Will the bond market rein in Donald Trump? Tariffs, trade wars and plans for big tax cuts could all rattle investors in US Treasuries, but i...
SPIRALLING U.S. PUBLIC DEBT RISKS ACTION FROM BOND VIGILANTES / THE FINANCIAL TIMES MARKETS INSIGHT
Spiralling US public debt risks action from bond vigilantes Policymakers should start making contingency plans now John Plender Even the US...
GOLD CONSOLIDATING RECENT GAINS AT $2000 INTO FED WEEK / KITCO NEWS
Gold consolidating recent gains at $2000 into Fed week David Erfle Demand from investors seeking a haven against weakness in stocks and bon...
NIETZSCHE ON BUBBLES / CREDIT BUBBLE BULLETIN
Nietzsche on Bubbles Doug Nolan Remember early in the Fed’s tightening cycle, when Chair Powell would invoke the legacy of Paul Volcker? A...
U.S. TREASURY´S $1TN BORROWING DRIVE SET TO PUT BANKS UNDER STRAIN / THE FINANCIAL TIMES
US Treasury’s $1tn borrowing drive set to put banks under strain Analysts fear scale of new issuance following debt ceiling fight will push ...
CHINA BUBBLE DEFLATION WATCH / CREDIT BUBBLE BULLETIN
China Bubble Deflation Watch Doug Nolan Two-year Treasury yields traded at 4.06% Wednesday, just ahead of the CPI data release. Yields sank...
ISSUES 2023 / CREDIT BUBBLE BULLETIN
Issues 2023 Doug Nolan Bubble: A self-reinforcing, but inevitably unsustainable inflation. Bubbles are a monetary phenomenon, fueled by so...