It has been an incredibly challenging yet exciting year for our team. In 2022, we moved out of a heavily COVID-19-driven market into a new set...
In the final Fed meeting of the year, Chairman Powell and the FOMC announced a rate hike of 50 bps, lifting the policy rate to 4.25%-4.50%....
What Will Break First As The Fed Continues To Tighten: Financial Giants Duke It Out One week ago, in its latest and quite apocalyptic note...
As noted in previous posts, a number of fears are driving concerns about the future returns of emerging markets (EM) sovereign debt in the midst of...
Roubini Warns Of Imminent Dollar Crash: The Fed Is Going To "Wimp Out" In The Inflation Fight Via SchiffGold.com, Economist Nouriel Roubini...
Stocks, Bonds, & Bitcoin Dump As Black Gold & The Buck Jump Soaring UK inflation, escalating Ukraine tensions, ugly housing starts...
The sharp slowdown in China’s property sector has reignited debate over the country’s future role as a net provider of savings to the global economy....
Roubini: The Stagflationary Debt Crisis Is Here Authored by Nouriel Roubini via Project Syndicate, The Great Moderation has given way to...
Signs Are Pointing Toward Equities Capitulation By Michael Msika, Bloomberg Markets Live commentator and reporter The extreme stress showing...
The volatility in the stock market and a higher interest rate environment is preventing tech companies from going public.
"Covid Is Here to Stay," CDC Concedes After Two Years Of Orwellian Hysteria Submitted by QTR's Fringe Finance At first, I wanted a good portion...
Inflation, Recession Or Both? Submitted by QTR's Fringe Finance Perhaps more than anything else, the one question that is going to determine...
"Take The Tragedy In Sri Lanka And Multiply By Ten": The Fed Just Lobbed A Financial Nuke That Will Obliterate The Global Economy By Larry...
Futures Flat As Traders Brace For Latest FOMC Minutes After yesterday's remarkable U-turn in US stocks which tumbled at the open only to recover...
With no sign of respite from inflationary pressures, central banks are embarking on a significant tightening of monetary policy. Valuations of risk assets...
A Chaotic Tipping Point: Bill Blain Warns "We Are Spiralling Into Something Messy" Authored by Bill Blain via MorningPorridge.com, “The...
How Quantitative Tightening Ends Authored by MN Gordon via EconomicPrism.com, The pursuit of decadence is always met with the painful reality...
Amundi CIO Warns That Some Parts Of Private Equity Look Like "Ponzi Schemes" Despite the market's tumult over the last few months, credit...
Crash, Then Boom! Authored by Dylan Grice via TheMarket.ch, Complacency in financial markets has given way to concern that the Federal Reserve...
Food Riots In Sri Lanka Turn Deadly As Protesters Beat Up Police, Burn Down Politicians' Houses Two months ago, we noted the first Arab Spring...
Back in 2008 as the international financial crisis was sweeping through the world economy,… The post Are the good times over for tech start-ups as the...
The tail end of my three-part discussion of banking (link) ended with the argument that the circular nature of funding flows means that they do not...
A monetary system that allows the creation of money out of thin air is vulnerable to the fits of credit expansion and credit contraction. Periods of credit...
Futures Rebound As Facebook Soars; Dollar Steamrolls Higher As Yen Crashes U.S. index futures, European bourses and Asian markets all rose...
Bond/Stock Bloodbath Leads To Worst Start To A Year On Record Ultra-hawkish FedSpeak (from them all) sent rate-hike expectations this week...
The drawdown in bonds is not much less than bitcoin’s drawdown from its all-time high. Legacy finance is demonstrating to be just as volatile as bit...
Perma-Bulloney! Authored by Mike Pento, The economy is faltering, and markets are becoming chaotic. In spite of this, the mainstream financial...
With the VIX indicating systemic volatility, it's hard to imagine bitcoin making a larger upwards move in price.
Credit Has Cracked, And Now The CLO Defaults Begin Last Friday we reported that credit is “cracking", quoting from the ominous words of...
Another Funding Indicator Is Flashing Red It's not just the recent blowout in the FRA-OIS funding spread that is hinting at some major funding/liquidity...