Macro and Credit - A shot across the bows
"History is a vast early warning system." - Norman Cousins, American authorLooking at the markets wobbles on Friday, with the .....»»
Kashkari & Consumer Credit Curtail Stock & Bond Gains
Kashkari & Consumer Credit Curtail Stock & Bond Gains Another quiet macro day (although an ugly picture was painted late.....»»
"Vol Genie" Is Out Of The Bottle, Geopolitical Tensions Or Not
'Vol Genie' Is Out Of The Bottle, Geopolitical Tensions Or Not Authored by Simon White, Bloomberg macro strategist, Equity, fixed-income, credit, commodity and even FX volatility are beginning to.....»»
Psaki refuses to give Trump credit for vaccine rollout, says it was an "incredible effort by science and by medical experts"
"If I wasn't President, you wouldn't be getting that beautiful 'shot' for 5 years, at best," former President Donald Trump said earlier this week. .....»»
Credit Impulse Update: A Key Engine Of US Growth Is Stalling
Credit Impulse Update: A Key Engine Of US Growth Is Stalling Authored by Christopher Dembik, head of Macro Analysis at Saxo Bank, This is certainly one of the most impo.....»»
5 things pros are watching to gauge the end of market turmoil
Stocks likely matter most to you and your portfolio, but credit and debt are what matter to the macro market and investment banks......»»
Cost of General Electric credit insurance rises along with coronavirus concerns
The cost to insure General Electric Co debt has shot up to levels last seen in 2018, possibly reflecting concern about the company's exposure to coronavirus-induced declines in interest rates, air travel and global growth......»»
Police credit union sets up account for slain Honolulu officers" families
The Hawaii Law Enforcement Federal Credit Union has created a special account for the public to make donations to the families of slain Honolulu police officers Tiffany Enriquez and Kaulike Kalama. Enriquez and Kalama were fatally shot on Sunday after r.....»»
This Is The Longest Contraction In UK Credit Impulse Since The Early 1990s
This Is The Longest Contraction In UK Credit Impulse Since The Early 1990s Submitted by Christopher Dembik of Saxobank Our favorite macro gauge UK credit impulse, which explains economic activity nine t.....»»
The Wall Street Journal: Credit Suisse consultant linked to spying on former executive reportedly dies
The consultant, whose identity isn’t known by The Wall Street Journal, shot himself on Tuesday, according to Zurich lawyer Thomas Fingerhuth. The Journal couldn’t independently verify the death or its cause late Monday night......»»
The Global Credit Impulse Is Giving Signs Of Life
Submitted by Christopher Dembik, head of macro analysis at Saxo Bank Based on preliminary data, global credit impulse - the second derivative of global credit growth and a major driver of ec.....»»
How Turkey Committed Financial Suicide
We have extensively documented the ongoing collapse of Turkey's financial system in the last few days as Reserves plunge, credit risk soars, and the currency plummets... ...but Bloomberg macro strategist Mark Cudmore warns this is far more .....»»
Macro and Credit - The Golden Rule
"After World War I.....»»
Macro and Credit - Dyslipidemia
"You can stroke people with words." - F. Scott FitzgeraldWhile learning that Global debt had reached a record $237 trillion in 2017 which is more than 327% o.....»»
O’Hare Airport expansion will be credit negative, says Moody’s
Moody’s fires a warning shot about the debt impact from a huge O’Hare Airport expansion that Mayor Rahm Emanuel has declared a “game changer†for Chicago......»»
Macro and Credit - Fandango
"When you combine ignorance and leverage, you get some pretty interesting results." - Warren BuffettWhile enjoying some much needed R&R (Rest & Recuperation).....»»
Macro and Credit - The Zimmermann Telegram
"No matter what political reasons are given for war, the underlying reason is always economic." - A. J. P. Taylor, British historianLooking at the evolution of the trade war rhetoric in conjunction with cold.....»»
Macro and Credit - The Canton System
"The philosophy of protectionism is a philosophy of war." - Ludwig von MisesWatching the intensification of the trade war rhetoric, with additional dollar weakness, and a softening tone in US macro data, when it came.....»»
Macro and Credit - Intermezzo
"It was one of those March days when the sun shines hot and the wind blows cold: when it is summer in the light, and winter in the shade." - Charles Dic.....»»
Macro and Credit - Buckling
"There exists everywhere a medium in things, determined by equilibrium." - Dmitri Mendeleev, Russian scientistWatching w.....»»
Macro and Credit - Structured Criticality
"Bright light is injurious to those who see nothing." - PrudentiusLooking at the relief rally that followed the tragedy that followed the "first to default" wipe-out of large swaths of the.....»»