The 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.
The 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!
There 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...
Good 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!
Traders 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 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.....
One 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.
