Banks Disclose Tidbits of Hidden Stock Market Leverage, as Known Stock Market Leverage Surges by Wolf Richter • Oct 15, 2021 • 115 Comments No one knows total stock market leverage, but it’s huge and ballooning, as we see from the tidbits we’re allowed to see.
Will Risk Parity Blow Up…??? by Kuppy • Oct 11, 2021 • 138 Comments When something that is this widely adopted blows up, it tends to blow up spectacularly.
Treasury General Account Plunges by $100 Billion in One Week. How Close to Zero Will it Get? by Wolf Richter • Sep 30, 2021 • 112 Comments “Debt Ceiling Farce 2021”: S&P threatens to downgrade the US by 20 notches to “D” if it defaults, which would be a hoot.
Top 10 Share-Buyback Queens – Big Tech except Intel, Big Banks except Wells Fargo, Buffett – Incinerate Most Cash Ever in Q2. The Rest Lags by Wolf Richter • Sep 25, 2021 • 137 Comments Funded by Debt: Since 2012, share buybacks totaled $5.5 trillion, corporate debt soared by $4.7 trillion.
10-Year Yield Jumps to 1.43% as Bond Market Reacts to what the Fed Said Yesterday about Tapering, Rate Hikes, and Inflation by Wolf Richter • Sep 23, 2021 • 170 Comments The Fed is getting nervous about inflation. “Temporary” doesn’t cut it anymore. And the bond market is getting a whiff of it.
The Everything Shortage & Price Hikes Plastered All Over Fed’s “Beige Book” by Wolf Richter • Sep 8, 2021 • 180 Comments “We need lower consumer demand to give supply chains time to catch up… recover efficiency… and break this vicious circle”: CEO of Maersk’s APM Terminals, one of the largest container port operators.
The Most Monstrously Overstimulated Economy & Markets Ever by Wolf Richter • Aug 25, 2021 • 160 Comments The Fed will trim back its stimulus, but it’s already too late, and it’ll be too little and too slow.
Mallmageddon: How Far the Value of Four Live Malls, Not Zombie Malls, Collapsed this Summer by Wolf Richter • Aug 25, 2021 • 112 Comments Leaving Big Holes in CMBS as mega-landlords, such as Bookfield and Westfield’s owners, walk away.
THE WOLF STREET REPORT: The Most Monstrously Overstimulated Economy & Markets Ever by Wolf Richter • Aug 22, 2021 • 153 Comments The Fed will trim back its stimulus, but it’s already too late, and it’ll be too little and too slow.
What’s Behind this Messed-Up Bond Market? by Wolf Richter • Aug 18, 2021 • 133 Comments The Fed. And then the Fed steps away.
