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Who's Whispering in Trump's Ear on Debt Ceiling
Why Bessent is pushing for canning the debt limit, at least for now
Dec 27, 2024
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FX Hedge
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Who's Whispering in Trump's Ear on Debt Ceiling
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The Economy of Salvation
What does "Redeemer" mean?
Dec 25, 2024
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FX Hedge
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The Economy of Salvation
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November 2024
To the Victor Go the Spoils
What a Trump victory means for markets next year
Nov 28, 2024
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FX Hedge
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To the Victor Go the Spoils
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October 2024
Repocalypse Now
The repurchase agreement markets are sounding the alarm...
Oct 29, 2024
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Repocalypse Now
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A Divining Rod and 2 Crystal Balls
What markets are telling us about the direction of the economy and how to invest
Oct 21, 2024
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FX Hedge
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A Divining Rod and 2 Crystal Balls
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Garbage In, Garbage Out
The National Accounts are becoming worthless because of political pandering
Oct 12, 2024
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FX Hedge
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Garbage In, Garbage Out
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September 2024
Out of the Frying Pan, Into the Fire
Treasury just had its worst August ever and things are getting worse
Sep 16, 2024
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FX Hedge
26
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Out of the Frying Pan, Into the Fire
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Vanishing Jobs Mystery
Sins of omission are catching up to the Labor Department
Sep 1, 2024
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FX Hedge
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Vanishing Jobs Mystery
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August 2024
Gold Forecast in the White
But now what?
Aug 17, 2024
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FX Hedge
22
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Gold Forecast in the White
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16 Tons of Consumer Debt
I owe my soul to the company store...
Aug 11, 2024
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FX Hedge
61
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16 Tons of Consumer Debt
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A View from 30,000 Feet
Take a step back, take a deep breath, and take a moment
Aug 4, 2024
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FX Hedge
48
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A View from 30,000 Feet
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July 2024
A Painful, but Inevitable, Return to Normalcy
Why normalizing Treasury's maturity schedule will disturb financial markets
Jul 28, 2024
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FX Hedge
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A Painful, but Inevitable, Return to Normalcy
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