War Games: Zoltan Pozsar And The Echo Chamber
“Looks like the CIA are avid readers of Zoltan Pozsar.” That’s a real quote from
Search Results for: Zoltan Pozsar
Zoltan Pozsar, Humble Plumber
“After all, I am just a ‘plumber,’ not a geostrategic expert.” So said Zoltan Pozsar,
The Most Important Thing Zoltan Pozsar Told Bloomberg
Over the past several days, I’ve fielded a number of reader emails about a discussion,
Zoltan Pozsar Saves The Western World
Those calling for a quick return to 2% inflation in advanced economies are “naively optimistic.”
Zoltan Pozsar Bears Witness
“If there is trust, trade works. If trust is gone, it doesn’t.” So said Zoltan
Zoltan Pozsar: ‘Welcome To The War Economy’
“Welcome to the war economy, where heads of state matter more than heads of central
Why Zoltan Pozsar’s ‘Bretton Woods III’ Won’t Work
A fairy tale. That’s what I called Zoltan Pozsar’s Bretton Woods III framework earlier this
Zoltan Pozsar’s Fairy Tale
Zoltan Pozsar scarcely needs to exalt himself. The financial media does that for him. In
Zoltan Pozsar Declares Dawn Of ‘New World Monetary Order’
“Anyone in the commodities world is experiencing a perfect storm as correlations suddenly shot to
Zoltan Pozsar: Commodity Chaos Could Spark ‘Classic Liquidity Crisis’
“A wise guy’s always right,” Al Pacino’s Lefty Ruggiero told Johnny Depp’s Donnie Brasco, during
Zoltan Pozsar Has An Idea…
“We need a Volcker moment,” Zoltan Pozsar declared, in a positively rollicking note published February
Zoltan Pozsar On Money Market ‘Singularity’ And War Finance
“If the Fed is backstopping the credit market, why wouldn’t it backstop its natural habitat?”
Fed Cuts Treasury Buying In Half, Money Markets Normalize, And Zoltan Pozsar Asks: Machiavelli Or Bagehot?
“Money is hierarchical…”
As Crisis Swap Lines Tapped, Zoltan Pozsar Says ‘The New Shadow Banking System’ Needs A Backstop
“Carry makes the world go round and central banks will have to backstop the shadow banking system – yet again.”
Zoltan Pozsar Takes On COVID-19: ‘Use The Swap Lines, An Uncapped Repo Facility And QE’
“Dollar funding is always the orphaned child of crises”.
Zoltan Pozsar, Paul Krugman And More Endogenous Money: Macro Tourist’s Weekend Color
“Whenever a novice trader asks me where to start learning, the first thing I tell them is to get a Twitter account”.
‘The Day The World Stops Spinning’: Zoltan Pozsar Calls For QE4
“If carry makes the world go ‘round, and reserves make carry possible the day we run out of reserves would be the day when the world would stop spinning”.
Pozsar Prophecies Panned As ‘Austin Powers’-Style Parody
Rabobank’s Michael Every is having none of it. By “it,” I mean any variation on
Pozsar: Powell Would Risk US Depression To Slay Inflation
Zoltan Pozsar has a subtle suggestion for those attempting to forecast inflation: Consider the possibility
Powell Or Pozsar?
Jerome Powell is going to “keep pushing” until US inflation abates in “a clear and
Fed Researchers Channel Pozsar, Warn On Margin Calls, EU Utilities
“Pozsar proceeded to speculate on a tsunami of margin calls for market participants long physical
Pozsar Conjures Lehman Amid Russia SWIFT Ban
“If a bank closes a $200 billion balance sheet on Friday and doesn’t open on
Pozsar Cautions On ‘Market Event’ From ‘Russia’s Vast Financial Surpluses’
Zoltan Pozsar took a break this week from assessing every conceivable angle of Fed balance
Jerome Powell Quizzed On Repo Stress As Zoltan Note Makes Cameo In Press Conference
“You asked about year-end”.
The Simple, Brutal Reality Of ‘Eastern Powers’
There’s a bull market in geopolitical counter-narrative. A raging, raging bull market. It’s been going
Life In General
If there’s anything that frustrates me about opining on macro, markets and policy on a
De-Dollarization Is Happening! On Social Media.
Lots of aggressive tweets with little to show for it. Story of our time, right?
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