November 15 – Bloomberg (Nishant Kumar and Suzy Waite): “Hedge-fund manager David Einhorn said the problems that caused the global financial crisis a [...]
It’s been awhile since I’ve used this terminology. But global markets this week recalled the old “Bubble in Search of a Pin.” It’s too early of [...]
Of the diverse strains of inflation, asset inflation is by far the most dangerous. A bout of consumer price inflation would be generally recognized as [...]
Amazon, Google, Microsoft, Intel and Draghi all handily beat expectations. Booming technology earnings confirm the degree to which Bubble Dynamics have become [...]
The week left me with an uneasy feeling. There were a number of articles noting the 30-year anniversary of the 1987 stock market crash. I spent “Black [...]
Bloomberg: “Treasuries Surge as December Hike Odds Drop After CPI Miss.” Year-over-year CPI was up 2.2% in September, with consumer inflation above 2% [...]
The threat of nuclear crisis with North Korea. Two destructive hurricanes. Puerto Rico devastated and about out of money. The start of a major comprehensive [...]
For the Week: The S&P500 increased 0.7% (up 12.5% y-t-d), and the Dow added 0.2% (up 13.4%). The Utilities slipped 0.2% (up 8.7%). The Banks jumped another [...]
I found the Fed’s latest (Q2) Z.1 report particularly interesting. It brought back memories. In general, debt growth was steady and rather uninteresting. As [...]
Global Credit, Bubble and market analysis is turning more interesting. China August Credit data were out Friday. Total (aggregate) Social Financing jumped to [...]
Analysis surrounding economic data is especially interesting these days. As always, there’s ample opportunity to pick and choose data points to support a [...]
“A resilient financial system is critical to a dynamic global economy — the subject of this conference. A well-functioning financial system facilitates [...]
