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Latest Banking Data PLUNGES At The Same Time China Did This
Episode 735
Something just hit the US banking system. Tons of cash gone from their balance sheet seemingly as they reallocate their assets. At the same time this…
2 years, 2 months ago
Target Gives MASSIVE Warning Of Consumer Behavior
Episode 734
The bedrock assumption for a soft landing in the US is continued consumer spending. The economy around the world really needs Americans to keep spend…
2 years, 2 months ago
CLO Markets are on the Collapsing (liquidations starting)
Episode 733
It isn't prospective rate cuts, the downward bias in market interest rates comes from real risks in the global system. The biggest of those are US co…
2 years, 2 months ago
Swiss Central Bank Just Sent a Warning to the World
Episode 732
Few were expecting anything more than a few franc sales from the Swiss National Bank today. Instead, the SNB boldly cut its ST rate specifically beca…
2 years, 2 months ago
Everything You Need to Know About The Fed Report
Episode 731
A wild FOMC meeting triggered by a rejiggering of the dots. Those don't really matter except as insight into how confused policymakers have become. W…
2 years, 3 months ago
It finally happened after 17 years… will they survive
Episode 730
Well, they did it. The Bank of Japan ended its NIRP and YCC, raising its call money rate for the first time in forever. That's not the issue. Why the…
2 years, 3 months ago
Global Central Banks Are Meeting This Week (Here’s What You Need To Know)
Episode 729
The Fed. Japanese destiny. Down Under. The Old Lady, Mexico, Brazil, and the Czech Republic. And those are just the start. A ton of central banks are…
2 years, 3 months ago
Bank Term Funding Program Blows Up In Final Minutes...
Episode 728
The Fed shut down the BTFP, but just before it closed billions in loans were made to banks over the repeated objections of policymakers. Officials ha…
2 years, 3 months ago
Chinese banks CLOSING Loan Books Most On Record
Episode 727
China just held its National People's Congress amidst more economic and financial turmoil than at any time in its modern history. Two things quickly …
2 years, 3 months ago
The Recession Just Hit Dollar Stores “People Can No Longer Afford to Shop”
Episode 726
More recession signals. We've got the major dollar store chains in the US closing stores and reporting troubling results about consumer behavior. Tho…
2 years, 3 months ago