Below we examine a credit market losing all credibility as rising bond yields, like rising-rate shark fins, circle in for

American markets are looking scarier than Halloween. For those familiar with our market reports, we endeavor to make the complex

We can’t emphasize enough how dangerous the current macro setting is in the wake of a deliberately strong and illiquid

A weaponized dollar is a dangerous thing. We have dedicated numerous articles and interviews addressing the dangerous strength of the

Below we track how Powell’s Fed serves far more as a problem (and cause of the problems) rather than a

Fed Chairman Powell recently warned of “softening demand.” Gee, thanks. But what does softening demand really mean, and how can

As the USD is fading in influence, it would be the understatement of the year to say that we live

American policy has been acting in ways which suggest either a desperate ignorance or a sinister restructuring of the national

Current recession denial requires a shift to recession preparation. Once again, the US is facing a recession which Main Street

This week, the bipolar Fed proved it can be a hawk and a dove at the same time as the