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The alarming dollar connections between oil plunge and Germany's sudden and shocking collapse.
Episode 463
It was not a good week for long oil traders or those betting on the economy and inflation. Prices were down huge Monday and Tuesday last week before …
2 years, 11 months ago
Big downward revisions to prior months payrolls plus the hours data showing growing contraction.
Episode 462
The April payroll report came out and the topline figure was far from terrible. Some might say it was pretty darn good. As usual, it is the rest of t…
2 years, 11 months ago
Conditions have rapidly deteriorated. Bad steepening has hit both ends. Rate cuts now close.
Episode 461
Both the Fed and ECB hiked rates this week (in successive days), each claiming inflation is still their greatest threat. German and Treasury markets …
2 years, 11 months ago
Everyone now betting on the avalanche as crisis worsens, completely ignoring final Fed rate hike.
Episode 460
Who cares about the Fed's (final) rate hike? You shouldn't. While chasing inflation risks that don't exist, instead markets are hedged and priced for…
2 years, 11 months ago
Bad banks. Bad data. Bad curves. Bad everything today as the crisis' next stage moves in.
Episode 459
Despite some relative calm yesterday after First Republic's failure, today was anything but as huge hedging in markets along with more turmoil in the…
2 years, 11 months ago
Deflationary fallout begins to emerge in this one place no one was expecting.
Episode 458
Deflationary fallout has become visible and almost unmistakable in the one place which was supposed to save us from that very outcome. China's econom…
2 years, 11 months ago
What it it's not just one or two, but all of them? The next step will be crucial.
Episode 457
Another major US bank failed - First Republic - and the markets barely moved because this is all in the context of deflationary money. If so, we know…
2 years, 11 months ago
There is a lot more going on here than just one, no two, now three banks.
Episode 456
First Republic finally fails and on the same day the Fed's report on SVB is released. It says SVB was on outlier, a loner. But that only raises more …
2 years, 11 months ago
We haven't seen anything like these in a couple generations.
Episode 455
Both the yield curve's 3-month/10-year spread and the Fed's near term forward spread have nose-dived in April. The former by far at a record extreme …
2 years, 11 months ago
We're about to become a lot poorer and worse off. Govt demands you to just accept it.
Episode 454
Bank of England's Chief Economist tells Columbia University podcast that people need to accept that they're poorer and worse off, and to stop trying …
2 years, 11 months ago