It Starts: Subprime Auto Loans Implode (in Your Bond Fund) by Wolf Richter • Feb 23, 2016 • 34 Comments “Fears of an impending liquidity crunch in that asset class.”
After Messy Price War, OPEC Gets the Blues, Can’t Figure Out How “to Live Together” with US Shale Oil by Wolf Richter • Feb 23, 2016 • 37 Comments El-Badri’s nightmare.
A New Level of Absurdity by Bill Bonner • Feb 22, 2016 • 32 Comments The Boneheaded Logic of Negative Interest Rates.
“Prelude to Recession”: the Dallas Fed’s Unsettling Charts by Wolf Richter • Feb 22, 2016 • 47 Comments The “sharp cross-sector split.”
Desperate Oil Giant Pemex Makes a Deal with KKR by Don Quijones • Feb 21, 2016 • 11 Comments On the bright side, it’s not bankrupt – according to the new CEO
Another Doomed Rally in Oil by Oilprice.com • Feb 20, 2016 • 12 Comments The upside for oil is extremely limited.
Forget Deflation. Stagflation Arrives in Canada by Wolf Richter • Feb 19, 2016 • 29 Comments Worst Plunge in Retail Sales since 2008 as Inflation Whacks Consumers.
Revolt against NIRP Breaks out, Bank of Japan “Baffled” by Wolf Richter • Feb 19, 2016 • 28 Comments Meanwhile, exports collapse at fastest rate since 2009.
Five-Year Retail Boom in Texas Implodes by Wolf Richter • Feb 18, 2016 • 26 Comments The Oil Bust Bites.