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No One Is Talking About What Just Happened in Canada
Episode 1337
A simply brutal reminder from Canada about the real state of the global economy. The Canadians backed up the US payroll number for February, except i…
1 month ago
HOLY SH*T! Now its Morgan Stanley...
Episode 1336
Now it’s Morgan Stanley’s turn. Yesterday it was Cliffwater. Before that BlackRock and Blackstone. Of course Blue Owl. Morgan Stanley’s $8 billion No…
1 month, 1 week ago
Oh Sh*t... Another $33B Private Credit Fund Is Blowing Up...
Episode 1335
It is beginning to look more and more like a slow-motion shadow bank run. Yet another massive fund hit with largescale withdrawals. Not only that, th…
1 month, 1 week ago
Texas Just Triggered a Housing Market Warning
Episode 1334
We’ve been covering the macro housing bust for some time, and while it’s still there another major problem has come up and for the same reasons. Mort…
1 month, 1 week ago
Something Just Broke in the Global Markets
Episode 1333
Chaos at the Asian open last night with uncontrolled panic buying sending oil prices up to as high as $120 per barrel. Thankfully, they backed down a…
1 month, 1 week ago
Oil Shock + Job Losses + Credit Crisis… This Is Bad
Episode 1332
Not one but two negative payrolls. That’s what we got from the latest update on the employment situation, a double dose of flat Beverage amidst a his…
1 month, 1 week ago
Oil Just Made a Historic Move (This Is Very Bad)
Episode 1331
Chaos in the energy patch sent both prices and spreads exploding. It was the latter - the blowout in spreads - that is now the most concerning for wh…
1 month, 1 week ago
Private Credit Crisis Begins: BlackRock Blocks Investors in $26 Billion Fund
Episode 1330
BlackRock's flagship private credit fund is getting hit with so many withdrawals the company has no choice but to start blocking these requests. It's…
1 month, 1 week ago
Oil Just Sent a Terrifying Warning to the Entire Economy
Episode 1329
Energy prices renewed their surge higher today. As it stands, WTI is now just shy of $80 per barrel, up 22% in a week. Wholesale gasoline is now abov…
1 month, 2 weeks ago
Swiss Central Bank Just Sent a HUGE Warning to the World
Episode 1328
The Swiss National Bank just issued a very rare warning hinting at currency intervention in the franc. While there is a mini-panic mainly in the mai…
1 month, 2 weeks ago