Get Ready for More (Shadow and Traditional) B...

Andreas Steno and Mikkel Rosenvold are back to tackle the question that matters most for markets right now: are we still mid-cycle, or are the warning signs of a late-cycle economy starting to pile up? They also head to Europe, where surging French bond yields, political uncertai ...  Show more

Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the conditions falling into place for another leg higher? They also unpack the new U.S.–De ...  Show more

This week, after a week of turmoil across the banking industry, Mike & Mark discuss the collapse of Silvergate and Silicon Valley Bank. With fears mounting over the mark to market value of bank's asset's, we walk through the dynamics which led to depositors running for the exit d ...  Show more

-- Up go the rates… again!

-- Inflation to hit 8%

-- A bear market… and a recession on the way?

-- What do we do with the banks?

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Send us Fan MailUS producer prices accelerate, initial jobless claims slide. Fed’s Mester and Bullard appear in their hawkish suits. Dollar extends gains, Wall Street slides as Fed hike bets grow.Risk Warning: 78.17% of retail investor accounts lose money when trading CFDs with t ...  Show more

JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27) Show Notes Zuckerberg slams Apple The most overbought and oversold stock markets Episode transcripts: ...  Show more