- by New Deal democratIf you’ve paid much attention to the financial press in recent days, you have probably read stories that the yield curve...
84% Of CEOs Expect A Recession In 2024 (& 0% Of Fed Staff) For much of the last year, recession fears have been building against a...
As we enter the last quarter of 2023, it has been a roller coaster of a year. We started the year with significant uncertainty about whether...
30 Year Yields Hit Highest Since 2007 One Day After CNBC's Santelli Suggests 10 Year Could Go To 13% This morning yields are once again rising,...
One of the most fundamental concepts in finance is the notion of a risk-free rate. This interest rate tells us how much money investors are guaranteed...
Despite surging interest rates, there are few signs they are impeding economic activity or causing distress amongst borrowers. It may seem strange that...
Treasury rates remain attractive: 2-year at 5.009%, 5-year at 4.428%, 10-year at 4.288%, and 30-year at 4.370% US inflation report expectations are for...
The recent increase in mortgage rates, which has made buying a house or borrowing against home equity more expensive, in part reflects a broad increase...
The End Game For The Debt Ceiling By Howard Wang of Convoy Investments The US debt ceiling crisis Currently there is considerable political...
Read or listen to any financial media outlet and you're likely to hear the words "inverted yield curve." What does that mean and, more importantly, what...
I stopped in a local antique shop over the weekend. The owner is retiring and trying to clear out as much as she can before they...
The Fed's move to increase interest rates by 75 bps will cool down a housing market that was already losing steam. Here's what LOs and economists...
On this week's edition of the GoNoGo Charts show, Alex takes a look at how equities have failed to move higher this week, making it more...
Marco Del Negro is the director of the Federal Reserve Bank of New York’s new research center, AMEC, which stands for the Applied Macroeconomics and Econometrics...
The Issue: In the recovery from the Great Recession, the announcement that the Fed was considering tapering its security purchases sent the markets into a “tantrum”...
Government Debt Is Taxation Without Representation Authored by Brian McGlinchey via Stark Realities, With Thursday’s passage of a continuing resolution that funds government operations until December...
The beginning of the COVID-19 pandemic strained many sectors of the economy, including the municipal bond market, prompting an unprecedented intervention by the Federal Reserve. This...
Gundlach Warns US Is On A "Roadmap To Losing Global Reserve Currency Status" DoubleLine Capital Founder & CEO, Jeffrey Gundlach, sat down with Yahoo Finance's Julie...
And just like that, snap of the fingers, it’s gone. Without a “bad” Treasury auction, there was no stopping the bond market today from retracing all...
Over the last couple of months, the Fed started its campaign to prepare markets for a "taper" of its asset purchases. Michael Lebowitz noted that Jerome...
Headed For A Collapsing Debt Bubble Authored by Gail Tverberg via Our Finite World blog, A $1.9 trillion stimulus package was recently signed into law in...
The Equity-Gold Price Conundrum, Part 2: The Great Inflation Via GoldMoney Insights, Equity markets have relentlessly rallied over the past 12 months, pushing valuations to extreme...
The Equity-Gold Price Conundrum, Part 1: The Great Batsby Via GoldMoney Insights, The relentless rally in equity markets has pushed valuations to extreme levels based on...
Guggenheim's Minerd: "Powell Has Made It Clear", 'Buy The Dip' In Bonds Authored by Scott Minerd, Global CIO, Guggenheim Investments, A Drunk Man in the Snow:...
The Treasury market’s implied inflation forecast continues to rise, but the source of this reflationary trend is born of a growing divergence between nominal and real...
SVN Capital commentary for the month of February 2021, titled, “Is the Stock Market Overvalued?” Q4 2020 hedge fund letters, conferences and more My septuagenarian uncle...
Gold Price Framework Update: The New Cycle Accelerates Via Goldmoney Insights, Gold prices rallied 25% in 2020 after having gained 19% the year before. We believe...
From the MBA: Mortgage Applications Increase in Latest MBA Weekly SurveyMortgage applications increased 1.1 percent from one week earlier, according to data from the Mortgage Bankers...
Liquidity could remain challenged, but valuations may be attractive for long-term investors.
Powell Faces A "Complete Nightmare": Convincing The Public That Higher Inflation Is Good For Them