Two-year Treasury yields traded at 4.06% Wednesday, just ahead of the CPI data release. Yields sank to 3.87% intraday Wednesday and were as low as 3.81% [...]
Another humdrum week. The second largest bank failure in U.S. history – to start things off, making for three of the top four over just the past two [...]
For years, we’ve been told the banking system is sound and highly-capitalized – that lessons were learned from the 2008 crisis. Importantly, the Fed would [...]
It was an interesting week. The S&P500 traded little change and within a narrow range. The VIX (equities volatility) Index traded intraweek to the low [...]
Please join Doug Noland and David McAlvany this coming Thursday, April 20th, at 4:00 pm Eastern/ 2:00 pm Mountain time for the Tactical Short Q1 recap [...]
April 7 – Bloomberg (Alexandre Tanzi): “US bank lending contracted by the most on record in the last two weeks of March, indicating a substantial [...]
A quarter that began with The Big Squeeze – only to be interrupted by a banking crisis and intense policy response – concluded with a reemergence of [...]
Germany’s Deutsche Bank CDS spiked 30 higher intraday Friday, to 210 bps – surpassing panicky market levels from last October and even March 2020. Deutsche [...]
It is commonly believed that the “Great Financial Crisis” could have been avoided had the Federal Reserve bailed out Lehman Brothers. This is along the [...]
Especially from the Credit Bubble perspective, it was a troubling week. A more hawkish Fed Chair in the face of escalating systemic risk. Two bank failures, [...]
Ten-year Treasury yields traded as high as 4.09% this week, the high since November 9th. Benchmark MBS yields rose to 5.67%, up 100 bps over the past month, [...]
Archaic perhaps, but I am an impassioned proponent of sound money – and have been for a long time. It’s vital – fundamental. The Austrian School of [...]
