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The dollar isn't crashing, it is surging again and at the worst time.
Episode 473
WTI futures curve moved further in contango, now joined by another major milestone for the dollar bull-ying its way across Asia. China's yuan has slu…
2 years, 11 months ago
Crude flips again just as retailers warn and business sales drop.
Episode 472
The expression "slowly at first, then all at once" can describe an economy's descent into nasty recession. There are warning signs all over starting …
2 years, 11 months ago
Huge misses, weakness across-the-board show immediate, severe fallout from banking/credit crisis.
Episode 471
China's reopening is dead and buried. The country's government reported truly sobering economic data that proved beyond any doubt there is nothing le…
2 years, 11 months ago
Shocking reasons these crucial indications are down so much. Way beyond 2008.
Episode 470
Forward rates and forward rate spreads have substantially deteriorated since March. They were already more inverted than at any time in 2007 leading …
2 years, 11 months ago
May reports show consumers, small businesses facing big trouble.
Episode 469
Consumer confidence fell sharply in two recent surveys, as recession fears and banking woes deepen rather than fade. Small businesses facing the same…
2 years, 11 months ago
They keep pushing rate hikes and short sellers as reason for bank woes when can see it's not.
Episode 468
Because so many of us focus so much on US banks, and US banks are making it easy to do this, it's also easy to lose sight of the fact this crisis is …
2 years, 11 months ago
We have a very good - better than very good - idea where all this is going.
Episode 467
As expected, not only is another bank in danger of failing, they're blaming short sellers for it. Jamie Dimon made the ridiculous comments today as m…
2 years, 11 months ago
The problem isn't just bank failures. What is causing them and what it is going to do.
Episode 466
Deflationary money leads to a deflationary economy which has to be disinflationary first. We keep getting "anomalies" in the monetary system (interes…
2 years, 11 months ago
Big global problems behind lower oil prices, from US banks to the total wipeout in China.
Episode 465
The Chinese reported renewed declines for their imports, including a big one in crude oil. When OPEC announced production cuts, they could see China …
2 years, 11 months ago
Banking crisis isn't just US regional banks. Europe's banking system might be in worse shape.
Episode 464
Bad steepening in global curves from Treasuries to German bunds even French Obligations assimilables du Trésor (OATs). Regional banks have gotten al…
2 years, 11 months ago