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THE WOLF STREET REPORT
THE WOLF STREET REPORT episodes
- Stocks, Bonds & CRE Face QT
Fundamentals for markets have boiled down to QE or QT since 2009. Now there’s QT, a lot of QT, globally, to battle the worst inflation in decades.
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13 min - Revenge of Variable-Rate Commercial Debts
Most people in finance today cut their teeth in the era of Easy Money, when history books were thrown out the window.
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15 min - Free Money Turned Brains to Mush. Now Some Banks Fail
The Fed ended Free Money, and the only thing it broke is the consensual hallucination that spawned during the Free Money era. And look what we got.
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13 min - Housing Bust #2 Has Begun
Some markets are already deep into it, others just started. A sobering trip from the free-money decade in la-la-land, back to normal.
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16 min - What’s Behind the Mass Layoffs in Tech & Social Media?
Drunk with Easy Money, companies were hogging office space and workers for a future that did not come.
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11 min - The Price of Easy Money Now Coming Due
The Crazy Stuff and Crazy Asset Prices that arose during Easy Money started blowing up when Easy Money ended.
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16 min - Where’s the Contagion from the Crypto Implosion?
As the FTX collapse shows, the shenanigans guarantee smooth, efficient contagion inside the crypto zone. But beyond it?
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11 min - The Housing Bubble Pops, and the Fed Can Let it Rip
Raging inflation knocked out the “Fed put,” and banks are no longer on the hook for mortgages; taxpayers and investors are.
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15 min - Return of the Bond Vigilantes Sent Shockwaves Around the Globe
Deficits don’t matter – until the bond vigilantes ride into town.
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12 min - Something Big Has Already Broken: Price Stability
The Fed will tighten “Until Something Breaks” and then pivot? Wait a minute...
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12 min
About THE WOLF STREET REPORT
From the publisher's feed
The stories behind business, finance, and money.