Podcast Episodes
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Default Rates on Household Loans are SKYROCKETING
Episode 938
The Federal Reserve reported a sharp rise in delinquencies, especially credit cards and auto loans. That wasn't all, as the New York branches also sh…
1 year, 5 months ago
Auto Parts Industry Warns Consumer Behavior Is Changing RAPIDLY
Episode 937
Another retailer finds out the 2021 "recovery" was mostly an illusion. Prices may have soared and revenues looking good, it didn't last because it co…
1 year, 5 months ago
The Most Important Global Indicator Is SKYROCKETING
Episode 936
The yen and the euro are good currency indicators of global monetary conditions, but there are a couple even better and more consistent signals. When…
1 year, 5 months ago
The Dollar is SOARING Higher, Is the World Crashing?
Episode 935
The dollar index jumped to a more than two-year high leaving everyone to ask why. Some say Trump, others the Fed. They might as well have said it was…
1 year, 5 months ago
Germany Just Issued A Major Warning to the Global Economy
Episode 934
After Germany's governing coalition collapsed last week, the country's ZEW added more solid evidence about why that was. The ZEW also collapsed into …
1 year, 5 months ago
Is the Economy on the Brink of Another 2001-Style Crash
Episode 933
The economic challenges the incoming Trump administration is facing are far and away greater than those confronted in 2016. From the cyclical standpo…
1 year, 5 months ago
HOLY SH*T: SURGE in Repo Fails + Swap Spreads Plunging
Episode 932
Repo fails jumped by 50% in the latest weekly data, which just so happens to be the same week swap spreads plunged to record lows. It was also when t…
1 year, 5 months ago
Consumers are Now Terrified About the Economy
Episode 931
Credit card usage isn't really about spending. Americans use their credit cards when they're confident about jobs and incomes. The latest data from t…
1 year, 5 months ago
China's 10 TRILLION in Stimulus Is Failing Massively, Here's why
Episode 930
Is there era of massive government "stimulus" finally over? Bonds are certain it is. The Chinese are doing their best to make sure that's the result,…
1 year, 5 months ago
Germany is PLUNGING and it’s Spreading to the Rest of the World
Episode 929
Germany's government is the latest casualty of the "vibecession." Amid a flurry of political activity, the markets throw up another major warning wit…
1 year, 5 months ago