The Bond Market Just Figured Out That Central Banks CANNOT Exit

To recap yesterday’s piece concerning the recent shift in Central Bank policy, from mid-2016 onward: 1)   Central Banks engaging in emergency levels of QE at a time in which their respective economies were growing. 2)   Inflation bottoming then beginning to rise. 3)   Bond markets starting to revolt. 4)   Central Banks opting to walk back their

Central Banks Have “Thrown in the Towel” on Monetary Responsibility Pt 2

To recap yesterday’s piece concerning the recent shift in Central Bank policy, from mid-2016 onward: 1)   Central Banks engaging in emergency levels of QE at a time in which their respective economies were growing. 2)   Inflation bottoming then beginning to rise. 3)   Bond markets starting to revolt. 4)   Central Banks opting to walk back their

Central Banks Have “Thrown in the Towel” on Monetary Responsibility Pt 1.

To understand the recent shift in policy by the European Central Bank (ECB) and Bank of Japan (BoJ), we need to first revisit what lead us to this point. With that in mind, let’s take a step back to mid-2016. At this time, the US Fed was the ONLY Central Bank that was tightening policy.

The Bank of Japan’s Balance Sheet is Now Over 95% of Japan’s GDP

Let’s cut through the BS about Central Bank Balance Sheet reduction. There. Is. No. Exit. Once a Central Bank begins to employ ZIRP and QE for years at a time, there is no going back. If you don’t believe me, take a look at Japan. As I outlined in my book The Everything Bubble: the

The Bank of Japan Has Nationalized All Risk Assets. The Fed/ ECB /SNB / BoE are Next

Let’s cut through the BS about Central Bank Balance Sheet reduction. There. Is. No. Exit. Once a Central Bank begins to employ ZIRP and QE for years at a time, there is no going back. If you don’t believe me, take a look at Japan. As I outlined in my book The Everything Bubble: the

Here’s the Blueprint For What the Fed Will Do When the Next Crisis Hits

Let’s cut through the BS about Central Bank Balance Sheet reduction. There. Is. No. Exit. Once a Central Bank begins to employ ZIRP and QE for years at a time, there is no going back. If you don’t believe me, take a look at Japan. As I outlined in my book The Everything Bubble: the

Let’s Cut Through the BS About Central Bank Balance Sheet Reduction

Let’s cut through the BS about Central Bank Balance Sheet reduction. There. Is. No. Exit. Once a Central Bank begins to employ ZIRP and QE for years at a time, there is no going back. If you don’t believe me, take a look at Japan. As I outlined in my book The Everything Bubble: the

Warning: The Fed Has No Clue How to Create or Control Inflation

Let me let you in on a little secret… Central Bankers don’t actually WANT inflation. The Fed’s “inflation target of 2%” is a giant ruse. The Fed has no clue how to create or control inflation. They even admitted this in the minutes of the July 2017 FOMC meeting. So if the Fed has no

The Fed’s “Inflation Target” Is Going to Come Back to Haunt It When Bonds Collapse

Let me let you in on a little secret… Central Bankers don’t actually WANT inflation. The Fed’s “inflation target of 2%” is a giant ruse. The Fed has no clue how to create or control inflation. They even admitted this in the minutes of the July 2017 FOMC meeting. So if the Fed has no

The Ugly Truth About the Fed’s “Inflation Target”And Why It’s Going to Trigger Another Crisis

Let me let you in on a little secret… Central Bankers don’t actually WANT inflation. The Fed’s “inflation target of 2%” is a giant ruse. The Fed has no clue how to create or control inflation. They even admitted this in the minutes of the July 2017 FOMC meeting. So if the Fed has no

Rising Rates Hit Germany, the US, and Japan… is The Everything Bubble About to Burst?

It’s a good thing that the BLS ignores things like the recent rise in real estate and gas prices when it generates its official inflation numbers… Why? Because if the BLS didn’t do this we might actually see that inflation is exploding higher. This is not conspiracy theory, it is fact. And if you don’t

While the BLS Hides Inflation, Bonds Are Screaming “WATCH OUT!”

It’s a good thing that the BLS ignores things like the recent rise in real estate and gas prices when it generates its official inflation numbers… Why? Because if the BLS didn’t do this we might actually see that inflation is exploding higher. This is not conspiracy theory, it is fact. And if you don’t

Here Are 200 TRILLION Reasons Why Rising Yields Pose a Systemic Risk

It’s a good thing that the BLS ignores things like the recent rise in real estate and gas prices when it generates its official inflation numbers… Why? Because if the BLS didn’t do this we might actually see that inflation is exploding higher. This is not conspiracy theory, it is fact. And if you don’t

The NFIB Just Confirmed Inflation Has Hit the Financial System

The economy (GDP) appears to be rolling over… right as inflation is heating up. GDP growth for 1Q18 clocked in around 2.3%. Under normal circumstances, this wouldn’t be particularly bad. However, in light of the fact that 4Q17 GDP growth was 2.6%, which itself was down from the growth rate of 3.2% in 3Q17, it

Stagflation Is Here… So How Do We Play It?

The economy (GDP) appears to be rolling over… right as inflation is heating up. GDP growth for 1Q18 clocked in around 2.3%. Under normal circumstances, this wouldn’t be particularly bad. However, in light of the fact that 4Q17 GDP growth was 2.6%, which itself was down from the growth rate of 3.2% in 3Q17, it

What Happens to the Markets When the Economy Rolls Over While Prices Rise?

(we’ll soon find out) The economy (GDP) appears to be rolling over… right as inflation is heating up. GDP growth for 1Q18 clocked in around 2.3%. Under normal circumstances, this wouldn’t be particularly bad. However, in light of the fact that 4Q17 GDP growth was 2.6%, which itself was down from the growth rate of

Could the Fed BAN Physical Cash?

If you’re looking for insights into what Central Banks have planned when The Everything Bubble bursts, yesterday one of the European Central Bank’s (ECB) top bankers provided a blueprint. Benoît Cœuré, has been a member of the Executive Board of the ECB since 2011. As such is one of SIX individuals who have dictated ECB

ECB Insider Reveals the Next Step in the War on Cash

If you’re looking for insights into what Central Banks have planned when The Everything Bubble bursts, yesterday one of the European Central Bank’s (ECB) top bankers provided a blueprint. Benoît Cœuré, has been a member of the Executive Board of the ECB since 2011. As such is one of SIX individuals who have dictated ECB

A Central Banking Insider Just Revealed the Blueprint For CB Policy When the Next Crisis Hits Revealed the Blueprint For

If you’re looking for insights into what Central Banks have planned when The Everything Bubble bursts, yesterday one of the European Central Bank’s (ECB) top bankers provided a blueprint. Benoît Cœuré, has been a member of the Executive Board of the ECB since 2011. As such is one of SIX individuals who have dictated ECB

Does Gold Still Hold Value as It Did For 5,000 Years?

Let’s talk about Gold as an investment. Gold is one of the most divisive asset classes on the planet. Stock-centric investors such as Warren Buffett think it’s a worthless “pet rock” that fails to appreciate in value. Gold bugs, on the other hand, revere the precious metal with an almost religious-like ferocity. Both of these
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What Happens When the Everything Bubble Bursts?
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  • the Fed has created a bubble in everything
  • We call this THE EVERYTHING BUBBLE
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