Debt Bomb Archive

Credit Needs to Accelerate to Upside or Danger Ahead $HYG $JNK

Has President Trump Weaponized the Fed?

Warning… the following involves politics. We are neither pro- nor anti-the Trump administration, unfortunately we have to include political issues in our framework for understanding the markets. For the last few months, it’s been an ongoing question… why is the Fed THIS hawkish at a time when the BoJ and ECB are engaged in NIRP

Has President Trump Weaponized the Fed? Warning… the following involves politics. We are neither pro- nor anti-the Trump administration, unfortunately we have to include political issues in our framework for understanding the markets. For the last few months, it’s been an ongoing question… why is the Fed THIS hawkish at a time when the BoJ

The Bond Market is Now Longer Believing the Bank of Japan

Is the Bank of Japan Finally Losing Control? While we like to focus on the US Federal Reserve (the Fed) because it controls the global reserve currency (the US dollar) and therefore is the most important Central Bank in the world… the fact is that it is Japan’s Central Bank, the Bank of Japan (BoJ),

Will the Bank of Japan Be the First Central Bank to Blow Up?

Is the Bank of Japan Finally Losing Control? While we like to focus on the US Federal Reserve (the Fed) because it controls the global reserve currency (the US dollar) and therefore is the most important Central Bank in the world… the fact is that it is Japan’s Central Bank, the Bank of Japan (BoJ),

What Happens When a Central Bank Loses Control?

Is the Bank of Japan Finally Losing Control? While we like to focus on the US Federal Reserve (the Fed) because it controls the global reserve currency (the US dollar) and therefore is the most important Central Bank in the world… the fact is that it is Japan’s Central Bank, the Bank of Japan (BoJ),

The US Bond Market is Flashing DANGER!

The US bond market is going the wrong way… As I outlined in my bestselling book The Everything Bubble: The Endgame For Central Bank Policy, when the US completely severed the US dollar from the Gold Standard in 1971, US sovereign bonds, also called Treasuries, became the bedrock of the financial system. From this point

The $USD is Topping… What Comes Next Sets the Tone For EVERYTHING

Trump just gave Jerome Powell is marching orders. As we’ve noted over the previous weeks, the Powell Fed screwed up royally in June when it forecast five additional rate hikes over the next 12 months along with an accelerated pace of Quantitative Tightening (QT) at $40 billion per month. I want to be clear: it

Did the Powell Fed Just Light the Fuse on the US Debt Bomb?

The Powell Fed has decided to embark on an aggressive tightening schedule, with five more rates hikes while also draining an amount equal to Sweden’s GDP in liquidity over the next 18 months. The Fed believe it can do this because the economy is strong and inflation is rising. However, it has failed to account

The REAL Reason the Fed is so Hawkish (And How to Play It)

The single most important bond in the world is the 10-Year US Treasury bond. This bond represents the “risk free” rate of return for a total economic cycle (roughly 10 years) denominated in the global reserve currency (the $USD). Put simply, this is THE bond to watch if you want to keep an eye on

The Fed MUST Act to Stop the Everything Bubble From Bursting

The single most important bond in the world is the 10-Year US Treasury bond. This bond represents the “risk free” rate of return for a total economic cycle (roughly 10 years) denominated in the global reserve currency (the $USD). Put simply, this is THE bond to watch if you want to keep an eye on

The Fed Will Soon Sacrifice Stocks to Save Bonds

The single most important bond in the world is the 10-Year US Treasury bond. This bond represents the “risk free” rate of return for a total economic cycle (roughly 10 years) denominated in the global reserve currency (the $USD). Put simply, this is THE bond to watch if you want to keep an eye on

The Single Most Important Bond In the World is Breaking Out

The single most important bond in the world is the 10-Year US Treasury bond. This bond represents the “risk free” rate of return for a total economic cycle (roughly 10 years) denominated in the global reserve currency (the $USD). Put simply, this is THE bond to watch if you want to keep an eye on

Here Are 200 TRILLION Reasons Why Rising Yields Pose a Systemic Risk

It’s a good thing that the BLS ignores things like the recent rise in real estate and gas prices when it generates its official inflation numbers… Why? Because if the BLS didn’t do this we might actually see that inflation is exploding higher. This is not conspiracy theory, it is fact. And if you don’t

Did Junk Bonds Just Signal the End to This Credit Cycle?

Stocks are now in very serious trouble. The S&P 500 has fallen to test its “election rally” trendline. If the market breaks down here, there’s essentially one giant “air pocket” down to 2,200 or so. The bad news is that high yield credit (HYG), which leads the S&P 500, has already broken its respective trendline.

Central Bankers Just Lit the Fuse on a $217 TRILLION Debt Bomb

As we noted yesterday, the world’s Central Banks have begun sending signals that the price of money in the financial system (bond yields) is going to be rising. Why is this a big deal? Because globally the world has packed on $68 TRILLION in debt since 2007. And ALL of this was issued based on

Bombshell: The US Spent $20 MILLION Per Job Created From ’08 Onward

Since 2008 the financial media has been proclaiming that the US was in a “recovery.” This argument was used to justify the insane monetary policy of the Federal Reserve, which maintained ZIRP for seven years and spent over $3 trillion in QE. Well, it turns out there was no recovery to speak of when it

The Corporate Debt Bomb is Ticking (Think 2000 All Over Again)

Corporate profits are rolling over again. Two years ago, corporations posted their first year of negative profit growth since the Great Crisis. We had a bounce from those depressed levels, which suckered a lot of investors into believing that fundamentals were improving. They were wrong. That bounce has now ended. Year over year profits are

Subprime 2.0: Lending a $1 Trillion to People With No Proof of Job or Income

SubPrime 2.0 is proving far worse than even we suspected. If you’ve not been following this story, our view is that the auto-loan industry is Subprime 2.0: the riskiest, worst area in a massive debt bubble, much as subprime mortgage lending was the riskiest worst part of the housing bubble from 2003 to 2008. In

THREE Charts That Tell Us the Next Financial Crisis is Closer Than Most Think

The election night bull market trendline is about to break. The only reason stocks have held up is hype and hope for Trump’s economic agenda. With the entire MSM, establishment shills, and deep state operatives trying to derail this, the market is about to lose this prop. More worrisome for the financial system: the long-term
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What Happens When the Everything Bubble Bursts?
  • By trying to corner the bond market (risk-free rate)
  • the Fed has created a bubble in everything
  • We call this THE EVERYTHING BUBBLE
  • Reserve your copy of our Executive Summary
  • To prepare for what's coming down the pike!