Dollar Illiquidity: The Ironic Yet Ignored Spark for the Next Crisis
With not enough liquid dollars available, dollar-demand is up, and hence…
Continue readingWith not enough liquid dollars available, dollar-demand is up, and hence…
Continue readingThe problem with Evergrande is that it is not an anecdote, but a symptom of…
Continue readingWill it need a bailout or to be taken over by the Chinese government soon?
Continue readingThe markets are handing investors clear warning signals…
Continue readingMost developed economies face a dangerous dilemma: choose to follow the path of debt stagnation or strengthen the economy to exit the crisis in…
Continue readingThe growth rate has never been higher, with the 1970s the only period that comes close..
Continue readingThis 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 readingGovernments have regained the religion of borders, and protecting its own. That includes everything we grow and produce, as we are all…
Continue readingNot only did the rate cut not unlock additional funding, it actually made the problem worse…
Continue readingEverything 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 readingIn addition to the global trade war and the US-Iran crisis, the banking system in the United States is still in crisis…
Continue readingDave 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 readingMnuchin said that he had spoken to JPMorgan CEO Jamie Dimon, and other banks about how to avoid liquidity problems…
Continue readingThe repo rate was still abnormally above Fed funds as repo market remains broken and banks refuse to lend to each other…
Continue readingDave Kranzler says the current repo funding shortfall may subside, but it will not fix the underlying cause…
Continue readingRob says the controllers of the petro-dollar are simply trying to buy themselves a little more time. Here are how and why…
Continue readingDave 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 readingAt the risk of sounding like an alarmist, I am so concerned with the liquidity scramble…
Continue readingWhat is going on in the repo market is bad and getting worse, and more problematic is that nobody knows what is causing it…
Continue readingWhy didn’t the Fed just open the floodgates on QE4 when it was obvious that a liquidity crunch was forming?
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