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Startling statement reveals far worse danger than just a recession.
Episode 443
First they said it was a growth scare. They told us to ignore inversions. Then they pointed to the unemployment rate and said there's no way we could…
3 years ago
More big trouble in global money system together with US CPI numbers. Major fallout continues.
Episode 442
Just as the interest rate swap market had indicated, big collateral scarcity as 4w Tbill rates yesterday plummeted. Also, Japanese bills for more con…
3 years ago
Huge moves in key spreads, massive problems as authorities begin to admit there's real danger.
Episode 441
Alarming compression of interest rate swap spreads indicate more systemic issues in global balance sheet capacities and collateral, too. Also, the IM…
3 years ago
New data gives us badly needed details behind bank shock/crisis. What it means moving forward.
Episode 440
The Federal Reserve's H.8 data on US commercial banks shows just how much of a systemic shock the March seasonal bottleneck had produced. Institution…
3 years ago
Probabilities have rarely ever been this high. This is why.
Episode 439
Markets are pricing an imminent and sharp drop for interest rates. It's not just about the Fed and rate cuts. But with regard to those, history shows…
3 years ago
They can no longer deny the devastating effects of this crisis.
Episode 438
For all its bluster, the Federal Reserve very nearly paused its rate hikes last month for obvious reasons. Other central banks already have - two thi…
3 years ago
Almost a month later and the situation is deteriorating rapidly.
Episode 437
More extreme hedging swept global markets in morning trading, including another serious collateral run. As it did, curves have been distorted to an e…
3 years ago
Huge moves today all over the place and the reasons why.
Episode 436
The one thing missing so far from the 2008-style scenario - mass layoffs - hinges entirely on whether businesses believe they can hold out for a seco…
3 years ago
Massive fallout US, China, global economy not to mention banking for the rest of this year.
Episode 435
Led by Saudi Arabia, OPEC announced a surprising round of substantial and "voluntary" production cuts to combat sagging (not surging) crude oil price…
3 years ago
Real reason markets are betting more and more Fed is wrong and will be cutting rates very soon.
Episode 434
China's reopening just might be the last gasp, the final chance to escape the dreaded 2008-style scenario. If it fails, there is nothing left for the…
3 years ago