Bonds

More Bad Debt News and the Art of Can-Kicking Consumer Debt

Below we look at the real numbers behind the trade balance, US consumer debt, a broken Main Street, store closures, margin debt, and the global bond (and hence market) crisis to come. Trade Wars I’ve written about the impact of... Read more »

Bonds

Is the Dam About to Burst? Not Enough Fingers to Prevent a Yield Shock

Below, we look at stocks, bonds, central banks, and the inevitable bursting of the market bubbles in which we currently bathe. Drinking Wine Oh, we do live in interesting times… I was chatting with an Australian vineyard owner the other... Read more »

Bonds

Is Rome Burning? The Italian Bond Market and Smoke from the ECB

Below we look at the Italian bond market, the ECB and the over-all risks facing a global economic “recovery” driven by, well… debt. All That Was Rome Lately Karma has been playing itself out in the percolating disaster that is... Read more »

Bonds

Surfing a Stock Market Wave Melt-Up: Paddle In or Paddle Out?

Below, we look at the possibility of a market wave melt-up in the face of rising interest rates. Above, we see my son, in well….Malibu. Is This Market Wave Worth Riding? Of all the great surf spots in the world,... Read more »

Bonds

Market Reality—Debt Bubble Driven Fun Like College Kids with Credit Cards

Below I take a loonnngggg look at…well, just about everything…bonds, bankers and bombast. As the Debt Piles Up, Rates have No Where to Go but Up, and Thus Markets No Where to Go but Down, Eventually… Fists nearly pounding, I’ve... Read more »

Bonds

Why a Deficit Matters —A Debt Storm Brewing?

Below, we look at deficits, why they matter, and what they portend. Debt is Boring Ahhh debt and deficits. What a boring topic, no? And yet we at Signals Matter keep boring you with it, here, here, and here and... Read more »

Bonds

Drowning in Debt: Will the Market Yield to Rising Yields?

Below, we continue our analysis of US debt and rising yields. More Pork… I’ve been watching the waves lately, but even with palm trees on my mind, I can’t help but notice that over in DC, McConnell and Schumer have... Read more »

Bonds

Traditional Portfolio: Stocks and Bonds are Falling Together, Uh Oh?

Below we look at how bonds no longer protect against stock declines as confirmed by recent market volatility and the much-anticipated short squeeze in the volatility trade; we ask this: is your traditional portfolio safe? Market Lessons/Signs We recently examined... Read more »

Bonds

Is the Ice Thinning Beneath the Bond and Stock Markets?

Below, we continue our look at more data on yields, bond and stock markets, inflation and the increasingly thin ice upon which markets are trading. This week saw a volatile Monday, with equity markets giving back all their gains for... Read more »

Bonds

Will This Bond Bubble Ever Pop?

Below, we look at the US debt, the Fed, the bloated bond bubble, our debt ceiling, inflation, real estate, interest rates and what may lie ahead for bears and bulls alike at Signals Matter. Things Feel Good, No? Despite record... Read more »