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Real Estate Rolling Over — Everywhere

by John Rubino on August 3, 2011

The double dip in the US housing market isn’t unique, based on all the similar reports popping up around the world. Here are four from yesterday: Hong Kong Home Sales at Lowest Since Early 2009 on Rates, Curbs The number of housing transactions in Hong Kong plunged to the lowest in 30 months on rising [...]

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The Low-Interest-Rate Trap

by John Rubino on August 15, 2010

Pretend for a second that you recently retired with a decent amount of money in the bank, and all you have to do is generate a paltry 5% to live in comfort for the rest of your days. But lately that’s been easier said than done. Your money market fund yields less than 1%. Your [...]

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Now Start Watching Interest Rates

by John Rubino on April 4, 2010

The phase change happened almost imperceptibly. One month we’re shedding jobs and agonizing over a long list of insolvent European countries and US states — and the next month we’re back in a bubble. U.S. employment has stopped shrinking and started growing. Iron ore is up 170% in the past year and oil is flirting [...]

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Collapsing Spreads and Booming Junk: Time to Get Short

by John Rubino on March 29, 2010

Looks like the past year’s borrowing and printing are finally paying off. Junk bonds are setting records and emerging stock markets are booming. See this overview and this look at today’s action. But even in this kind of hot money environment, the collapse in spreads between emerging market bonds and U.S. Treasuries is remarkable: Emerging [...]

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Inflationary Head Fake

by John Rubino on March 5, 2010

Today (Friday the 5th) has a meaningful feel. The news is good on U.S. employment and Greek finances, and the markets are in recovery mode: stocks are up, gold is rocking, and bonds are getting smacked. Inflationary days are here again, in other words. But — while uncontrolled currency creation will absolutely without a doubt [...]

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