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Interest Rates

Bonds Coming Under Pressure

We are beginning to observe institutional investors withdrawing from bonds issued by companies whose credit ratings are in question. Many are also selling off other...

Rising Interest Rates

While the stock market crashed as the pundit looked in their bag to try to come up with an excuse, they blamed rising inflation and interest rates. Yet, nobody is...

Short v Long-Term Rates

QUESTION: Hi Mr Armstrong, I have read somewhere that you think that interest rates will go up higher than expected and at faster pace. I don’t understand...

Source for the History of Interest Rates

QUESTION: Hello Martin: I was quoting you while speaking to a friend from a similar recent post where you stated that interest rates were at 5,000-year lows. They...

The Yield Curve

QUESTION: At the Institutional WEC session in 2016, you forecast that rates would rise but that the long-end would produce a positive yield for the next two years...

Rogoff Tells Central Banks More Negative Interest Rates Will Be Needed

Kenneth Rogoff,  the Professor of Economics at Harvard University, is stuck in a time warp where he cannot think out of the box even once. He is telling the...

Bonds & Stocks Rally – What’s Going On?

This coming week is what we would call in horse racing a trifecta with former FBI director James Comey’s testimony, the U.K. election, and the ECB monetary-policy...

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...

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...

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...