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Monthly Archives: September 2022
Soaring buck intensifies economic downturn
The USD Index (DXY shown below since 1980) above 110 this morning is a 20-year high not seen since April 2002. The Euro (58% of the dollar index) is below par and at the lowest since July 2002, while the … Continue reading
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Quantitative Tightening is supposed to step up 5.5x this month
Happy September!! Starting now, the US Fed is to run off its balance sheet (reduce liquidity in the banking system via ‘Quantitative Tapering’) by $95 billion a month–double the amount they were supposed to have been withdrawing (QT) since the … Continue reading
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A two year recession?
Dave talks about where we are now, including an update on Dave’s recession call, what he thinks about inflation, and how the Federal Reserve will react. Raoul also gets Dave’s view on what markets will do and whether he agrees … Continue reading
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