Markets

What’s Up With The Perturbations In Collateral, Reverse Repos, T-bills and Gold

By David Stockman. Posted On Tuesday June 3, 2014
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QE At Work: Pouring Cheap Debt Into The Shale Ponzi

By David Stockman. Posted On Monday June 2, 2014
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Battle Lines In The Fed Medicated Markets: Economists v. Bonds

By David Stockman. Posted On Friday May 30, 2014
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Last Year’s QE Boost To Housing Is Already Over And Done

By David Stockman. Posted On Thursday May 29, 2014
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How Draghi’s Whack-A-Mole Policy Goosed Sovereigns And Slammed Lending

By David Stockman. Posted On Thursday May 29, 2014
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Japan’s Great Keynesian Rebuke: Abenomics Has Wiped Out ItsTrade Accounts—-Exactly Opposite The Theory

By David Stockman. Posted On Wednesday May 28, 2014
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The Essence Of Abenomics: Swapping Japan’s Historical Trade Mercantilism For Keynesian Financialization

By David Stockman. Posted On Wednesday May 28, 2014
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Big Holes In The Two-Month CapEx Rebound Story: The Trend Has Been Nearly Flat Since 2012

By David Stockman. Posted On Tuesday May 27, 2014
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The Tim Geithner FOMC Transcript Sampler: Clueless In The Eye Of The 2007-2008 Financial Storm

By David Stockman. Posted On Saturday May 24, 2014
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Sell-Side “Pent-Up Demand” Fantasy: Q1 Retail Profit Outlook Went From +13% to -4% (Actual) In 90 Days

By David Stockman. Posted On Friday May 23, 2014
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