Big slowdown in prices of base metals and ags. Not inflationary – more like deflationary.
An update on MonkeyPox, China, Oil and John McAfee.
The ever exciting G7 meeting – what actually got done anyway?
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Podcast: Play in new window | Download (Duration: 55:35 — 51.2MB)
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Stocks blasted, then loved. Markets have no memory.
Car loans 6, 7 years? Fear is palpable.
What happens when everyone is on one side of the ship?
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Podcast: Play in new window | Download (Duration: 1:01:46 — 56.8MB)
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Floating a 75bps hike – late Monday that is what the Fed is doing in hopes of moving faster to just pull the band-aid off.
Crypto collapse – bad things happening in the space this week.
Mortgage applications drop off a cliff as the Fed is expected to pump up the volume…
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Podcast: Play in new window | Download (Duration: 1:05:45 — 60.5MB)
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Target reports more problems – but market take it as a massive deflationary happening.
June is expected to be an “up” month – breaking the string in 2022.
Musk, Dimon and others are panicking – should we stay or should we go?
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Podcast: Play in new window | Download (Duration: 1:00:29 — 55.6MB)
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What a week – markets on fire!
Inflation is everywhere – but the latest retail reports show a deflationary trend.
Economic realty – the Fed’s communication strategy is working – maybe too well.
Russia fighting back on the economic front – what that could mean to foreign investment in the future.
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Podcast: Play in new window | Download (Duration: 1:03:43 — 58.6MB)
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What are they thinking? Drying up liquidity into a time of war, pandemic and a slowing economic backdrop – dumb.
Markets worried that the latest pre-announcement are more than isolated. Retail-apocalypse.
A coupe of limericks…
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Podcast: Play in new window | Download (Duration: 1:04:40 — 59.5MB)
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TwitDrama is still going strong.
Oil prices are back up and this is cause for some concern.
Massive rebound in small-cap tech, still needing of stabilization before investors willing to trust this market condition.
Bernanke in an unusual twist….
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Podcast: Play in new window | Download (Duration: 1:02:50 — 57.8MB)
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He went too far – TOO FAR!
Europe abandons its plans – oil recoils.
Twitter drama continues…
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Podcast: Play in new window | Download (Duration: 1:00:18 — 55.5MB)
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Fed decision imminent.
Global slowdown – is now the time to cool the rate hike discussion a bit?
It is the worst start of a year since…..
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Podcast: Play in new window | Download (Duration: 1:04:21 — 59.2MB)
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Interesting development with rates – first time in a very long time this happened.
YUAN moving – big change of trend
Big news from GM – or is it?
Stocks slump, bonds up – correlations normalize for once.
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Podcast: Play in new window | Download (Duration: 1:03:28 — 58.4MB)
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