Google searches for “hyperinflation” have rolled over decisively
@GoogleTrends pic.twitter.com/rk1ubFQpcV— Liz Ann Sonders (@LizAnnSonders) August 4, 2021
Liquidity Trap: Private Leverage To Hinder Bank Loan Growtht.co/3Y2Oxwy2bL
— Eric Basmajian (@EPBResearch) August 4, 2021
No need to comment this one 🤌 pic.twitter.com/QOuJbrexNa
— Gianluca (@Theimmigrant84) August 4, 2021
Global PMIs vs Treasury Yield – @SoberLook @AndreasSteno pic.twitter.com/CGlvTsLgfl
— Rob Hager (@Rob_Hager) August 4, 2021
From my most recent McClellan Market Report: The SP500 does better when HY bonds are leading the way. We don't have that condition right now. This apparent divergence could get rehabilitated, but it is a concern at the moment. pic.twitter.com/cfIsB4Y2AT
— Tom McClellan (@McClellanOsc) August 4, 2021
Calling for a 10% correction:
– Goldman
– Morgan Stanley
– CitiInvestors: t.co/PtweHVCZKq
— zerohedge (@zerohedge) August 4, 2021
I have not heard from one commentator how $Vix has been diverging from its normal correlation to $SPX for over a month now.
It has been rising with, and very similar to early 2018.
Market breaks very soon. pic.twitter.com/08frC4DQfX
— Endless Capital (@nunziato_frank) August 4, 2021
Key S&P Sector May Be Signaling a Second-Half Growth Slowdown, Strategist Warns
Materials stocks may be flashing a warning signal. A recent reversal in the S&P 500 basic materials index could mean growth is about to hit a wall, Miller Tabak’s chief market strategist, Matt Maley…
US Services Surveys Signal Stagflation As Prices Soar
Inflationary pressures remained substantial at the start of the third quarter. Input costs rose markedly, and at one of the fastest rates on record amid significant supplier delays and material shortages.
Mortgage Rates Fall Below 3% for First Time Since February – MBA
The 30-year U.S. mortgage rate fell below 3% last week for the first time since February as interest rates globally drifted lower.