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Mar 10
19m 31s

Something Just Broke in the Global Marke...

Jeff Snider
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Yesterday
Texas Just Triggered a Housing Market Warning
We’ve been covering the macro housing bust for some time, and while it’s still there another major problem has come up and for the same reasons. Mortgage delinquencies and even foreclosures have come into the conversation, especially in places like Texas. Rates continue to tick l ... Show More
19m 4s
Mar 9
Oil Shock + Job Losses + Credit Crisis… This Is Bad
Not one but two negative payrolls. That’s what we got from the latest update on the employment situation, a double dose of flat Beverage amidst a historic week in the oil market and another major escalation in the private credit bust. And all these things go together. The looming ... Show More
21m 44s
Mar 8
Oil Just Made a Historic Move (This Is Very Bad)
Chaos in the energy patch sent both prices and spreads exploding. It was the latter - the blowout in spreads - that is now the most concerning for what it says about this growing oil shock. At almost historic levels, just a nickel short of setting a new record, this kind of inten ... Show More
28m 18s
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