Dollar Illiquidity: The Ironic Yet Ignored Spark for the Next Crisis
With not enough liquid dollars available, dollar-demand is up, and hence…
Continue readingliquidity crisis
Evergrande Isn’t China’s “Lehman Moment”: It Could Be Worse than That
The problem with Evergrande is that it is not an anecdote, but a symptom of…
Continue readingChina’s Largest Real Estate Developer In Big Trouble?
Will it need a bailout or to be taken over by the Chinese government soon?
Continue readingLiquidity Crisis: Wells Fargo & Repo Markets Sound Alarms
The markets are handing investors clear warning signals…
Continue readingThe Economic Recovery Is Stalling: We Need Pro-Market Reforms Now
Most developed economies face a dangerous dilemma: choose to follow the path of debt stagnation or strengthen the economy to exit the crisis in…
Continue readingMoney-Supply Growth Hits New High for Third Month in a Row
The growth rate has never been higher, with the 1970s the only period that comes close..
Continue readingCentral Banks and the Next Crisis: From Deflation to Stagflation
This is a health crisis and a supply shock added to the forced shutdown of the economy. As such, policies aimed at boosting demand have…
Continue readingHold Silver And Gold Like A Resolute!
Governments have regained the religion of borders, and protecting its own. That includes everything we grow and produce, as we are all…
Continue readingRepo Madness Continues: Fed’s Term Repo Record Oversubscribed As Market Liquidity Craters
Not only did the rate cut not unlock additional funding, it actually made the problem worse…
Continue readingEverything But Commodities Is In A Bubble!
Everything but Commodities is in a bubble! When that corner turns, it won’t be pretty at all. In fact, food, energy and clothing prices are…
Continue readingMeanwhile, The Fed Just Injected $99,000,000,000 Into The Repo Market To Keep The Party Going
In addition to the global trade war and the US-Iran crisis, the banking system in the United States is still in crisis…
Continue readingFund Manager: Underlying Problems In Financial System Are ESCALATING Like In 2008
Dave Kranzler’s convinced the “repo” money is needed to help the banks as loans and other assets begin to melt-down, like in 2008…
Continue readingMission Accomplished JPMorgan! Repo Market Eases, Mnuchin Says May Loosen Liquidity Requirements, Other Post-Crisis Regulations
Mnuchin said that he had spoken to JPMorgan CEO Jamie Dimon, and other banks about how to avoid liquidity problems…
Continue readingFed Injects $104.2BN Via Overnight, Term Repos One Day After Start Of “Not A QE”
The repo rate was still abnormally above Fed funds as repo market remains broken and banks refuse to lend to each other…
Continue readingFund Manager: An Unavoidable Global Debt Implosion
Dave Kranzler says the current repo funding shortfall may subside, but it will not fix the underlying cause…
Continue readingRob Kirby BOMBSHELL: Dollar Shortage Caused By US Dumping Dollars Into Shale Oil, Operating At A Loss To Burn The Dollars
Rob says the controllers of the petro-dollar are simply trying to buy themselves a little more time. Here are how and why…
Continue readingFund Manager: These Repo Operations Will Eventually Morph Into Outright Money Printing
Dave Kranzler says for now the Fed is going to plug the banks’ funding gaps, but the Fed has no clue of the potential problems…
Continue readingMichael Ballanger: A Ticking Time Bomb Is Ready To Blow The Stock Market Rally At Any Minute
At the risk of sounding like an alarmist, I am so concerned with the liquidity scramble…
Continue readingGetting Worse: As Fed Pumps More Liquidity Via Repo Operations, The Market Needs More Liquidity
What is going on in the repo market is bad and getting worse, and more problematic is that nobody knows what is causing it…
Continue readingThe Fed Created The Everything Bubble And A Liquidity Crisis – What Happens Next?
Why didn’t the Fed just open the floodgates on QE4 when it was obvious that a liquidity crunch was forming?
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