Global Economic and Market Analysis
Contributor's Links: EconMatters

EconMatters is made up of a team of financial and market analysts who research, analyze, and write articles devoted to the discussion of important economic and market specific issues relevant to our readers and global strategic investing.

ALL CONTRIBUTIONS

Low Rates And QE Are Deflationary At The Zero Bound
Sure enough the S&P 500 drops 6% from its all-time highs, and all the idiots start talking about another round of QE when we haven`t even finished with the latest one (still buying bonds through October).
Read
The 5–Year Bond Is Emblematic Of Careless Risk Taking In Bond Markets
In essence current bond holders have a negative real rate, the only way they make this risky trade is if they can borrow at essentially zero percent borrowing costs, use insane leverage, and ‘speculate’ on the low borrowing cost to bond yield Delta.
Read
5.5% Unemployment Rate Represents Full Employment
It is great that everyone interpreted that the Fed Minutes were dovish, but the mistake is that this was after a dismal employment report, these minutes were based on old and incorrect economic information.
Read
Selling The Shale Boom: It's All About Reserves
According to Bloomberg News, the average estimate of resource potential was 6.6 times higher than the proved reserves reported to the SEC. "Proven" and "potential" should not be confused.
Read
The Fed Can't Raise Rates Because The Sky Is Blue
Talk about drawing the line, moving the line, etc. - now the Federal Reserve is trying to redefine what constitutes a ‘line’ in the first place.
Read
The Fed Cannot Wait For Wage Inflation To Raise Rates
The risk will be that they will have to raise rates by a lot more in a shorter duration of time, and this will cause major market tumult.
Read

STOCKS I FOLLOW

AAPL Apple Inc.
GOOG Google Inc.

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Education

Publications