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Bond Vigilantes Pushing Back Against Reckless Monetary & Fiscal Policies
The 10-year Treasury bond yield is up 100bps since the Fed started lowering the federal funds rate (FFR) by 100bps…
Federal Debt
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The Blob
The US federal deficit reminds us of the 1958 science fiction horror classic, "The Blob." It stars none-other…
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There's Always Something To Worry About
The stock and bond markets are marking time. They might continue to do so during the first half of this…
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Inflation Remains On Downward Trend
The FOMC can take the rest of the year off. The federal funds rate is now restrictive enough to bring…
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Expecting a Debt Deal
Our good friend Jim Lucier of Capital Alpha is one of the best Washington watchers we know. He has given…
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Money Flooding Into US From Overseas
Money from overseas is pouring into the US capital markets, which foreign investors regard as a haven in a world…
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Inflation Boosting Tax Receipts
It’s good to be the King! You can spend lots of money by printing it. If you still have a fiscal deficit, the resulting inflation can help to narrow it by boosting tax receipts. Here in the US:…
