing Market New Home Sales Recession The decrease in nationwide inventory is an ongoing trend. 


AVFMS's picture

13 Jul 2012 – " Slow & Low " (Beastie Boys, 1986)

B+ Baltic Dry Barclays Belgium Bond Copper CPI CRB Finland Fitch France Germany Greece Italy Michigan Netherlands Nice equity (and commodities) close (DAX futures peaking at +2%). Didn’t seem to impress EGBs, though. Nor credit, as it stands. No ROn mode behaviour here. And certainly not for Italy.


williambanzai7's picture

LeTS Kill ALL THe CoCKRoaCHeS!

Here's how...


Reggie Middleton's picture

Will PEI Still Be The Short Of The Year If It Can Successfully Recapitalize? Hell Yeah!!!

8.5% Commercial Real Estate Covenants Credit Line Real estate To those that ask if PEI's preferred offering changes my outlook as the short of the year, let's pick up a pen and paper and do some math...


Bruce Krasting's picture

Bloodletting

fixed LIBOR My Libor story


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