Topics Covered
us_labor_marketadp_job_datanegative_payrollsus_housing_markethome_price_declinenew_home_price_discountfed_beige_bookjay_powellcasey_jeffhome_depot_earningsprocter_and_gambletreasury_billss_and_p_case_shillerfhfa_price_indexchinese_banking_crisishousehold_credit_collapsechina_vankepboC_policy_rate_cutschinese_yuan_appreciationchinese_trade_surplus_2025chinese_property_bustbank_recapitalisation_planchinese_bond_yieldsseptember_2024_bazookastate_owned_banksexport_dumping_chinarepo_marketfed_repo_facilitysofr_raterepo_rate_tighteningquantitative_tighteningprivate_creditshadow_bankingubs_chairmanblue_owlcredit_rating_agenciesprivate_letter_ratingscopper_to_gold_ratiobull_steepening_yield_curveeurodollar_tightnessforeign_reserve_salesgasoline_pricescrude_oil_surplusdemand_destructionwti_futurescontangobackwardationfederal_reservefomc_policyjob_openings_joltsinternational_energy_agencyopec_supply_cutssaudi_arabia_oilrbo_contractmiami_mayor_electionus_consumer_spendingblack_fridaycyber_mondayk_shaped_economyfederal_reserve_rate_cuttreasury_yieldsconference_boarduniversity_of_michigansp_global_manufacturing_pmiadobe_digital_insightsmastercardsales_volume_declinerecession_warningholiday_retailjapanese_yensouth_korean_wonbank_of_japanjerome_powellscott_bessanteurodollar_conditionsjgb_marketasian_currency_volatilitycurrency_interventionus_treasuryjapan_government_debtfed_rate_cutnot_qefomc_meetingjeff_schmidchristopher_wallersteven_mirineurodollar_university_livepresidents_day_2026first_brands_dip_loansbeige_bookjolts_datacredit_cycle_downturnfirst_brandsubs_fundblackstone_private_creditinvestor_redemptionseuropean_shadow_bailoutprimary_dealer_treasury_holdingrepo_failsus_consumer_creditrevolving_creditcredit_card_usageconsumer_sentimentjob_marketpayroll_reportestablishment_surveyjoltsnew_york_fed_surveycredit_unionsfinance_companiesmonetary_metalsinterest_rate_cutscredit_cyclerating_agenciespimcobloomberg_editorialnonbank_financial_institutionslevel_three_assetsmark_to_modelzombie_companiesjay_claytonjp_morgan_earningscredit_market_warningbond_issuance_delayyield_curve_steepeningfallen_angelshigh_yield_marketcorporate_bond_issuanceabs_marketclo_marketrepo_market_disruptionus_labor_market_softeningjamie_dimonoracle_credit_ratinguridial_university_livehousing_market_delistingsmiami_home_delistingsflorida_housing_marketrealtor_com_dataredfin_statisticsnational_association_of_realtorsmortgage_rate_trendsfederal_reserve_interest_rate_cutsunemployment_rate_2025supply_shock_overbuildinghousing_bust_2025president_day_2026_university_liveus_cpiuk_cpibank_of_englandeuropean_central_bankinflationtariff_inflationunemploymentrate_cutsmonetary_policy_hawkishnessandrew_baileychristine_lagardegold_yieldus_job_marketpayroll_reportsflat_beverage_curvefed_rate_cutstreasury_yield_curveu3_unemployment_rateu6_underemployment_ratejolt_job_openings_surveyretail_salesgame_console_salesautomotive_insurancecar_insurance_affordabilitygallup_holiday_spendingchallenger_gray_and_christmasadp_job_reportsmall_business_layoffseuro_dollar_tighteninguniversity_of_michigan_sentimentbitcoincryptocurrencyus_gdpsafe_haven_assetsgold_investmentsilver_investmentbond_marketbull_steepeningconsumer_confidencelabor_marketconference_board_surveyhealth_care_spendingtrade_distortionsfixed_investmentforeign_treasury_salesus_long_term_treasuryeurodollar_tighteningrepo_market_spike_october_2023federal_reserve_repo_facilityquantitative_tightening_qtqeqe_restartfirst_brands_bankruptcyjapanese_fed_dollar_support_1997asian_financial_crisis_1997_1998blue_owl_fundjamie_diamondjapanese_household_spendingeurodollar_marketinterest_rate_differentialsusreasury_yieldstariff_distortionjapanese_prime_ministerglobal_synchronized_downturnspeculatorsoracleai_bubbletethercredit_default_swapsdata_center_financinggeorge_gammoneurodal_university_liveeuropean_shadow_bankingprivate_credit_fundseuropean_central_bank_lendingecb_bank_datadeutsche_bankimf_financial_stability_reportnon_bank_financial_institutionsus_dollar_repo_tightnessgovernment_bond_buyingeurozone_systemic_riskus_economy_recession_riskmoody_analyticssp_globaltreasury_curve_bull_steepeninggasoline_wholesale_futuresrbo_gasolinewti_oil_pricesoil_contangooil_backwardationdiesel_demand_declinemanufacturing_pmiservices_pmifed_regional_pmitariff_distortionsjob_lossesai_debt_bubbleoak_tree_capitalhoward_marxnvidiaoracle_corporationmicrosoft_corpmeta_platformsamazon_comdotcom_bubbleeurod_university_liveus_federal_reservelayoffshp_corphome_depottarget_corpadp_employment_reportjapan_yenindian_rupeechinese_yuanreserve_bank_of_indiaeuro_dollar_premiumtrade_deficittrade_surpluseuro_dollar_marketus_regional_banking_crisiscanadian_real_estate_fundsfund_gatinginvestor_withdrawalsbank_of_canadauk_parliamentary_committeehigh_grade_fundsubs_fund_losscanadian_housing_market_bustyield_curve_normalizationthree_month_ten_year_spreadalan_greenspanaustin_goulbyrecession_signalnber_recessionjob_market_lossesinflation_policycnbc_interviewcredit_market_signals2025_webinarswiss_national_banknegative_interest_ratesnegative_cpideflationglobal_economyecbreserve_bank_of_australiatreasury_markettips_break_even_ratesswiss_franciran_protestssilent_depressionkitchen_table_economicseconomy_stupidyouth_protests_global1992_us_electionuk_2024_general_electiontories_defeat_2024japan_election_2024germany_spd_loss_2024pandemic_stimulusgen_z_economic_anxietyurodell_university_live_2026treasury_notescollateral_tighteningtriricolor_debaclenegative_job_numbersflat_beverage_economycredit_market_cyclekkrraymond_jameswaterfall_asset_managementus_auto_salesaffordability_crisisjolts_turnovernet_turnover_negativefed_rate_cuts_2026murin_fed_governorsupply_shock_2021_2022hyundai_north_americarandy_parkereurodella_university_livedistressed_credit_fundcar_insurance_shrinkagefed_rate_cut_december_2024treasury_bill_yieldsforward_rate_marketeconomic_data_revisionsqcw_payroll_revisionschallenger_gray_christmas_layoffsjobless_claimsindustrial_production_revisionretail_sales_revisioneurodollar_yield_curveterm_sofr_futuresprocter_gamble_consumer_goodschina_economic_slowdownchina_retail_sales_declinechina_fixed_asset_investmentchina_household_lendingchina_deflationchina_real_estate_crisischina_housing_price_indexwti_oil_pricewti_contangoopec_supply_decisionsus_unemployment_ratejerome_powell_fomctreasury_bull_steepeningglobal_energy_demandibm_ceooracle_corpbroadcomfed_fomcnasdaqcredit_market_tighteningmacroeconomic_riskconsumer_spendingdebt_market_conditionsus_economychina_trade_surplus_2025europe_china_trade_imbalanceemmanuel_macronursula_von_der_leyenxi_jinping_purgechinese_household_loans_declinechinese_bank_credit_crunchmexican_china_tariffs_2026belt_and_road_initiativedeflation_in_chinafed_fomc_december_2025real_estate_bust_chinacopper_pricessilver_pricesgold_pricesgold_to_silver_ratiomiddle_east_oil_spreadscommodity_supply_shockstariffs_on_copperai_power_demanddeflationary_economicsurl_universitybitcoin_price_dropcrypto_liquidationsrisk_off_moodism_chicago_pmius_manufacturing_pmiinventory_gluttrade_tariff_distortionsshort_term_financingcockroach_lendingsp_global_ratingscanada_manufacturing_pmimexico_manufacturing_pmimonetary_metals_gold_yieldflat_beveragepayback_periodcarmaxused_car_marketauto_loan_delinquenciesauto_loan_termsconsumer_debtus_recession_risklabor_market_crisistariff_impactautomotive_inventorycar_pricesphysical_gold_yieldfed_services_pmiconference_board_sentimentchina_us_treasury_salesrepo_resale_volumecollateral_swapsmonetary_tighteningus_dollar_exchange_rateforeign_reserve_asset_salesagency_debt_purchasecny_stabilityus_bank_liabilitiescarry_trade_blowup_2024recession_scare_2025trump_administrationmortgage_qegseqemortgage_securitiesquantitative_easingmortgage_rateshousing_affordabilitybanking_sectorchinese_bankspboccollateral_flowus_treasury_inventoryprimary_dealersbusiness_development_corporationsblue_owl_bdckkr_bdceurodollar_systemcredit_cycle_riskglobal_economic_slowdownpmi_dataism_manufacturing_indexs_and_p_globalcanada_economymexico_economygermany_manufacturingcredit_market_cracksshadow_banking_bailout