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The Recession Has Hit The Job Market
Episode 847
The July payroll report confirmed the US economy is heading for trouble. Key parts of it showed recession has likely already begun. As reality dawns …
1 year, 8 months ago
It's Official: The Recession is Here
Episode 846
With the questions of "what" and "when" now mainly answered, we can finally focus on "how bad." To start putting together some answers, we'll use thr…
1 year, 8 months ago
It's Official: Unemployment Is About to Hit the Fan
Episode 845
A whole bunch of bad data, much of it focused on deterioration in the US labor market (pre-July payrolls). That unleashed huge swings in rates market…
1 year, 8 months ago
Japan's Central Bank Just Hiked Rates WHILE in a Recession
Episode 844
Central banks don't hike rates during a recession. Or do they? The Bank of Japan just did and for the second time. By doing it, BoJ is laying itself …
1 year, 8 months ago
Jobs Have Completely Stopped Hiring
Episode 843
Hiring in the US absolutely plunged in June, so much you really have to see it to believe it. At the same time, global fast food giant McDonalds repo…
1 year, 8 months ago
The Global Repo Market is Starting to Explode (does This Mean a GFC is Near?)
Episode 842
A whole lot going on in the eurodollar shadows. Record high repo pool (reverse repo) at the Fed. Bull steepening even more aggressively outside of Tr…
1 year, 8 months ago
People Are Running Out Of Money
Episode 841
According to the latest update, US consumers are out of savings. As nominal incomes have slowed way down, consumers have cut back only somewhat mainl…
1 year, 8 months ago
This Just Confirmed Everything
Episode 840
Companies around the economy are increasingly warning about the negative effects of the goods recession, one after another missing revenue and sales …
1 year, 8 months ago
New GDP Report Shocks the Market (what you need to know)
Episode 839
A majority of Americans believe the US is in recession and has been for some time. Second quarter GDP just came out wildly above expectations. So is …
1 year, 8 months ago
HOLY SMOKES, You Won't Believe What Just Happened To Bonds
Episode 838
The Treasury curve continues to make escalating even decisive bull moves. It's not difficult to see why, as another global consumer company admits it…
1 year, 8 months ago