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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Search Results for: The Gathering Storm 2.0
Why The 2018 Stock Market Corrections Are Different
Just a quick note and some data to bolster our last post and concern that Treasury yields are not coming in during this stock market correction. The table illustrates that the this year’s two S&P 10 percent corrections have coincided … Continue reading
Social Security In Deficit = More Public Treasury Borrowing
Summary Largely ignored by the markets, Social Security moved into structural deficit this year Social Security has been running primary deficits since the GFC; that is financing itself by the interest earned on Treasury securities The government will no longer … Continue reading
QE’s Fading Legacy Moving Long Yields Higher
Summary The legacy of the Fed’s QE is fading in the bond auctions For the first time in several years, SOMA did not and will not participate in any of the September or October Treasury auctions The Treasury has to … Continue reading
Posted in Debt, Fed, Fiscal Policy, Interest Rates, Uncategorized
Tagged 10-year T-Note yields, SOMA, Treasury Auctions
3 Comments
Week In Review – October 5
Summary Ugly week for Global Bonds. Run to our Sept 23rd post, The Gathering Storm in the Treasury Market 2.0, as to why we thought yields were about to spike. Boy, did they Stocks followed bonds lower causing pain the … Continue reading
Posted in Bonds, Uncategorized, Week in Review
Tagged bonds, Interest rates, Week in Review
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Alea Iacta Est!
As Julius Caesar crossed the Rubicon River with the 13th legion into Italy to march on Rome, he turned to one of his deputies, quite possibly, Marc Antony, and made the famous remark, “alea iacta est.” Historians translate this as “the die … Continue reading
Posted in Bonds, German Bund, Interest Rates, Uncategorized
Tagged Asset Markets, Interest rates, Julius Caesar, yields
19 Comments