Kevin Erdmann | TalkMarkets | Page 1

Kevin Erdmann

Private Investor
Contributor's Links: Idiosyncratic Whisk
My name is Kevin Erdmann. I write a blog that broadly covers the topics of economics, finance and speculation. I have an MS in Finance from the University of Arizona. I am currently writing and supporting books about the housing bubble and the financial crisis which are being published through ...more
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The Curious Sine Curve Of Equity Returns
Sunday, June 27, 2021 11:11 PM EDT
The positive performance of the stock market over the last few years is actually right in line with the long-term trends.
In this article: SPX
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More On Interest Rates And Home Prices
Tuesday, June 22, 2021 3:32 AM EDT
The relationship between rent levels and yields moves up and down through hot and cold markets.
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Interest Rates And Home Prices
Monday, June 21, 2021 5:45 AM EDT
 A couple of quick thoughts on recent home price appreciation.
In this article: TYX
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December 2020 Yield Curve
Wednesday, January 6, 2021 12:00 PM EDT
The yield curve looks pretty good. Long-term rates still are recovering. 
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October 2020 Yield Curve Update
Friday, November 13, 2020 6:00 AM EDT
The yield curve has taken a strong bullish move as a result of the election and the Covid-19 vaccine progress. The long end of the Eurodollar curve is nearly back to the pre-Covid level.
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October 2020 Inflation Update
Thursday, November 12, 2020 10:18 PM EDT
Much of the drop in the stated core CPI number is coming from declining rent inflation (or shelter inflation). Core inflation excluding shelter is still below 2%, so the Fed has room to goose spending within their mandate. 
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September 2020 Yield Curve Update
Monday, October 5, 2020 4:56 AM EDT
The yield curve continues to slowly show optimism. The long end of the curve continues to climb. It's now back up above the yields of early April. 
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August 2020 Yield Curve
Wednesday, September 2, 2020 11:26 PM EDT
Inflation breakevens continue to rise, slowly.
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Housing Policy, Monetary Policy, And The Great Recession
Wednesday, August 26, 2020 3:09 PM EDT
Policymakers should not slow the economy in an attempt to prevent bubbles, which are not easy to identify in real time.
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Trends In Housing Supply
Sunday, August 2, 2020 6:00 PM EDT
Since 2004, in fact, the rate of a multi-unit building in the Closed Access cities has matched the national average. In the end, regulatory obstacles create higher prices.
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A Miracle Homeownership Boom
Tuesday, July 28, 2020 6:27 PM EDT
According to the Census Bureau, homeownership shot up by 2.6% just this quarter! Normally, that amount of change would take a decade or more.
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June 2020 Yield Curve Update
Wednesday, July 8, 2020 12:30 AM EDT
The yield curve remains at about the same place it was a month ago.
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May 2020 Yield Curve Update
Tuesday, June 9, 2020 4:45 AM EDT
The yield curve (using Eurodollar futures) has undergone a series of shifts with the coronavirus pandemic.
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April 2020 Yield Curve Update
Saturday, May 9, 2020 3:00 AM EDT
The Treasuries chart suggests that the yield curve is functionally inverted. Forward 5 year inflation expectations are below 1%.
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March 2020 Yield Curve Update
Monday, April 6, 2020 2:00 PM EDT
Coronavirus has given us one big push into the recessionary outcome that we have been tentatively dancing around for some time.
In this article: IEF
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Long Term Yields As A Call Option
Friday, March 13, 2020 3:00 PM EDT
Treasury markets seem a bit unable to perform price discovery this week, and I assert that that is evidence in favor of my hypothesis. If the Fed can get Treasury markets to calm down, long rates might decline.
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1 to 16 of 45 Posts
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