Found articles
Are we now in a world where inflationary pressures affect Treasury Bonds but not Corporate Bonds? Beating the Drums of Inflation

It seems like the inflationistas are predicting inflation rather than showing data to support it’s e...

What’s happening on the long end of the yield curve is also known as a ‘bear steepener’ Beware the Yield Curve

The rise in yields is happening far too quickly and in a vacuum, absent data, for a normal robust ma...

People have short memories, so it’s been a long time since a generational correction has occurred. Lunatics have taken over the Asylum

Bitcoin could conceivably go to 0. Stocks could potentially lose 80%. Never in our life time do we a...

Two Chinese State Owned Enterprises (SOEs) recently defaulted on their debts recently China's Debt Problem; Keeping an Eye on it

China is the world’s second largest economy and often not seen anymore as an emerging market. China...

More and more pressure will eventually force the markets to move Markets Wait for an 'Aha' Moment: Pressure

In more ‘usual’ times – the markets hate uncertainty and are skittish with bad news, especially that...

Over leveraged borrowers and corporates already showing signs of distress Treasuries Blow Out: We don’t agree

Yields on long dated Treasuries have climbed over the last few sessions. The markets are nervous all...

The question is – will it work this time? The (almost) $10 Trillion Question ?

The Fed knows that the economy is so over-leveraged, unproductive and bloated with trillions of doll...

The Black Swan that breaks the camel's back The Black Swan that Breaks the Camel’s Back

We at MacroTOMI believe that the enormity of the current situation is so gigantic, that the current...

Speak volumes of a very distorted market Why the Treasury Auction Wasn’t So Ugly

The spike in yields wasn’t because of better than expected jobs numbers or a jump in CPI or a jump i...

This article is on bond mechanics. The Mechanics of Bonds

Originally all bonds were bearer, payable to whoever held them, like the notes in your wallet. Beare...

"Buy bonds and grow rich slowly but surely" Why we think Treasury Bonds are still a Good Buy

“You mean all I have to do is listen and I will become rich”. “Yes”, he replied, but most of you wil...

The Federal Reserve may need to go to negative rates to accommodate the economy via the commercial banks The Unusual Situation of Negative Rates May Be Not So Unusual Soon

Commercial banks would have an incentive during severe recessions and depressions to make negative i...

Markets are in a flight of suspended fancifulness The Markets are in a Suspended Animation Perpetuating a Denial of Reality

Question is, why are we still here? Why is the market still exuberant? The market is waiting for mor...