In this latest issue of my weekly podcast, I look at the further crash of long-term yields and the further deepening of the inversion. What is NIRP doing to European banks? I explain why central bank rates are going down around the world and what this means for the Fed. Abroad, there's the continuing turmoil in Hong Kong, Narendra Modi's seizure of Kashmir, and the worsening trade dispute between Japan and South Korea. Meanwhile, BoJo is gunning for no-deal Brexit and it's doubtful anyone can stop him. Here at home, we watch how the President is trying to use the "Trump derangement syndrome" to his advantage. It's low politics at its best. Finally, some thoughts about the SoulCycle boycott.
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