One month ago, when we last looked at the Fed's update of Treasuries held in custody, we noted something troubling: the number had continued to drop sharply, declining by another $14 billion in one week, and pushing the total amount of custodial paper to $2.788 trillion, the lowest since 2012.
Submitted by Lance Roberts via RealInvestmentAdvice.com,
Rates Are Rising Because Of China, Not Inflation
The unseen message...
Two words: "Policy Error"?
The yield curve is not supposed to collapse when The Fed is pitching higher rates, growthier growth, and fiscal stimulus hype!!
By Mark Spitznagel, the founder and chief investment officer of Universa Investments, and a former senior economic adviser to Senator Rand Paul of Kentucky.
Stock Surge Presents Risks for the Trump Administration
The “big, fat, ugly bubble” in the stock market that President-elect Donald J. Trump so astutely identified during his campaign now becomes one of the greatest potential liabilities of his presidency.
While the US secular stagnation theme was all the rage, until some time in October, the rest of the world couldn't cut rate fast enough.