El-Erian: Market Not Pricing Liquidity Risk
Weakening consumers too
Irony Squared: Deposit Run, Counterparty Risk, Rehypothecation Blow up Cryptoverse
What is Bitcoin? Where excess liquidity goes to die
Eurodollar Yield Curve Inversion Getting Extreme
Another recession warning
Fed Pivot? Be Careful What You Wish for
The faster inflation drops, the more likely we are experiencing a recession
Robert Kessler: Prepare for a Lost Decade
“If you don’t have a good job that works in every environment… think about getting rid of debt…”
Inventory Crunch Over
Peak inflation
Mark Mobius: Historic Shift from China to India
“I believe we are seeing a sea change”
Oil Option Positioning Skewed Most Bullish Ever
How much more obvious could this be?
The Great Resignation Moderates But Problem Not Going Away
No way to avoid a dependency spiral
Gundlach: Fed Will Slow from Here, Inflation Will Undershoot
“If you are manipulating a seven point decline from peak to trough in that compressed of a timeframe, I think you chances of it stopping at two are very low.”