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| What the Yield Curve is Telling the Fed? |
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Global Macro Investing: Understanding the Big Picture | May 11, 2009 |
The Fed should be worried. The recent aggressive steepening of the yield curve has been caused by a combination of both rising real yields and rising inflation expectations. The rate of increase of inflation will keep the Fed restrained, so there is not...… |
| Gilts Yields Hit New Highs Even As BOE Expands Quantitative Easing |
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Global Macro Investing: Understanding the Big Picture | May 8, 2009 |
The Bank of England yesterday announced that they would increase Gilt purchases by a further 50 bln Sterling on top of the original 75bln Sterling. Despite this Gilt yields rose yesterday to levels that were higher than before the Bank of England's (BOE...… |
| Moral Hazard, Time Inconsistency and Too Big to Fail |
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Global Macro Investing: Understanding the Big Picture | May 7, 2009 |
Walter Bagehot wrote that the role of a central bank in times of a liquidity crisis is to act as a "lender of last resort", freely lending at a penalty rate against good collateral. This sage advice was ignored on several occasions by policy makers duri...… |
| OASIS Monthly Newsletter for Independent Investors |
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OASIS, LLC | May 5, 2009 |
Chief Strategist Patrick Arnone has published two new research papers to help illuminate the state of the stock market. We've added a Delta Archive to our website. And, Chief Technologist Toby Younis produces a 2-minute Intro to OASIS Video, and establi...… |
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