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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 …
2 years 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 …
2 years 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…
2 years ago
The Q&A 100 2-hour Spectacular
Episode 837
Replay of the livestream Member Q&A 100 epic discussion. George. Jim. Steve. Mike. Eric. Brent. Emil and Jeff back together again. Two hours of back …
2 years ago
The REAL Reason China’s Economy Is in Crisis Mode
Episode 836
China's dollar woes have jumped in recent months, so much that they've come out of the eurodollar shadows enough to impact the onshore banking system…
2 years ago
Why Getting A *Good* Job Feels Impossible Right Now
Episode 835
To way too many Americans and other workers, this is already a recession of opportunity. Without the major statics yet to show it, mainstream comment…
2 years ago
What Will Happen When the Fed Finally Cuts Rates
Episode 834
All year all anyone has heard is the Fed and its rate cuts. Soft landings imply a little weakness but no worry, Jay Powell will cut rates once maybe …
2 years ago
The Copper Gold Ratio is Sending a Massive Warning to the Economy (here's what that means)
Episode 833
In the midst of other major warnings, here comes another substantial one. Copper has moved way past its supply squeezed record high from just two mon…
2 years ago
The Global Monetary System Is Reliant on Swap Spreads (and they are doing something big)
Episode 832
Swaps are of paramount importance to the financial world, priced by the very monetary system itself. As a consequence, swap market indications are ev…
2 years ago
We Need to Discuss the Yield Curve Immediately
Episode 831
Another part of the yield curve un-inverted, this time the short to long segment. Demonstrating the perpetual inability to make sense of it, mainstre…
2 years ago