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Category Archives: Interest Rates
Market Volumes and Lessons from M&A
Equity markets are being propped up by impressively cheap money: central bank liquidity injections and the overtime-price of money, interest rates. Typically during times of rising equity prices, merger and acquisition activity ramps up. Most expected 2013 to be a … Continue reading
Posted in Interest Rates, Investing
Tagged Equity Markets, Interest Rates, M&A, Market Volumes, Warren Buffet
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Comparative History: 2012 vs. 1998
The first quarter of 2012 was a stunner in the equity markets, giving us the best first quarter since 1998, which begs the question, what did 1998 look like relative to 2012? 1998 2012 Sector trends Beginnings of an enormously … Continue reading
The Cycle of Debt with Carmen Reinhart
This week I had the distinct pleasure of enjoying a breakfast with Carmen Reinhart, followed by a discussion on the exceptionally high levels of sovereign and private debt in the U.S. and the Eurozone and the likely economic consequences. The … Continue reading
Falling Bond Yields
With all the talk about sovereign debt problems, from the PIIGS+ (Portugal, Ireland, Italy, Greece, Spain, and now Belgium) to the U.S. unsustainable debt trends, one would imagine that the cost of debt would show some of this concern. But … Continue reading
Posted in Inflation, Interest Rates, National Debt
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Wild Week For Treasuries
Treasury Bonds: Last week was quite a week for Treasuries! The yield on the 10-year Treasury note closed last Monday at 2.92%. At Friday’s close, the yield had increased to 3.32, a 40 basis point spike! Dropping the bond market jargon, … Continue reading
Posted in Interest Rates, National Debt, Treasuries
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The Case For Rising Interest Rates
You know you’ve got a lot of balls in the air when you welcome plane travel as an opportunity to get things done with minimal interruptions. On my latest flight I eavesdropped on a conversation concerning what will happen with interest … Continue reading
Posted in Inflation, Interest Rates
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Inflation vs. Develeraging
The majority of the developed world is currently dealing with one whopper of a liquidity hangover. Across the world households, businesses, and government got themselves hooked on the drug of cheap and easy debt. When the markets inevitably cut the … Continue reading
Posted in Inflation, Interest Rates, National Debt
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Inflation, Deflation, Interest Rates… What’s Going On?
I like to keep things simple, (my wee little noggin can only handle so much) thus I generally agree with the Austrian School of Economics definition of inflation, which is simply an increase in the money supply. As I mentioned … Continue reading
Posted in Fed Policy, Inflation, Interest Rates, National Debt
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