Thursday, 15 August 2019

Not That Different This Time


Tuesday, 30 July 2019

Brace For Autumn

Monday, 22 July 2019

U.S. Personal Debt Is Not That Cheap To Service Anymore....




And the growth rate of those costs is starting to look a bit like 2000/2001 and 2007...


Friday, 10 May 2019

Danger

Wednesday, 24 April 2019

A Turn For The Worse

As of 19 April 2019

Related article: The Price of Inflation




Sunday, 10 February 2019

U.S. QT


Tuesday, 5 February 2019

The key driver of broad-based risk asset booms and busts.