16 November 2024

Howe Street Reporter Title

Tag: financial crisis

  • Stock markets are scary, but this market truly is frightening!

    Stock markets are scary, but this market truly is frightening!

    Stock markets are looking scary, but the debt markets are truly worrying. Before we get to the instability in debt, and what that means, let’s breakdown what is affecting markets. Not a surprise that inflation numbers came out higher than expected. Peak inflation narrative is quickly becoming the new transitory inflation. You will hear this…

  • The U.S. Fed and market liquidity or welcome to the everything bubble

    The U.S. Fed and market liquidity or welcome to the everything bubble

    A translation of this article is available in Chinese at our partner website, NAI500 here. Before I get into the U.S. Fed and its market liquidity shenanigans, I should explain something that changed the way I view the world, kinda like the time I discovered Disney shoved lemmings off a cliff for ratings, almost making…