Lee AdlerThe US economy is going gangbusters, but the Fed has created and is imminently facing the greatest crisis in its history.
Here’s the latest in this ongoing financial soap opera for the ages.
I have unfortunately gotten a few days behind schedule on publication this week. I am currently working on a Primary Dealer update which I’ll post…
The US economy is going gangbusters, but the Fed has created and is imminently facing the greatest crisis in its history.
Here’s the latest in this ongoing financial soap opera for the ages.
The US economy is going gangbusters, but the Fed has created and is imminently facing the greatest crisis in its history.
Here’s the latest in this ongoing financial soap opera for the ages.
Sell in May and go away? This report tells you why that might be a good idea.
I want to wish you and your family Merry Christmas, Happy New Year, Happy Holidays, and Happy Festivus, the holiday for the rest of us.…
The conditions we were looking for last month have happened. It sets up a perfect storm. But we are ready for it.
The moment of truth has arrived. Are you ready. Here’s what to expect and how to prepare.
The withholding data is the real deal. It continues to show the US economy growing rapidly. Inflation will continue to run very hot, and the Fed will remain under pressure to reduce QE. That showed up this week in Powell’s statement that the Fed will stop saying the bad word, “transitory” because people misunderstand what the Fed means by it. We know otherwise.
This report examines and illustrates the most important line items on the Fed’s weekly balance sheet. It tells you what to look for to recognize when the markets will crash. Because that’s coming.
We approach another debt ceiling drop dead date. The next month is thus fraught with unknowns. It makes projecting our QE and PONTs charts beyond the next two weeks all but impossible. We’ll just have to wait and see along with everybody else. Of course we view the world a little differently than everyone else.
bond prices will head lower. That could set off a firestorm in not only Primary Dealer inventories, but bank long term bond portfolios as well.