Evening Links [Bloomberg] Fed Sets Up Possible December Move While Leaving Rates on Hold [Bloomberg] December Fed Hike Odds Approach 80% [...]

October 28 – Bloomberg (Eliza Ronalds-Hannon and Claire Boston): “After all central bankers have done since the financial crisis to prop up bond [...]

It’s been a full seven days since a CBB focused on China… Important – confirmation of the thesis – data again this week. October 21 – [...]

There’s this uneasiness – an eeriness – in the markets; in the world (I’m not touching politics). Seemingly out of nowhere, the U.S. dollar [...]

Clearly, the National Hurricane Center, The Weather Channel, meteorologists and disaster consultants have succumbed to the cult of fear mongering. [...]

September 30 – Wall Street Journal (James Mackintosh): “Lehman failed the way all banks fail: It ran out of cash and liquid assets it could [...]

The beginning of the year seems ages ago.  Recall how securities markets fell under significant stress. Global central bankers responded [...]

The beginning of the year seems ages ago.  Recall how securities markets fell under significant stress. Global central bankers responded [...]

Is a meaningful de-risking/de-leveraging episode possible with global central banks injecting liquidity at the current almost $2.0 TN annualized [...]

Commenting on Friday’s jump in global bond yields, a fund manager on Bloomberg Television downplayed the move: “Yields are back to where they [...]

For the Week: The S&P500 added 0.5% (up 6.7% y-t-d), and the Dow increased 0.5% (up 6.1%). The Utilities gained 0.9% (up 14.7%). The Banks jumped [...]

“The Global Financial Crisis and Great Recession posed daunting new challenges for central banks around the world and spurred innovations in the [...]