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Three Graphs to Challenge Your Faith in American Markets

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American markets

Three Graphs to Challenge Your Faith in American Markets

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

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illiquid Dollar

More Pain Ahead as the Strong and Illiquid Dollar Makes the World Weak

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

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Softening Demand

Brace Yourselves for the Real Meaning of “Softening Demand”

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

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American Policy

American Policy: Dangerously Planned or Just Accidentally Dumb?

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

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Gold Matters

Why Gold Matters as Markets Spiral in QT

Signals Matter co-founder Matthew Piepenburg shares thoughts on why gold matters as markets spiral into a QT corner, all discussed

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YCC

Fed Two-Stepping, Looming Yield Curve Controls (YCC) and A Painful Endgame Ahead

Below, we look at debt forces alongside supply and demand forces to help investors see (and prepare for) the darker

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Systemic Risk

Systemic Risk Meets a Global Mess: R U Prepared?

Systemic risk is literally everywhere. As central bankers play checkers on a global debt chessboard, we see below how policy

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Western sanctions

Western Sanctions: Aimed at Putin, Shot in the Foot

As we’ve recently noted, weaponized western sanctions and finance have a way of backfiring. Below, we look at how the

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