Sep 29, 2022
What do you call the economic cycle that shows signs of pre-recession and recession at the same time? Seriously, what do you call it? Also, the Pound-Sterling is almost at parity with the US dollar, Italy has a new Prime Minister, Chinese Yuan has completely collapsed, and where the fuck is President Xi??
Find us on...
Sep 22, 2022
Well, the nearly free liquidity the last decade has really hit a wall. The Fed announced this week that they are raising the Fed Funds Rate another 75 basis points and expressed their intention to repeat this hike two more times by year end. The 2-year yield has surpassed 4%, which will force investors to reconsider the...
Fed Dove Hunting in Jackson Hole
Sep 1, 2022
The Fed chair has said the word 'pain' during a presser on Friday, leading to a sharp decline in equities. Strangely enough, the bond market had little to no reaction. Why? Because it's been the same narrative for months. Also, big news on the student loan front. Listen for a breakdown of some of the pros and cons of...