Bernanke blowing bubbles

October US payrolls – a recession for many

United States can “certainly” afford to support wars on two fronts – Yellen

More misdirection from US jobs data

Rising US federal debt and maturites pose uncomfortable truths for ‘no/soft’ landing assumptions

June US employment running warm, rather than hot – albeit a bit of a red herring for US Fed rates

Equity’s siren call into early stagflation

Treasury yields after debt ceiling ‘can-kicking’

1 month T-Bill yield spreads expand by >160 bps in April – Signs of growing stress!