The world looks ugly and America hits a massive wall of debt in 2019 with interest rates soaring — what could go wrong? November 15, 2018 9:51 pm
Dalio: Fed Has Raised Rates to “A Level That Is Hurting Asset Prices”; Paul Tudor Jones Blames the Tax Cut for Rate Hikes; “We’re in a Global Debt Bubble” November 15, 2018 4:12 pm
Inflection Point: Shipping rates are crashing again, crude crashed, bitcoin crashed, stocks crashed last month, commodities are in turmoil, etc… November 15, 2018 11:26 am
Goldman Sachs: Inflation Is the Real Risk, Fed Should Raise Rates at Least 5 More Times November 6, 2018 10:02 am
Nomi Prins: Expect The Fed To Pause Hiking Rates If Market Volatility Continues November 1, 2018 4:09 pm
THE WOLF STREET REPORT – Where are interest rates headed, when will the Fed buckle, and who are the new winners and losers? October 29, 2018 8:04 am
The zero interest rates are over. The artificial liquidity is gone. The sugar high of the tax cut funded share buybacks has worn off. Now we return to fair value. October 26, 2018 12:43 pm
AFTER 10 YR EXPANSION: CAN’T NORMALIZE INTEREST RATES, CAN’T REDUCE BALANCE SHEET, NEED TRILLION $ DEFICITS, MORE TAX CUTS AND STIMULUS BEING CONSIDERED October 22, 2018 12:36 pm
Rising interest rates, peak earnings and spiraling debt and pundits can’t find a bear market thesis October 18, 2018 11:30 am
