Tag Archives: U.S. Treasury Bonds

Markets Want More FED “Crack” – Harry Dent

Harry Dent does a pretty good job in ‘splaining today’s risk sell-off, in our opinion. We’re beginning to sense, however, the markets are awakening to the fact the U.S. government is going to have a funding problem. As the world … Continue reading

Posted in Black Swan Watch, Budget Deficit, Gold, Japan, Monetary Policy, Sovereign Debt, Sovereign Risk | Tagged , , , , , , | Leave a comment

The Great Repression: Freedom of Speech in the Bond Market

We’re baffled anybody still looks to the U.S. bond market for signals of future economic activity, inflation, or even risk aversion.  Case in point is today’s 7-year bond auction, which CNBC’s Rick Santelli rated an eleven on a scale of … Continue reading

Posted in Black Swan Watch, Bonds, Budget Deficit, Economics | Tagged , , | 1 Comment