Volume 14 Issue 25
Inflation Jitters
Last week the markets responded to Janet Yellen's comment that recent inflation data is just 'noise' by scrambling to cover short positions in gold and...
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Volume 14 Issue 25
Betting against the FOMC could end badly
In spite of the dovish tone from Janet Yellen at the press conference last week, the short term rates markets are betting that the Fed...
Analysis of Obama’s Plan to Save the World From Greenhouse Gasses
By executive order, president Obama has acted to cut greenhouse gas emissions in the US, allegedly to halt global warming. However, greenhouse gas production is...
Buying Up the Planet: Out-of-control Central Banks on a Corporate Buying Spree
Finance is the new form of warfare – without the expense of a military overhead and an occupation against unwilling hosts. It is a competition...
After years of contraction, credit card balances at large US banks are starting to rise
The pace of US consumer credit expansion remains brisk. A quick look at consumer loan balances at large US commercial banks shows a spike that...
Schedule for Week of June 22nd
There are several key reports this week: New and Existing home sales for May, Case-Shiller house prices for April, the 3rd estimate of Q1 GDP,...
Fed: Q1 Household Debt Service Ratio at Record Low
The Fed's Household Debt Service ratio through Q1 2014 was released this morning: Household Debt Service and Financial Obligations Ratios. I used to track this...
The China View from 30,000 Feet
I have long sat beside the table of McKinsey & Co., the best management consulting company in Asia, hoping to catch some crumbs of wisdom....
How to Print Money in the Psychotic Gold Market
The gold market is the epitome of human psychosis.* On one hand, there’s the anti-gold camp that have utter disdain for precious metals 24 hours...
Merrill Lynch: Inflation: bump up or bust out?
There are some key questions about inflation right now. Will the recent pickup in inflation continue? Or was it just "noise" (As Fed Chair Janet...