Merrill over Matter

[ Executive summary/TL;DR : A huge amount of cash was dumped into the economy with the 2020 COVID relief bill, which caused the burst in inf...

I have posted before regarding inflation expectations in the US treasury market and I need to give you an update, especially so considering ...

Here's an update on inflation expectations as expressed by the bond market.   As the nominal 10 year yield continues to drop it has push...

Talk of a bubble in long term treasury rates has been careening around the financial markets for a while now and considering the rate on the...

Here's an update on inflation expectations as expressed by the bond market.   While much is being said right now about inflation expecta...

With the recent rise in interest rates I thought revisiting inflation rates would be helpful. 3 data series on this graph [click to enlarg...

The recent rumors of an imminent second round of quantitative easing (QE 2.0) by the US Federal Reserve has sent ripples throughout the enti...

Inflation data was released recently.  The headline rate of inflation continues to roll downwards towards zero as the chart shows.  (Source:...

US Treasury rates have dropped recently and it appears to me they may continue declining.   How low can they go?  I have no idea but I thoug...

Mr. Hugh Hendry is always fun to watch and even more so in this interview: He discusses the euro, china, George Soros and the 'axi...

Money supply figures supplied by the Federal Reserve (as of 2010-05-27) continue to decline.  The data shown is the sum of M2 and Instituti...

As I mentioned recently the austerity would be coming with the bailout packages.  It didn't take even a week and the cutbacks have alrea...

Before the PIIGS (Portugal, Italy, Ireland, Greece, Spain) of Europe breathe a deep sigh of relief as their funding problems are 'fixed...

Money supply figures continue their decline on an abolute and/or relative basis depending upon how you measure it.  M2 + Institutional Mone...

Inflation numbers were just released and continue to show the slow slide downwards in core CPI numbers.    I modified the chart to highlight...

While I disagree with Mr. Koo's prescription for getting out of Japan's mess (more stimulus) his battlefield view of what happened a...

Here's your TIP / Treasury market update.  Nothing extraordinary has happened in the Treasury / TIP market in the last few months.  As m...

Inflation numbers came out a little while ago and it continues to show a decline in overall inflation rates excepting the volatile food and ...

Hugh Hendry once again nails it (in my opinion) as to what China's conversion into the workshop of the world really means. This appet...

Relative to nominal treasuries, TIPS were a raging buy at the beginning of 2009 (I bought some then for income clients) Since then the rati...