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In early March, U.S. banks faced substantial unrealized losses, ominous figures hinting at potential disaster. At the end of 2022, these losses hit $1.7 trillion, nearly matching the total equity of U.S. banks, which stood at $2.1 trillion. Rising interest …
Stagflation is when the economy experiences both high inflation and high unemployment. The last time America’s economy experience this was back in the 1970s. Many are now believing – including JP Morgan’s Jamie Dimon – that stagflation could be returning …
In 2025, a tsunami of debt refinancing threatens to engulf countless companies, setting the stage for economic turbulence. The Fed’s missteps, once forgivable errors, now loom large like ominous clouds. First, they dismissed inflation as fleeting, then abruptly shifted course …
Americans are in limbo about where the housing market could go next, but they are resolute about the conditions for buying right now. Nearly 80% of Americans think it’s a bad time to buy a house, according to the Fannie …
Concerns arise over Federal Reserve’s handling of unemployment, with predictions of further damage to the labor market. Recent data signals a cooling labor market, evidenced by rising unemployment rates and increased part-time employment. Speculation mounts for additional Fed rate cuts …
Taylor Kenney discusses the Federal Reserve Domesday Book. Delve into its clandestine contents and learn how this secret collection of documents grants the Federal Reserve unparalleled authority to operate outside the law, leaving us vulnerable and questioning the limits of …
In a revelation that shatters conventional wisdom, the correlation between the S&P 500 performance and the Fed’s balance sheet since the Global Financial Crisis remains eerily stagnant. Beneath the surface lies a stark truth: the apparent market growth is a …
Despite expectations of inflation tapering, the Federal Reserve’s favored inflation gauge surpasses 8%, highlighting ongoing economic strains. March’s Consumer Price Index (CPI) records a significant uptick at 3.5%, the highest since September 2023, with Core CPI outperforming forecasts for four …
by Graham Summers, MBA As I keep emphasizing, another round of inflation is coming. And the worst part? The Fed knows it, but is playing political games to boost the economy/ stock market for the Biden Administration. “But wait a …
by confoundedinterest17 Chicago Illinois used to be a shiny toy. Soft’ survey data has been a bloodbath this week with regional Fed surveys all slumping and this morning’s Chicago PMI uglier than all expectations. That smashed ‘hope’ – the spread …
TMZ got footage of Diddy’s home getting raided 😳 pic.twitter.com/sRRbdN67vM — FearBuck (@FearedBuck) March 25, 2024 2:52 PM PT — The scene at Diddy’s Los Angeles-area home appears to be winding down, and a new photo obtained by TMZ shows …
Been saying this for several months now. The Fed didn't finish the job. They got spooked in late October (along with Treasury) about the rise in yields and term premiums and thus orchestrated a significant loosening of financial conditions to …
Give this a watch. What a fiasco. Pay attention to the realtor near the end. pic.twitter.com/bUlWKoPMes — QE Infinity (@StealthQE4) March 6, 2024 The Federal Reserve’s actions might seem like a distant financial dance, but the effects are closer to …
“The Fed has a mostly bullshit mandate to keep prices “stable.” What they know is the higher the inflation, the richer them and all their friends get with ZERO effort or success. So how do they accomplish this? 1. They …
This happens literally every recession. Almost verbatim to 2007. Because lagging indicators haven't happened, there won't be a recession. No, you're just following the wrong indicators. https://t.co/xeL1VzHFq5 pic.twitter.com/NweH9HGy1K — Darth Powell (@VladTheInflator) February 27, 2024
via Mike Shedlock On average, the economy looks OK. But averages are misleading. Several large groups of people are struggling. They all have one thing in common. Case-Shiller home price index, CPI rent index, and the index of hourly earnings …
by confoundedinterest17 As Commander Cody sang, “We have too much debt.” “The prices of some things will decline. Others will go up. But we don’t expect to see a decline in the overall price level,” said Federal Reserve Chair Jerome Powell, Nvidia …
The USA is currently experiencing the longest and steepest yield curve inversion in recorded history between the 10-year Treasury Note and 3-month Treasury Bill. Historical data shows that such inversions have preceded economic recessions. The prolonged inversion is seen as …
by confoundedinterest17 Oh Susie QT. The Fed loves you. And The Fed has put a spell on the economy. Where do we sit today? Bank credit growth has been negative for the last 26 weeks. As M2 Money growth has stalled. …
Luckily, oil prices have fallen significantly from their highs. It's interesting that oil markets are not concerned about geopolitical tensions. This is offsetting some of the impact of higher shipping costs. Follow us @KobeissiLetter for real time analysis as this …
Is this like saying a a 'stopped clock' is accurate twice a day? So halting QT will fulfil their 'normalisation' narrative @RobinWigg #Fed has painted itself into a corner and will need to do something when RRP finally empties. pic.twitter.com/ZpwtUYVjgY …
Mark Spitznagel, chief investment officer of Universa Investments, issues a stark warning about the Federal Reserve’s actions, claiming they’ve inflated the “greatest credit bubble in human history.” In a recent interview, Spitznagel painted a grim picture of the U.S. economy, …
Banks are pocketing real money by borrowing money from the Fed's newest backstop facility, which charges a lower rate, and then parking it at another unit of the Fed, which pays higher interest. Banks are borrowing record amounts from this …
via DAVID JENSEN: On December 13, 2023 the Fed U-turned from a staunch inflation fighting policy stance two weeks prior to signaling that it was preparing for rate cuts. This raised the question of what could have changed in two …
🚨 Breaking: Federal 🖨️💵 💵 The Fed is injecting liquidity into the market through various facilities , raising concerns 📈 BTFP reaches a new record high, signaling heightened worries for banks 🔄 Repo 🖨️💵 on the rise, indicating stress in …
In a distressing revelation, the Federal Reserve anticipates three rate cuts next year, acknowledging the challenge posed by persistent inflation. The economic engine falters as demand plummets for homes, vehicles, and goods, painting a grim picture of financial distress among …
The prospect of the Fed concluding its tightening raises questions about an imminent stock market boom, yet historical trends offer no definitive answers. Analyzing the S&P 500’s performance after past Fed peaks reveals a mixed picture, with the market experiencing …
In the last 120 years, when a country’s debt got really high, 98% of them ended up not being able to pay it back. Ken Griffin says the government can avoid this by printing more money, but it would mess …
via politico: NEW YORK — New York City Mayor Eric Adams is juggling a new crisis — in addition to the old ones. The expanding federal corruption investigation threatens to overshadow the challenge he spent much of the year confronting: …
The Federal Reserve’s efforts to weaken the labor market could have serious implications for the housing sector, as dwindling savings and potential job losses create a looming threat of rising foreclosures, amplifying the fragility of the housing market. If the …