wholesale finance

Surely Confused By The Slope—–A Crash Is Still A Crash

Read More

A Closer Look At China’s ‘Dollar’ Gap

Read More

Nothing Unexpected And Nothing Good In Bank Results So Far

Read More

Secular Stagnation Would Be The Best Case—— But Even That’s Not Realistic

Read More

Mind The Forwards——–The Rising Dollar And China’s Three Month FX Cycle

Read More

The IMF Discovers The Ticking Clock——-China Massive Forward Dollar Short

Read More

The Brazilian Nightmare——-The Inexorable Toll Of Keynesian Central Banking

Read More

The Brazilian Basket Case——Collapsing Bubbles, Crushing Debts, GDP Sinks 6% Y/Y

Read More

Shrinking Eurodollars, Eurobanks And Dark Leverage

Read More

The $18 Trillion EM Corporate Debt Bubble——-Another Manifestation Of System Fragility

Read More