Interest Rates Up & Bonds Up?
While the Fed may be raising rates, there is still a flight to quality underway that is giving a bid to US Treasury issues. Low Treasury yields may remain the norm [...]Read More
New Argument to Raise Rates – Rent Inflation!
There are those in the Fed who are desperate to find an excuse to raise interest rates. The one being bantered about is the Fed needs to raise rates to help the [...]Read More
The Future – Putting it All Together
This is the year of political hell. The question is not about supporting one side or the other. This is a time that calls for us not to be small petty creatures but [...]Read More
Bonds v Shares
QUESTION: Dear Mr. Armstrong As a long time reader I rarely see you mention the possible long term benefits of also holding corporate bonds. I understand the [...]Read More
Do Lower Interest Rates Promote Deflation?
QUESTION: Mr. Armstrong; You have said that the only way to reverse the deflation is to raise interest rates not lower them. I understand that the low rates only [...]Read More
Does the Fed Fear a Dollar Rally & Bond Crash?
QUESTION: Numerous people have asked: Does the FED actually also see these trends coming (strong US dollar, bond crash) ? K. ANSWER: Yes. The Fed has sent [...]Read More
Fed has become World Central Bank
The U.S. Federal Reserve left interest rates unchanged yet strongly indicated that it could still tighten monetary policy by the end of this year as the labor [...]Read More
Inflation – Deflation – Interest Rates
QUESTION: Is there a correlation between the GDP rate and interest rate ? Best regards, BL ANSWER: No. What central bankers fail to take into consideration is that [...]Read More
Global Debt with Negative Rates Reaches $12 Trillion
QUESTION: Dear Mr. Armstrong, I am really confused regarding long-term interest rates – I had thought they were controlled by the markets – but it seems [...]Read More