2019 Doesn’t Look Too Good, Unless We Get A Reversal Of Global Central Bank Liquidity Trends

A lot of people protested when we showed this chart in May/June (black circle)

Now almost 6 months later the correlation seems intact.

2019 doesn't look too good, unless we get a reversal of global central bank liquidity trends. pic.twitter.com/Bphugg2g9T

— Andreas Steno Larsen (@AndreasSteno) November 13, 2018

Doubling of #yields since 2016 has slammed households. Real #InterestPayments now exceed that of last three #BusinessCycle peaks. Percentage rise in rates is more important than the rate level. #InterestRates #Liquidity https://t.co/FTPe3Vigbw

— The Leuthold Group (@LeutholdGroup) November 12, 2018

Total M4 money supply is in contraction during 2018 pic.twitter.com/Z58CB33hZA

— mcm-ct.com (@mcm_ct) November 13, 2018

Allocation to global tech sector collapsed: The percentage of Fund managers in BofAML survey saying they are net Owerweight Tech falls to just 18%, the lowest levl since Feb'09. pic.twitter.com/LG4w2nShhQ

— Holger Zschaepitz (@Schuldensuehner) November 13, 2018

Pretty sharp change in Europe sentiment in the latest BAML survey: pic.twitter.com/qyarXOZFVP

— Tracy Alloway (@tracyalloway) November 12, 2018

crude oil contracts caught wind of oversupplied conditions and global slowdown pic.twitter.com/zlV9QvWFa7

— Alastair (@StockBoardAsset) November 13, 2018

https://twitter.com/hks55/status/1062122123743903753