Global liquidity (via the G5 credit impulse + US fiscal impulses) has eroded significantly over the last year April 1, 2022 9:46 am
Rents reach ‘insane’ levels with no end in sight… The credit impulse it is clearly moving downward…. The Fed has no choice February 21, 2022 1:04 pm
Strong dollar, low credit impulse, tightening… Some stocks have already crashed… SPX real earnings yield plummeting… Insiders keep selling December 14, 2021 6:38 pm
The reflation trade is dead on a tactical level due to this… The G3 credit impulse is the worst since 2008…. The signs are numerous. Day of reckoning is coming. September 3, 2021 1:21 pmSeptember 1, 2021 4:51 pm
If the credit impulse matters as much as it has done in prior cycles, then we haven’t even seen the beginning of the bond rally. July 25, 2021 9:49 am
Credit Impulse declining simultaneously in: China, US and Europe July 14, 2021 1:25 pmJuly 12, 2021 9:40 am
