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Bonds & Interest Rates

Now it Begins to Unravel

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Posted by Wolf Street

on Thursday, 24 November 2016 08:48

US-treasury-10-yr-yield-2016-11-18The Credit Bubble Peak was Marked by “Totally Crazy Lending.”

Debt is good. More debt is better. Funding consumer spending with debt is even better – that’s what economists have been preaching – because the consumed goods and services are gone after having been added to GDP, while the debt, which GDP ignores, remains until it is paid off with future earnings, or until it blows up.

Corporations too have gone on a borrowing binge. Unlike consumers....continue reading HERE

...related: 

Bond Carnage hits Mortgage Rates. But This Time, it’s Real



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Bonds & Interest Rates

Key Focus: Did The "Trump Tantrum" Just Trigger The Next US Recession?

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Posted by Gordon T. Longong

on Tuesday, 22 November 2016 08:02

TRUMP MAY HAVE "PRICKED" THE GLOBAL BOND BUBBLE

Trump called during the campaign for a $1 trillion infrastructure package, $5 trillion in tax cuts, increases in military spending and the repeal ObamaCare, which could cost more than $350 billion over 10 years. At the same time, the president-elect has promised “not to touch” Social Security or make cuts to Medicare. The moment Trump was elected the markets immediately reacted to this potential massive fiscal injection. Bond values plummeted as yields spiked.

11-19-16-MATA-DRIVERS-YIELD-Bond Market Collapse-Biggest-in-25-Years

 

....continue reading HERE

 

...related from Michael Campbell's interview with Dr. Michael Berry:

The Fed is Throwing Up Its Hands



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Bonds & Interest Rates

The Fed is Throwing Up Its Hands

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Posted by Michael Campbell & Dr. Michael Berry PhD & Dr. Michael Berry PhD

on Monday, 21 November 2016 07:30

Dr. Michael Berry shares some of the evidence he'll be presenting to the US Federal Reserve. Dr. Berry of the Disruptive Discoveries Journal, is a sought after analyst on resource policy and investing. In this interview he makes sense of the dramatic moves post election, especially in fixed income and what the Fed is likely to do. Diversification right now is critical in his view.

...Michael's Saturday Editorial: The Truth - Its Time to Blow It All Up

volatility 0

 



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Bonds & Interest Rates

Bond-market losses may hit 40% - Retirees most vulnerable

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Posted by MarketWatch

on Thursday, 17 November 2016 09:21

5-1“The typical investor today has never experienced a sustained rising-rate environment and they are emotionally and historically unprepared for what happens when interest rates go up 3% or 5%,” 

Millions of Americans “are engaging in a variety of risky behaviors, often without knowing what they’re doing. They’re setting themselves up to lose a lot of money over the next several years, perhaps as much as they lost in 2008 in stocks.”

Many investors, especially retirees, could suffer 2008-style losses — this time in “safe” bonds.
 
 
....related from Michael Campbell:
 
 
 


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Bonds & Interest Rates

King of Debt Takes the Reins

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Posted by Peter Schiff - Euro Pacific Capital

on Thursday, 17 November 2016 08:05

debt-financing-104The election of Ronald Reagan in 1980 provides the best recent precedent for the unexpected triumph of Donald Trump (in my opinion, the other post-war Republican takeovers of the White House -- Ike in '52, Nixon '68, and W. in '00 - did not constitute a real break from the status quo.) As many people expect great changes from Trump, it is worthwhile to look at what the Reagan Revolution actually wrought.

Both Reagan and Trump were better known to many as entertainers rather than politicians, both came from outside the Republican mainstream, and both engineered hostile takeovers of the Party. During the 1970s, the Republican Party was dominated by "Rockefeller Republicans," the Ivy League-educated liberal Eastern elites. Reagan was the Western heir apparent to Barry Goldwater, the deeply conservative standard-bearer who went down in flames in 1964. In 1976, the brash Reagan had the nerve to challenge incumbent Republican President Gerry Ford in the primary, thereby weakening him in the general election, which he ultimately lost to Jimmy Carter. While Reagan was simply too conservative for the Rockefeller wing, Trump's various positions are similarly inconsistent with much of the mainstream neo-conservative orthodoxy. Both candidates also capitalized on a weak economy as a catalyst to encourage voters to cross traditional party lines. Many of the rust belt "Reagan Democrats" came home to Trump.



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