Tag: Stimulypto

Shanghai To LA Transport Prices Decline 81% From Peak As Fed/Fed Gov Stimulypto Slows To 2010 Ranges (M2 Cash Progress Slows To 2.6% YoY)

by confoundedinterest17 Liz Ann Sonders, Chief Funding Strategist, Charles Schwab & Co, wrote at the moment “Collapse in delivery charges continues to look unreal … price to ship 40-foot container from Shanghai to Los Angeles...

November 17, 2022

Pension Fund Blues! Agency MBS Prices And Mortgage REITs Declining As Fed Withdraws Monetary Stimulypto (Duration Risk Increasing)

by confoundedinterest17 Pension funds have long been investing in “safe” agency mortgage-backed securities. But as The Fed does its “tighten up”, we are seeing agency MBS prices falling and duration risk rising. I remember showing my Fixed-income...

October 22, 2022