Global growth momentum is peaking…
Remember, look no further than China for clues about where the global business cycle is headed.
Slowdown should last well into 2022. https://t.co/wqBRffkI0t pic.twitter.com/XYu3i4gRsa
— Julien Bittel, CFA (@BittelJulien) July 5, 2021
h/t @johnauthers #liquidity matters and its slowing down… pic.twitter.com/IqZOo4heRb
— CrossBorder Capital/ GLIndexes (@crossbordercap) July 7, 2021
US10Y yield 1.25%
Tremendous call 😂😂 my target is 1.15% pic.twitter.com/omMatvXAzM
— Alessio (@AlessioTMAD) July 8, 2021
#liquidity not the only thing slowing down. Our latest daily economic surprise indexes show increasing 'misses' & point to less momentum, esp #China… pic.twitter.com/uFnkIS6lhY
— CrossBorder Capital/ GLIndexes (@crossbordercap) July 7, 2021
THE BLACKROCK INVESTMENT INSTITUTE HAS REDUCED ITS OVERWEIGHT POSITION IN US STOCKS.
— FinancialJuice (@financialjuice) July 7, 2021
Nikkei 1988-90
Tremendous if true pic.twitter.com/wrmEgpA6BY
— Alessio (@AlessioTMAD) July 7, 2021
so there is a housing bubble pic.twitter.com/NYM1BiKSxH
— Alastair (@StockBoardAsset) July 7, 2021
China HY yield at 10.20%, up around 2% since the beginning of the month. pic.twitter.com/aHEnTnPKCs
— xero (@TradingandMore) July 7, 2021
4 straight days of redemptions for $ARKK has resulted in sales of nearly 85k shares of $TSLA.
— funwithnumberz (@funwithnumberz) July 7, 2021
https://twitter.com/MFHoz/status/1412789397666340865
BREAKING: This is an absolutely amazing chart of just released #Fed data. The percentage of earnings that US households are spending on debt payments has collapsed pic.twitter.com/ivjmasHMhQ
— Robert Burgess (@BobOnMarkets) July 7, 2021
The Q2 fall in long-term yields was about low Treasury issuance even as Fed QE was stable at $240 bn. What's going on now is different. We're in a growth scare, with real 10-year yield down to -1.0% (yellow), where it was in 2020 during peak COVID. This is "risk-off" for EM… pic.twitter.com/WlcNFHPoii
— Robin Brooks (@robin_j_brooks) July 7, 2021
make or break time, although given the rollover of global credit and liquidity, a slowdown appears far more likely @MillennialMacro , @MacroAlf , @MacroStratChris pic.twitter.com/OFHtOl3XYq
— Loco Macro (@andrewjames3200) July 5, 2021
https://twitter.com/macrokurd/status/1412843886536499209
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