Episode 9 of the weekly Pattern Nexus audio-video series turns Part 9 of Cycles of Power into a shorter story about how pandemic stimulus fused fiscal and monetary policy, inflation forced a violent …
Nexus (Christopher)Episode 8 of the weekly Pattern Nexus audio-video series turns Part 8 of Cycles of Power into a shorter story about how quantitative easing, zero interest rates, dollar swap lines, Basel III, safe-as…
Nexus (Christopher)The Federal Reserve just raised the federal-funds target to 3.75%–4.00% while the 10-year Treasury closed at 5.01%, the 30-year at 5.35%, and the real 30-year at 3.09%. Pattern Nexus correctly identi…
Nexus (Christopher)
The Fed already ended QT and expanded Treasury holdings through bill-focused reserve-management purchases, but that repaired the reserve layer without suppressing the long end. With the 10-year Treas…
Nexus (Christopher)
In January 2012 I stared at a 350-year price chart and wondered what all the post-2008 “money printing” would do to inflation. More than a decade, a pandemic, and a historic rate shock later, this is…
Nexus (Christopher)
From 2020 to 2022, the Federal Reserve silently transferred 30–40% of your future purchasing power to asset owners via balance-sheet expansion, housing inflation, and the Cantillon effect. The next r…
Nexus (Christopher)
The U.S. banking system sits on top of $223 trillion in derivatives — but the real risk isn’t the notional value. It’s liquidity. This deep-dive breaks down how margin calls, collateral chains, FDIC …
Nexus (Christopher)
Federal Reserve Chair Jerome Powell’s recent comments on ending Quantitative Tightening signal that the liquidity cycle is turning again. With repo market stress quietly building, QE 2026 may arrive …
Nexus (Christopher)
Gold is pulling back to $4,210 after its record-breaking rally above $4,400, but this retracement is part of the natural rhythm of the market. Behind the short-term volatility, the long-term structur…
Nexus (Christopher)
