Where will all the new money come from?

THIS POST IS A YEAR IN THE MAKING. We discovered it unpublished in our web archive today and as the theme is still very relevant today, we decided to publish it: Today’s brief analysis of US Treasury Yield curves and the Debt profiles of both the USA and Italy highlights the enduring question in the … Continue reading Where will all the new money come from?

The US Treasury Yield Curves – Are the markets really that bothered?

  As a general introduction today we will look at two US Treasury Yield curves.  The first Yield curve in the Curve graphic 1 below is the 3 Month bills compared to the 10 Year bills over the last 5 years. Yield Curve 1 In this table it is clear that the current 10 Year … Continue reading The US Treasury Yield Curves – Are the markets really that bothered?

A Storm in a ‘Tea’ cup

Never resist the temptation to start a discussion with a pun. In our previous article we highlighted the ‘battle royal’ on Capitol Hill to get a proposal agreed to address the possibility of a US Treasury default, whether actual or technical on or after 2 August 2011. So the Republicans could not muster together enough … Continue reading A Storm in a ‘Tea’ cup

Hold your nerve!

It is a confidence thing. We are so very, very close to seeing and experiencing another colossal collapse in confidence in the world’s financial system. This time it is driven by the ‘US Debt Ceiling impasse’.  A steady flight to gold has been taking place over the past few months and even though most informed … Continue reading Hold your nerve!