Sitemap - 2023 - The Informationist

SOFR Sends Up a Smoke Signal

The Implications of the Basis Trade

What Happens When the Fed Pivots?

What is the Sahm Rule Telling Us?

Private Credit: The World of Shadow Banking

Are Foreigners Dumping US Treasuries?

The Reverse Repo: Once It's Gone...

A Near-Failed Treasury Auction

The US Treasury Funding Schedule: Can They Be Trusted?

The Bank of Japan Experiment

The US Twin Deficit Syndrome

Bond Vigilantes: They're Back

The Strategic Petroleum Reserve: Approaching Empty

Are Fed Swap Lines Really Foreign Bank Lifelines?

The Fed Dot Plot: Rate Trajectory or Reading Tea Leaves?

Fed Fund Futures: Predicting the Fed

Bank Deposits are Disappearing. Why?

The Fed, The Treasury, The White House…Who's Really in Charge of the Economy?

Informationist Real Talk: Inflation

30-Year Treasuries → Why Are Yields Spiking?

The Exploding World of ETFs

US Treasuries: The Big Downgrade

The Bank of Japan July Surprise

The Economy Enters the D-Zone

Market Multiples and the Magnificent Seven

Will gold pave the yellow BRICS road?

Will Student Loans Crush the Consumer?

World Yields are Inverting: Why it Matters

Pod: The Great Treasury Re-Funding

CRE Part 2: How REITS Will Hurt Banks

Pod: Are TIPS a Good Investment?

Commercial Real Estate, The Next Crisis?

Pod: Could the US Dollar Hyperinflate?

The Great Re-Funding: Is the Treasury About to Break the Market?

Pod: Is the US Headed For a Recession?

Are TIPS a Good Investment?

Pod: The Debt Ceiling & Is US About to Default?

Pod: Debt Ceiling

The Elusive R-Star: The Fed's Key to Ending Rate Hikes

Could the US Dollar Hyperinflate?

Interest Rate Risks are Collapsing Banks

Debt Ceilings and Is The US About to Default?

Can BRICS Topple the US Dollar?

What is a Recession, and Are We Headed For One?

PCE and the *Supercore* Inflation Reading

Fed's New Tool: BTFP...is it Inflationary?

GSIB, SIPC and How to Protect Yourself!

SVB, the FDIC, and Are You Really ‘Insured’?

Stock Buybacks: The Good, the Bad, and the Ugly

The CBO and Taking the Treasury’s Debt Temperature

Bank Bail-Ins: Can They Really Seize Your Deposits?

US CDS Spreads Blowing Out: Are We Headed for Default?

0DTE Options: Will They Cause A Market Avalanche?

The New CPI: A Wilderness of Mirrors

The Trillion Dollar Coin: Genius or a Joke?

Informationist Update & Midweek Macro Bonus

The Informationist is getting wings 🐥

Update on The Signal

Wall Street’s Looming LBO Bomb

The Debt Clock is Ticking