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The last seasonal low point for liquidity unleashed the first wave of the banking crisis.
Episode 491
The global #dollar system is at its weakest point at these specific calendar spots, most susceptible to #collateral problems causing #deflation in #m…
3 years ago
First mistake is being impatient with a banking crisis. Second is not paying attention to China.
Episode 490
Central banks in Australia and Canada ended their short #ratehikes #interestrates pause, ignoring the global #recession risks China just reminded eve…
3 years ago
This is not some future problem. It is happening right now.
Episode 489
We can actually see #deflation right now in the form of falling producer prices. Europe reported a record drop in its PPI which has major implication…
3 years ago
Global resignation: we've finally reached the point where very nearly everything is giving in.
Episode 484
Deflation and recession are everywhere. Almost. Of the few holdouts, only some of the US labor data starting with the least serious of the accounts. …
3 years ago
Desperate act confirms global recession conditions.
Episode 488
Saudis try for #oilpricehike but #oil runs instead into unmovable #recession. The real #economy continues to weaken which means demand is dominating …
3 years ago
The global market crash everyone sees but no one wants to talk about.
Episode 487
#realestate and property #assetbubble across the world is going bust risking a renewed #bankcrisis plus #recession the US. The situation in #China wi…
3 years ago
This doesn't fit at all with what everyone is saying about jobs and the economy.
Episode 486
Payroll report (CES) shows steady growth in top-line jobs though anything but everywhere else. Hours are being outright cut while employment (CPS) wa…
3 years ago
Another crucial milestone you shouldn't miss.
Episode 485
Inflation pressures are disappearing as deflation and recession conditions continue to take over. The Federal Reserve won't be able to keep up its in…
3 years ago
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…
3 years 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…
3 years ago