Lee AdlerThe Fed’s balance sheet shrank sharply over the past 4 weeks. So it’s no surprise that the stock market rally sputtered. But what’s going on…
The Composite Liquidity Indicator is back to where it was last February and September. Does it mean the same thing now? Click here to download…
Bank lending slowed in April, but it remains a dangerously hot bubble. Click here to download the report (Subscribers Only) One Month Free Trial and…
Despite the noise about the Fed possibly cutting interest rates this week, the reality of the market says otherwise. If the Fed does cut, it…
The Fed’s balance sheet is shrinking, but bank lending for speculative purposes has soared. That is supporting financial asset price inflation. That’s dangerous. This report…
Macro liquidity growth has slowed to a crawl. The Fed and its cohort major central banks are a negative factor on balance. But runaway financial…
The ECB created a monster, and now that monster is chasing it. This report paints the gruesome picture, spells out the implications for you as…
The Fed announced at its January meeting that “they panicking” (apologies to Trading Places) and that neither rate increases nor the shrinkage of the balance…
Just because the Fed uttered a few comforting words to the market doesn’t mean that we are out of the woods. Talk is cheap. Money…