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These key signals have rarely been seen before. This one is unprecedented.
Episode 418
We need to review the lessons of Bear Stearns and not just because it is the 15th anniversary of that firm's final day as an independent. The paralle…
3 years, 3 months ago
More shocking fallout as even bigger market swings reverberate around the world.
Episode 417
Friday's bond/rates markets moves were almost indescribable. Somehow today's were even bigger. What is going on isn't just about SVB, though looking …
3 years, 3 months ago
What markets are telling us about potential for more bank runs and failures.
Episode 416
The real markets (not stocks) have been warning about ugliness for months. Now even the public can see it though policymakers and authorities will co…
3 years, 3 months ago
A global buying panic in bonds triggered by more than a little panic-panic in the monetary system.
Episode 415
The payroll report was supposed to be today's sole topic. Instead, it was completely overshadowed first by a global bond buying panic sparked in Asia…
3 years, 3 months ago
Biggest warning sign yet.
Episode 414
If "inflation" has been such a killer, nowhere more so than for food, why wouldn't falling food prices be a welcome development? The answer is actual…
3 years, 3 months ago
Just what we've been warning you about.
Episode 413
All that financial volatility last September and October may have been the point of no return. Immediately after, curves swung from alarming to crazy…
3 years, 3 months ago
The last time Congress did something big about the Fed.
Episode 412
As the Great Inflation wore on into its second decade, even politicians in Congress knew it had something to do with failure at the Fed. Demanding an…
3 years, 3 months ago
What they're not telling you.
Episode 411
China reopening hype has been driven mostly by the mainstream media in the West. Recent developments pushed it to another level even though the entir…
3 years, 3 months ago
They've got it all wrong.
Episode 410
More reliable than the unemployment rate. Greater accuracy compared to payrolls. Forget Janet Yellen's bluster and misinterpreting all those Chinese …
3 years, 3 months ago
They say it's impossible.
Episode 409
Treasury Secretary Janet Yellen said recession isn't possible with the unemployment rate so low and hiring so robust. What she won't tell you is how …
3 years, 3 months ago