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Month: March 2020

Fingers Crossed.

March 30, 2020March 30, 2020

A somewhat inauspicious start.

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oil1 Comment on Fingers Crossed.

China Eases Big, Delivers Large Cut To 7-Day Reverse Repo Rate

March 29, 2020March 29, 2020

If you were looking for a sign…

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2 Comments on China Eases Big, Delivers Large Cut To 7-Day Reverse Repo Rate

This Is Not An Economic Crisis With Social Consequences. It’s A Social Crisis With Economic Consequences.

March 29, 2020

“What is happening is not a financial crisis or an economic downturn caused by the endogenous workings and self-sabotage of the capitalist system.”

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13 Comments on This Is Not An Economic Crisis With Social Consequences. It’s A Social Crisis With Economic Consequences.

Trump Abandons Easter ‘Economic Resurrection’ Goal, Cites Worst-Case 2.2 Million Virus Death Toll

March 29, 2020March 29, 2020

“When I heard that number today – first time I’ve heard that number”…

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11 Comments on Trump Abandons Easter ‘Economic Resurrection’ Goal, Cites Worst-Case 2.2 Million Virus Death Toll

‘We’re About To Find Out If It’s Enough’: Everything Policymakers Have Done To Bail Out A Sick World

March 29, 2020March 30, 2020

“There are no ideologues in financial crises.”

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14 Comments on ‘We’re About To Find Out If It’s Enough’: Everything Policymakers Have Done To Bail Out A Sick World

From ‘Virus Divergence’ To Intervention Risk: Wall Street Disagrees On Dollar’s Post-Squeeze Path

March 29, 2020

Where to now?

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Leave a Comment on From ‘Virus Divergence’ To Intervention Risk: Wall Street Disagrees On Dollar’s Post-Squeeze Path

The Great Petrostate Panic.

March 29, 2020March 29, 2020

Trouble in petro paradise.

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oil, OPEC6 Comments on The Great Petrostate Panic.

Fauci Confuses Tapper’s Virus Question, Clarifies US Could Have 200,000 Deaths, ‘Millions’ Of Cases

March 29, 2020March 29, 2020

“You could so easily be wrong, and mislead people.”

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10 Comments on Fauci Confuses Tapper’s Virus Question, Clarifies US Could Have 200,000 Deaths, ‘Millions’ Of Cases

In Europe, Indefinite Lockdowns, Spiraling Death Tolls. In The US, A ‘Totally Bizarre’ Soap Opera

March 29, 2020March 29, 2020

“I can’t make an accurate prediction”.

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11 Comments on In Europe, Indefinite Lockdowns, Spiraling Death Tolls. In The US, A ‘Totally Bizarre’ Soap Opera

This Is ‘The End Game Of The Great Debt Super Cycle’ And Scott Minerd Sees Just One Way Out

March 28, 2020March 29, 2020

“We are experiencing the end game of the great debt super cycle”.

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13 Comments on This Is ‘The End Game Of The Great Debt Super Cycle’ And Scott Minerd Sees Just One Way Out

Ebbs And Flows.

March 28, 2020

Historic outflows, daunting headlines and a rebalancing bid.

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5 Comments on Ebbs And Flows.

‘Don’t Call The Woman In Michigan’: Trump Gambles On Governor Attacks Amid Virus Response Push

March 28, 2020March 28, 2020

“I mean, I’m a different type of person.”

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9 Comments on ‘Don’t Call The Woman In Michigan’: Trump Gambles On Governor Attacks Amid Virus Response Push

Bazooka Stimulus, Buying Time And Virus Utilitarians

March 28, 2020March 28, 2020

“I want to take actions that will provide a concentrated, short-term boost in demand”.

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7 Comments on Bazooka Stimulus, Buying Time And Virus Utilitarians

Where’s The Floor?

March 27, 2020March 28, 2020

“The scale of the policy panic is astonishing.”

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12 Comments on Where’s The Floor?

Good News, Bad News And Wasted Time

March 27, 2020March 27, 2020

“Always a mess.”

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2 Comments on Good News, Bad News And Wasted Time

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Previous 1 2 3 … 16 Next

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI

March 15, 2023March 16, 2023

Most Read

  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • Ethan Fanshel on Big Picture Takeaways From The Credit Suisse Bond Wipeout
  • Btfl on The Swiss Killed The CoCos
  • derek on The Swiss Killed The CoCos
  • Kevin Wood on The Swiss Killed The CoCos

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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