- FED FUNDS und 3M LIBOR (hier nicht im Chart) laufen parallel - Dollar Index (DXY) folgt im Normalfall den kurzen Zinsen (3M Libor) - Zyklusende bei Überhitzung mit Hoch bei Aktien und Zinsen
I think that the actual inflaction rising is not reflect to the world global indexes, they are not pricing it.
I expect a rapid growth inflation in 2018 . GL!
I thought this might come in handy for the next couple of weeks Note; There are many things I did not include. Feel free to share your thoughts.
30 Year Cycle if Mismanaged Money
Very long term US interest rate view.
Recent expectations in the media regarding Federal Reserve rate hike look a bit overblown. What the Fed is actually planning to raise is the Target Range for the Effective Federal Funds Rate. The Effective rate, however, now trades firmly below the upper border of the range (0.25%), signalling no actual pressure to raise the Target Range. The nature of this...
Central bank accommodation graduated from rate cuts to stimulus early in the market recovery from 2009. That support helped to keep presumed 'risk' low. However, it has also increasingly reached beyond the bounds of what it should reasonably be expected to provide the capital markets. The Fed and its global counterparts are likely to be a little less supportive in...