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When Inflation is really Deflation

QUESTION: Why is the Fed doing so much Reverse Repo? Do you think it will hit $2 trillion? JE ANSWER: I understand that people seem to be talking up the reverse [...]

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Parallels in Bankers 1930s – 2020s

COMMENT: Marty, You have written much about the period 1927-1929 dominated by the relationship between Monatgue Norman and Benjamin Strong; how pressure from [...]

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The Real Digital Plot

  The move to end paper money and move toward a national cryptocurrency took a major step recently when the House Financial Services Committee task force [...]

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Crisis of the 70s Compared to the 20s

COMMENT: Hi Marty, Your post today on inflation(when people see it coming) reminds me how things have changed from the 1970s. Then, the inflation we saw came from [...]

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Central Bank Crisis Expanding

QUESTION: Hi Marty. You mentioned in the blog that all European sovereign debt may end up being converted into perpetual bonds. Will it be through debt [...]

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Will the Fed Cap Rates?

QUESTION: Do you think the Fed will venture into capping the long-term rates as they did during World War II? JH ANSWER:  There is much talk that the Fed will go [...]

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The Fed Makes a Fool of Itself – There is no Santa Claus

This is the very essence of a financial crisis. Despite the fact that Trump cheered the Fed and they cut rates to ZERO, the risk was what would happen if the market [...]

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Jawboning the Fed on Cutting Rates

COMMENT: Hello Martin, I see President Trump is still calling for interest rate cuts from the Fed. I know he is a businessman and with the current situation is he [...]

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Fed Cuts Rate on Schedule

The Federal Reserve is in full panic mode. The Federal Reserve cut interest rates Tuesday in a rare emergency meeting, responding aggressively to the growing threat [...]

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Do Lower Interest Rates Really Produce Bull Markets in Stocks?

QUESTION: Hi Marty, Yes, the political situation in our country is out of control and you are right, there is no turning back. But this truly pales in comparison to [...]

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