I have been speaking about a Fed pivot for a while now. One of the biggest reasons for a Fed pivot is deteriorating liquidity conditions and how that will affect global liquidity within the US and abroad. There are certain things that I will be discussing in this post in terms of…
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Has the Thesis Changed? Listen now (14 min) |
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Everyone continues to talk about rate hikes and the need for the Fed to be able to destroy demand. We are already seeing demand destruction, and we are…
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With the rising interest rates and the Fed saying they will "taper off" the buying of MBS, we have seen mortgage rates skyrocket. There have been rapid…
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I have spoken a lot about cross-currency basis swaps, but many people may still be wondering what a cross-currency basis swap is and why they should…
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Everyone seems to be talking about inflation. I will be discussing why deflation is the real problem that we will see. There are many deflationary signs…
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One of the things I’ve been vocal about is the Fed’s inability to be able to sustain interest rates, and their backing off from the current “tightening…
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Europe is continuing to see deterioration across the board. Whether we are looking at banks, corporations, or bank’s ability to be able to access the…
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