Christopher Whalen Explains the Banking Crisis
Fed needs to cut
Small Business Optimism at Recessionary Levels
A recession delayed?
Ed Hyman: Recession by Summer
Or very low growth for years
First Quarter Earnings Held up Well
No earnings recession yet
Comparing the Speed of Interest Rate Hikes
Fastest since the early 1980s
Canadian Consumer Debt Restructuring Surges, Delinquencies Inching Higher
Worrying trajectory
Credit Demand Implodes
Disinflationary
Druckenmiller Warns About “Horror Movie” Problem of Unfunded Liabilities
“Like watching a horror movie unfold”
US Importing More from Europe Than China
Don’t read too much into it