The Bond Market Breakdown Has Started... Stoc...

Warsh admitted monetary policy caused inflation. Bessent thinks silver certificates still redeem at Fort Knox. And import prices are up 7.1%.This is episode is sponsored by Function. Join at https://functionhealth.com/peter and use code PETER25 for a $25 credit.This episode is al ...  Show more

In 1914 the Fed ran on 40 people and no computers. Today it takes 23,000. Fire them all and let AI do it... it can't do any worse.Tonight’s episode is sponsored by Rockwell Automation. Download their 11th Annual State of Smart Manufacturing Report at https://rok.auto/sosmThis epi ...  Show more

The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ...  Show more

We've had another economy snapshot as inflation is coming in hotter than expected. Arizona Republicans have blocked an effort to overturn a Civil War-era abortion ban. The White House says it's concerned about China's actions in the South China Sea. 12 colleges have received fail ...  Show more

US inflation concerns intensified, with the core PCE rising 2.8% year-on-year, fuelling fears of stagflation. Tariffs remain a significant concern, with the US poised to unveil new measures on Wednesday. The EU is bracing itself for a potential 20% tariff, and Goldman Sachs ha ...

Inflation spikes to its highest level in nearly 40 years, as everything from gas to your couch to your sweatpants is getting more expensive. Plus, big pressure on two Senate Democratic moderates to change their minds about the filibuster and voting rights. And, Mitch McConnell sp ...  Show more