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Now what?
Episode 515
June #payrolls #jobs data stumbled badly. Worse, previous months were revised a lot lower erasing prior acceleration. The #unemployment rate went low…
3 years ago
What could possibly go wrong?
Episode 514
Central banks want rates to go up but markets have largely resisted. Upping the ante, the FOMC admits there's going to be a recession but claims it w…
3 years ago
Getting out of control: another key CORE number absolutely tumbled.
Episode 513
Central banks have said inflation risks are all in core price numbers. Here's yet another core instead deeply in deflation, so bad it fell at a rate …
3 years, 1 month ago
A decision has collectively been made on the second half rebound.
Episode 512
The manufacturing recession has reached its critical point where producers have to decide to keep workers or start laying them off. Unemployment is n…
3 years, 1 month ago
Federal authorities freaking out trying to limit the fallout.
Episode 511
Federal bank regulators are issuing guidance to banks to do everything they can potentially limit any credit losses. With recession bearing down and …
3 years, 1 month ago
Global recession has reached a new phase.
Episode 510
Despite stubborn core inflation rates in the US and Europe, each economy is exhibiting more and more definite signs of recession and deflation. Unemp…
3 years, 1 month ago
We don't need even close to these adverse scenarios to cause major havoc.
Episode 509
While Q1 GDP was revised higher for the US, that's looking back at what is now ancient history. Looking ahead at Q2 and beyond, not just recession pe…
3 years, 1 month ago
The outlook worsens across-the-board with banks heading for the exits.
Episode 508
The deflation and banking crisis which really began last fall that has now become a full-blown credit crunch and recession was far more about collate…
3 years, 1 month ago
Major dollar crisis brewing in Asia threatening world's monetary system and economy.
Episode 507
China's yuan currency has been incredibly weak to the point authorities in Beijing have been unable to successfully intervene against the dollar. It …
3 years, 1 month ago
Banks around the world are taking defensive measures which only means bigger trouble ahead.
Episode 506
The global economy is accelerating to the downside into more than just a short, shallow recession. It is instead sped along in the deflationary direc…
3 years, 1 month ago