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You Won't Believe What European Banks Are Doing
Episode 739
CHECK OUT EURODOLLAR UNIVERSITY'S SPRING SALE
https://www.eurodollar.university/sales-page-spring
What is it with banks these days? Well, this time it …
2 years, 4 months ago
The Recession Is Here, And It's Worse Than You Think
Episode 738
We keep getting more and more recession confirmation. Soft data comes in ugly and is easily corroborated by hard estimates from a variety of sources.…
2 years, 4 months ago
Japan Is Now Threatening MAJOR Intervention Against The Dollar
Episode 737
The Japanese are really getting bothered by weakness in the yen. But where is it coming from, and what might be done about it? Officials in Tokyo are…
2 years, 4 months ago
What Stage Of The Recession Are We In
Episode 736
As more signs of instability pile up around the world but also coming from inside the US. Those are evidence for the continuing downside to the suppl…
2 years, 4 months ago
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, 4 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, 4 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, 4 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, 4 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, 4 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, 4 months ago