HOW MARKETS TANK & GOLD RISES / MATTERHORN ASSET MANAGEMENT

How Markets Tank & Gold Rises By Matthew Piepenburg Critical warning signs from the credit and rates markets are being ignored by tough-...

WHAT THE FED MIGHT THINK ABOUT QT / THE FINANCIAL TIMES OP EDITORIAL

What the Fed might think about QT And is the bond market just stupid? Robert Armstrong © Financial Times Good morning. I was delighted to se...

CAN JAY POWELL BUILD CONSENSUS AT A DIVIDED FEDERAL RESERVE? / THE FINANCIAL TIMES

Can Jay Powell build consensus at a divided Federal Reserve? After a united front during the pandemic, officials are split over how aggressi...

FED WEIGHS PROPOSALS FOR EVENTUAL REDUCTION IN BOND HOLDINGS / THE WALL STREET JOURNAL

Fed Weighs Proposals for Eventual Reduction in Bond Holdings Shrinking the central bank’s $8.76 trillion asset portfolio offers another tool...

2021 YEAR IN REVIEW / CREDIT BUBBLE BULLETIN

2021 Year in Review Doug Nolan Books will be written chronicling 2021.  I’ll boil an extraordinary year’s developments down to a few simple ...

POWER OFF THE MONEY PRINTER: AMERICA´S ECONOMY NEEDS TIGHTER MONETARY POLICY / THE ECONOMIST

Power off the money printer America’s economy needs tighter monetary policy Why the Fed should raise interest rates soon The federal reserve...