Way back in 2004 (boy, how the years fly by) I wrote this article, one of first few I'd written. Deflation: A Manufacturer's View I was not the market nerd…
It's just another FOMC week, during which the machines always seem to be programmed for havoc. It's lesson number 1,745,382 stating that whatever happens pre-FOMC is not real. It's why,…
Mr. Powell, with respect to asset purchases just said "we can do various things; make it smaller, make it larger..." That gave me a good laugh because Powell just nailed…
That we are even having this conversation is proof that we are and have been in... ...Wonderland for years now. Since at least 2001, actually. Back then Alan the Wizard…
Steve Saville has an interesting blog post about... The big differences this time The post centers around the COVID-19 pandemic vs. the well known Spanish Flu of 1918 and the…
Okay speed readers, prepare to read the statement and spring into whatever action it demands! Oh, wait, never mind. The Federal Reserve is committed to using its full range of…
The Continuum (monthly 30yr yield with the 100 month EMA 'limiter') simply states that the economy was weakening, as were inflation expectations, before 2020. In early 2020 we got a…
A subscriber asked my thoughts on this article at Zero Hedge. The Fed Has Monetized All Treasury Issuance In 2020 From the article... “We are ruined if we do not…
16% seems high to me because I don't think the Fed would want to prick the bubble they've re-blown so soon. Especially since the 2 year yield is still on…
Steve Saville's excellent post The monetary inflation moonshot (including the graph directly below) prompted me to go to the St. Louis Fed website and check out some COVID-era data graphs.…
Excerpted from the March 29th edition of Notes From the Rabbit Hole, NFTRH 596, this segment was written before the segment on the Fed-Treasury-government 'merger' that threatens to turn the…
While we await the final details of the fiscal policy panic from government, the Fed announced unlimited QE in its monetary policy panic. I am not using the words "panic"…
Fed unleashes Bazookas... Thanks to friend and subscriber Michael Pollaro for sending this video. 1.5 Trillion in term repos... but there's more! The host mentions Operation Twist and that they…
From the wonderful warehouse of economic and financial data known as Yardeini.com, here's a snapshot of where things stand as the Fed gets in line with the rest of the…