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Edgar E Peters

Edgar E Peters

http://www.edgarepeters.com

Blog: Complacency - What doesn't kill inflation gets ignored.

Entrenched inflation expectations are what the Fed's trying to kill. So far, no luck.

Announcement: Model Asset Allocation Portfolios now available

Blog: The VIX thinks the Fed genie will grant the market's wish.

Across the globe investors are hoping the Fed genie will keep everyone safe. But I, for one, am not betting on it.

Blog: This year's Debt Limit Crisis is different, to markets.

Will this debt limit crisis lead to a bout of "creative destruction" in the Austrian economics sense?

Blog: An El Nino level regime change for the markets?

In the Market Climatology section of the Hypertext Book, I use the El Nino Southern Oscillator (ENSO) as an example of a climate level regime change. It appears that ENSO is undergoing such a regime change, from La Nina, which just ended, to El Nino, which will probably start in

Blog: The Debt Limit-The end of trust and the “risk-free” rate?

Trust is what's at stake with the debt limit.

Blog: Is a Fed "pause" good news or bad news?

Once again we’re hearing that the end is near for Fed tightening. It’s hard to say whether that's a good thing or a bad thing. The optimists say: 1) Inflation has fallen significantly from its highs by most measures, 2) Credit conditions have tightened in the

Blog: Markets are Fragile, again – Credit and Debt Ceiling risks mount up

When markets are Fragile and leverage is high, a downside shock can cause calls for collateral as asset values decline leading to more selling. Minsky Moment risks are rising.