All posts in " Interest Rates "
0 Shares

Who is the Fool? The Borrower or the Lender?

By admin / August 20, 2018

Many people worry about over-indebtedness and point to a default of borrowers. It is interesting how the view of debt is always the low-life borrower. In reality, the real stupidity rests with the lender. Many are pointing to US corporate debt and stating that it has grown to an estimated US $ 7 trillion and they […]

0 Shares

Fed Upgrades Economy to Strong

By admin / August 2, 2018

The talk behind the curtain remains that the Fed is still under pressure to PLEASE don’t raise rates. The lobbying continues from the IMF, ECB, and Emerging Markets. Meanwhile, the Fed leaves rates unchanged, but it upgraded its view of the US economy to ‘strong’ which remains a signal that the Fed is still prone to raise rates […]

0 Shares

By admin / August 2, 2018

The talk behind the curtain remains that the Fed is still under pressure to PLEASE don’t raise rates. The lobbying continues from the IMF, ECB, and Emerging Markets. Meanwhile, the Fed leaves rates unchanged, but it upgraded its view of the US economy to ‘strong’ which remains a signal that the Fed is still prone to raise rates […]

0 Shares

European Banks Lending in USA Rather than Europe?

By admin / August 1, 2018

European banks have been lending in the United States quiet aggressively because (1) the economy is doing good so there is a demand for loans contrary to Europe, and (2) the behind the curtain view that the euro will decline and the dollar will rise. During the first half of 2017, European banks have lent […]

0 Shares

Trade Wars & Rising Interest Rates – The Top Concerns of Fund Managers

By admin / July 25, 2018

The interesting fact is that the majority of fund managers today have reduced their equity allocation to their lowest level since November 2016 according to Reuters. The reason for this is their focus of trade and their assumption that the Great Depression was caused by a PROTECTIONISM. According to yet a recent monthly report by […]

0 Shares

Russia Dumps US Bonds – Is it Politics or Yield?

By admin / July 24, 2018

QUESTION: Mr. Armstrong; It appears that Putin also follows your model. He has been selling all debt significantly for it seems he is listening to your forecast that interest rates will rise sharply so get out of government bonds. Do you see his selling because of rate increases or politics as some are trying to […]

0 Shares

Interest Rates Lock & Load or Stay Nimble?

By admin / July 24, 2018

QUESTION:  Hi Marty, I continue to read your blog and if I understand correctly, interest rates are going up. My question is, can one profit from higher interest rates such as buying CD or bank stocks like Wells Fargo? ANSWER: The one thing you do not want to do is buy a CD with maturity. As […]

0 Shares

Euro Interest Rates

By admin / June 28, 2018

QUESTION: Mr. Armstrong; You have obviously been correct on the Euro. You even called the bounce but it stopped at 1.2550 and did not reach your ideal target of 1.28. You are saying that interest rates in Europe are more likely to rise faster than the ECB predicts. The French central banker Francois Villeroy de Galhau […]

0 Shares

Coming Crisis: Emerging Market Debt

By admin / June 22, 2018

QUESTION: Mr. Armstrong; Just to clarify, a continued rate hike in dollars will send Emerging Market debt into chaos and possibly default. Is this both public and private? Thank you. You are a voice in the wilderness PK ANSWER: Oh yes. Both public and private emerging market debt raised money in dollars. A 2% increase […]

1 2 3 6
Page 1 of 6