Steve Van Metre

Steve Van Metre, market practitioner and credit-market commentator, gives a concise take on leveraged loans, private credit, and rising credit-cycle risks. He highlights January’s selling, buyer pullback, and hidden stress in payment-in-kind and extend-and-pretend mechanics. Short, sharp conversation connecting credit cracks to wider risk aversion and market downgrades.

Steve Van Metre, macro/market commentator who tracks labor and credit, joins to unpack recent double negative payrolls. He contrasts weak payrolls with upbeat surveys. He links falling retail traffic, productivity drops, and layoffs to cooling demand. He also warns how an oil shock and private credit stress could amplify the downturn.

Steve Van Metre, economic and markets commentator who analyzes labor and credit cycles, joins to unpack recent tech layoffs. He discusses how pandemic overhiring and weak demand, not AI magic, drove cuts. They explore why AI is cited as a convenient scapegoat, the immaturity of AI deployments, and how credit and demand shape hiring decisions.

Steve Van Metre, market commentator and investor focused on monetary flows and reserve currencies, joins to unpack Ray Dalio's capital wars warning. He discusses why claims of mass Treasury dumping often fail. Short takes on how dollar flows shape exchange value. Clear points on the mechanics behind foreign Treasury holdings and why replacing the dollar looks impractical.

Economics expert Steve Van Metre discusses the recent surge in payroll numbers, smashing expectations for two consecutive months. He explores whether this indicates a rebounding economy or if it’s merely a political effect. The conversation dives into declining earnings and low confidence among businesses, particularly in manufacturing. Van Metre also analyzes trends among younger workers and discrepancies in labor data, raising questions about what these changes mean for future economic conditions and the Federal Reserve's response.