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Stefan Gleason
What Would It Take to Get a Depression? By Stefan Gleason - Dec 27, 2023

By Peter St. Onge, PhDSo far this year, my base case on the economy has been that we're repeating the 1970's stagflation. With a first bout of high inflation followed by a period of rapid GDP growth...

Tim Knight
Fed Up: Reverse Repo Remains in Free-Fall By Tim Knight - Dec 22, 2023

A bit of a plumbing update for you: the Feds dumping of bonds continues apace, on auto-pilot:Reverse Repo remains in a free-fall, plunging toward $0 in within months at this pace. And, of course,...

Ipek Ozkardeskaya
Soft Inflation at the Top of Santa's Wishlist By Ipek Ozkardeskaya - Dec 22, 2023 2

Appetite in European stocks waned yesterday, yet the US counterparts recovered Wednesday losses and closed the session more than 1% higher as the latest growth data was revised slightly lower to 4.9%,...

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