by Brandon Smith It is hard to say exactly when it started – in 2008 in the midst of the credit crisis, in the early 2000’s when the Federal Reserve initiated artificially low interest rates which helped to create the vast …
by John Rubino People who assumed the Fed, along with the rest of the government, would cave the minute the financial markets got a little choppy turned out to be right. A couple of bad months and the “normalization” of …
Why do you think real estate sales are declining? Is it because of interest/mortgage rates? Real estate around the world has fallen below its peak. This is no coincidence that it also correlates with equities. 2018 has proved to be …
via @crossbordercap: Tightening Again … Alas Latest data show major #CentralBanks’ aggregate balance sheet shrinking 1.3% in US$ terms .US$, policy liquidity shrank by a whopping 5.4% , mostly due to #Fed but also by #ECB and #BOJ #BOE info..act@liquidity.com …
Markets have consistantly underestimated the degree of Fed tightening pic.twitter.com/Y0rU81ngIh — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) November 16, 2018 https://twitter.com/UPFINAcom/status/1063446868309487616 JNK warnings started way back in Nov ‘17 when it fell below its declining 200 day MA. An ugly week …
via dailyreckoning: I’m in Dublin, Ireland, today, where I was honored and humbled to receive a writing award from Trinity College. It’s my job to continue pointing out the risks to the financial system that we still face and to try …
Grant’s Interest Rate Observer Podcast, Released on 10/29/18 Chris Whalen, publisher of the Institutional Risk Analyst and financial industry expert, stops by the office to discuss the economy, credit and the Fed. @rcwhalen 1:22 The banks, as safe as a …
https://twitter.com/greg_ip/status/1055529416028250115 tightened financial conditions pic.twitter.com/I6PKXqEocg — Sam Ro 📈 (@SamRo) October 25, 2018 Rising Rates Fan Equity Fears Over $14 Trillion of Company Debt Bloomberg–3 hours ago Over the past decade, non-financial corporate debt worldwide has swelled 68 percent to $14 trillion, according to Sanford C. …
via Jim Leaviss As we pass the 10-year anniversary of the Lehman default and we started thinking about what we were doing back in 2008 (desperately moving my savings out of certain banks was high on the list for me, whilst …
via Topdown Charts QT is set to rise from a current potential $40B per month to $50B in Q4 this year. All else equal, QT is likely to be a headwind for both stocks and bonds, and a tailwind for the …
via @OccupyWisdom : https://twitter.com/OccupyWisdom/status/1031689287203545088 https://twitter.com/OccupyWisdom/status/1031689293104902144 https://twitter.com/OccupyWisdom/status/1031689300843417603 https://twitter.com/OccupyWisdom/status/1031797564352417792
via Enda Curran and Michelle Jamrisko Turkey is just a drill A push by major central banks to reverse crisis-era policies is primed to accelerate into 2019 amid plans for higher interest rates and smaller balance sheets. So-called quantitative tightening then risks sucking …
via @Callum_Thomas As the Fed is steadily progressing through its balance sheet normalization plan, it’s worth checking in on a few charts that highlight the path to normalcy… And some of the potential stumbling blocks along the way. The beginning of …
Fed Tightening Cycles Coincide With Or Lead To Bursting Of Global Asset Bubbles. Is President Trump The Next Hoover? pic.twitter.com/7PyInwq6xY — Alastair (@StockBoardAsset) May 16, 2018 Short-term Treasury yields close at highest levels since '08… 3-mo: 1.92% 6-mo: 2.09% 1-yr: …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter Slightly good news for workers, bad news for employer profits, and combustible fuel for the Fed’s monetary-policy tightening machine. Total compensation costs for civilian workers — which include wages, salaries, and benefits of workers in the …
Link to TRACYBEANZ OPERATION JUSTICE Twitter Feed: 1. OIG BOMBSHELL!! Hidden within the OIG report on McCabe's leak to Barrett of the WSJ, is an astronomically damning correlation between Loretta Lynch, the NY Field Office of the FBI, McCabe, and …
Authored by Chris Wood via Grizzle.com, There has been a lot of talk about trade wars in recent weeks. But the biggest risk to the American stock market remains monetary tightening. The monetary tightening dynamic can be best seen in the ongoing …
Wall St. For Main St., Released on 1/5/18 Jason Burack of Wall St for Main St interviewed returning guest, Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report newsletter https://boockreport.com/, Peter Boockvar. Jason asks Peter about …
Authored by John Mauldin via MauldinEconomics.com, In response to the 2008 financial crisis, the Fed and other central banks deployed zero or near-zero interest rates, quantitative easing, and assorted other interventions. These may have averted an even worse disaster, but …
