REAL TIME ANALYSIS

“The process of credit creation hasn’t picked up since June…

Global Credit Weakness–Its Effect on Bonds, Equities, & Growth

In the past, deflationary forces stopped enormous inflation pressures from…

Not All That Glitters Is Gold: Is the “Amazing Economy” Headed for Secular Inflation?

The last time Mish Schneider was on Real Vision Live,…

Winter is Coming — Will the Energy Crisis Follow?

It’s no secret inflation is ravaging through the world. In…

CPI Haunts US While China’s Real Estate Poses Risk to the World

“Biden wants control of your money, the Fed made a…

Return of The Bond King: Central Banks and the Fed’s Mistake

“The path of the economy continues to depend on the…

Did The Fed Make the Wrong Move? Plus a Surprise from BOE & a Record Trade Deficit

Industrials and utilities are back at fresh peaks; despite supply…

Headline Risk is Growing, But All Signs Point To Momentum

Paul Hodges, chairman of New Normal Consulting, asserts that many…

China’s Real Estate Bubble Burst Will Affect Everyone Worldwide

The September nonfarm payrolls data shed light on how abysmal…

How Long Can Inflation Remain as a Feature of the Macro Environment?

Samuel Rines, chief economist at Avalon Advisors LLC, joins Real…

Accidental Reflation: A Look at Bonds, Energy, and Housing

On the morning of Wednesday October 13, 2021, the U.S.…

Making Sense of the Latest U.S. Inflation Data

Many lithium stocks have hit one year or even all-time…

Green Metals Fully Charged: Lithium “Back In The High Life”

Michael Howell, managing director at CrossBorder Capital, has a rather…

The Invisible Taper That’s Dooming the Global Economy

For the past 18 months, buying dips on the S&P…

Trades For the Brave: Shorting the VIX and Long Ethereum Calendar Spreads

The last time Real Vision welcomed Matthew Zabloski, the metals…

Does The Metals Bull Market Still Have Room To Run?

Most companies producing COVID-19 vaccines have appreciated substantially in the…

Is Moderna Overvalued? A Look At The Economics of Vaccines

With Evergrande missing their payment deadline this past Thursday, the…

Evergrande and the Global Economy — What Will Be the Ripple Effects?

Advisor to some of the world’s largest hedge funds, Jens…

The Macro Impact of Evergrande’s Fall and the Fed’s Balance Sheet Tapering

As interest on its bonds come due on Thursday, is…

Is Evergrande the Next Lehman Brothers?

All eyes are now on Evergrande, the heavily-indebted Chinese real…

Finding Evergrande Risk in Commodities and Chinese Credit

Last time Peter Brandt of Factor LLC was on Real…

Peter Brandt: Charting the Current Trends for Commodities and Crypto

Some might attribute the ongoing meme stock phenomenon to retail…

Could the Meme Stocks Change the Way We Evaluate Credit Risk?

Are central banks nearing the apogee of their power? Vincent…

Twilight of The Monetary Idols: Has Central Bank Power Peaked?

Mish Schneider, director of trading education and research at Market…

Mish Schneider: Stagflationary Pressure Is Creeping In