Higher interest rates reduce the number of willing borrowers, and debt buyers balk at falling prices. The Federal Reserve has been a major buyer of debt in recent years. History is riddled with monetary policy […]
Last week, DB’s Jim Reid published a note looking at what normally happens next, when inflation hits 8% through history using 50 DM and EM countries, around 320 unique observations, and covering up to a […]
A new Bloomberg survey of economists predicts the Federal Reserve will continue its hawkish policy at its next meeting November 1-2, and that this will lead to interest rates reaching 5% by next March, plunging […]
Authored by Lance Roberts via RealInvestmentAdvice.com, The Fed’s next crisis is already brewing. Unlike 2008, where “subprime mortgages” froze counter-party trading in the credit markets as Lehman Brothers failed, in 2022, it might just be […]
The last four days have seen 10Y yields plunged almost 35bps from their highs while the 3m bill yield has crept higher by around 12bps… Source: Bloomberg Which has left the much-watched (and Fed-blessed) […]
Via SchiffGold.com, Economist Nouriel Roubini says Federal Reserve is going to “wimp out” on the inflation fight and that will lead to a dollar crash. Roubini is the Professor Emeritus at the Stern School […]
Authored by Simon White, Bloomberg macro strategist, A higher-for-longer Fed and a sharp increase in demand for VIX calls point to rising equity-market volatility, making downside hedges for a still-fragile stock market look undervalued. Whisper […]
Who could have seen this coming? In July, we saw the seeds of the Democrats plan begin to take hold as several politicians took aim at Fed Chair Jerome Powell as poll numbers started to […]
Via SchiffGold.com, The Federal Reserve is between a rock and a hard place, and it’s going to have to make a hard choice – inflation or economic implosion. Peter Schiff talked about it on his […]
Authored by Lance Roberts via RealInvestmentAdvice.com, Last week, the FOMC published its minutes from the September meeting, confirming its recent stance that Fed rate hikes will continue until inflation is vanquished. To wit: “Many participants […]
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