Econmatters

ZIRP Policy & Asset ValuationsThe conditions in so many asset classes are unsustainable from a price perspective once interest rates rise even under a “new normalized rate...

Market ThemesThe one that has really characterized financial markets over the last couple of years, and by financial markets I mean everything from Forex and Natural Gas to Bonds and Equities, is that...

An interesting dynamic taking place in financial markets on Thursday as Gold saw some substantial buying interest up $22 to the $1295 an ounce area. It is obvious that inflation is picking...

Those High Chicken Prices are just Noise – Tell that to the CashierThe Fed today in their press conference lost any credibility on a number of issues, and it really goes to show that they have...

Jeffrey Gundlach`s OutlookJeffrey Gundlach of DoubleLine Capital LP says the 10-year U.S. Treasury note will likely trade in a range between 2.20 and 2.80 percent during the second half of the year....

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...

Last HurrahEverybody 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...

There has been a lot on bond buying in Europe and that enthusiasm has transferred over to the United States with the thought that European Central Bank President Mario Draghi is going to embark...

There has been a trend of late to compare European and Japanese Bond yields to that of the United States and England so I think it necessary to define some large flaws in these comparisons.Japan...

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...

Job Market TighteningThe 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 RiggingSo 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 of a sudden the boring old bond market has been on the media...

As Cushing supplies decline due to increased logistic options out of the storage hub in the Midwest PADD 2 in Cushing, Oklahoma inventories are rising to elevated levels in the Gulf Coast. This...

Checks & BalancesIf you think about it, the President has checks and balances, the Supreme Court has checks and balances, and even the two houses of Congress have checks and balances. However as...

Slow Start for StocksThe New Year has started and if you hadn't noticed nobody is rushing in to buy everything that isn't nailed down like last year where asset managers couldn't wait from day 1 of...

Beware of Bubbles and Market Valuations in QE Sloshfest There have been several reports of money managers returning funds to investors because of a lack of attractively valued investment...