After three decades, I remain as skeptical as ever. Unconstrained Credit is destabilizing. Market-based (as opposed to traditional bank) finance took [...]

[CNBC] Stock futures slide after 3-day winning streak: Live updates [Yahoo/Reuters] Oil prices set for weekly loss on potential for more global [...]

[Yahoo/Bloomberg] Stocks Fluctuate on Tariff Concern as Dollar Slips: Markets Wrap [Yahoo/Bloomberg] US Officials Mull Easing Tariffs Targeting the [...]

[CNBC] Dow futures jump 700 points after Trump says he doesn’t plan to get rid of Fed chief: Live updates [CNBC] 10-year Treasury yield dips after [...]

[Yahoo/Bloomberg] Gold Hits $3,500 as Trump’s Fed Broadside Sparks Flight to Haven [Yahoo/Bloomberg] US Stocks Climb as Global Volatility Eases: [...]

[Yahoo/Bloomberg] Gold Hits Record as Dollar Sags and Trade War Concerns Persist [CNBC] Dow futures tumble 400 points to start week as investors [...]

[Reuters] Wall St Week Ahead Busy US earnings week confronts market grappling with tariff fallout [Yahoo/Bloomberg] Firing Powell Would Hurt the [...]

The “New” That Awaits For months, HAI has been increasingly confident that a break away from the post-1971 global financial/monetary system is [...]

[Yahoo Finance] Can Trump fire Powell? The Supreme Court could make it easier. [Axios] Inside Trump’s tariff brain [Yahoo Finance] It was [...]

Ten-year Treasury yields fell 16 bps this week, reversing about a third of last week’s spike. MBS yields dropped 19 bps after last week’s 56 bps [...]

[Yahoo/Bloomberg] Asian Stocks Edge Higher in Thin Holiday Trading: Markets Wrap [AP] Strange sell-off in the dollar raises the specter of investors [...]

Decades of Inflationism Home to Roost – April 17, 2024   David: All right, let’s begin. Good afternoon. We are going to start the [...]