Sitemap - 2023 - The Informationist
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 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?
US Treasuries: The Big Downgrade
The Bank of Japan July Surprise
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?
Pod: The Debt Ceiling & Is US About to Default?
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 🐥