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There really is serious systemic potential about Credit Suisse.
Episode 423
Another Sunday action by the Fed, this time less about regional US banks instead acknowledging major global (euro)dollar potential dysfunction. Some …
3 years, 1 month ago
Severe consequences to expect months, weeks, even days ahead.
Episode 422
The deflationary outburst shook up the world and it is still spreading. Financial aftershocks are still being felt but the economic fallout hasn't ev…
3 years, 1 month ago
Collateral runs keep on coming and China chimes in with its own warning sign.
Episode 421
Why would anyone want to buy a T-bill from the government which didn't return anything? A zero interest loan to the feds makes no sense when you can …
3 years, 1 month ago
They say everything is fine/back to normal. We can clearly see it is not fine/nowhere near normal.
Episode 420
The ECB hiked its interest rate benchmarks today by 50 bps. Markets everywhere basically ignored it. What happened over the past week has already lef…
3 years, 1 month ago
Multiple markets now say the crisis has begun.
Episode 419
The curve shape we've been waiting for - and dreading - has finally shown up. This "bad steepening" indicates a 2008-style scenario is unfolding righ…
3 years, 1 month ago
These key signals have rarely been seen before. This one is unprecedented.
Episode 418
We need to review the lessons of Bear Stearns and not just because it is the 15th anniversary of that firm's final day as an independent. The paralle…
3 years, 1 month ago
More shocking fallout as even bigger market swings reverberate around the world.
Episode 417
Friday's bond/rates markets moves were almost indescribable. Somehow today's were even bigger. What is going on isn't just about SVB, though looking …
3 years, 1 month ago
What markets are telling us about potential for more bank runs and failures.
Episode 416
The real markets (not stocks) have been warning about ugliness for months. Now even the public can see it though policymakers and authorities will co…
3 years, 1 month ago
A global buying panic in bonds triggered by more than a little panic-panic in the monetary system.
Episode 415
The payroll report was supposed to be today's sole topic. Instead, it was completely overshadowed first by a global bond buying panic sparked in Asia…
3 years, 1 month ago
Biggest warning sign yet.
Episode 414
If "inflation" has been such a killer, nowhere more so than for food, why wouldn't falling food prices be a welcome development? The answer is actual…
3 years, 1 month ago