Independent thinking for complex markets and current events
Rising lines signal deeper economic pain. Wages not keep up with costs for many normal families. Similar reports from different cities show summer demand spikes. Some food banks say they run low on supplies. Broader stories on inflation impact and record SNAP usage in parts of country. 40 minutes of people lining up at food …
The big blackout in Ohio today is just a sign of old bones. Power companies ignore maintenance to keep their profit high. The new “BUILD America 250” law cuts 45% of support for modern transit. They choose to build cheap highways instead of strong grids. Every storm will now cause a big economic mess for …
The real story here is not “recession fears.” The real story is that institutions, markets, and even consumers are starting to quietly admit something much darker: The modern economy increasingly survives through financial insulation, debt tolerance, asset inflation, and delayed recognition of losses rather than broad based prosperity. That is the connective tissue running through …
It's all about Japan now. pic.twitter.com/k6qEvqWrY7 — Guilherme Tavares (@i3_invest) April 17, 2025 Japan's Ministry of Finance admits they sold foreign bonds during the market turmoil last week https://t.co/oaPYAF8vEX — Financelot (@FinanceLancelot) April 17, 2025 Japan's Bond Market is Flashing a Serious Warning Japan's government bond yields dropped sharply today, marking another critical signal that …
Equities saw largest fragility shock on record… From @dailychartbook pic.twitter.com/kobmFd70EQ — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) August 20, 2024 Hedge Funds are net bearish on commodities for the first time since 2016. Incredible timing. Right when commodities are starting to outperform. The fund flows rotation will be epic and drive commodity prices/stocks so much …
Now trains are hit in Crowdstrike outage as ticket machines and scanners go down at London stations on one of year’s busiest travel days – while families queue at Dover and 28,000 Brits battle to fly home with another 45 UK flights axed today Travel disruption is continuing today as trains are hit in Crowdstrike …
US drug shortages reach record high with 323 meds now in short supply. “There are myriad reasons for the hundreds of drug shortages now facing doctors and patients, many of which remain unclear. But, as Ars has reported before, the root cause of shortages of low-cost, off-patent generic drugs is well established. These drugs have razor-thin …
The US banking system’s fragility has been brought to attention once again. The S&P 500 has issued a chilling warning that has sent shockwaves through the banking industry. The renowned index tracking agency has downgraded five major regional banks. This move has raised alarm bells across the sector, with many citing mounting concerns over their …
via creditbubblebulletin: As my thoughts turned this week to “Issues 2024,” my mind returned to the great American economist Hyman Minsky (1919-1996). The dynamic evolution of Capitalistic systems, innovation and financial structures, the “Financial Instability Hypothesis,” “Ponzi finance”, “stability is destabilizing”… No economist’s work is more germane to Issues 2024 than the brilliant Minsky. Minsky …