Swamponomics
March Jobs Report Caps Off Wild Start to 2026 – Swamponomics
By Andrew Moran It was a Good Friday for the US economy as the March jobs report…
AI, Iran, and Private Credit – The Three Threats Facing Markets – Swamponomics
By Andrew Moran Private credit, AI, and Iran are the market’s tailwinds.…
The Coming $2 Trillion Private Credit Meltdown – Swamponomics
By Andrew Moran First Blue Owl. Then Blackstone. Is private credit the canary in…
Rumors of the Dollar’s Death Have Been Exaggerated – Swamponomics
By Andrew Moran The rumors of the US dollar’s death have been greatly…
Big Trouble in Little Tokyo – Swamponomics
By Andrew Moran The global financial shock absorber can no longer save the…
Jerome Powell Ready to Resist Trump Pressure – Swamponomics
By Andrew Moran Federal Reserve Chair Jerome Powell says he will resist…
No US Housing Market Crash in Sight – Swamponomics
By Andrew Moran What’s on the horizon for the American property market?…
QE Is Coming! QE Is Coming! – Swamponomics
By Andrew Moran The Federal Reserve will begin injecting liquidity into the US…
Trump’s Tariffs Shrink US Trade Deficit – Swamponomics
By Andrew Moran The US goods and services trade deficit is now at the lowest…
Bitcoin No Longer Wall Street’s Darling – Swamponomics
By Andrew Moran Bitcoin is dragging down the rest of the cryptocurrency market.…
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