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The World Isn't Prepared for What Just Happened to Oil
Episode 1147
The supply glut was never canceled. Almost everyone and every part of the oil market remains convinced it is happening, the potential weighing on pri…
8 months, 3 weeks ago
Something Weird Is Happening in Japan’s Bond Market
Episode 1146
The JGB curve isn't behaving the way it "should", nor is that behavior universal to the entire curve. Not only that, similar patterns are playing out…
8 months, 3 weeks ago
This Is What Actually Happens After a Recession Starts
Episode 1145
Assuming the economy continues its downturn as all the major markets are pricing, what would that look like and what should we be looking for? That l…
8 months, 3 weeks ago
You Won’t Believe What Just Hit the Florida Housing Market
Episode 1144
June housing data is in...and it is looking worse for real estate in the US. The Florida market is leading the way. Everyone is blaming "historically…
8 months, 4 weeks ago
European Banks Are Preparing For “Worst Case Scenario” (Here’s What You Must Know)
Episode 1143
The ECB's latest Bank Lending Survey (BLS) adds more evidence to the behavior we've already been chronicling from among Europe's and the world's fina…
8 months, 4 weeks ago
EMERGENCY ALERT: Hong Kong Banks Just Shocked The World
Episode 1142
There are reports HK bankers are already informally discussing how to structure a "bad bank." Earlier today, other reports said monetary authorities …
8 months, 4 weeks ago
LA Port Issues DIRE Warning Of Economic Collapse
Episode 1141
Payback is finally here? The implications of the latest report on trade suggest we're finally moving far enough away from all the recent distortions …
9 months ago
Moody’s Report Exposes at a Massive Wave of Corporate Collapses
Episode 1140
Moody's latest report on credit market dynamics showed a significant increase in the number of distressed borrowers, primarily those relating to priv…
9 months ago
We Haven’t Seen a Divergence Like This Since the Financial Crisis
Episode 1139
Two major markets, two VERY different conclusions and outlooks. The diverging views and prices revolve around what really happened in April. Was it a…
9 months ago
Australian Central Bank Just Sent a MASSIVE Warning to the World
Episode 1138
Only a week after the Reserve Bank of Australia decided to pause its rate cutting series, the Australian government reported a rash of exceptionally …
9 months ago