Tag Archives: Greenspan

Prepare For Much Higher Long-Term Rates

There has been a huge drain of liquidity from the U.S. Treasury market over the past few years, and may signal a structural change to how the United States finances budget deficits. The government will always find a way to … Continue reading

Posted in Bonds, Charts, China, Credit, Geopolitical, Interest Rates, Sovereign Debt, Uncategorized | Tagged , , , | 36 Comments

Greenspan conundrum in reverse – FT

The emerging market savings glut may be over as countries raid their reserves to stabilise their currencies. James Mackintosh, investment editor, examines the threat to US bonds and whether the effect on bond yields of a Fed rate rise might … Continue reading

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Weekend Lecture: Buffet and Greenspan – Charlie Rose

Warren Buffett, Chairman and CEO of Berkshire Hathaway, Howard Graham, Chairman, author of of 40 Chances – Finding Hope in a Hungry World, and Howard Warren Buffett. Alan Greenspan, former chairman of the Federal Reserve on “The Map and the … Continue reading

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Movie Review: Money for Nothing

Here’s one we’re putting on our must see list.   Reuters MacroScope blog writes, “Money for Nothing: Inside the Federal Reserve” is a slick, thoughtful and alternately infuriating-and-funny documentary that premiered in New York’s Florence Gould Hall last night. It gives … Continue reading

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Greenspan: High US Deficits Could Spark Bond Crisis

We are becoming more concerned that 2011 may be shaping up to be the year of the public debt crisis.  Greenspan seems to share those concerns.  The Hill writes, “Look, I think something equivalent to what Erskine Bowles and Alan … Continue reading

Posted in Black Swan Watch, Bonds, Credit, Fiscal Policy, Sovereign Risk | Tagged , , , | Leave a comment