Perhaps the single biggest development this year, as far as the markets were concerned, was the Fed admitting on the record that it has no idea what is going on…
The bond market is talking, but no one is listening. As I explain in my bestselling book The Everything Bubble: the Endgame For Central Bank Policy, the yield on the…
The bond market is talking, but no one is listening. As I explain in my bestselling book The Everything Bubble: the Endgame For Central Bank Policy, the yield on the…
While the Fed Board of Governors continues with its “we don’t see inflation anywhere” shtick, one of its own in-house measures (the underlying inflation gauge or UIG) is about to…
While the Fed Board of Governors continues with its “we don’t see inflation anywhere” shtick, one of its own in-house measures (the underlying inflation gauge or UIG) is about to…
While the Fed Board of Governors continues with its “we don’t see inflation anywhere” shtick, one of its own in-house measures (the underlying inflation gauge or UIG) is about to…
The financial system is preparing for an inflationary shock. The single best means of measuring inflation vs deflationary forces in the US financial system is the TIP to Long-Treasury (TLT)…
The financial system is preparing for an inflationary shock. The single best means of measuring inflation vs deflationary forces in the US financial system is the TIP to Long-Treasury (TLT)…
I believe 2018 will be the year inflation arrives. The reason, as I’ve noted throughout mid-2017, is that multiple Central Banks, particularly the European Central Bank (ECB), Bank of Japan…
I believe 2018 will be the year inflation arrives. The reason, as I’ve noted throughout mid-2017, is that multiple Central Banks, particularly the European Central Bank (ECB), Bank of Japan…
I believe 2018 will be the year inflation arrives. The reason, as I’ve noted throughout mid-2017, is that multiple Central Banks, particularly the European Central Bank (ECB), Bank of Japan…
The Fed concludes its final FOMC meeting of the year today. The entire financial world expects the Fed to raise rates a final time. This will mark the fifth rate…
The Fed concludes its final FOMC meeting of the year today. The entire financial world expects the Fed to raise rates a final time. This will mark the fifth rate…
The Fed concludes its final FOMC meeting of the year today. The entire financial world expects the Fed to raise rates a final time. This will mark the fifth rate…
The Fed claims we’re not in a bubble. This, like the Fed’s claims inflation is too low, is hogwash. As I outline in my bestselling book The Everything Bubble: The…
The Fed claims we’re not in a bubble. This, like the Fed’s claims inflation is too low, is hogwash. As I outline in my bestselling book The Everything Bubble: The…
In the aftermath of the Great Financial Crisis, Central Banks began cornering the sovereign bond market via Zero or even Negative interest rates and Quantitative Easing (QE) programs. The goal…
In the aftermath of the Great Financial Crisis, Central Banks began cornering the sovereign bond market via Zero or even Negative interest rates and Quantitative Easing (QE) programs. The goal…
In the aftermath of the Great Financial Crisis, Central Banks began cornering the sovereign bond market via Zero or even Negative interest rates and Quantitative Easing (QE) programs. The goal…
Is it “Late 2007” For the Everything Bubble? Timing the end of a major bubble is extraordinarily difficult as it entails figuring out when a critical mass of investors shift…
