Weekly Commentary: Issues 2023
Last year marked an inflection point for myriad historic global Bubbles. Find out more.
Source: seekingalpha.com
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Weekly Commentary: 2022 Year in Review
US stocks suffer worst year since financial crisis. Stock and bond markets shed more than $30tn in brutal 2022.
Source: seekingalpha.com
Weekly Commentary: Just the Facts - December 23, 2022
The S&P500 slipped 0.2% (down 19.3% y-t-d), while the Dow increased 0.9% (down 8.6%). Three-month Treasury bill rates ended the week at 4.1825%
Source: seekingalpha.com
Weekly Commentary: Credit Downturn Acceleration
The FOMC statement and dot plot were viewed as somewhat more hawkish than expected. System credit growth has slowed - and the risk of a precipitous lending slowdown is rising. Read more.
Source: seekingalpha.com
Weekly Commentary: Blackstone, Inflection Points And The Z.1
At a seasonally-adjusted and annualized (SAAR) $3.284 TN pace, Non-Financial Debt (NFD) growth slowed from Q2’s SAAR $4.318 TN and Q1’s SAAR $5.438 TN.
Source: seekingalpha.com