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10-year note

14 May 2014

QE robbing savers to save spenders

by hedgopia | posted in: Credit, Economy | 0

The phrase quantitative easing elicits diverse reaction. For some, QE was what saved the U.S. economy post 2007/2008 crisis and boosted both housing and stocks.  For others, all it did was create this huge asset inflation, and further widen the … Continued

10-year note, business capex, fed balance sheet, Federal Reserve, great recession, interest income, quantitative easing
8 May 2014

Path of least resistance for euro is down

by hedgopia | posted in: Credit, Currency, Economy, Technicals | 0

The euro has been in an incessant rally mode since July 2012, and particularly since July 2013.  This has surprised a lot of observers as this has come in the face of what in ordinary circumstances could/should have resulted in … Continued

10-year note, BoE, BoJ, ECB, euro, Federal Reserve, FXE, Mario Draghi, quantitative easing
25 Apr 2014

Doubting the ‘dry powder remains, to push stocks higher’ theory

by hedgopia | posted in: Credit, Economy, Equities | 0

One of the common themes that we so often hear is that there is a lot of dry powder still left to push stocks higher.  Bulls have been steadfast in holding on to their gains.  Yes, there were sell-offs in … Continued

10-year note, ETFs, flows into stocks, labor share of nominal gdp, margin debt, money market funds, mutual funds, S&P 500, savings rate

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