Confounded Interest - Anthony B. Sanders: Recent Episodes
Anthony B. Sanders
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/11/us-producer-price-index-cools-to-9-8-yoy-in-july-as-m2-money-growth-cools-and-recession-probability-increases/
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/10/what-biden-meant-when-he-said-zero-inflation-july-cpi-rose-0-in-july-while-real-earnings-growth-remains-negative-and-rent-cpi-soars/
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/10/us-july-inflation-remains-hot-cpi-at-8-5-yoy-while-real-weekly-wage-growth-remains-burned-3-6-yoy-mortgage-refi-apps-down-82-yoy-while-mortgage-purchase-apps-down-19-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/09/labor-blues-us-labor-productivity-declines-4-6-in-q2-as-unit-labor-costs-sizzles-at-10-8-fed-balance-sheet-still-out-in-force/
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/07/simply-unaffordable-gap-between-real-home-price-growth-11-17-yoy-and-real-wage-growth-2-15-yoy-near-highest-since-1988-real-30y-mortgage-rate-is-now-3-23/
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/06/weekend-update-us-treasury-yield-curve-inversion-worsens-screaming-impending-recession-30y-mortgage-rate-rises-to-5-6-5-1-arm-rate-rises-to-4-21/
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/05/us-10-year-treasury-yield-surges-14-basis-points-as-strange-jobs-report-spurs-fed-rate-hike-fears/
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/05/sizzling-us-jobs-data-528k-make-case-for-bigger-fed-rate-increases-real-avg-hourly-earnings-growth-sinks-to-3-8173-and-us-treasury-yield-curve-inverts-further-to-37-6-most-inv/
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/04/us-30y-mortgage-rates-on-rise-again-bankrate-30y-rate-up-92-under-biden-powell-us-yield-curve-inversion-worsens-worst-inversion-since-2000/
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/03/zoltan/
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/02/mr-freeze-june-jolts-job-openings-cool-5-4-from-may-home-price-growth-cools-as-fed-tightens/
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/01/slowing-home-price-growth-slows-to-17-3-yoy-as-pmi-dropping-towards-contraction-and-mortgage-payments-rise-62-3-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/08/01/schumer-manchin-bill-with-327-billion-in-new-taxes-could-cause-further-recession-and-increase-taxes-on-americans-making-under-400000-us-10y-2y-yield-curve-further-inverts/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/30/misery-pce-deflator-rises-to-6-8-yoy-highest-in-40-years-as-rents-food-gasoline-explode-in-price-taylor-rule-suggests-fed-o-n-rate-of-17-78/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/29/consumer-sentiment-remains-very-depressed-university-of-michigan-sentiment-index-rises-slightly-to-a-depressed-51-5-while-buying-conditions-for-housing-rose-slightly-to-a-depressed-47-0/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/28/sink-the-mortgage-market-us-mortgage-rates-decline-to-5-57/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/28/slipped-into-darkness-the-us-economy-slumps-into-recession-gdp-price-growth-worse-than-expected-stagflation-alert/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/26/alarm-us-new-home-sales-plunge-17-4-yoy-as-fed-tightens-noose-and-recession-alarms-sound-median-prices-fall-9-47-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/26/too-much-fed-stimulus-case-shiller-national-home-price-index-soars-at-19-75-yoy-in-may-thanks-to-slowhand-powell-and-the-never-shrinking-balance-sheet-red-states-soaring-faster-than-blue-states/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/25/recession-warning-total-us-foreclosures-starts-up-440-91-yoy-in-june-black-knight/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/25/inflation-and-the-fed-ahead-of-wednesdays-fomc-meeting-will-fed-75-bps-increase-tame-inflation-with-inverted-yield-curve-or-will-biden-congress-raise-taxes-to-fight-inflation/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/22/bidens-tots-us-composite-pmi-declines-to-47-5-despite-fed-increasing-monetary-stimulus/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/22/dont-listen-to-the-central-bank-the-fed-is-only-tightening-their-target-rate-not-unwinding-their-enormous-balance-sheet-eurozone-10y-yields-tank-nearly-20-basis-points/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/21/not-always-sunny-philadelphia-fed-business-outlook-plunges-to-12-30-in-july-as-atlanta-fed-gdpnow-retreats-to-1-6-for-q2-will-the-fed-stop-qt/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/21/fahrenheit-8-6-ecb-raises-main-refinancing-rate-for-first-time-since-2011-to-fight-8-6-eurozone-inflation-0-5-rate-hike-will-hardly-cool-eurozone-inflation-lagarde/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/21/green-sacrifice-ford-plans-up-to-8000-job-cuts-to-help-fund-investments-in-evs-gasoline-prices-up-55-under-biden-food-up-22-mortgage-rates-up-87/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/20/heartaches-by-the-number-mortgage-applications-declined-for-third-week-in-a-row-lowest-level-since-2000-applications-down-71-under-biden-mortgage-rates-up-99/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/19/not-beautiful-us-mortgage-rates-decline-slightly-to-5-73-as-fed-raises-rates-and-recession-probability-increases-30y-rate-up-99-under-biden/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/19/goin-down-us-housing-starts-drop-6-3-yoy-in-june-thanks-to-fed-tightening-1-unit-starts-dropped-8-mom-multifamily-starts-soared-15-mom/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/18/doom-loop-the-us-dollar-is-booming-but-will-a-doom-loop-follow-us-treasury-yield-curve-inverted-at-20-bps/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/17/buckaroo-why-the-fed-wont-be-able-to-contain-inflation-taylor-rule-suggests-a-target-rate-of-23-30-a-bridge-too-far/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/16/soothe-me-us-q2-real-gdp-sinks-to-1-5-as-fed-tightens-the-monetary-noose/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/16/simply-unaffordable-or-is-the-fed-killing-off-housing-in-its-quest-to-crush-inflation-real-home-price-growth-is-12-yoy-while-real-wage-growth-is-3-95-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/15/bidens-limbo-rock-us-consumer-confidence-remains-depressed-51-1-with-inflation-ravaging-households-housing-sentiment-even-worse-at-45-biden-approval-at-38-1/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/15/the-core-flexible-price-inflation-rises-to-18-74-while-core-inflation-plunges-to-8-40-fats-waller-backing-75-basis-point-hike-30y-mortgage-rate-rises-to-5-83/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/14/bottle-of-wine-strong-us-dollar-and-soaring-inflation-is-a-brutal-cocktail-for-sp-500-firms-will-the-fed-pivot-to-qe-again/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/14/fed-fireball-us-ppi-final-demand-up-11-3-yoy-as-fed-may-raise-rates-100-basis-points-at-july-27th-fomc-meeting-stocks-in-a-sea-of-red/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/13/small-business-optimism-crashes-as-inflation-rises-to-9-1-yoy-real-avg-weekly-earnings-plunge-to-4-4-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/13/alarm-us-mortgage-purchase-applications-tank-14-from-previous-week-as-fed-turns-up-rate-heat-refi-applications-index-down-80-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/13/the-shallows-traders-fully-price-75-basis-point-fed-hike-at-july-meeting-as-mortgage-rates-decline-slightly-fed-fighting-inflation-at-all-costs/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/12/the-great-divide-in-affordability-real-rents-rising-at-6-16-yoy-as-real-hourly-earnings-declining-at-3-47-yoy-growing-homelessness-and-rise-in-home-sale-transactions/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/11/hurt-so-good-copper-down-27-since-march-3rd-bitcoin-down-70-since-nov-21-is-the-fed-killing-off-the-economy-or-just-removing-free-money/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/10/inflation-nation-feds-5y-forward-breakeven-inflation-rate-plunges-to-lowest-of-bidens-presidency-as-fed-hikes-rates-mortgage-rates-resume-soaring/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/09/money-about-that-june-jobs-report-the-feds-balance-sheet-still-out-in-force/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/08/slowing-jobs-friday-shows-decline-in-jobs-added-real-avg-hourly-earnings-growth-now-3-25-yoy-not-the-strongest-economy-in-history/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/07/us-mortgage-rates-fall-to-5-30-as-q2-real-gdp-falls-to-1-9-the-economy-is-falling-to-pieces/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/07/alarm-challenger-job-cuts-rise-58-8-yoy-as-real-wage-growth-is-negative-at-3-34-yoy-10y-2y-yield-curve-screams-recession/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/06/sloth-slow-fed-expected-to-raise-target-rate-75-basis-points-today-as-recession-fears-grow-trying-to-force-a-recession/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/06/darkness-darkness-recession-fears-push-mortgage-rates-down-and-mba-purchase-refi-applications-up-home-prices-up-20-9-yoy-in-may/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/05/bidenflation-strikes-dow-down-2-as-recession-fears-grow-check-out-m1-money-growth/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/05/ted-day-spread-between-3m-libor-and-3m-treasury-yield-rising-fast-recession-alert/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/04/misdirection-on-inflation-us-refineries-near-100-capacity-as-gasoline-diesel-prices-rise-fed-hasnt-removed-monetary-stimulus-yet/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/02/the-end-home-sellers-are-slashing-prices-in-sudden-halt-to-feds-stimulypto-boom-dallas-phoenix-az-and-las-vegas-nv-seeing-20-price-cuts/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/02/wipe-out-bitcoin-falls-below-20000-as-crypto-slaughter-continues-good-luck-with-soaring-gasoline-and-food-prices-on-july-4th-weekend/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/01/slip-slidin-away-us-q2-real-gdp-descends-to-2-1-late-in-the-evening-for-the-midterm-elections/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/01/reversal-of-fortune-fed-funds-futures-point-to-feb-23-reversal-of-fed-rate-hikes-recession-alert-as-crippling-inflation-soars/
This episode is also available as a blog post: http://confoundedinterest.net/2022/07/01/sp-500-posts-worst-first-half-rout-since-1970-as-10y-treasury-yield-tanks-14-basis-points-biden-approval-drops-to-38-3-on-rising-inflation-gasoline-prices/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/30/slowing-us-personal-consumption-expenditures-drop-to-0-2-mom-in-may-as-pce-deflator-hits-6-3-yoy-us-mortgage-rates-slip-to-5-7-the-first-decline-in-four-weeks/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/30/home-listings-surge-in-turnabout-for-supply-starved-us-market-are-homeowners-seeing-an-end-to-home-price-growth-with-fed-rate-increases/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/29/fed-is-just-at-the-beginning-of-raising-us-rates-mester-says-mba-mortgage-purchase-applications-drop-21-wow-as-rates-rise-mester-channels-the-carpenters/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/28/the-thrill-is-gone-richmond-fed-index-plummets-to-covid-era-levels-conference-boards-consumer-confidence-falls-below-100-as-fed-withdraws-stimulus/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/27/how-blue-can-you-get-us-pending-home-sales-plunge-12-yoy-in-may-as-fed-cranked-up-rates-phs-down-11-of-last-12-months/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/27/more-on-feds-bullards-consumers-healthy-remark-consumer-sentiment-at-lowest-level-since-1977-while-unemployment-rate-at-only-3-6/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/27/already-gone-russia-defaults-on-foreign-debt-for-first-time-since-1918-europe-sov-yields-up-10-bps/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/25/alarm-feds-bullard-says-us-recession-fears-overblown-with-consumers-healthy-my-response-in-one-chart-real-average-wage-growth-at-3-34-yoy-real-gdp-growth-at-0/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/25/weekend-update-fed-quantitative-frightening-growing-recession-likelihood-mortgage-rates-and-gasoline-prices-drop-slightly-out-of-time/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/24/four-horsemen-us-consumer-sentiment-plunges-to-lowest-level-in-history-home-buying-sentiment-falls-to-lowest-since-1982-as-inflation-and-home-price-growth-rage/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/24/the-dc-stomp-new-home-sales-decline-5-9-yoy-median-price-rises-42-yoy-as-fed-stimulypto-still-in-place/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/23/sign-of-the-times-us-gasoline-prices-decline-to-4-94-diesel-prices-rise-to-5-80-as-recession-fears-mount-reverse-repos-at-fed-hit-all-time-high/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/23/slippin-into-darkness-us-mortgage-rates-decline-slightly-as-recession-probability-spikes-will-fed-u-turn-from-inflation-fighting-to-recession-fighting/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/22/hot-hot-hot-mortgage-purchase-applications-up-6-wow-refi-applications-down-3-1-wow-as-fed-keeps-massive-covid-stimulus-in-place-aei-home-price-index-up-17-yoy-in-may/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/21/mr-freeze-existing-home-sales-drop-3-39-mom-in-may-median-price-growth-at-14-8-yoy-inventory-rises-slightly-as-fed-stimulus-continues/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/20/cleveland-ohio-5-of-the-top-10-foreclosure-zip-codes-as-home-prices-rise-31-5-since-covid-stimulypto-q2-real-gdp-falls-to-0-growth/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/19/bitcoin-rallies-to-20k-as-yellen-confesses-that-inflation-will-remain-high-for-2022-so-monetary-tightening-isnt-the-answer/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/19/winter-is-coming-2-mortgage-rates-hit-6-gasoline-prices-hit-5-inflation-continues-to-rage-taylor-rule-implies-22-10-target-rate-only-at-1-75/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/17/alarm-us-industrial-production-slows-to-0-2-in-may-lower-than-expected-as-fed-tightens-the-monetary-noose-its-not-always-sunny-in-philadelphia/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/16/us-recession-odds-at-71-7-nasdaq-tanks-4-fed-dots-plot-sags-i-couldnt-sleep-at-all-last-night/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/16/opening-hell-the-morning-after-the-feds-75-bps-rate-increase-10y-treasury-yield-spikes-11-5-bps-sp-500-e-mini-down-1-8-us-housing-starts-plunge-14-4-mom-in-may/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/15/fed-raises-target-rate-by-75-basis-points-to-1-75-despite-negative-q2-gdp-forecast/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/15/us-real-gdp-sinks-to-0-002-as-fed-meets-to-discuss-monetary-tightening-declining-purchasing-power-of-us-dollar/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/15/mortgage-purchase-applications-soar-as-homebuyers-rush-to-lock-in-mortgage-rate-before-the-fed-goes-crazy-mortgage-rates-rise-above-6/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/14/curlys-oyster-stew-april-home-prices-grow-at-20-9-yoy-as-fed-is-slow-to-remove-massive-monetary-stimulus-but-watch-out/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/13/closing-hell-nasdaq-tanks-4-58-10y-treasury-yield-spikes-22-basis-points-10y-2y-yield-curve-flattens-to-near-zero-mbs-prices-pull-a-titanic/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/12/fear-the-talking-fed-us-treasury-and-mbs-returns-get-hammered-as-fed-signals-monetary-tightening-mortgage-rate-rises-and-10y-2y-yield-curve-flattens-to-8-8-basis-points/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/11/weekend-update-us-gasoline-tops-5-highest-in-history-2y-treasury-yields-soaring-mortgage-rates-highest-since-2008-inflation-tax-costing-households-5200-more-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/10/is-the-us-heading-for-stagflation-inflation-leading-to-10y-treasury-yield-up-10-1-bps-nasdaq-down-3-31-wti-crude-down-2-gold-up-12-on-fears-of-fed-overreaction/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/10/feelin-hot-hot-hot-us-inflation-soars-to-8-6-yoy-for-may-fed-expected-to-really-start-jacking-up-rates-mortgage-rates-rise-to-5-58-the-highest-since-2009/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/09/pennies-from-the-fed-who-gained-the-most-from-fed-stimulypto-the-top-1-of-course-fed-helps-homeowners-not-renters/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/08/moving-diesel-prices-up-117-under-biden-gasoline-up-106-natural-gas-up-281/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/08/feds-limbo-rock-mortgage-purchase-applications-drop-18-wow-and-21-yoy-refi-applications-drop-6-wow-and-75-yoy-how-high-can-they-go/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/07/fed-data-shows-a-half-century-of-moderate-growth-in-the-feds-balance-sheet-through-two-world-wars-then-a-seismic-explosion-under-bernanke-yellen-and-powell-mortgage-rates-rise-to/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/06/mr-freeze-natural-gas-futures-up-5-53-this-morning-up-255-under-biden-housing-square-footage-goes-up-with-fed-easing-stay-warm/
This episode is also available as a blog post: http://confoundedinterest.net/2022/06/03/monthly-pi-payment-to-purchase-price-soars-as-mortgage-rates-and-home-prices-soar-labor-market-overheated-as-real-wage-rate-declines/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/23/how-the-fed-killed-mortgage-current-coupon-rate-mbs-index-back-to-1985-levels-as-it-tries-to-fight-inflation-a-fight-it-cant-win/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/23/slowing-us-closed-house-sales-down-9-50-yoy-as-mortgage-rates-rise-on-fed-tightening-new-listings-down-5-7-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/22/fear-the-talking-fed-mortgage-payments-rise-43-4-yoy-as-fed-jawbones-monetary-tightening-but-still-has-not-shrunk-balance-sheet-yet/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/20/here-comes-the-night-us-inflation-rate-rising-expected-growth-declining-10y-treasury-yield-down-us-equities-down-1/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/20/inflation-fightin-fed-fed-cant-fight-food-and-energy-inflation-but-they-can-crash-the-housing-market-to-tame-total-inflation-fed-would-have-to-raise-rates-to-21-38/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/19/still-hot-hot-hot-us-existing-home-sales-fall-2-4-mom-in-april-but-median-price-is-14-85-yoy-and-inventory-for-sale-remains-mia-fed-stimulypto-still-helping-housing-bubble/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/17/lets-get-ready-to-stumble-into-recession-gasoline-prices-up-89-under-biden-wti-crude-oil-up-115-as-real-wage-growth-declines/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/17/fear-the-talking-fed-us-industrial-production-capacity-utilization-rise-in-the-face-of-inflation-m2-velocity-near-all-time-low-as-m2-money-yoy-still-sizzling-at-9-85-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/16/medusa-touch-goldmans-blankfein-warns-of-recession-fed-reverse-repos-soar-with-inflation-stock-futures-down-while-sp-500-forward-12-month-p-e-ratio-falls-to-pre-covid-2016-levels/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/15/inflation-inferno-bidenflation-still-soaring-but-metals-dive-15-since-may-4th-food-up-61-5-under-biden-gasoline-up-86-diesel-up-111-rents-up-16/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/12/freddie-mac-30y-mortgage-rate-skyrockets-to-5-30-feddie-and-the-dreamers/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/12/putting-cryptos-in-a-crypt-bitcoin-rallies-ethereum-down-as-cryptos-collapse-microstrategy-bond-plunges-to-78-34/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/12/morning-update-ppi-final-demand-prices-up-11-yoy-10y-treasury-yield-down-7-2-bps-europe-down-10-bps-nasdaq-down-2-mortgage-rates-up-to-5-57/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/11/april-inflation-cools-to-8-3-yoy-but-food-up-9-4-gasoline-up-43-6-shelter-up-only-5-1-real-avg-weekly-earnings-at-3-4-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/10/middle-class-joes-war-on-the-middle-class-wti-crude-up-102-under-biden-reg-gasoline-up-83-diesel-fuel-up-111/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/10/morning-update-sp-500-futures-up-mortgage-rates-up-to-5-57-apartment-rents-up-20-yoy-wti-crude-down-1-76-nihs-fauci-received-23-royalty-payments-on-top-of-highest-salary-in-federal-go/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/08/weekend-update-mortgage-rates-up-87-under-biden-gasoline-up-80-food-up-59-commodities-up-63-wti-crude-up-rents-up-17-yoy-aint-that-a-kick-in-the-head/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/07/cooler-kings-as-biden-keeps-going-green-and-fed-raises-rates-everything-is-cooling-mortgage-rates-up-venture-capital-down-53-stocks-crushed-etc/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/06/bidenflation-and-jobs-real-avg-hourly-earnings-growth-declines-further-to-3-yoy-fertilizer-prices-up-262-under-biden/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/05/powell-yellenburg-omen-dow-drops-1000-points-nasaq-down-5-commodities-rally-after-lunch-as-fed-fear-strikes/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/04/simply-unaffordable-mortgage-purchase-applications-rise-5-from-previous-week-but-remains-down-11-from-one-year-ago-as-fed-tightens-arm-share-rises-to-9-3/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/03/winter-is-coming-natural-gas-price-soars-216-under-biden-heating-oil-soars-cost-of-heating-homes-getting-expensive/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/03/bond-rout-treasury-curve-settles-in-at-20bps-10y-2y-sofr-coupons-slow-to-adjust-to-fed-rate-hikes-while-mortgages-fast-to-react-corelogic-march-home-prices-up-20-0-yoy-in-march/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/02/10y-treasury-yield-hits-3-then-retreats-europe-suffers-a-flash-crash-us-dollar-rises-as-powell-the-gang-signal-tightening/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/02/already-gone-u-s-manufacturing-index-falls-to-lowest-since-2020-as-fed-signals-removal-of-monetary-stimulus-as-10y-treasury-yield-tries-to-breech-3-barrier/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/02/the-great-reset-in-housing-typical-buyers-monthly-payment-up-39-4-the-biggest-annual-gain-on-record-mortgage-rates-soaring-with-anticipated-fed-monetary-tightening/
This episode is also available as a blog post: http://confoundedinterest.net/2022/05/01/medusa-touch-ii-real-wage-earning-growth-remains-negative-reverse-repos-continue-to-grow-lithium-prices-and-mortgage-rates-soar-maus/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/30/medusa-touch-natural-gas-up-192-under-biden-diesel-up-176-regular-gasoline-up-74-foodstuffs-up-59-thanks-biden-and-federal-reserve/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/29/consumer-sentiment-for-home-buying-crashes-to-lowest-level-since-1982-as-bear-sentiment-takes-hold-in-stock-market/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/29/q1-us-employment-costs-skyrocket-most-in-history-helping-to-increase-already-soaring-inflation-pce-yoy-rises-to-40-year-high-of-6-60-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/29/terminal-money-velocity-m2-money-velocity-crashes-to-near-all-time-low-as-fed-continues-to-print-money-at-9-yoy-clip-mortgage-rates-keep-rising/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/28/bidenflation-roars-to-25-yoy-in-march-as-real-gdp-growth-goes-negative-clueless-joe/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/28/spot-the-winner-japans-yen-chinas-yuan-or-russias-ruble-russian-ruble-bounced-back-while-yen-and-yuan-have-crashed/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/27/alarm-us-treasury-10-year-yields-rise-over-11-bps-as-treasuries-and-agency-mbs-continue-downward-price-path-pension-funds-ssa-beware/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/26/us-new-home-sales-in-march-fall-8-6-mom-as-mortgage-rates-jump-thanks-to-the-money-kings/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/25/slippin-into-darkness-dallas-fed-manufacturing-index-plunges-to-1-1-as-m2-money-slows-to-11-yoy-will-the-fed-reinstate-its-low-rider-interest-rate-policies/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/24/real-mortgage-rates-at-3-25-real-wage-growth-at-2-99-yoy-while-real-home-price-growing-at-11-7-yoy-powell-and-fed-singing-no-sugar-tonight/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/23/fed-fireball-mortgage-rates-climb-to-highest-level-since-2009-as-fed-attacks-inflation-and-markets-get-crushed-sp-500-index-down-7-in-april-bitcoin-down-11/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/22/slipping-into-darkness-bidenflation-and-feds-reaction-causing-social-security-and-pension-funds-to-get-clobbered-mortgage-rates-keep-climbing/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/21/the-biden-inflation-scorecard-house-price-growth-up-69-food-up-58-gasoline-up-72-diesel-fuel-up-154-fed-bal-sheet-up-21-mortgage-rates-up-83-3/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/20/how-biden-and-congress-helped-crush-netflix-stock-price-declining-real-earnings-led-to-crash-in-neflix-subscriptions/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/20/us-existing-home-sales-decline-2-7-in-march-as-available-inventory-remains-mia-median-price-yoy-at-15-23-yoy-as-fed-keeps-foot-on-monetary-accelerator/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/20/t-r-o-u-b-l-e-mortgage-purchase-applications-down-14-from-same-week-last-year-refi-applications-down-68-yet-fed-still-has-its-huge-foot-on-monetary-gas-pedal-this-ones-gonna-hurt-you-for-a-long/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/19/people-get-ready-agency-mbs-prices-drop-like-a-rock-as-mortgage-rates-and-duration-risk-soar-energy-prices-drop-over-5-on-covid-shutdown-in-china/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/18/us-mortgage-rates-rise-to-5-25-up-from-2-88-under-biden-fed-may-boost-rate-50-bps-at-next-meeting/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/17/inflation-joe-and-slow-walking-jay-real-fed-funds-target-rate-lowest-in-history-as-bidenflation-crushes-middle-class-and-low-wages-workers-real-home-price-growth-is-now-lower-than-the-peak-of-the-20/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/16/the-big-short-2-subprime-credit-driven-bubble-versus-fed-loose-policy-driven-bubble-will-the-fed-burst-yet-another-housing-bubble-michael-burry-thinks-not/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/15/feds-fahrenheit-451-freddies-mortgage-rate-hits-5-for-first-time-in-a-decade-as-fed-keeps-buying-assets/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/15/overheated-labor-market-us-capacity-utilization-rises-to-near-80-fed-too-slow-to-remove-stimulus-as-supply-chain-strain-increases/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/15/stimulypto-how-the-federal-reserve-helped-drive-property-taxes-above-10000-in-new-york-city-nyc-home-prices-up-26-3-since-february-2020-chicago-up-21-7-la-up-32-5/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/14/umich-buying-conditions-for-housing-remain-depressed-as-mortgage-rates-continue-to-rise-thanks-a-boatload-powell/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/14/going-down-export-prices-rise-to-18-8-yoy-highest-in-history-while-import-prices-rise-to-12-5-yoy-mortgage-credit-availability-plunge-with-covid/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/12/bidenflation-soars-to-8-5-real-average-hourly-earnings-growth-falls-to-3-yoy-mortgage-rates-rise-to-5-14-the-four-horsemen-of-the-inflation-apocalypse/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/12/the-biden-economy-is-a-disaster-real-average-weekly-earnings-growth-lowest-since-2007-3-6-while-mortgage-payments-up-50-us-treasury-2y-yield-dumps-12-basis-points/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/11/addicted-to-gov-40-year-mortgage-proposal-and-how-government-makes-housing-unaffordable-declining-real-wage-growth-and-rising-mortgage-rates-bad-news/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/09/weekend-update-2022-a-tough-year-for-bonds-mortgages-tighten-mortgage-demand-backs-off-as-rates-surge-bond-volatility-on-the-rise/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/08/can-the-fed-actually-tighten-monetary-policy-or-is-this-another-fed-policy-error-weve-got-a-bad-case-of-unaffordable-housing/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/08/fed-fireball-30-year-mortgage-rate-breaches-5-as-fed-goes-on-the-offensive-minutes-indicate-balance-sheet-shrinking-of-95-billion-starting-in-may/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/07/bidens-fastest-economic-recovery-in-history-or-recession-flexible-inflation-rate-hits-20-and-q1-gdp-stalled-at-1-real-average-hourly-earnings-dive-to-2-72-yoy-as-fed-drive-rates-up/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/06/stablecoin-us-senator-toomey-announces-legislation-to-create-responsible-regulatory-framework-for-stablecoins-bad-day-for-cryptos/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/06/alarm-treasury-10y-term-premium-remains-deeply-negative-as-fed-plans-its-attack-on-mortgage-rates-and-treasury-yields-3m-tbill-ois-spread-crashes-as-30y-mortgage-rate-is-3-venezuela-2y-yield-at/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/05/euphoria-corelogic-february-home-price-index-up-20-while-real-hourly-wages-decline-wine-prices-up-25-1-foodstuffs-up/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/04/inversion-therapy-yield-curve-continues-inversion-as-fed-slows-down-treasury-purchases-mortgage-rates-climb-to-4-91-biden-orders-autos-have-49-mpg-by-2026/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/03/the-great-reset-in-asset-returns-commodities-soaring-treasuries-tanking-home-price-growth-still-4x-soaring-mortgage-rates/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/02/zoltan-us-dollar-purchasing-power-for-consumers-sinking-faster-than-the-titanic-as-zoltan-pozsar-suggests-bretton-woods-iii-with-money-backed-by-commodities/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/02/now-a-warning-dallas-fed-warns-that-a-housing-bubble-is-brewing-too-late-its-already-here/
This episode is also available as a blog post: http://confoundedinterest.net/2022/04/01/wasting-away-in-biden-pelosiville-us-treasury-10y-2y-yield-curve-inverts-as-real-average-hourly-earnings-decline-2-678-yoy-30y-mortgage-rate-rises-to-4-90/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/31/run-runaway-february-pce-core-deflator-yoy-rises-to-5-4-highest-since-1983-as-fed-keeps-foot-on-monetary-gas-pedal-spread-between-pce-core-deflator-and-fed-funds-target-rate-highest-since-1970/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/31/alarm-massive-divergence-between-us-treasury-yield-curve-and-near-term-forward-spread-biden-considers-releasing-huge-oil-release-to-control-inflation/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/30/mortgage-refi-applications-drop-15-since-last-week-as-fed-rate-hikes-cool-market-but-mba-purchase-applications-rose-1-wow/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/29/derek-zoolander-inflation-roaring-feds-harker-worries-about-inflation-in-private-golf-club-membership-fees/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/29/fire-case-shiller-national-home-price-growth-accelerates-to-19-17-yoy-in-spite-of-mortgage-rate-increases-phoenix-miami-and-tampa-biggest-gainers/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/28/bidenflation-leads-to-23-rise-in-fixed-rate-mortgage-payments-as-home-price-growth-hits-19-fertilizer-prices-up-166-under-biden-gasoline-prices-up-77/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/27/fear-adjustable-rate-30y-mortgages-arms-are-130-basis-points-lower-than-30y-fixed-rate-mortgages-but-arms-are-only-7-9-of-mortgage-originations/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/26/weekend-update-us-10y-breakeven-inflation-rate-hits-record-high-as-wti-oil-and-lithium-surge-toronto-home-goes-from-613k-over-asking-price/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/25/us-pending-home-sales-decline-4-1-mom-in-february-5-4-yoy-as-mortgage-rates-rise-march-median-prices-up-17-yoy-and-inventory-remains-mia/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/24/headaches-on-headaches-10y-treasury-rates-rises-8-6-bps-but-real-10y-is-5-50-thanks-to-40-year-high-inflation/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/23/simply-unaffordable-soaring-us-home-prices-soaring-mortgage-rates-declining-real-wages-makes-us-housing-unaffordable-for-millions-mba-refi-applications-drop-14-37-from-preceding-week/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/22/fed-expected-to-raise-rate-8-times-over-next-12-months-leading-to-surge-in-2-year-treasury-yield-and-mortgage-rates-powells-money-gun-to-slow-rate-of-fire/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/21/us-10y-3m-treasury-curve-steepest-under-biden-presidency-while-10y-2y-curve-flattest-under-biden-as-inflation-oil-soar-gasoline-up-10-in-new-york-port-mortgage-rates-climb/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/20/trouble-with-the-yield-curve-10y-2y-slope-approaching-inversion-as-fed-plans-rate-hikes-and-bitcoin-falls/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/19/weekend-update-crude-oil-above-100-diesel-fuel-up-155-coal-up-256-under-biden-mortgage-rates-now-above-4-5/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/18/us-existing-home-sales-plunge-7-2-in-february-median-price-slowed-to-15-yoy-inventory-increased-slightly-as-mortgage-rates-rise/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/16/do-i-detect-a-trend-us-treasury-10y-5y-slope-hits-zero-inversion-imminent-as-usd-ois-curve-steepens-nickel-up-66-25/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/16/fear-the-talking-fed-fed-raises-target-rate-to-50-bps-still-11-50-below-the-taylor-rule/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/16/slowing-mortgage-purchase-applications-down-2-from-previous-week-down-8-from-same-week-last-year-bankrates-30y-mortgage-rate-rises-to-4-46/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/15/us-mortgage-rates-soar-to-4-43-up-55-under-biden-pelosi-schumer-as-fed-rate-hikes-loom/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/15/the-empire-strikes-out-us-producer-price-index-final-demand-inflation-hits-10-as-ny-state-general-business-conditions-crash-russia-winning-economic-demolition-derby-with-ukraine/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/14/fed-week-10y-treasury-yield-up-11-1-bps-mortgage-rates-up-to-4-33-oil-down-7-5-russian-ukraine-sovereign-curves-collapsing/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/13/us-gasoline-prices-up-48-yoy-in-february-but-gas-prices-were-up-62-in-april-2021-before-russia-invaded-ukraine/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/11/friday-update-us-mortgage-rate-rises-to-4-32-as-10-year-treasury-yield-breeches-2-6-rate-increases-baked-into-fed-futures-data/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/11/consumer-confidence-plunges-as-inflation-worsens-umich-conditions-for-buying-homes-declines-to-70/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/10/atlanta-feds-flexible-price-cpi-soars-to-20-in-february-bidens-misery-index-now-highest-in-modern-american-history/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/10/us-inflation-soars-to-7-9-yoy-in-february-as-gasoline-prices-climb-38-yoy-food-rises-7-9-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/09/mba-mortgage-purchase-applications-rise-11-refi-applications-rise-9-from-previous-week-but-refi-apps-still-down-50-from-same-week-last-year-10y-2y-treasury-curve-continues-to-flatten/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/08/an-american-pickle-nickel-prices-soar-66-25-as-stock-bond-and-energy-volatility-skyrocket/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/07/energy-prices-soar-as-us-treasury-yield-curve-swoons-gold-almost-at-2000-as-bankrates-30y-mortgage-rate-declines-to-4-10/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/06/weekend-update-ii-russian-bonds-stocks-ruble-and-oil-exports-crash-but-russian-5y-cds-drops-to-554/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/05/weekend-update-oil-commodities-wheat-soaring-in-price-mortgage-rates-down-inflation-forecast-to-worsen/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/04/hey-bartender-jobs-report-friday-the-good-678k-jobs-added-the-bad-0-growth-in-earnings-mom-the-ugly-inflation-is-7-5-real-wage-growth-is-2-4-wti-crude-up-4-37-overnight/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/03/inversion-russias-sovereign-yield-curve-inverts-as-technical-default-occurs-russias-foreign-bond-sinks-to-21-75-biden-releases-1-1-2-days-of-strategic-oil-reserves-to-lower-prices/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/02/powell-backs-a-quarter-point-rate-hike-in-march-meeting-10y-treasury-yield-rise-by-11-bps-uk-natural-gas-up-35-taylor-rule-suggests-a-target-rate-of-13-40/
This episode is also available as a blog post: http://confoundedinterest.net/2022/03/02/not-not-not-mortgage-purchase-applications-declined-9-yoy-for-week-ending-february-25-2022-refi-applications-drop-56-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/28/oh-atlanta-atlanta-fed-gdpnow-q1-forecast-drops-to-0-631-with-real-wage-growth-at-2-38-coal-is-soaring/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/28/us-trade-balance-widens-to-all-time-high-rise-in-imports-drop-in-exports-10y-treasury-yield-sags-to-1-884-russian-ruble-getting-clobbered/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/27/runaway-joe-gasoline-futures-prices-up-99-since-dec-31-2020-as-biden-runs-away-to-delaware-during-ukraine-crisis/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/26/weekend-update-us-q1-gdp-falls-to-0-6-treasury-10y-2y-curve-flattens-and-commodity-prices-up-52-under-biden-ports-still-clogged/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/25/elmer-fed-us-pce-price-growth-hits-5-2-highest-since-mid-1983-taylor-rule-suggests-target-rate-of-13-35/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/24/us-new-home-sales-decline-19-3-yoy-as-mortgage-rates-rise-median-price-of/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/24/putinesca-european-markets-tank-energy-prices-explode-us-10y-treasury-yields-plunge-13-3-bps-after-russia-invades-ukraine-russian-5y-cds-soars-to-917/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/23/fed-monetary-stimulytpo-now-almost-14-years-old-and-still-running-strong-top-1-share-of-net-worth-now-higher-than-bottom-50-income-inequality-getting-worse/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/22/my-kuroda-japans-inflation-miracle-despite-5-trillion-boj-balance-sheet-and-0-10-policy-rate/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/22/case-shiller-national-home-price-index-still-hot-in-december-18-84-yoy-as-active-inventories-die-phoenix-az-fastest-growing-at-32-5-yoy-while-washington-dc-is-slowest-growing-at-10-5-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/22/mortgage-rate-increases-subside-as-us-economy-slows-yield-curve-flattens-while-russian-ukraine-tensions-grow/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/17/zoltan-on-why-the-fed-needs-to-spark-a-market-crash-as-us-housing-starts-decline-with-rising-mortgage-rates/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/16/jay-the-revelator-minutes-show-fed-ready-to-raise-rates-shrink-balance-sheet-soon-mortgage-rates-soar-to-4-23/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/16/new-us-foreign-policy-exporting-inflation-around-the-globe-as-the-fed-keeps-printing-us-export-prices-up-15-1-yoy-import-prices-up-10-8-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/16/mortgage-purchase-applications-increased-5-from-previous-week-but-down-7-from-same-week-last-year-refi-apps-down-54-since-last-year-during-same-week/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/16/double-whammy-staglflation-style-us-rents-soaring-12-as-real-time-q1-gdp-slows-to-0-7/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/15/never-ending-inflation-final-demand-ppi-index-up-9-7-yoy-as-the-fed-keeps-its-foot-on-the-monetary-gas-pedal/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/12/think-7-5-inflation-was-bad-how-about-flexible-core-inflation-at-19-2-year-treasury-yield-skyrocketing-along-with-mortgage-rates/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/15/us-mortgage-rates-jump-to-4-2-spread-between-fixed-rate-mortgages-and-5-1-adjustable-rate-mortgages-now-133-basis-points-broken-arms/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/09/slowing-mortgage-purchase-applications-down-12-yoy-mortgage-refi-applications-down-50-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/10/us-inflation-surges-to-7-5-yoy-real-weekly-wage-growth-falls-to-3-1-yoy-taylor-rule-now-suggests-fed-funds-target-rate-of-18-90/
This episode is also available as a blog post: http://confoundedinterest.net/2022/02/08/30-tons-mortgage-rates-rising-as-fed-navigates-rising-rate-with-30-trillion-in-federal-debt-good-time-to-buy-home-hits-all-time-low/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/20/treasury-and-mortgage-rates-in-a-never-ending-balance-sheet-world-real-mortgage-rates-negative-with-skyrocketing-home-prices/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/13/is-the-federal-reserve-exporting-inflation-to-us-trading-partners-us-export-prices-rose-17-2-yoy-in-july/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/14/consumer-sentiment-in-u-s-plunges-to-lowest-since-2011-good-time-to-buy-a-home-falls-to-30-share-due-to-raging-home-price-growth/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/12/inflation-alert-us-producer-prices-come-in-hotter-than-expected-7-8-yoy-annualized-run-rate-is-12/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/13/bubble-umich-buying-conditions-for-houses-good-collapses-to-32-fed-o-n-reverse-repos-breach-1-trillion/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/12/mortgage-rates-rise-to-2-87-reaching-highest-level-since-july/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/08/the-trillion-dollar-2702-page-bipartisan-senate-infrastructure-bill-with-zero-economic-impact-money-velocity-will-crash-to-record-lows/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/06/us-adds-934k-jobs-in-july-as-labor-force-participation-rises-slightly-wages-rising-slower-than-inflation-40-of-jobs-added-in-leisure-and-hospitality/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/05/mortgage-rates-in-the-u-s-dipped-to-lowest-level-in-almost-six-months-2-77-but-consumers-are-going-to-need-a-bigger-boat/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/05/venezuela-to-cut-six-zeros-from-bolivar-push-digital-adoption-as-feds-waller-says-hes-highly-skeptical-of-a-fed-central-bank-digital-currency/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/05/housing-and-rent-bubble-tenant-stampede-results-in-largest-ever-surge-in-rents-more-in-smaller-cities-as-home-prices-surge-amid-scare-inventory/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/04/banking-in-bizarro-world-deposits-exceed-lending-lending-flat-despite-strong-demand/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/03/wall-street-sell-siders-as-bullish-today-as-in-2002-bubble-redux-addicted-to-gov/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/03/fed-support-for-mortgage-bonds-hits-low-point-in-july-mortgage-refi-activity-remains-elevated-post-covid-thanks-to-fed/
This episode is also available as a blog post: http://confoundedinterest.net/2021/08/02/the-phony-war-treasury-dept-to-invoke-extraordinary-measures-as-congress-misses-debt-ceiling-deadline/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/31/central-bank-job-venezuelas-31-tons-of-seized-gold-at-bank-of-england-socialism-is-easier-when-crude-oil-is-a-100/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/30/what-if-real-mortgage-rates-were-based-on-real-estate-inflation-rates-how-about-13-815/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/30/inflation-heats-up-4-8-run-rate-as-buying-conditions-for-housing-drops-like-a-paralyzed-falcon/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/30/biden-administration-announces-mortgage-relief-as-foreclosure-moratorium-comes-to-an-end-the-never-ending-mortgage-crisis/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/29/gold-and-silver-jump-as-us-dollar-falls-bitcoin-hits-40642-then-subsides-to-below-40000/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/29/gdp-huge-swing-and-a-miss-economy-grew-just-6-5-in-q2-far-below-8-5-expected-as-m2-money-velocity-declines-sp-500-hits-record-high/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/28/housing-to-cool-when-fed-no-longer-dominates-mortgages/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/28/despite-mortgage-rate-declines-mortgage-purchase-applications-fall-with-smokin-home-price-growth-what-will-the-fed-do/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/28/real-negative-mortgage-rates-abound-as-do-house-price-bubbles-pfandbriefe-10y-rate-negative-too-the-case-of-germany-versus-usa/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/27/reverse-china-syndrome-nasdaq-china-index-falls-another-4-on-rout-over-chinas-clampdown-on-technology-food-clamdown-coming-next/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/27/monetary-stimulypto-us-yield-curve-slope-declines-again-as-inflation-surges-weakest-yield-curve-recovery-post-recession-in-history/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/27/home-price-growth-at-record-high-fed-wants-to-take-it-higher-phoenix-leads-at-25-9-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/26/bitcoin-back-over-40000-12-and-technical-analyses-bollinger-ichimoku-elliott-wave-elder-impulse/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/26/us-june-new-home-sales-disappoint-down-6-6-since-may-median-price-for-nhs-drops-5/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/26/stock-market-remains-in-bubble-territory-as-buffett-indicator-and-shiller-cape-ratio-point-to-t-r-o-u-b-l-e/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/25/us-house-price-growth-4x-average-hourly-earnings-price-growth-will-be-forced-to-slow-down/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/25/us-gdp-and-bank-lending-prior-to-next-economic-lockdown-real-gdp-per-capita-fell-0-05-yoy-as-m2-money-velocity-tanked-18-64-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/23/us-30-year-real-mortgage-rate-plunges-to-2-35-the-lowest-since-1975-house-price-growth-highest-in-history/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/23/fed-helps-repress-stock-and-bond-volatility-while-commodity-volatility-soars-house-price-growth-jumped-from-4-28-pre-covid-to-14-59-post-fed-intervention/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/22/biden-our-multi-trillion-dollar-spending-bills-will-reduce-inflation-reduce-inflation-reduce-inflation-biden-wants-zandi/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/22/us-existing-home-sales-rise-1-4-mom-in-march-but-median-prices-soar-23-4-yoy-with-small-increases-in-inventory-where-have-all-the-affordable-houses-gone/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/21/wells-fargos-41-44-earnings-surprise-in-q2-despite-lower-lending-the-new-abnormal/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/20/nber-the-covid-recession-lasted-just-two-months-the-shortest-in-u-s-history-ended-in-april-2020-before-biden-stimulypto/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/19/treasury-10-year-yield-plunges-below-widely-watched-1-2-level-feds-balance-sheet-hits-8-2-trillion/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/18/divergence-latest-bank-data-reveals-something-is-terminally-broken-in-the-us-financial-system/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/17/slowdown-bank-lending-slows-since-fed-2020-intervention-and-the-rise-of-reverse-repos-inflation-and-bubble-fears/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/16/umich-sentiment-declines-in-july-as-inflation-expectations-hits-4-8-highest-since-2008-buying-conditions-for-housing-plunges/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/15/jobless-claims-fall-to-pandemic-low-feds-bullard-urges-bond-tapering-capacity-utilization-remains-lower-than-in-the-1990s-with-lower-labor-force-participation/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/13/headline-inflation-rises-to-5-4-yoy-core-inflation-hits-4-5-yoy-highest-since-1991-while-real-average-hourly-earnings-prints-at-1-7-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/12/simply-unaffordable-global-boom-in-house-prices-becomes-a-dilemma-for-central-banks-throw-in-chinas-declining-credit-impulse/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/10/grantham-says-sell-u-s-stocks-to-avoid-unprecedented-bubble-summers-say-house-prices-are-inflation-and-scary/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/09/release-the-kraken-china-cuts-reserve-ratio-by-0-5-releasing-1-trillion-yuan-in-liquidity-to-boost-economy-europe-has-20-nations-with-negative-2y-sovereign-yields/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/09/tiny-bubbles-reign-of-faang-oligarchy-showing-no-signs-of-stock-usurpation-sp-500-hits-all-time-high-but-shiller-cape-ratio-hits-all-time-high-too-except-for-the-dot-com-bubble-of-2000/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/08/nonrevolving-consumer-credit-surges-in-may-the-most-in-history-as-wells-fargo-shutters-its-personal-lines-of-credit-well-that-escalated-quickly/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/08/freddies-30y-mortgage-rate-drops-to-2-90-pre-covid-february-level-as-fed-keeps-purchasing-agency-mbs-amid-vanishing-low-end-housing/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/08/duel-of-the-fiats-bitcoin-and-ethereum-plunge-goldman-analyst-says-gold-is-a-value-buy/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/07/us-job-openings-rise-9-2-million-and-declining-labor-force-participation-mortgage-purchase-applications-in-decline-with-rising-job-openings/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/06/the-curious-case-of-bank-lending-bank-deposits-exceed-bank-lending-as-banks-seek-the-federal-reserve-for-help-reverse-repos-and-zoltan/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/05/housing-rents-soar-22-since-jan-2020-food-up-67-25-since-july-2020-laguna-beach-ca-condo-prices-up-272-since-july-2020-fed-worsens-wealth-inequality/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/02/the-covid-crash-and-the-death-of-money-velocity-all-downhill-since-1997/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/02/jobs-friday-unemployment-rate-rises-and-labor-force-participation-rate-remains-the-same-despite-headline-850k-jobs-added-philly-feds-harker-pushes-for-fed-taper/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/01/30-year-mortgage-rate-falls-to-2-98-real-mortgage-rate-falls-to-0-41-with-rising-inflation/
This episode is also available as a blog post: http://confoundedinterest.net/2021/07/01/the-real-lender-on-your-mortgage-could-be-the-federal-reserve-home-price-growth-to-wage-earnings-at-housing-bubble-peak/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/30/jaws-feds-reverse-repo-operations-soar-to-992-billion-citi-inflation-surprise-index-soars/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/30/inflation-is-eating-away-at-wage-growth-gains-adp-jobs-692k-added-down-from-may/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/29/the-slosh-grows-again-reverse-repos-at-fed-grow-again-despite-fed-tomo-rate-increase/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/29/housing-bubble-gets-bigger-april-case-shiller-grows-to-14-59-yoy-fhfa-purchase-only-hpi-index-grows-to-15-71-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/28/fear-sp-500-skew-index-highest-in-history-near-historic-low-money-velocity-and-historic-high-fed-intervention/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/27/bofa-bb-high-yield-corporate-bond-index-real-yield-is-now-negative-too/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/25/real-30-year-mortgage-rates-now-negative/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/25/real-interest-rates-lowest-since-1975-back-to-gerald-ford-and-whip-inflation-now-negative-real-rates/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/25/feds-favorite-inflation-indicator-surges-in-may-to-highest-since-1991-core-pce-deflator-hits-3-39-yoy-pce-overall-yoy-hits-3-91/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/24/everybodys-everything-bubble-shiller-cape-ratio-climbing-with-fed-monetary-stimulus-house-prices-gone-wild/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/24/mortgage-rates-climb-to-highest-since-mid-march-while-10y-t-note-yield-is-lower/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/23/demand-for-fed-reverse-repo-surges-to-new-high-amid-cash-glut-overnight-reverse-repos-surged-to-new-high-for-third-consecutive-day/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/23/fannie-and-freddie-investors-spanked-by-us-supreme-court-will-biden-replace-calabria/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/23/mortgage-purchase-applications-14-lower-than-12-months-ago-rising-home-prices-hurting-mortgage-demand/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/22/stimulypto-fed-stimulus-creates-bubbles-fiscal-stimulus-creates-employment-disparity/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/22/rollercoaster-roller-coaster-ride-in-bonds-puts-onus-on-powell-to-bring-calm/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/22/may-us-existing-home-sales-fall-0-9-mom-available-inventory-increases-slightly-median-price-up-2-8-mom-and-23-56-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/21/us-banks-cautiously-wading-into-cryto-markets-china-and-senator-warren-calling-for-crytpo-crackdowns/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/21/inflation-then-deflation-evidence-from-banking-lowest-bank-lending-to-deposit-ratio-since-the-1970s/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/20/since-covid-in-march-2020-case-shiller-national-home-price-index-up-13-2-russell-2000-index-up-123-2-msci-us-reit-index-79-6-and-commodity-prices-up-48-8/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/19/how-long-the-sp-500-and-global-liquidity-how-long-will-it-last-2/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/18/wake-of-the-fed-flood-fed-balance-sheet-breaks-8-trillion-barrier-as-reverse-repos-skyrocket-despite-rise-in-repo-rate/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/18/fear-the-talking-fed-st-louis-feds-dovish-bullard-admits-to-rising-inflation-atlanta-fed-gdp-q2-forecast-at-10-275-qoq-core-pce-yoy-is-at-3-06/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/17/us-mortgage-rates-dropped-to-lowest-level-in-4-months-uk-mortgages-with-rates-below-1-heats-up/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/17/commodity-driven-inflation-isnt-transitory-if-surge-continues-fed-didnt-mention-m2-money-surge-or-crashing-m2-velocity/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/16/people-get-ready-mortgages-rates-will-rise-10y-t-note-yield-rises-after-fed-meeting/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/16/cottage-cheese-fed-leaves-rates-unchanged-plot-reveals-rates-will-rise-in-2023-and-beyond-fed-raises-overnight-repo-rate-to-0-15-dow-and-10y-tnote-price-fall/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/16/what-inflation-export-prices-rise-17-4-import-prices-rise-10-8-copper-and-nickel-fall-4/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/15/producer-price-index-final-demand-hits-all-time-high-of-16-8-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/15/inflation-alert-us-producer-prices-soar-at-record-pace-in-may-0-8-mom-core-ppi-rose-0-7-mom-cpi-purchasing-power-keeps-declining/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/15/drowning-in-cash-money-markets-seek-another-life-raft-from-fed-repos-inflation-retail-miss/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/14/bitcoin-breaks-40000-barrier-again-as-us-dollar-deteriorates/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/14/l-brands-shows-how-to-adapt-from-on-line-sales-and-covid/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/14/mall-owner-washington-prime-files-for-chapter-11-bankruptcy-killed-by-amazon-and-covid-reddit-memes/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/13/what-inflation-us-residential-rents-expected-to-rise-by-9-5-over-next-12-months-cleveland-has-fastest-rent-growth/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/12/the-fed-started-the-fire-buffet-indicator-shiller-cape-at-all-time-highs-with-help-a-little-help-from-the-federal-reserve/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/08/bitcoins-wild-ride-panama-to-join-el-salvador-and-paraguay-in-bitcoin-adoption-ecb-matching-feds-monetary-stimulypto/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/11/powell-and-yellen-have-a-perpetual-money-machine-and-bubble-preserver-beyond-feds-mandate-r-at-all-time-low/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/10/the-core-core-inflation-fastest-since-february-1992-3-8-yoy-higher-than-forecast-home-prices-growing-at-13-9-clip/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/09/the-reaping-feds-overnight-reverse-repo-hit-new-record-high-of-497-4-billion-fed-funds-effective-rate-only-6-basis-points-10y-treasury-auction-sees-high-yield-drop-below-1-5/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/09/10y-yields-plunge-below-1-50-as-record-short-squeeze-accelerates-treasuries-resume-bull-flattening-trend-ahead-of-10-year-auction/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/08/stimulytpo-job-openings-soar-to-all-time-high-9-3-million-as-not-in-labor-force-but-want-a-job-declines-creating-gap-of-2-64-million-excess-openings/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/07/surprise-citi-inflation-surprise-index-hits-all-time-high-used-car-prices-rise-48-2-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/05/not-enough-physical-silver-to-cover-paper-former-u-s-mint-director-silver-up-135-us-dollar-down-12-3-since-covid-outbreak-a-sign-of-the-times/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/04/gold-rebounds-as-u-s-payrolls-data-ease-stimulus-concerns-labor-force-participation-remains-below-pre-covid-levels-despite-soaring-job-openings/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/03/mortgage-purchase-apps-plunge-despite-homebuilder-euphoria-house-price-to-rent-ratio-higher-today-than-the-iceberg-like-housing-bubble-of-2005-2007/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/02/the-feds-mission-creep-and-inflation-asset-bubbles-and-housing-taylor-rule-indicates-fed-target-rate-of-4-79-rate-currently-at-0-25/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/02/revival-of-value-stocks-and-index-rebalancing-towards-cheaper-cyclincal-stocks/
This episode is also available as a blog post: http://confoundedinterest.net/2021/06/01/green-man-fed-rate-veering-closer-to-zero-adds-fuel-to-debate-over-tweaks-us-public-debt-has-risen-from-less-than-8-trillion-in-mid-2005-to-near-30-trillion-today/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/28/the-fed-velocityraptors-money-velocity-m1-m2-measures-are-still-historically-abysmal-poor-bang-for-the-buck/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/26/fear-silver-loses-momentum-while-gold-moved-above-1900-then-falls-to-1894/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/26/prepayment-worries-ease-with-drop-in-refi-applications-have-mortgage-applications-run-out-of-gas/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/25/us-home-price-growth-continues-to-skyrocket-case-shiller-up-13-2-fhfa-home-price-index-up-13-86/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/24/wild-west-mentality-loose-money-fomo-bubbles-crypto-housing-gold-and-inflation/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/22/green-man-economy-nothing-has-been-the-same-since-the-housing-bubble-banking-crisis-of-2008-unprecedented-federal-debt-issuance-and-federal-reserve-takeover-of-markets/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/21/us-existing-home-sales-median-price-rises-19-1-yoy-in-april-inventory-still-extremely-low-as-avg-hourly-earnings-plunge-to-1-2-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/20/housing-is-so-hot-that-u-s-builders-have-to-stop-taking-orders-fed-stimulus-having-ill-effects/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/19/the-financial-yips-overnight-repo-usage-highest-since-covid-outbreak-gold-spikes-then-normalizes-silver-not-so-much/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/17/biden-sneaks-in-universal-basic-income-in-the-name-of-covid-relief-bypassing-the-banking-system/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/13/delayed-fuse-cpi-rises-4-2-yoy-ppi-final-demand-rises-6-2-yoy-one-year-after-fed-starts-to-print-massive-amounts-of-money/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/08/is-ethereum-measuring-fear-of-market-collapse-are-investors-being-lulled-to-sleep-by-the-fed/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/07/hey-bartender-april-jobs-report-disappoints-266k-print-versus-1000000-expected-leisure-and-hospitality-gains-279k-jobs/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/06/inorganic-froth-frothy-stock-prices-pose-quandary-for-powell-in-mapping-policy-us-financial-conditions-easiest-on-record-q2-gdp-growth-at-13-567/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/05/lumber-futures-surge-as-home-construction-not-inflation-says-powell-and-yellen/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/04/escape-from-chicago-single-family-housing-permits-soar-in-texas-florida-and-arizona-as-people-flee-high-taxes-and-broken-pension-systems/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/04/nasdaq-100-tumbles-2-with-tech-leading-stock-rout-yellen-hints-at-rate-increases/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/03/green-man-3m-treasury-yield-declines-to-0-15-residential-construction-spending-rises-in-march/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/03/the-fed-is-killing-mbs-market-spreads-taylor-rule-rudebusch-suggests-fed-funds-target-rate-of-3-25-it-is-0-25/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/02/green-man-fed-helps-lower-4w-t-bill-yields-to-0-20-european-nations-have-2y-treasury-yields-0/
This episode is also available as a blog post: http://confoundedinterest.net/2021/05/01/federal-reserves-bizarre-mortgage-backed-securities-mbs-purchase-strategy-with-ultra-low-available-housing-inventory-housing-bubble-preservation/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/30/feds-key-rate-slips-closer-to-zero-raising-prospect-of-tweaks-m2-velocity-sinks-to-1-123/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/30/listen-to-the-man-record-34-of-all-household-income-in-the-us-now-comes-from-the-government/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/29/us-pending-home-sales-erupt-25-3-yoy-as-m2-money-grows-at-24-2-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/29/fire-us-equities-hit-all-time-high-on-endless-federal-sugar-rush-as-m2-money-velocity-falls-to-1-123/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/28/fed-leaves-rates-unchanged-large-wager-placed-on-faster-than-expected-pace-of-rate-hikes/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/28/bank-stocks-soar-as-fed-stimulus-continues-deutsche-bank-posts-tremendous-fixed-income-revenue-growth/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/28/boeing-declines-after-missing-earnings-burning-more-cash-than-expected/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/27/m1-money-growth-slows-to-336-5-yoy-while-m2-slows-to-24-2-yoy/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/27/home-price-growth-highest-12-yoy-since-2005-housing-bubble-on-tight-inventory-and-massive-fed-money/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/26/fed-fomo-buffett-indicator-higher-than-dot-com-bubble-redfin-home-price-index-plywood-prices-soaring-etc/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/24/what-inflation-home-price-growth-almost-doubles-after-fed-printing-bonanza-used-cars-prices-up-36-lumber-up-149-copper-up-43-food-up/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/22/us-existing-home-sales-decline-3-7-mom-in-march-worst-tham-expected-inventory-still-near-all-time-low-as-median-price-of-ehs-hits-all-time-high/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/23/us-new-home-sales-skyrocket-in-march-to-1021k-units-up-20-7-from-february-thanks-to-the-fed/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/21/mortgage-refi-applications-rise-10-from-previous-week-as-mortgage-rates-decline/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/21/cape-bubble-fear-shillers-cape-buffetts-indicator-pointing-towards-massive-bubble/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/20/dogecoin-at-50-billion-makes-it-bigger-than-ford-and-kraft-here-comes-the-pain-28-trillion-us-national-debt-162-7-trillion-in-unfunded-federal-liabilities/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/16/revival-gold-silver-rally-as-us-dollar-index-declines-since-end-of-march-double-cross/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/16/hammer-time-new-home-construction-surged-in-march-to-highest-since-2006/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/15/us-treasury-curve-10y-3m-falls-and-10y-t-yields-fall-as-us-gdp-grows-to-8-33-so-why-are-short-rates-still-near-zero/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/14/coinbase-global-ipo-positioning-window-started-bitcoin-hits-63000-grayscale-bitcoin-trust-set-to-overtake-spdr-gold-shares-etf/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/13/30y-treasury-auction-so-good-it-drives-down-30y-yields-and-the-30y-2y-yield-curve-mortgage-rates-dropping/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/13/u-s-consumer-prices-increased-in-march-by-most-since-2012-but-core-inflation-still-only-1-6-yoy-is-bitcoin-the-new-inflation-hedge/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/12/us-gdp-q1-gdp-forecast-to-be-6-time-for-fed-to-take-foot-off-the-pedal-purchasing-power-of-us-dollar-continues-to-drop/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/09/producer-prices-scream-inflation-4-2-yoy-highest-since-2011-after-powell-tells-congress-that-inflation-risk-is-low/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/08/fed-signals-its-ready-to-wield-power-over-short-term-rates/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/08/americans-with-highest-incomes-see-lowest-inflation/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/07/taylor-rule-rudebusch-calls-for-fed-funds-target-rate-of-2-66-fed-rate-is-currently-at-0-25/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/07/why-is-us-inflation-so-low-households-stashing-stimulus-checks-in-the-banks-or-paying-down-debts/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/07/mortgage-purchase-applications-fall-4-from-previous-week-mortgage-refi-applications-fall-5-35-with-increasing-mortgage-rates/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/06/reversal-of-fortune-gold-rises-as-bitcoin-and-ethereum-fall-along-with-the-us-dollar-hindenburg-omen-nonexistent-with-fed-pumping/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/06/covid-pandemic-brings-record-low-office-leasing-and-record-high-availability-across-the-usa/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/03/ethereum-skyrockets-as-bitcoin-hits-a-reflecting-barrier-at-60000-home-prices-growing-like-ethereum/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/02/bidens-roads-to-nowhere-plan-massive-expansion-of-inefficient-and-costly-amtrak-routes/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/02/hey-bartender-us-adds-916k-jobs-in-march-as-unemployment-rate-drops-to-6-yield-curve-steepens-leisure-and-hospitality-lead-jobs-added-at-280k/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/01/inflation-alert-ism-prices-skyrocket-242-since-april-2020-with-fed-money-printing/
This episode is also available as a blog post: http://confoundedinterest.net/2021/04/01/mml-us-m1-money-stock-growing-at-357-year-over-year-with-velocity-of-1-22-m2-growing-at-27-1-year-over-year-with-velocity-of-1-135/
This episode is also available as a blog post: http://confoundedinterest.net/2021/03/31/us-dollars-share-of-global-reserves-at-lowest-level-in-25-years/
This episode is also available as a blog post: http://confoundedinterest.net/2021/03/28/the-scream-buffett-indicator-sky-high-along-with-home-prices-as-money-printing-has-goes-wild/
This episode is also available as a blog post: http://confoundedinterest.net/2021/03/23/the-feds-turkey-drop-m2-growing-at-25-8-while-velocity-drops-like-a-bag-of-wet-cement-top-1-hold-28-of-assets-bottom-50-hold-21-of-assets/
This episode is also available as a blog post: http://confoundedinterest.net/2021/03/30/home-price-growth-accelerates-to-11-2-yoy-as-fed-throws-gas-on-the-housing-bubble-lumber-prices-have-over-tripled-in-1-year/
This episode is also available as a blog post: http://confoundedinterest.net/2021/03/31/welcome-to-treasury-thunderdome-overnight-reverse-repo-facility-surges-to-104-7-billion-as-investors-seek-shelter-from-negative-rates/
This episode is also available as a blog post: http://confoundedinterest.net/2021/03/31/us-pending-home-sales-decline-10-6-mom-in-february-and-2-7-yoy-as-mortgage-rates-rise/
This episode is also available as a blog post: http://confoundedinterest.net/2021/03/30/cash-out-refis-rising-rates-cant-stop-velocity-from-rising-home-prices/