Month: September 2024

Vault

We are seeing record credit card debt, the anti-inflationary drivers of growth are reversing and China is slowing down, says Scott Sperling of THL.

August 17, 2023

If you helicopter drop more money than we spent in World War 2, and unit labor costs continue to rise without productivity gains, you will get higher inflation and higher for longer from the Fed, says Barry Bannister of Stifel.

August 15, 2023

Rick Rieder of Blackrock says we are in a “polyurethane” economy of resiliency, and it’s not as sensitive to interest rates as it used to be.

August 14, 2023

The market isn’t pricing in the next shoe to drop – credit. Anne Walsh of Guggenheim says don’t fight the Fed.

August 14, 2023

Steve Eisman says the regional banks could have problems 6, 9 or 12 months from now because of the lag time for bad CRE to filter through the system.

August 13, 2023

“I do continue to think that yields on bonds will go higher,” says Jim Bianco.

August 12, 2023

Brandon from Car Questions Answered says repossessions are spiking, and used car prices will plummet. “This is the tip of the iceberg.”

August 11, 2023

RJ Talks provides more evidence showing mortgage rates to go higher with lack of mortgage backed securities buyers.

August 11, 2023

“If that happens, this Fed is not done.” And more rate hikes are on the table says Jim Bianco.

August 11, 2023

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