Tag Archives: commodity bubble

QE and the “Crowding Out” of the Bond Market Vigilante

Posted on September 29, 2011 by macromon

We’ve updated our chart of the sources of financing of the U.S. budget deficit from the Fed’s Flow of Funds data released on September 16th.   The chart illustrates how the Fed and foreign central banks have been indirectly fully … Continue reading →

Posted in Black Swan Watch, Bonds, Budget Deficit, Charts, Fiscal Policy, Monetary Policy, Sovereign Debt | Tagged , , | 5 Comments