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The Fed, led by Chair Powell, persists in discussing multiple rate cuts and slowing Quantitative Tightening despite inflation surpassing targets. Inflation at 3.5% y/y in March...
Higher interest rates erode the economic footing like a torrent underneath the foundation of a building. You cannot convince me that this humongous debt overhang will...
Economic growth must absolutely soar in 2024 to justify these valuation metrics. Or, the Fed must slash borrowing costs back towards ZIRP. But the latter scenario...
The labor market and economy are finally starting to crack. If you are wondering what all the recession obsession is about, it is because the S&P...
Most of the carnage in the bond market currently is due to the overwhelming supply issuance, which is a direct consequence of our intractable debt and...
The Fed's balance sheet expansion was one of the main drivers of asset prices and liquidity in the aftermath of the pandemic, as it injected trillions...
While we believe Treasury Yields are a no-touch right now, they should begin to see big inflows once the labor market begins to crack and the...
The last time the Fed paused hiking the FFR anywhere near 5.25% was not coincidentally during the prelude to the Great Recession & Financial Crisis, which...
Do you want to know what is really plaguing the entire banking system? A plethora of high-risk loans was made when money was virtually free during...
Despite the Fed's backstop, First Republic bank shares just plunged by 50% to reach a record low and are down 93% YTD. The troubled bank is...