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Yearly Archives: 2022
Treasury Market: Factor Update
We have updated the data we promised in our recent post of a repost, Where The Next Financial Crisis Begins. Our narrative for why the Treasury market is convulsing with a lack of liquidity is that the largest buyers of … Continue reading
Posted in Uncategorized
1 Comment
Friday CK Chart Fest – October 7th
Continued Strength U.S. Labor Market Global Growth Projections Credit Party Is Over Korea’s Power Generation Stepping On The Gas Inflation Chips Dip Conservative Mrs. Watanable
Posted in Charts
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Where The Next Financial Crisis Begins
Our good friend, King David, just forwarded this Bloomberg headline to remind us of a post we made back in 2018, which we have reposted below. Maybe, or maybe not, but you should have the following analysis in your quiver, … Continue reading
Seriously? Swissie a Safe Haven During a Banking Crisis?
Repost of an oldie but goldie, (as in a decade old), especially relevant given the rumors in today’s market. Here’s to hoping the policymakers have rectified some of the issues, but in our experience goveventments are reactive to a crisis … Continue reading
This Quarter Was Different: The Big Reversal
We’ve been all over the “Big Reset,” which is upending many things. It’s disheartening to hear most of the Street analysts speak as if nothing has changed but prices. All things as we have known and have become comfortably numb … Continue reading
Posted in Equities, The Big Reset
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Friday CK Chart Fest – September 30
Forced Liquidation G7 Yields, Inflation, & Policy Rates Euro Inflation Spike German Inflation Soars Gilts Gone Wild Mortgage Spreads Blowing Out Cue The Corporate Debt Reckoning Dollar Strength In Context China Selling U.S. Treasuries Inflation 101: The Wage-Price Spiral Hitting … Continue reading
Posted in Charts
2 Comments
The Great Reset: The Bond Yield-Dollar Feedback Loop
The Great Reset is upon us. All things as we have known and have become comfortably numb with, such as zero interest rates, negative real interest rates, quantitative easing (digital money printing), and Pax Americana, [and central bank dominance of the … Continue reading
Posted in Uncategorized
22 Comments
Global Macro Monitor 