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Credit crunch is spreading throughout Europe, already reaching deflationary crisis proportions.
Episode 483
Oil can't catch a sustained bid, too easily falling right back into contango. With the US debt ceiling agreement (in principle), rates markets worldw…
2 years, 10 months ago
It's the incomes, stupid.
Episode 482
Everyone loves GDP including the government agency which calculates it. Even so, GDI has been a more useful signal for cyclical changes, particularly…
2 years, 10 months ago
Why it is always the government for these things.
Episode 481
Structural inflation or something else. To mainstream Economists, consumer prices are being driven by structural forces such as demographics, oil pro…
2 years, 10 months ago
An escalating series of monetary tremors still shaking the eurodollar's world.
Episode 480
Trying to figure out the state of the economy and monetary system by looking backward through consumer price estimates is, well, backward. To underst…
2 years, 10 months ago
It is going to get a lot worse before any chance of getting better.
Episode 479
German GDP revisions show the country already mired in recession despite the government's assurances there wouldn't be one. And to reemphasize the gl…
2 years, 10 months ago
Why there is so much near-certainty about the worst case.
Episode 478
The deflationary wave sweeping the global system isn't one thing or another, it is becoming all the things everywhere. That's what makes such a compe…
2 years, 10 months ago
Supply cuts just can't keep up with banking crisis, recession, and now unleashed dollar "bull."
Episode 477
Saudi Arabia's oil minister implicitly threatened more action from OPEC due to "low" prices and growing short positions betting against supply constr…
2 years, 10 months ago
Proving once again it's the Euro$'s world. When it goes bad, there's nothing to do but lie.
Episode 476
The LIBOR scandal won't go away because it hasn't been properly identified. Govts and officials have alleged it was banks who misbehaved when all alo…
2 years, 10 months ago
With deposits still falling, govt/Wall St trying desperately to figure out what to do.
Episode 475
Treasury Secretary Yellen held talks with major Wall Street CEOs and bank advisors, raising the subject of further bank mergers. Though that part of …
2 years, 10 months ago
Banks disclosed the "trigger for systemic risk" as they see it from the inside. It's not rate hikes.
Episode 474
Everyone remotely familiar with banking over the last few years knows there's systemic risk and it starts with commercial real estate (CRE). The Fed'…
2 years, 11 months ago