The Shadow Credit Crisis That Could Shock the...

Americans overwhelmingly don’t just disagree with this idea of a resilient economy, they vehemently disagree. And Kroger may have just delivered one of the clearest warning signs yet. The American people have spoken: with their grocery carts, just as a start. Eurodollar Universit ...  عرض المزيد

There is only one way this ends, and it's not the one everyone right now believes. That's not (just) my take. This is the majority consensus (not that you've heard it) which gets more evidence by the day. Today's CPI, yesterday's PPI, oil, 2s, bills, spreads, RBOB, etc...Eurodoll ...  عرض المزيد

A string of hawkish comments, a rise in inflation rates in Europe and a strong US employment report last week had market participants worried that interest rates were set to stay higher for longer than they had hoped, putting stocks and bonds on course for one of the worst sta ...

On today’s show we are looking at a headline article in the WSJ. 

The topic is banking. Think about it. Every bank’s risk management department would have stress tested the existing loan portfolio. They would have looked at the maturity dates of each loan, and forecast ...

The big headlines from March's banking crisis have receded and balances at some of the Federal Reserve's emergency lending facilities, like the discount window, are starting to fall. But if you look closely, there are still signs of strain in the depths of the financial system. A ...  عرض المزيد

* Fed’s talk pricked the mother of all bubbles. * Netflix becomes a victim of its own success. * Cathie Wood’s ARKK fund sees an entire bear market in one week. * Investors are no longer taking refuge in the US dollar. * Tether is an accident waiting to happen. * Pumpers are now ...  عرض المزيد