About this week’s show: If QE was bullish, will QT (Quantitative Tightening) be a real bear? Good year for stocks, S&P up 11%…Better year for gold, [...]

[Bloomberg] Dollar Gains on Yellen, U.S. Tax Plan; Bonds Slump: Markets Wrap [Bloomberg] Oil in Bull Market Nears $52 on Signs U.S. Stockpiles Declined [...]

[Bloomberg] Euro Slide Deepens as Stocks Drift; Gold Retreats: Markets Wrap [Reuters] Oil near 26-month high as Turkey threatens to choke Kurdish exports [...]

[Bloomberg] Euro Drops as German Vote Sinks In; Gold Retreats: Markets Wrap [Bloomberg] Fed’s Dudley Says He Sees Inflation Restraints Proving Temporary [...]

[Reuters] Trump cranks up North Korea threats as Pyongyang holds anti-U.S. rally [Bloomberg] Merkel Seeks Fourth Term as Germans Vote in Federal Election [...]

[Reuters] Merkel, Schulz urge undecided Germans to vote with far right gaining [Bloomberg] China Cities Tighten Home-Sale Rules to Tame Property Market [...]

I found the Fed’s latest (Q2) Z.1 report particularly interesting. It brought back memories. In general, debt growth was steady and rather uninteresting. As [...]

[Bloomberg] Stocks Mixed as Havens Gain on Korea; Euro Rallies: Markets Wrap [Bloomberg] Canadian Inflation Accelerates to 1.4% on Gasoline [Bloomberg] [...]

[Bloomberg] U.S. Stocks Slip as Treasuries Rise With Dollar: Markets Wrap [Bloomberg] Three Bond Market Lessons From the Toys ‘R’ Us Debt Drama [Bloomberg] [...]

About this week’s show: As money flees paper assets looking for a home, there will not be enough gold to go around The West still likes “paper gold”, The [...]

[Bloomberg] Stocks Slip, Bonds Climb With Oil as Fed Nears: Markets Wrap [Bloomberg] Fed to Pack Up Crisis Tool, Debate Next Hike: Decision-Day Guide [CNBC] [...]

[Bloomberg] Stocks Mixed Ahead of Fed; Euro Gains, Oil Rises: Markets Wrap [SCMP] Yuan weakens sharply after PBOC sets fixing at two-week low; all eyes on Fed [...]

[Bloomberg] Stocks Climb as Fed Week Kicks Off; Gold Declines: Markets Wrap [Bloomberg] Forget Default: Deutsche Reckons Debt Market Risk Lies Elsewhere [...]

[Reuters] Greek backtracking on reforms may prolong next review: ECB official [Reuters] Haley says U.N. has exhausted options on North Korea [WSJ] Trump’s [...]

[Reuters] Fed meeting could trigger stock sector rotation [Reuters] Rising credit card delinquencies to add to U.S. banks’ worries [Reuters] North Korea [...]