Liberty and Finance, Released on 6/14/25 (Recorded on 6/13/25) The labor market is cracking, says portfolio manager Michael Pento. While there is superficial optimism based on tariff deals, the foundations of the economy are cratering. And partly due to high energy costs, there is likely no relief coming for high prices. “The level of inflation […]
BNN Bloomberg, Released on 4/17/25 Economist and Bay Street veteran David Rosenberg shares his analysis on how tariffs could impact the U.S. economy as he says the labor market is likely going to feel the long-term effects. David Rosenberg is the chief economist & strategist of Rosenberg Research & Associates, an economic consulting firm he […]
Bloomberg, Released on 10/2/24 Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. […]
Adam Taggart | Thoughtful Money, Released on 8/8/24 The Sahm Rule, a widely-monitored recession indicator, triggered on Friday. Some analysts are arguing that it’s too early to worry about a slowdown, that the economy is too strong currently. Others warn the US may already BE in recession. So, which is it? For answers, we’re fortunate […]
Market Ticker, Released on 8/3/24 Karl Denninger is an American technology businessman, finance blogger, and political activist, sometimes referred to as a founding member of the Tea Party movement. His website is The Market Ticker.
Rebel Capitalist, Released on 8/2/24 George Edward Gammon is an American real estate investor and entrepreneur. He produces and stars in a popular YouTube Channel. Prior to 2012, George started, owned, and operated multiple businesses ranging from conventions to advertising. The last growing to 24 million in annual revenues and over 100 employees. After 12 […]
Eurodollar University, Released on 8/1/24 A whole bunch of bad data, much of it focused on deterioration in the US labor market (pre-July payrolls). That unleashed huge swings in rates markets and forward rates. One reason for all this is the historical pattern is perfectly clear. What we’re seeing right now happens EVERY TIME. No […]
Real Vision Finance, Released on 11/4/22 U.S. stocks opened higher but drifted lower through the trading day, digesting an October nonfarm payrolls report that showed a still-strong labor market in the aftermath of Federal Reserve Chair Jerome Powell’s forceful rejection of “pivot” talk earlier this week and ahead of crucial midterm elections next week. Traders […]
