Macro Observations

Macro Observations

Silver’s Big Rally

Is It A Good Sign Or A Bad Sign For The Soft Landing?

Macro Observations

The Threat of Tariffs

Why They’re Likely To Be Bad For Everyone

Macro Observations

The 2nd Coming of Inflation

It May Have Already Started

Macro Observations

2024 vs. 2007

There Are More Similarities Than You Think

Macro Observations

China Comes To The Rescue

That Means The Fed Is In Trouble

Macro Observations

Most Credit Spread Measures Don’t Indicate Much Risk, But One Of Them Does

Few understand the TED spread.

Macro Observations

Is Recession On The Horizon?

Signals From Oil, Yen, Treasury Yields & More

Macro Observations

No, The Reverse Yen Carry Trade Isn’t Over

Nor Is The Current Crisis Of Confidence

Macro Observations

The Fed Is About To Cut Rates; What Can We Expect From Gold & Silver?

It's A Precious Question

Macro Observations

What If The Market Has Been Trading On Bad Data All Along?

Atrocious.

Macro Observations

Private Credit Could Be The “Sub-Prime” Of The Next Global Credit Event

Few.

Macro Observations

High Yield Bonds vs. Small Caps: Which One’s More Likely To Break?

It ALL Goes Back To This