FED Hikes Rates

Fed Raises Rates, Signals More on the Way

The Federal Reserve raised interest rates on Wednesday and signaled that two additional increases were on the way this year, as officials expressed confidence that the United States economy was strong enough for borrowing costs to rise without choking off economic growth...

By | June, 14, 2018|Categories: Articles, Featured|Tags: , , , , , , , |0 Comments

Not All Inflation is Created Equal

Danielle DiMartino Booth

Can something be arbitrary and at the same time deeply damaging? Pursuing a strategy based on personal preference rather than reason can indeed inflict deep wounds if carried on for too long. Such is the case with the Federal Reserve’s preferred inflation metric, the “core PCE.” ...

By | June, 1, 2018|Categories: Articles, Featured|Tags: , , , , , |0 Comments

Tug Of War: Gold To Keep Fighting As Investors Eye Buying Opportunities

(Kitco News) - After the biggest weekly drop in five months, gold bulls are not ready to give up their tug of war against the bears just yet, according to analysts.

As gold gets ready to close the week below $1,300 an ounce for the first time this year, analysts are scrambling to project where the yellow metal might head next when the dust finally settles...

Should Federal Reserve be Propping Up the Stock Market?

Is the Trade War Good for the Country?

The Federal Reserve's action in 2008 to bail out the banks still has the Middle Class in recession. Danielle DiMartino Booth joins Bubba to discuss FED action and inflation...

Danielle DiMartino Booth

Inflation is up, and the yield curve is flattening? What gives? In bond market nomenclature, much of which is indecipherable by the design of craft fixed income traders, what we are witnessing today is a bull flattening. Long maturity Treasury yields are falling at a faster pace than short rate Treasury yields are decreasing...

Danielle DiMartino Booth

‘Tis the season for bunnies, baskets and bill auctions. Wait – one of those did not belong. And yet, April will herald Treasury bill auctions that put optimists’ posits to the test. Is the spike in short rates a technical glitch that will right itself or is there an underlying issue?

Danielle DiMartino Booth

After ten years, is the time finally upon us? We will soon enough know. Today marks the first Minutes release that carries the promise of cleanliness. As I’ve written to on multiple occasions, in disapproval mind you, in 2008, Janet Yellen suggested that the FOMC Meeting Minutes be manipulated to massage the intended message the FOMC should have conveyed...

By | February, 22, 2018|Categories: Articles, Featured|Tags: , , , , , , , |0 Comments

Danielle DiMartino Booth

Whither stagflation? Say it isn’t so! Like it or not, the unrounded core inflation for January came in closer to a gain of 0.4%. In other words, look for the year-over-year rate’s next stop to be 1.9%. What could offset this march upwards? New car prices fell month-over-month and year-over-year. This trend should accelerate as millions of SUVs come off lease this year. The question is, does the threat of rising inflation become a self-fulfilling prophesy?

Markets Have Biggest Up Day of 2017

Is This a Possible Blow Off Top?

Friday is here after an interesting week in markets. On Thursday, markets went bonkers, having the biggest up day of the year on one of the biggest volume days in the last 3 months. Bubba calls this a possible blow off top, the only concern is the seasonality...

By | December, 1, 2017|Categories: Podcasts, The Bubba Show|Tags: , , , , , , , , |0 Comments