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China's Treasury Market Just Hit a Record Low
Episode 818
Government bond yields in China just plunged to more record lows as market agents are growing even more pessimistic. The unquenchable demand for safe…
1 year, 9 months ago
Oh Sh*t, GLOBAL Unemployment Is Rising (What does this lead to)
Episode 817
Soft landings and resilient economy supported by strength in labor markets. At least that's the narrative, the truth is completely different. Much of…
1 year, 9 months ago
The Japanese Yen Is CRASHING (what this means for the world)
Episode 816
Another new low for JPY as the Japanese government is shuffling up its top Finance Ministry people. Everyone continues to blame the Fed for the yen's…
1 year, 9 months ago
Walgreens Warns: People Have Suddenly Stopped Coming
Episode 815
Retail and Pharmacy giant Walgreens now says there won't be a second half rebound after all, not according to its view of the consumer economy. It wa…
1 year, 9 months ago
You Won't Believe What China's Central Bank Is Doing
Episode 814
China's top central banker confirmed last week the intention to radically change the operations of the Peoples' Bank of China. Some have speculated t…
1 year, 9 months ago
Primary Dealer Banks Showing Signs Of Global Collateral Tightening
Episode 813
There have been a whole bunch of ripples through the monetary system coming in from all angles pointing toward a sizable collateral disruption. The p…
1 year, 9 months ago
Japan is buying MASSIVE Amounts of Junk Credit
Episode 812
Japanese banks have been bulking up on US junk corporate credit for the last year, driven entirely by an increasingly difficult reach for yield. That…
1 year, 10 months ago
Copper's Latest Move Has The Market Freaking Out
Episode 811
Copper and aluminum were soaring and so were reflation expectations for the global economy. If the world wasn't too careful, those might even lead to…
1 year, 10 months ago
Oh Sh*t, AAA Debt Is Starting to Fail Again...
Episode 810
Another CRE securitized structure is reportedly causing losses for its top tier, this one in another country and from a different corner of the real …
1 year, 10 months ago
You Won’t Believe What the Swiss Central Bank Just Did
Episode 809
The Swiss National Bank surprised Economists by cutting rates for the second time in a row. Citing a number of potential worries starting with more r…
1 year, 10 months ago