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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, 2 months 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, 2 months 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, 2 months 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, 2 months 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, 2 months 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, 2 months 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, 2 months 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, 2 months ago
With crisis still raging and fallout still on the horizon, will they get away with this?
Episode 433
Watch Jeff get really fired up over the Federal Reserve Vice Chair Michael Barr's refusal to answer questions about the "central bank's" tools even a…
3 years, 2 months ago
This current crisis is the last piece to fall into place not the first one in the puzzle.
Episode 432
The 2008-style scenario requires two parts - bad money and bad economy. We can now more easily see the first of those even if many will refuse to adm…
3 years, 2 months ago