Supply and demand conditions for stocks and bonds have been as good as it gets over the past month. We can thank the Fed and the Treasury. Here’s what could keep the game going, and what could send the players home, broke.
It ain’t rocket science. The Fed drives liquidity and stock prices are the first order effect because that’s how monetary policy transmission is designed.
Federal revenues softened in December. That could be just a blip, or it could be the first signs of a looming recession. It’s bullish if…
The Fed has monetized 99% of the Federal Debt since it started Not QE. That’s been bullish. Here’s what to look for and how to…
There are growing signs in the banking system that the Fed will lose control, and this won’t end well.
Federal tax collections were a bit softer in December than in recent months, but overall were in the same growth path as throughout the past year. That signals that the US economy isn’t doing much differently than the pace it has been for the past several years. Here’s why that’s still bad news, and what you should do about it.
Circumstantial evidence suggests that the Primary Dealers are in big trouble. The 10 year yield holds the key. Here’s what to look for. Subscribers, click…
The conditions were optimal for a big rally in Treasuries, but it didn’t happen, and that’s bad news.
The Fed can never leave QE. Here’s why, and what it means for you.
That’s the question of the hour as the Fed pumps money into the financial markets at a record pace. Here’s what’s important about that.