Posts Tagged ‘EconMatters’

The Counter-Factual Case Against ZIRP

July 18th, 2014

percent rateEconMatters: The long held debate is what would the US economy being doing without ZIRP by the Federal Reserve, would we be doing worse, about the same, or better? The other delineation in the argument is whether there is a cutoff point Read more…


Why The Fed Needs To Raise Rates Now

July 18th, 2014

ratesEconMatters:  The conditions in so many asset classes are unsustainable from a price perspective once interest rates rise even under a “new normalized rate environment” and the longer rates stay at ZIRP status these unsustainable price levels continue to move Read more…


Fed Officials Trying To Warn Bond Markets

July 14th, 2014

Federal reserveEconMatters: The Purpose of Complacency Talk. The Fed officials have been coming out in speeches the last couple of weeks with rhetoric about ‘complacency’ and other such code words for chasing risk ahead of what the Federal Reserve knows is going Read more…


Doom and Gloom Sells

June 11th, 2014

market correction bearEconMatters: We have noticed that despite an improvement in the economic fundamentals of the United States as per the robust manufacturing numbers, automobile sales data, and upbeat employment numbers in 2014 many go out of their way to find negatives in every Read more…


Why The Fed’s Low Interest Rate Is Deflationary

June 11th, 2014

ratesEconMatters: In an unprecedented move to fight off the threat of deflation, ECB cut its main interest rate to near zero at 0.15%, and its interest rate on deposits to a negative 0.1% for the first time. This means ECB will now be charging banks 0.1% to hold their reserves. Read more…


Bottom In The Bond Market?

May 30th, 2014

market bondsEconMatters: Everybody knew the GDP number was going to be revised down on this reading, and that it probably gets revised up for the next reading, and Bond Traders used the Revision in first quarter GDP to take the 10-Year Yield down to 2.4% on a nice push, Read more…


The U.S. Job Market Is Gaining Traction

May 29th, 2014

jobsEconMatters: The Jobless claims data came out on Thursday and the trend is still in place and bodes well for the May Employment Report coming out next Friday as jobless claims fell sharply in the May 24 week, down 27,000 to 300,000. The 4-week average is down a significant Read more…


The Bond Market Issues Explained

May 28th, 2014

market bondsEconMatters: Questions – Low Yields: Read more…


Hot Inflation Reports To Dominate Next Fed Meeting

May 27th, 2014

inflationEconMatters:  The Federal Reserve meeting begins Tuesday June 17th with the FOMC meeting announcement the following day Wednesday June 18th which will be followed by their forecasts and the Fed Chair press conference. Read more…


Coal: A ‘Million Dollar Mile’ Getting Longer In The U.S.

May 21st, 2014

coalEconMatters: With cheap domestic natural gas prices and tighter environmental regulations, U.S. demand for coal has fallen in recent years. So coal export has become ever more important to domestic coal producers. With accelerating growth in economy Read more…


The Bond Market Bubble Is About To Burst

May 19th, 2014

dollar money bubbleEconMatters: James Bullard Speech:  The biggest news to come out of Friday`s financial market activity was James Bullard’s thoughts on when he expects the Fed to start raising rates, he believes the Fed will start raising rates sometime near the end of the first quarter of 2015. Read more…


May`s Employment Report To Top 300K

May 16th, 2014

jobsEconMatters: The labor market is really starting to tighten and Thursday`s initial jobless claims coming in at 297,000 for the May 10 week is the lowest reading since May 2007. In several of the economic reports this week, increased strength in the labor Read more…


The Worst Risk and Reward Trade On Wall Street

May 9th, 2014

riskassessmentEconMatters: The Rigging: So a bunch of folks in Hedge Fund Land have this idea that they can force a bit of a squeeze in the bond markets, and all the sudden the boring old bond market has been on the media roadshow by firms trying to talk their book, and get others Read more…


Top 10 Global Risks For 2014

January 19th, 2014

globalEconMatters: With another new year upon us mortals, we thought it is time again to check out the top 10 global risks ranked by Oxford Analytica.  Not surprisingly, from a geographical Read more…


Brent Oil Faces Headwinds In 2014

January 16th, 2014

oil etfsEconMatters: In reviewing the EIA weekly petroleum report, the oil imports figure came in at 6.889 (Million Barrels per Day) for the week ending 01/10/14. This number compared to a year ago 8.030 (Million Barrels per Day) puts a nice Read more…


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