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Global Bonds Are MOVING: Here’s What Central Banks Don’t Want You to Know
Episode 968
Major shift in the Treasury curve with a critical spread uninverting for the first time in years. Bonds and central banks are on the move, which leav…
1 year, 3 months ago
Chinese Bonds Are CRASHING, What It Means for the Economy
Episode 967
LT Chinese bond rates have been falling fast for a while. Over the last two weeks, ST yields have completely collapsed; most of it last week, too. Wh…
1 year, 3 months ago
Grim Warning to America: Jobs Have Completely Stopped Hiring
Episode 966
According to the latest conventional 'wisdom' - which changes with each and every CPI report and FOMC dot adjustment - inflation is back and so is th…
1 year, 4 months ago
Brazil is COLLAPSING and it's Spreading to the Rest of the World
Episode 965
There's more to the Brazil story, especially since Brazil's story isn't strictly about Brazil. With markets there spiraling into chaos, the governmen…
1 year, 4 months ago
OH SH*T: A Global Currency Crisis Has Begun
Episode 964
While everyone is hanging on the Fed and the FOMC's indecision about how many rate cuts next year, there are currency crises - plural - beginning to …
1 year, 4 months ago
HOLY SH*T! Shocking Fed Decision: Here's What You Need to Know
Episode 963
Stocks tanked, bond yields soared, the dollar jumped. All because the Fed doesn't know what it's going to do now? Partly, yeah. There's a lot more to…
1 year, 4 months ago
Governments Are Silently Collapsing Around the World Right Now
Episode 962
Canada. France. Germany. What do they have in common? Central banks in each are cutting rates. Also, their governments have either collapsed or, Cana…
1 year, 4 months ago
Global Bonds Are CRASHING, Here's What that Means for the World
Episode 961
Interest rates worldwide are hanging at the edge of a cliff. It may not seem like it from the current focus on the Fed and the possible pause in its …
1 year, 4 months ago
Is India About To Make The Dollar Explode Higher?!
Episode 960
The dollar continues to threaten to make a big move higher. Not only is the main dollar index right at the top end of its multi-year range, the buck …
1 year, 4 months ago
OH SH*T: Is the Treasury Market Signaling a Financial Crisis?!
Episode 959
Update on T-bills. Last week's wild auctions repeated this week, only with flipped maturities. Other related data confirm the sharp demand as well as…
1 year, 4 months ago