Monthly Archives: September 2017

Bubble 3.0: the Fed’s done it again

Worthwhile article and big picture charts on our Fed-elongated, late-stage credit cycle from independent bank analyst Chris Whalen.  Read:  The Fed Fueled Bubble in Residential Real Estate: Fed Chair Janet Yellen’s defense of the benefits of regulation last week in … Continue reading

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‘Out to lunch’ Fed, bond market leading indicator

Dr. Komal Sri-Kumar, the president of macroeconomic consulting firm Sri-Kumar Global Strategies, says to keep an eye on the spread between the 2-year and 10-year Treasury yields, which has historically signaled a recession when it narrows down to zero. Overall, … Continue reading

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