Podcast Episodes
Back to Search
You Won't Believe How Global Central Banks Responded To The Feds Rate Cuts
Episode 887
Now that the Fed has done it, everyone wants to get in on the act. They call it "undershooting" which is just a fancy word for "bonds were right." Sw…
1 year, 7 months ago
Profound Implications from Feds Rate Cut Decision
Episode 886
The Fed cut its benchmark rates by 50 bps in a panicky move to catch up to both the economy and the marketplace. Reaction in the latter was muted bec…
1 year, 7 months ago
New Data Suggest Hiring Has NEVER Been this Bad
Episode 885
People imagine a recession is when masses of people are being laid off and so consumer spending isn't just negative, it must be crashing. While those…
1 year, 7 months ago
Americans Have Lost Hope in Their Economic Future
Episode 884
Americans' hopes and dreams of better opportunities have utterly crashed and burned over the past five months. This isn't about more price increases,…
1 year, 7 months ago
Interest Rate Cuts Are Here, Here's What You Need To Know
Episode 883
Consumers can't afford groceries, so how is a lower reverse repo rate going to help them? Now that it is settled the Fed will cut rates next week, ev…
1 year, 7 months ago
China's Economic Crisis Just Got a Whole Lot Worse
Episode 882
Authorities in China continue to do everything they can to derail the country's globally synchronized bond rally. It continues to hit record low yiel…
1 year, 7 months ago
You Won't Believe What Europe's Central Bank Just Did
Episode 881
The ECB cut rates for the second time, as expected, though amidst a strong bond/bund market rally that has now completely un-inverted that yield curv…
1 year, 7 months ago
Bank Balance Sheet Reveals MASSIVE Systemic Stress
Episode 880
It was all banks all day yesterday. Basel rules foul-up. Warren Buffett continuing to dump BofA. Citi dumping on credit. Deutsche unloading CRE, or t…
1 year, 7 months ago
Interest Rates Are COLLAPSING Causing Panic Across Global Markets
Episode 879
There's no September here as interest rates continue to plunge. The two-year UST is at a record low relative to the Fed. In the past when the two-yea…
1 year, 7 months ago
China's Collapse Has Entered a Dangerous New Stage
Episode 878
Interest rates continue to collapse in China even outpacing US Treasuries. Commodities are being crushed as prospects for the world's two largest eco…
1 year, 7 months ago