Analysis Topic: Interest Rates and the Bond Market
The analysis published under this topic are as follows.
Sunday, June 13, 2010
Is There Really a Debt Crisis? / Interest-Rates / Global Debt Crisis
By: Clif_Droke
One of the most debated topics today concerns the level of debt as it concerns consumers, corporations and governments. Government debt has commanded a particularly large share of the limelight in recent weeks. Among those who are concerned that debt levels have reached "crisis" proportions, there's seems to be a consensus that the debt balloon has reached well night the bursting point, and further, we have reached the point of no return when it comes to the servicing of the debt. Read full article... Read full article...
Friday, June 11, 2010
In-Disposable Income and The Long Road out of Debt / Interest-Rates / US Debt
By: HRA_Advisory
The Bank of Canada just doubled its overnight lending rate, to 0.5%, and became the first G8 country to do so since the Crunch. That came after a +6% growth rate in Q1 that brings Canada’s GDP to within 0.4% of its peak valuation, and strong employment gains in April. Of course the loonie dropped nearly a cent against the US$ after the rate hike was announced.
Friday, June 11, 2010
Sovereign Contagion Spreads to UK, Britain's Debt Facade Cracking / Interest-Rates / UK Debt
By: Mike_Larson
When Greece’s markets first started cracking wide open, a lot of claptrap spewed forth from Wall Street. The general consensus:
Thursday, June 10, 2010
A Problem for the U.S. Dollar Worse than Debt / Interest-Rates / US Debt
By: Q1_Publishing
$19.6 trillion.
That’s the Treasury Department’s latest estimate of the national debt to reach by 2015.
The debt has many folks concerned, and rightly so. There is, however, a much bigger problem facing the country and the U.S. dollar.
Wednesday, June 09, 2010
Misreading Economic Indicators Leads to Bad Policy / Interest-Rates / US Debt
By: Tim_Iacono
All this talk about how borrowing costs are so low that Washington couldn’t possibly be facing any sort of a debt crisis – that the 3.2 percent yield on the ten-year note is somehow a vote of confidence in policies coming out of the nation’s capitol – makes me think that, just as the insane fixation on a low consumer price index was a major contributor to the financial crisis, signals coming from U.S. debt markets are being similarly misinterpreted today and this may ultimately lead to an even bigger crisis in our not-too-distant future.
Wednesday, June 09, 2010
Debt Can Never Be Repaid, By Bankster Design / Interest-Rates / Global Debt Crisis
By: Jason_Hamlin
You really have to hand it to the banksters. As was painstakingly detailed in the book Creature from Jekyll Island, the banking elite devised a brilliant plan in November of 1910 on Jekyll Island in which to take over control of the United States, steal the wealth from the taxpayers and the resources from the country.
Tuesday, June 08, 2010
Fitch UK Debt, Deficit and Ratings Warning Publicity Stunt / Interest-Rates / UK Debt
By: Nadeem_Walayat
“The scale of the United Kingdom’s fiscal challenge is formidable and warrants a strong medium-term consolidation strategy, including a faster pace of deficit reduction than set out in the April 2010 budget,” Fitch said.
Read full article... Read full article...
Sunday, June 06, 2010
Rating Agency BubbleOmics: Time For the Regulators to Take Away Their Ball / Interest-Rates / Market Regulation
By: Andrew_Butter
Writing in Barron’s under the title “The Credit Umpires Blew It, Too”, Randall W. Forsyth concluded:
…the leading ratings agencies aren't seen as venal, stupid or hopelessly conflicted by the way they're compensated. No, it's even worse. They're seen as irrelevant.
Read full article... Read full article...
Saturday, June 05, 2010
Navigating the Other Side of the Debt Storm / Interest-Rates / Global Debt Crisis
By: Casey_Research
By Doug Hornig, Editor, Casey Research : The trillions in U.S. federal debt now exceed 85% of gross domestic product – and that’s not counting unfunded liabilities. Unemployment is breaking 20% as the government used to calculate it. The Federal Reserve is printing money like the paper it is. And the supposedly recovering housing market sees as many foreclosures in a month as new builds.
Thursday, June 03, 2010
Euro-zone Credit Crisis and China Shanghai Commodites Market Shakeout / Interest-Rates / Credit Crisis 2010
By: Gary_Dorsch
Until mid-April, few traders knew much about the credit default swap (CDS) markets. They’re traded on an unregulated, over-the-counter market, and far from the public’s view. Yet nowadays, the CDS market has become a major battleground between high-stakes speculators and Euro-zone politicians, with the fate of the Euro currency hanging in the balance. In turn, the violent swings in the CDS markets are having a profound impact on the global bond, commodity, currency, and stock markets.
Thursday, June 03, 2010
The Central Banker’s Dilemma How To Ride A Dying Debt Saddled Elephant / Interest-Rates / Global Debt Crisis
By: Darryl_R_Schoon
Economics isn’t rocket science. It’s common sense and economists don’t have any.
Bankers have a problem and because they do, so do we. In modern economies, bankers have two roles. As central bankers, overseers of the financial system, they are charged with maintaining economic order. As investment bankers, i.e. opportunistic predators, they profit from whatever opportunity presents itself. In the US, the former have now succumbed to the latter.
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Tuesday, June 01, 2010
Australia Holds Rates at 4.5%; Canada is First G-7 Country to Hike / Interest-Rates / Financial Markets 2010
By: Mike_Shedlock
Australia may have seen its last rate hike for quite some time. Today the Reserve Bank of Australia Holds Rate at 4.5% to Gauge Market Turmoil.
Tuesday, June 01, 2010
Bond Market Takes a Breather as Yields Rise / Interest-Rates / US Bonds
By: Levente_Mady
The bond market took a breather last week after signs of exhaustion following a 12 point move during the past 2 months. US bonds remain in decent shape for the time being.
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Tuesday, June 01, 2010
European Commission Fires Big Guns, Euro TARP! / Interest-Rates / Credit Crisis 2010
By: HRA_Advisory
The European Commission brought out the big guns. In a move intentionally reminiscent of the US TARP program, leaders of the continent’s major economies promised to keep throwing money at the problem in bulk until some of it stuck. The set of charts below (courtesy of the Financial Times of London) gives a good graphical representation of the crisis to date.
Monday, May 31, 2010
OECD UK Interest Rates Must Rise to 3.5% During 2011 To Combat Inflation / Interest-Rates / UK Interest Rates
By: Nadeem_Walayat
The OECD academic economics institution says that UK interest rates should rise to 3.5% by the end of 2011 to combat inflation. The OECD inline with other academic economics institutions remains as much as 6 months behind the curve by stating the obvious that inflation is too high AFTER inflation has risen to a 19 year high with RPI hitting 5.3% and CPI at 3.7%, by warning of higher UK interest rates AFTER market interest rates have already risen.
Saturday, May 29, 2010
Sovereign Debt Defaults Equal Social Unrest Plus Much Higher Gold Prices / Interest-Rates / Global Debt Crisis
By: Arnold_Bock
The magnitude of current private and government debt, coupled with massive unfunded contingent liabilities for promises of future services to their citizens, will prove to be impossible for many nations to fund. Massive inflation in the money supply will become the preferred vehicle to deflect the default monster and will result in vastly devalued currencies and price inflation as a prelude to default. Such action will be a desperate attempt to buy time to stave off the inevitable and will result in social unrest caused by persons whose comfortable lifestyle and elevated standard of living is about to disintegrate before their very eyes.
Saturday, May 29, 2010
The Broken Euro Club Bailout, Calling All Martians / Interest-Rates / Global Debt Crisis
By: Jonathan_Pain
When the due diligence team from the IMF arrived in Athens to determine how much money was needed, they were not surprised by what they found. They had for many years been watching events in Europe and had wondered how long it would take the Germans to find out how the Greeks had not been playing by the rules of the Euro club. In fact the citizens of Mars had been watching the reality show, „Euro club‟ for many years. What concerned them most was that the last time they had seen the Europeans get so angry with each other, many horrible, horrible things had happened.
Saturday, May 29, 2010
Pity the Greeks, Should the U.S. Bail Out European Banks? / Interest-Rates / Global Debt Crisis
By: John_Mauldin
Six Impossible Things
Delta Force
Reduce your Deficits!
Pity the Greeks
Should the US Bail Out European Banks?Alice laughed. "There's no use trying," she said" One can't believe impossible things."
Friday, May 28, 2010
Great News for Your Grandkids About Debt / Interest-Rates / US Debt
By: DailyWealth
Dr. Steve Sjuggerud writes: "Good News for the Grandchildren" was the title of David Einhorn's speech on Wednesday at the Ira Sohn Conference in New York. I was there.
"Are you worried that we are passing our debt on to future generations?" Einhorn began...
Thursday, May 27, 2010
An American Concept: Crushing Sovereign Debt / Interest-Rates / Global Debt Crisis
By: David_Galland
By David Galland, Managing Director, Casey Research writes:
Commenting on the European crisis – because this has gone well past being one that can be termed “Greek” – the New York Times cited a senior U.S. official on the significant role the U.S., including Obama himself, played in getting Europe’s leadership to agree to a bailout approaching one trillion. One particularly telling quote…Read full article... Read full article...