A few headlines: WSJ: “Deflation Tightens Grip on China’s Economy.” FT: “China’s Prices Fall at Fastest Rate in 15 years as Economy Battles [...]
CNBC’s Jeff Cox: “Just kind of looking to put it all together, you talked about basically the economy looking strong, with 3.3% annualized growth in the [...]
Could the backdrop going into next Wednesday’s Powell press conference be any more intriguing? The economy has gained a head of steam since the FOMC’s [...]
Please join Doug Noland and David McAlvany this coming Thursday, January 25th, at 3:00 pm Eastern/ 1:00 pm Mountain Time (one hour earlier than normal) for the [...]
Monetary disorder played prominently throughout 2023, though most acutely with the fourth quarter upside market dislocation. Speculative leverage went to [...]
As my thoughts turned this week to “Issues 2024,” my mind returned to the great American economist Hyman Minsky (1919-1996). The dynamic evolution of [...]
I’ll be frank. This “Year in Review” piece just lacks the pizzazz of other publications. For example, the New York Times’ “A Look Back at the Top [...]
From an analytical perspective, it’s fascinating how things can turn wild at the end of cycles. While mortgage Credit expanded at double-digit annual rates [...]
History will be the judge. This period will be examined, analyzed, discussed, and debated for at least the next century. My task after a week like this is to [...]
Setting the stage for analysis of the Fed’s new Z.1, Q3 was not your typical quarter. For starters, GDP posted a 5.2% growth rate, more than doubling Q2’s [...]
Let’s get November documented, starting with notable headlines: “Biggest Blowout in Bonds Since the 1980s Sparks Everything Rally.” “S&P 500 Has [...]
Notable developments for two key facets of the global government finance Bubble this week. November 21 – Financial Times (George Steer): “Hedge funds [...]
