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Tag: Professional

Available to Professional level subscribers only.

Godzilla vs. King Kong

What’s happening today is not only a war between commercial banks and asset managers over credit provision to large US companies, it’s also a war …
Ben Hunt May 7, 2024
0 Comments

Looking for an Excuse to Cut

The Fed is looking for an excuse to cut, and as soon as they have that excuse, they will. There are two possible narrative excuses, one immediate and…
Ben Hunt May 2, 2024
0 Comments

Private Credit Update

My spidey-sense is no longer tingling like crazy about the overall rise in scale and scope of private credit. It's a profound shift in the core social…
Ben Hunt April 26, 2024
0 Comments

Iran’s Attack was a Neutron Bomb in Narrative-World

It doesn’t happen often, but every few years there’s a real-world shock that leaves the old narrative structures standing but eliminates all the p…
Ben Hunt April 17, 2024
0 Comments

The Last Hurrah

I think everyone in Washington and on Wall Street is in the bag for nominal growth (ie, number-go-up) by any means necessary through November. Washin…
Ben Hunt April 9, 2024
0 Comments

That which we call QE by any other name would smell as sweet

That which we call QE by any other name would smell as sweet. I think if Shakespeare were reincarnated as a Fintwit luminary, that’s how he’d rew…
Ben Hunt March 14, 2024
0 Comments

Two Quick Narrative Observations

I got some more color from Rusty on the shift in our Narrative Monitors this month from hawkish to dovish central bank narratives, and I thought it wa…
Ben Hunt March 7, 2024
0 Comments

Private Credit Working Group Call 3/1/24

Recording of last Friday’s private credit working group call, along with a transcript for those who prefer reading over video. The main takeaway is…
Ben Hunt March 6, 2024
0 Comments

Why Don’t Real Assets Work Better as an Inflation Hedge?

I think the reason real assets like commodities are typically so disappointing in their inflation-hedging reality relative to their inflation-hedging …
Ben Hunt February 29, 2024
0 Comments

Real-Time Narrative Shifts

Once a truthy-sounding explanation for a market crash is widely publicized, the crash stops. It becomes safe to get back in the water. That's true fo…
Ben Hunt February 22, 2024
0 Comments

Epsilon Theory University: ETFs with Dave Nadig

Exclusively for Professional subscribers, I recently hosted ETF expert Dave Nadig for a wide-ranging discussion on everything you always wanted to kno…
Ben Hunt February 16, 2024
0 Comments

The ‘No Landing’ Narrative

We're starting to pick up the "no landing" macro scenario in the Narrative Machine.
Ben Hunt February 8, 2024
0 Comments

Private Credit Working Group Call 01/26/24

Recording of the private credit working group conference call on Jan 26.
Ben Hunt January 30, 2024
0 Comments

Round Two of the Unmooring Rates Trade

I think that we’re gearing up for Round Two of the Unmooring Trade.
Ben Hunt January 18, 2024
0 Comments

January Professional Monitors

The language FROM central bankers remains hawkish (“slow down on your projected 2024 rate cut schedule”), but the language TO central bankers is n…
Ben Hunt January 9, 2024
0 Comments

From a Promise to a Threat

We’ve moved from the promise of cutting rates (mission accomplished on inflation and a soft landing, so now the Fed should cut rates by choice rathe…
Ben Hunt January 5, 2024
0 Comments

Private Credit Working Group Call 12/15/23

Recording of our kick-off call for an ET Professional working group on private credit.
Ben Hunt December 20, 2023
0 Comments

Believe Them the First Time

The Fed just raised their inflation target from 2% to 4% without saying that they raised their inflation target from 2% to 4%.
Ben Hunt December 15, 2023
0 Comments

Deja Vu All Over Again

If the Fed cuts four times in 2024, it’s because we are having a nasty recession. If we don’t have a nasty recession, I don’t think the Fed cuts…
Ben Hunt December 1, 2023
0 Comments

Days of Theater

Every macroeconomic data release will be parsed and presented by Wall Street and the White House to pressure the Fed to lower the price of money. That…
Ben Hunt November 17, 2023
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