The response to the latest banking panic was a stopgap, not a full-blown pivot. Say hello to Quantitative Teasing… — The Great Financial Tightening has thrown the global monetary system into disarray, prompting large interventions by financial leaders. Markets perceived their response as a pivot, but it was merely a stopgap. Another “hard landing” now awaits us. Ever since the great financial crisis in 2008, the system has been sculpted…

Monetary leaders’ unconventional toolbox is about to expand — The Great Sovereign Debt Intervention is here, with leaders now eager to prevent rising instability in America’s bond market. Their solutions, however, will not only prevent a calamity but stimulate risk assets without the aid of central banks. The era of “Treasury QE” awaits us. After we warned late last…

America’s sovereign debt market is about to transform — An unreported battle has been brewing deep in the most critical market globally, a struggle for power within America’s sovereign debt market. Now, after recent events, this battle is approaching its most crucial moment. In December last year, Concoda reported on the rising hazards in the largest, yet most obscure…

The latest market mania has set the stage for more intervention by monetary powers — After the most euphoric January in recent history, hopes of a new bull market have emerged in spectacular fashion. Yet the latest stock market bonanza has set the stage for increased intervention from monetary leaders. The Great Financial Tightening™ is about to commence. Following a subpar end to 2022 for…

A lengthy transition onto a new monetary standard has gifted the Fed more power than ever before. Now, as of recent events, there’s no turning back — The most significant shift in global finance has been playing out behind the scenes: The power to price trillions of dollars in financial assets, once held by bankers, is almost in the hands of the Federal Reserve. Now, its powers are set to increase.

Even as market illiquidity and volatility rises to ominous levels, all threats to market stability have been thwarted, but not for long — Fears of another liquidity crunch have entered the mainstream, with many people speculating over what will cause the next financial upheaval. Right now, all triggers have been suppressed, although not for long. The Great Liquidity Squeeze™ is upon us. 2022 was believed to be the year when an enormous unwinding…

The world’s largest crypto exchange is much like FTX — but with more red flags — It’s been almost two months since Sam Bankman-Fried’s crypto empire came crashing down. The collapse of crypto exchange FTX and hedge fund Alameda Research, which were used to perpetrate a fraudulent scheme some consider “worse than Enron”, changed public perceptions of crypto forever. Not that everyone knew the industry was…

The U.S central bank’s global expansion is not only its next logical move but the conceivable only option — The Federal Reserve has initiated the ultimate rug pull, yet trillions in excess liquidity have stemmed any major financial turmoil. Eventually, however, the Fed will not only need to intervene once again but expand its operations globally to preserve the status quo. It became clear during the COVID market meltdown…

Markets are not only growing more complex but more opaque. That’s a toxic combination, if left unchecked — As global markets slowly tumble while liquidity wanes, trillions of dollars present in the system are preventing any major unrest from developing in equity and credit markets. If significant turmoil is likely to emerge anywhere soon, it’s in America’s sovereign bond market. After reaching levels not seen since the COVID…