Delving Deeper into the Inflation Issue
> "Who are you gonna believe, me, or your lyin’ eyes?" > As the lyrics above note, the consumer knows what the...
Inflation Part II
Here’s that missing post from yesterday. I found it ironic that the market was rallying on supposedly benign inflation news, while...
A Tale of 2 Inflation Rates
This morning’s inflation rate was terrific. Or terrible. What you saw depended upon where you looked. Wall Street looked at the...
Oversold !
The watchword for today is "Oversold." Bonds were oversold, and snapped back yesterday. The market got oversold and REALLY...
Why Bond Yields are a Triple Sextuple Threat
Last night, Larry asked me which was a bigger threat to stocks, a US/Iran conflict — or rising bond yields. The correct answer was,...
It’s A Low, Low, Low, Low Medium-Rate World
I would be remiss in my duties if I failed to point out that this recent run up in yields — fundamental explanation here —...
What Do Mortgages Have to Do with Bond Yields?
That’s the question that I’ve heard from a few readers and clients. Fortunately, the Ahead of the Tape column answered that...
Rising Bond Yields (or, The Magazine Cover Indicator Lives!)
Chart courtesy of stockcharts.com > A few months ago, we noted (with an "Uh-Oh") that Business Week’s February...
OER / CPI and New York Rentals
Can CPI go lower, regardless of what inflation actually does? Yes, according to Barclay’s Capital Research (whic we cited earlier)....
OER, CPI and the Fed: A Strange Love Story
What do apartment rents in NYC have to do with Federal Reserve policy, interest rates, and rising bond yields? According to a recent...