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Yield Curve Warnings: Recession Inevitable?

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Yield Curve

Yield Curve Warnings: Recession Inevitable?

Below, we look at warnings from the inverted yield curve, and it’s not as boring or as fun as you

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Ukrainian war

Ukrainian War: Sanctions vs. Sanity

In the tragic backdrop of the Ukrainian war, we consider the hard yet ignored math of failed Western financial systems

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Housing Bubble

Don’t Forget that Housing Bubble

The housing bubble has not received as much attention as the stock and bond bubbles of late. As we’ve warned

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US Dollar

Signals (from the US Dollar) Matter

The bi-polar US Dollar, like so many market forces of late, is exhibiting some odd behavior. Equity markets, of course,

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Next financial crisis

The Ignored Spark of the Next Financial Crisis

The next financial crisis will begin like the last one: Not enough dollars. In the autumn of 2019, we began

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Economic Distortion

Nothing is Real: A Pictorial Journey of Economic Distortion

Economic Distortion 101: When it comes to modern markets, risk assets and the now normalized yet twisted tango of fiscal

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gold's flash crash

Tonya Harding Explains Gold’s “Flash Crash”

Gold price manipulation is back, as was gold’s flash crash; below we skate through its details and ask: “Why now”

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Stanley Fischer

Stanley Fischer, Inflation & More Dollar-Destroying Liquidity Ahead

Below we unpack the implications behind central bank gold purchases (rising), negative real yields (falling) and Stanley Fischer’s Fed-speak (cringing).

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U.S. Dollar

The U.S. Dollar: Anything but Sensational

Below, we look at the U.S. Dollar with blunt rather than sensational intent. Sensationalism, like central bankers and policy makers,

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crazy markets

Six Reality-Checks for Crazy Markets

Crazy markets? Where to begin… Fact checking politicos, headlines and central bankers is one thing. Putting their “facts” into context

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