The Money Game Tue 2010-02-16 16:49 EST

Inflation Protected Bonds Murdered As PIMCO And BlackRock's Hyperinflation Fears Flounder

Investors are increasingly giving up on hyperinflation bets. For example, investors are willing to buy standard U.S. treasury bonds that pay just 3.69% yield. That doesn't leave room for much inflation...The niche market of Treasury Inflation Protected Securities (TIPS, bonds that adjust their yield to inflation) is giving up on its inflation concerns as well. As this market is too small for major central bank investment, it's far harder to argue away the lack of inflation it forecasts.

BlackRock's Hyperinflation Fears Flounder; Inflation Protected Bonds Murdered; Money game; PIMCO.

Credit Writedowns Mon 2009-09-14 14:43 EDT

Murder-Suicide in Chimerica

Edward Harrison

threading the events of 2008 and 2009 together makes a compelling case that the Chinese -- U.S. marriage is coming apart...GSE collapse, Geithner's charges of Chinese currency manipulation, Chairman Wen slamming the U.S. as a profligate nation, stimulus bill buy-American provision, a steady drumbeat of ditch-the-dollar talk coming out of China, Chinese central bank head Zhou's call for a new international reserve currency, Obama's chinese tire tariff was ``proverbial serving of divorce papers''. Expect prices to rise, look for Chinese retaliation on U.S. poultry and auto products...This marriage is over. The question is whether it will end gradually and peacefully in divorce or violently in murder-suicide.

Chimerica; credit writedowns; murder suicide.

Wed 2008-07-09 00:00 EDT

Tomgram: Chris Hedges, War and Occupation, American-style

Collateral Damage: What It Really Means When America Goes to War, by Chris Hedges; "The war in Iraq is now primarily about murder."

American-style; Chris Hedges; occupancy; Tomgram; war.

Mon 2007-10-08 00:00 EDT

Maverecon - Willem Buiter's Blog: Murder in the Markets: Whodunnit?

Willem H. Buiter and Anne C. Sibert: A brief history of securitisation and off-balance sheet finance (SIV; subprime implosion; lender of last resort (LOLR))

Market; Maverecon; murdering; whodunnit; Willem Buiter's Blog.