recession

The New Greater Fool

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Swap Spreads Implicate Huge ‘Dollar’ Divergence

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Far Beyond Oil; Wholesale Imbalance Extends to Extremes In Autos

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It Took Three Decades, But Fears of Turning Japanese Are Closer Than Ever

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Shrinking US Trade Volume Means Global Recession Heading To These Shores

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Emerging From The Fog

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‘Lower For Longer’ Is A Fool’s Mantra

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Factory Slump Intensifies——Six Months Y/Y Is Now Down 7.5%

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US Manufacturing—–Heading Toward R-Land

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Wholesale Money Markets Are Still Deteriorating——Ignore Swap Spreads At Your Own Peril

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