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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…
3 years, 1 month 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 …
3 years, 1 month 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…
3 years, 1 month 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 …
3 years, 1 month 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…
3 years, 1 month 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…
3 years, 1 month 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 …
3 years, 1 month 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…
3 years, 1 month ago
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 …
3 years, 1 month 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…
3 years, 1 month ago