US tightening to date continues to ripple through money and credit in an orderly sequence. Bank lending – the next shoe to drop. Michael Burry is now positioned for a crash. Expect a collapse of “everything” within the next four months? November 28, 2022 9:35 amNovember 25, 2022 5:48 am
In spite of the Fed’s incessant jawboning about a mythical pending “tightening,” QT is mostly talk, not action, as the fraudsters at the Fed are terrified of imploding their asset bubbles & Ponzi markets November 20, 2022 8:33 pm
Ooph! Banks Tightening Lending Standards As M2 Money Collapses November 10, 2022 6:50 pmNovember 9, 2022 10:34 pm
The Biden Boogaloo! US Homebuilder Index Falls To 38 For October As Fed Tightening Sends Mortgage Rates Zooming (Economy NOT “Strong As Hell!”) October 19, 2022 9:53 am
US Retail Sales Stagnate As Inflation Hits Consumers (Fed Tightening To Combat Bidenflation) October 14, 2022 9:41 pm
The Perils Of Fed Tightening 2: US Mortgage Rates Climb To Highest Since 2000, Mortgage Demand Falls To Lowest In Recorded History (Great Job DC!!) October 10, 2022 5:58 pm
US Mortgage Payments Up 45.5% YoY Thanks To Fed Tightening Caused By Bidenflation September 24, 2022 8:35 amSeptember 22, 2022 10:39 pm
This is the first time in history the Federal Reserve is doing monetary tightening in a global downturn. August 30, 2022 7:57 amAugust 29, 2022 3:41 pm
How Fed Tightening Of Rates, Not Balance Sheet, Impacts Mortgage Rates (NAHB Traffic Tanks In August) August 18, 2022 10:56 pm
Don’t Listen To The (Central) Bank? The Fed Is Only Tightening Their Target Rate, Not Unwinding Their Enormous Balance Sheet (Eurozone 10Y Yields Tank Nearly 20 Basis Points) July 22, 2022 3:00 pm
Goin’ Down! US Housing Starts Drop -6.3% YoY In June Thanks To Fed Tightening (1-Unit Starts Dropped -8% MoM, Multifamily Starts Soared 15% MoM) July 19, 2022 10:49 am
Feeling Bad! US Homebuilder Confidence Plunges With Fed Tightening (30-year Mortgage Rates UP 89% Under Biden) July 18, 2022 12:08 pm
The DXY (dollar), precious metals, and crypto are all calling BS on the Fed’s supposed “tightening” July 18, 2022 8:41 am
The only way they will stop tightening is if markets explode ahead of time. At which point, soft landing becomes no longer an option. June 29, 2022 7:59 am
*UPDATE* Second week of “Quantitative Tightening” and FED INCREASED its ~$9TN balance sheet by $14 Billion, including $20BN increase in residential MBS. As we’ve exposed, FED is buying more USTs and MBS than their own principal estimates. Zero explanation. Zero justification. June 17, 2022 11:16 am
