The WSJ discusses one of the nasty side effects on Mortgages and Real Estate of rising rates and slowing real estate: Delinquencies and...
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Barron’s jumps on the "We Have Inflation" bandwagon this week, with two editorials acknowledging what Big Picture readers...
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For the first time since June of 2002, the 10-Year Bond Yield has a 5 handle on it:click for larger chart
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Over the past 3½ years markets crawled higher, we have watched the gradual but steady build up of bullish expectations. You can see it...
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In 2002, the Yield Curve was extremely steep, with short term rates at half century lows. This was extremely stimulative to economic...
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"So much for the inverted yield curve." >Or so says a recent Bloomberg column. If I read this correctly, any inversion that...
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As we await Alan Abelson’s return from Timbuktu, the formidable Randall Forsyth continues to fill in, looking askance at the...
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I almost missed this earlier this week, and its on point to our prior discussion: The WSJ asked its readers: "Does the...
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As I have stated repeatedly, I do not buy this "One and Done" meme. This is the 3rd attempt at it — the first being last...
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I would be remiss if I failed to address yesterday’s CPI data, which can be described as tepid. And as you may have surmised, this...
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