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Something Fundamentally has Changed the Economy What It Means for You
Episode 850
The date July 11 keeps coming up in a lot of different markets, starting with stocks. The Nikkei's last all-time high was on that day and so was the …
2 years ago
Global Asset Prices are Repricing Risk Assets (Rapidly)
Episode 849
When even big-name mainstream Economists are begging the Fed for emergency rate cuts, you might already have the sense this wasn't just a one-weekend…
2 years ago
Japan is CRATERING, The Rest Of The World Is Next...
Episode 848
Japan was the epicenter for a wave of liquidations in smashing financial markets all over the world. It had all the telltale signs of a collateral an…
2 years ago
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 …
2 years 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…
2 years 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…
2 years 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 …
2 years 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…
2 years 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…
2 years 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…
2 years ago