2015-10-02: Markets are back at panic levels, says Credit Suisse, "Global risk appetite dropped to “panic” levels for the first time since January 2012... back when investors feared a breakup of the euro bloc, grappled with unsustainably high sovereign borrowing costs and freaking out about the spillover from Greece. Before that, the index reached panic state around the onset of the 2008 financial crisis, after the Sept. 11, 2001 attacks, during the dotcom bubble and after Black Monday in…
2013-04-12: QE-Forever: Ben Goes Self-Basting, "The Chicago Federal Reserve’s personal consumption and housing index... has been negative now for 69 consecutive months and stands lower than it did in March 2008, the month when Bear Stearns was rescued by JPMorgan Chase in a deal that was to have consequences for everyone’s thought processes involving Lehman Brothers later that year."
2015-06-11: "The Fed is implicitly forecasting rates of 1.875pc by the end of next year. Markets are betting on 1.25pc, brazenly defying the rate-setters in a strange game of chicken. The International Monetary Fund warned in April that this mispricing is dangerous, fearing a "cascade of disruptive adjustments" once the Fed actually pulls the trigger."
2011-09-12: Debt Fears Rattle Big Banks in France, "Worries about the health of Europe’s banks have taken on outsize dimensions in recent weeks, contributing to significant volatility in stock markets worldwide. Investors have grown increasingly suspicious [of] Europe’s efforts to contain the crisis that began in Greece"
2015-09-29: U.S. Inflation Outlook Slumps to Six-Year Low as Fed Sees Pickup, "The difference between yields on five-year notes and similar-maturity Treasury Inflation Protected Securities, a gauge of expectations for consumer prices, fell below 1 percentage point Tuesday. The so-called break-even rate is the lowest in six years"
2013-04-26: The Next Country To Collapse Isn't In Europe, "If you thought the United States government was a financial basket case, Japan is exponentially worse... If inflation increases to 1% and the rate on the 10-year bond increased to just 1.5%, the government would need to pay out 65% of revenues just to service the interest."
2015-05-21: Our $58 trillion love affair with debt, in one crazy chart, "As the nation entered the 1980s, there was comparatively little debt—just about $4.3 trillion. That was only about 1.5 times the size of gross GDP. Then a funny thing happened. The gap began to widen during the decade... and is now, at $58.7 trillion, 3.3 times the size of GDP and about 13 times what it was in 1980"