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Asset prices are falling and the economy is shrinking at the same time inflation is at a record high. This means for the first time in...
Since March 2020, the FOMC has been in the market buying corporate bonds too. In March 2020 the corporate bond market was in a free fall...
America has witnessed several of its longest economic expansions occur during the last forty years, and this is directly tied to long periods of low inflation....
This hiking cycle is totally incomparable to any other. And it will have an extremely negative effect on the record-high values seen in the equity market...
This past week we received the inflation reports for the U.S. and they weren't pretty. CPI up 7%, the highest in 40 years, PPI up 9.7%....
Our forecast is not so much a forecast but laying out the rising risks for the markets. The Fed is taking away the punch bowl with...
To this point, Total non-financial debt has skyrocketed from $54.3 trillion, at the start of the pandemic, to $62 trillion as of the end of Q1...
July typically is the best month of the third quarter and it is not unusual to see significant highs occur in July and August. The markets...
We note the huge rise in money supply although not in our opening piece that looks at the Fed its pronouncements along with debt, debt/GDP and...
The next crisis should start sometime between the second half of '21 through the end of '22. The catalyst will be the same as it always...