Archive - Daily Forecasts of GnS Economics Newsletter

The Road to Perdition

Part II: Omens of the tri-party repo

10 hrs ago •

The Road to Perdition

Part I: Problems re-emerge in the repo-markets

Nov 18 •

The Trump collapse?

The "squeezing" of President Donald J. Trump (Free)

Nov 17 •

The looming crisis in Private Credit

Part I: Credit goes dark, again, breeding "zombies"

Nov 11 •

All good, for now

The acute stress in the U.S. financial system eases (Free)

Nov 10 •

Recession bells

The yield curve and the private sector yield curve sound a warning

Nov 7 •

CRE lending chaos looms

Regional banks are on the hook for their reckless lending

Nov 6 •

In the Wild West of banking

How long does the nerve of U.S. depositors hold?

Nov 5 •

Sickness and an update to the Bank Run Warning

The U.S. + a recap on preparation for a banking crisis

Nov 3 •

and

October 2025

The road repeated

Private Credit in the footsteps of the 2008 crisis (Free)

Oct 29 •

The imputations of the Peak Escalation hypothesis

Oct 24 •

The stuff you would not want to understand (Free)

Oct 23 •

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