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Michael Ashton

Michael Ashton

E-PIPHANY

Contributor since: 26 Feb 2010

  • The Longest Journey Begins With Delaying the First Step

    Published 18 September 2013 | viewed 0 times

    Everyone expected markets to provide a lot of late-day volatility today, and so they did. The Fed apparently doesn't mind surprising the market with a…

  • Summary of My Post-CPI Tweets

    Published 17 September 2013 | viewed 0 times

    Here is a summary of my tweets after the CPI release this morning. You can follow me @inflation_guy. CPI +0.1%/+0.1% core, y/y core to 1.8%.…

  • But How Near is the Fall?

    Published 16 September 2013 | viewed 0 times

    I will resist the temptation, succumbed to by many others, to offer a pithy title turning on some pun involving Larry Summers' name. For example,…

  • Verizon and Velocity

    Published 12 September 2013 | viewed 0 times

    What is the significance of the fact that Verizon on Wednesday managed to sell $49bln in bonds without any kind of hiccup? Obviously, it means…

  • The Fed and Regulators Should Draw the Veil

    Published 09 September 2013 | viewed 0 times

    When I remark, from time to time, that I think the Fed has made a mistake in increasing transparency of its deliberations and actions, people…

  • Summary of My Post-Employment Tweets

    Published 06 September 2013 | viewed 0 times

    Here are my post-Employment tweets. You can follow me @inflation_guy. Pretty weak NFP number since the payrolls figure (169k) plus revisions (-74k) is way worse…

  • Guarding Your Tail

    Published 03 September 2013 | viewed 0 times

    It didn't seem when dawn broke in New York today as if the stock market would spend some time during this first post-summer session fighting…

  • Japanese Inflation is Rising – Of Course!

    Published 30 August 2013 | viewed 0 times

    The Financial Times today carried an article entitled "Japan Inflation Rises to Highest in Nearly Five Years." Core inflation in Japan reached -0.1%, which is…

  • Not Broken, Just Bent?

    Published 29 August 2013 | viewed 0 times

    Equity market bulls are a tenacious bunch. In August, with increasing tensions in the Middle East - Egypt and, this time, Syria - along with…

  • It's Risk Parity, Not Risk Party

    Published 15 August 2013 | viewed 0 times

    I am disinclined to take victory laps when most people are losing money, but the recovery in commodities prices over the last week at the…

  • A Summary of My Post-CPI Tweets

    Published 15 August 2013 | viewed 0 times

    Here are my post-CPI tweets from this morning. You can follow me @inflation_guy: CPI #inflation +0.2% core. But here's the thing: that's with housing showing…

  • The Right Clearance for the Bumpy Road Ahead

    Published 12 August 2013 | viewed 0 times

    There are many reasons to be scared of the financial system in Europe. The interweaving of sovereign risk and inter-sovereign risk with bank guarantees and…

  • Why Aren't Delinquencies Falling Faster?

    Published 08 August 2013 | viewed 0 times

    The great news today is that mortgage delinquencies dropped to their lowest level in five years. Look at the chart (source: Bloomberg)! Doesn't it look…

  • The Disturbing Evolution of Central Banking

    Published 07 August 2013 | viewed 0 times

    One of the more disturbing meta-trends in markets these days is the direction the evolution of central banking seems to be taking. I have written…

  • Sweet And Sour

    Published 02 August 2013 | viewed 0 times

    Yes, I understand that it is an absolute blast to be long stocks when they are ripping higher. Everyone has fun, everyone feels wealthy, and…

  • Is A Bond Rally Due?

    Published 29 July 2013 | viewed 0 times

    As we head into a very busy week of economic data, the bond market remains drippy with the 10-year yield up to 2.59%. (Just writing…

  • A Quick Thought on Municipal Bankruptcy

    Published 24 July 2013 | viewed 0 times

    On CNBC today, analyst Meredith Whitney commented that "everybody loses" from the Detroit declaration of bankruptcy. If that is the case, then why in the…

  • Babies and Bathwater

    Published 23 July 2013 | viewed 0 times

    Before I descend into the mundane discussion of economies and markets, let me first congratulate the Duke and Duchess of Cambridge on the birth of…

  • Ben, Can I Speak With Your Mommy?

    Published 17 July 2013 | viewed 0 times

    Although the market action was restrained today, one gets the feeling that it was the heat rather than the lack of news. There were at…

  • Don't Look Now, But

    Published 16 July 2013 | viewed 0 times

    In our business, one must be very careful of confirmation bias of course (as well as all of the other assorted biases that can adversely…