The Shadow Credit Crisis That Could Shock the...

Everyone believes the AI bubble is mainly about stocks. That makes sense. The obvious historical comparison is the dot-com bubble. However, this one is all about credit unlike 1999. And that credit is now talking loudly through credit default swaps and other debt market signals. ...  Show more

Live reaction to the most uncertain FOMC meeting in years. What the markets are doing before and after. The two competing views driving the uncertainty. Any surprises in the Fed statements (YES!). Yields. Curves. TIPS. Swaps. All the relevant info. Eurodollar University's Money & ...  Show more

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 ...  Show more

* 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 ...  Show more