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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...
This record increase and level of debt was issued in conjunction with an unprecedented $5 trillion increase in money printing in the two years following the...
It is nonsense to argue about whether the economy and stock market will have a soft landing or one that doesn’t land at all. Both views...
The bottom line is that the US economy should be in recession by the second half of 2023. To re-emphasize why the soft-landing is a myth,...