The Fed started cutting rates in mid-2007 to buffer the housing collapse. Which is why by Sept. 2008 they were more worried about inflation than the collapsing bubble. They were fooled by their own policy. The same thing is happening …
by Kimble Charting When crude oil prices rise, investors typically think of an improving global economy. But when crude oil price rise sharply (by a large amount over a short duration), investors worry about supply issues and/or inflation. Today, both concerns …
By Lance Roberts The fact we have the lowest interest rates in 5000-years is indicative of the economic challenges we face. Such was a note brought to my attention by my colleague Jeffrey Marcus of TPA Analytics: “BofA wants you …
Macro Voices, Released on 10/7/21 MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this …
Trends Research, Released on 10/7/21 Gerald Celente is a pioneer trend strategist and founder of The Trends Research Institute. He is the author of the national bestseller Trends 2000: How to Prepare for and Profit from the Changes of the 21st Century and …
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By Lance Roberts The financial media is rife with misinformation on the debt ceiling and the jump in interest rates. However, a review of history shows that not only is the “debt-ceiling” issue a non-crisis, but the recent rise in rates is …
by confoundedinterest17 So much for the transitory inflation that The Federal Reserve keeps spouting on about. (Bloomberg) — The pace of rent increases is heating up in the U.S. Rent data for the past two months show no sign yet of the …
by Shaun Richards In the middle of the various crises in which we presently find ourselves there has been something else going on. As the leader of the pack in this area is the United States we can start there. …
from Kerry Lutz’s Financial Survival Network Should we be apprehensive about tax changes? Wayne Titus, a member of Savant Wealth Management, comes on the podcast to break down some of the shifts in taxes and what to expect. The tax reform act was …
FedEx will increase its shipping rates starting in the new year, the company announced Monday. The increase is set to take effect on Jan. 3, 2022, and will apply to all US domestic, US export and US import services. FedEx …
by Chris Black Everything went parabolic led by FED balance sheet, so that’s not abnormal. This from Bloomberg: “I think rates can go higher from here,” Wobensmith said. “You do get to a point, and you’ve seen this in containers, where you …
Rebel Capitalist, Released on 9/13/21 George Edward Gammon is an American real estate investor and entrepreneur. He produces and stars in a popular YouTube Channel. Prior to 2012, George started, owned, and operated multiple businesses ranging from conventions to advertising. …
BY JOHN RUBINO Simon Black: The money printing can’t stop … Russell Brand: Are you disgusted by this?? … George Gammon: The US will fall into Depression in 2022 … Peter Schiff: Why is the rising tide of inflation not lifting …
by confoundedinterest17 We are living in a negative real yield world. According to Deutsche Bank, 85% of the US High Yield market has a yield below the current rate of inflation. Its not only high-yield bonds that have negative REAL …
by Shaun Richards This morning has seen something of a different event but it has given us an insight into the thoughts of the Bank of England. This is because QuickBooks arranged an “Ask the Expert” session with Michael Saunders …
Michael Pento with Patrick V. on Silver Bullion TV SBTV spoke with Michael Pento, founder of Pento Portfolio Strategies, about how the Fed’s Taper Tantrum specter will affect markets. If the last taper exercise could not raise rates beyond 2.5%, the Fed knows they …
by Shaun Richards Today monetary policy is en vogue in several respects. If we look across the Atlantic the Jackson Hole symposium starts later although the main speech from Federal Reserve Chair Powell is tomorrow. Expectations fell when it was …
by confoundedinterest17 Powell and The Fed’s policies have veered from their mandate requiring Chairman Powell to meet 350 times with Congress to sell The Fed’s policies. Bloomberg) — The Federal Reserve’s floor for overnight funding markets is proving to be no match …
by confoundedinterest17 Headline! “Fed’s Kaplan says delta variant could cause him to rethink his tapering view” Face it, the Federal Reserve may alter its growth path on asset purchases of Treasuries and Agency Mortgage-backed Securities, but it is doubtful that they …
by confoundedinterest17 Mortgage rates in the U.S. surged to the highest level in a month. The average for a 30-year loan was 2.87%, up from 2.77% last week and the highest since July 15, Freddie Mac said Thursday. Mortgage rates have been below …
In less than a week, container freight rates registered one record high after the other, with new data showing another massive spike on the key Asia to US routes. Several companies have been struggling with the relentless rise in freight …
Foodflation: Oats close to 2008 highs. pic.twitter.com/NUYB8nTpvU — Markets & Mayhem (@Mayhem4Markets) August 10, 2021 long yields are no longer particularly informative about fiscal capacity. Eurozone is an excellent example. the `market' yield on Italian bonds is really just the …
by confoundedinterest17 There is good news from Freddie Mac today. Their 30-year mortgage commitment rate fell to 2.77%, the lowest in almost six months. The bad news? Consumers are going to need a bigger boat since the Case-Shiller national home price index …
China-U.S. container shipping rates sail past $20,000 to record SINGAPORE/BEIJING (Reuters) – Container shipping rates from China to the United States have scaled fresh highs above $20,000 per 40-foot box as rising retailer orders ahead of the peak U.S. shopping …
by Charles Hugh-Smith The truth is America has lost its way if commoners pay a rate of 40% but its billionaires pay next to nothing. As with everything else in polarized America, billionaires proclaiming space tourism is the next big thing for …
by confoundedinterest17 REAL mortgage rates, defined as the Freddie Mac 30-year rate LESS alternative measures of inflation, vary from -1.189% (based on today’s PCE Deflator YoY) to -13.815% (based on the largest asset in a household’s portfolio, the house, that is …
by confoundedinterest17 Living in a negative rate world … It is not surprising that the REAL German Pfandbriefe 10-year rate is negative, since the NOMINAL rate is also negative. Especially since the NOMINAL German sovereign yield is negative. When we subtract German …
by Daniel Lacalle via Mises Central banks should know by now that you cannot have negative interest rates with low bond yields and strong growth. One or the other. Central banks have chosen low bond yields at any cost, despite all the evidence of stagnation ahead. …
by confoundedinterest17 Alarm! The real yield on U.S. 10-year debt fell to a record low as concerns mounted over the outlook for economic growth. The rate, which strips out inflation, fell almost six basis points to minus -1.269%. The move was compounded …