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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, 10 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, 10 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, 10 months ago
Did the Fed Accidentally Leak Their Next Move?!
Episode 877
We know there are Fed rate cuts coming in September and that there is very good chance it will be 50 bps. Could policymakers also surprise by ending …
1 year, 11 months ago
Everything Is Melting Down ALL At Once
Episode 876
More meltdowns across key markets, starting with the Treasury curve rapidly unwinding. Commodities are getting crushed, gasoline absolutely smoked. S…
1 year, 11 months ago
History Shows us this ALWAYS Ends Badly
Episode 875
Politicians always feel the need to do something even if they don't know why or what's actually wrong. That's all "price controls" really are since t…
1 year, 11 months ago
Japan is PLUNGING and it’s Spreading to the Rest of the World
Episode 874
Carry trade is back! In reality, it never left. Not because of BoJ rates hikes or threats, rather all the growing evidence the US isn't at risk of re…
1 year, 11 months ago
You Won’t Believe what Happened at the Discount Window
Episode 873
While the world was focused on financial volatility and liquidations at the start of August, something odd happened at the Federal Reserve's Discount…
1 year, 11 months ago
Gas Prices Are TANKING, Here's What That Means for the Economy
Episode 872
Wholesale gasoline prices plunged in August to their lowest since the start of the year. This sounds like a positive, both for consumers as well as F…
1 year, 11 months ago
Consumers Have NO MORE Savings...
Episode 871
The most significant macro data from the past week certainly wasn't GDP (it wasn't even the most important datapoint within its own series), instead …
1 year, 11 months ago