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OMG! You Won’t Believe What Just Happened in the Treasury Market
Episode 1277
The Fed is going to need some more not-QE and fast. We’ve got the year-end surge in repo borrowing at its window that is already way more than expect…
3 months, 2 weeks ago
The Most Dangerous Phase of an Economy Has Begun
Episode 1276
Massive protests have broken out in Iran as the economy there implodes. This is no longer an uncommon occurrence as we’re seeing more signs of the mo…
3 months, 3 weeks ago
WARNING: Something Big Just Broke in Repo Markets
Episode 1275
Repo fails just exploded, coming in at the highest weekly total since 2022. And this isn’t even year-end. This is mid-December. It’s the flat Beverid…
3 months, 3 weeks ago
CarMax: “We Tried Everything. It Didn’t Work.”
Episode 1274
CarMax is back as a microcosm of the entire consumer economy. The company stumbled back in the spring then at the end of summer declared – no big dea…
3 months, 3 weeks ago
The Japanese Yen Just Crossed a Dangerous Line
Episode 1273
The Bank of Japan keeps hiking its policy rate, Japanese bond yields continue to rise, yet no matter how high interest rates go over there the weaker…
3 months, 3 weeks ago
Repo Fails Skyrocketing!! Is Something Big Happening?
Episode 1272
Repo fails, a measure of collateral flow throughout the entire financial system, soared to more than $300 billion as of the middle of December. It wa…
3 months, 3 weeks ago
BREAKING: GDP Explodes Higher (Here's What You Must Know)
Episode 1271
US GDP utterly crushed it in Q3 and that was following Q2 when output supposedly was well more than expected, so two quarters in a row of booming num…
3 months, 4 weeks ago
Foreigners Sold a MASSIVE Amount of Treasuries (Here's What You Must Know)
Episode 1270
Back in October, foreigners sold a massive $61.2 billion in LT UST assets, the most since April. While that may sound like the “sell America” and Tre…
3 months, 4 weeks ago
The $25 Trillion AI Bubble Depends on One Thing… Debt
Episode 1269
Blue Owl is back, the beleaguered alternative fund manager making news this time by refusing to partner back up with beleaguered former AI bubble sta…
3 months, 4 weeks ago
Holy Sh*t…You Won’t Believe This New Housing Data
Episode 1268
Miami leads the nation in home de-listings, that is number of sellers who realize the housing situation is bad and getting worse, therefore simply pu…
4 months ago