Tag Archives: repo market

QE2 and Inflation

Posted on March 30, 2011 by
QE2_video






The Debt Deflation Problem
“Deflation, Don’t let it happen here”
How QE2 Financed the world
US Capital Flight and Depreciation
Commodity, Inflation, Inflation Expectations and Investments Continue reading →

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How the Inflation Genie Sprang Out of the Bottle

Posted on March 23, 2011 by
Commodity Price Indices






A mere six months ago, the Fed was fretting about the danger of slipping into deflation. A funny thing happened on the way to the Fed’s feared deflation. The Inflation Genie Leaped out of the bottle. This is occurring despite falling US wages and still soft U.S. markets. It adds up to Stagflation lead by commodity prices and import inflation and is resulting in declining real wages. Continue reading →

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Only the Shadow Banking System Knows

Posted on February 15, 2011 by
the_shadow_2






Since last October the stock market has been on a run. The Federal Reserve is now taking credit for it and indicating that it was a policy intention of the monetary leap forward known as Quantitative Ease. By the Fed’s own admission they are promoting financial leverage and don’t know the extent to which they are creating an asset bubble, a responsibility they now have the obligation to monitor and control. So far so good, but beware of a Black Swan Event leading to asset deleveraging. Continue reading →

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