The massive disconnect between the global economy and global risk assets.

I warned about this back in February 2020.

The massive disconnect between the global economy and global risk assets. pic.twitter.com/zOUWXc1ovZ

— Mac10 (@SuburbanDrone) February 13, 2023

Three years ago this month:

Global economy imploding.

Global RISK ON.

Mass complacency. pic.twitter.com/OfirEyN281

— Mac10 (@SuburbanDrone) February 13, 2023

JUST IN: For the first time since November 2022, the market is no longer pricing in any interest rate cuts in 2023.

Just two weeks ago, markets were expecting 2 interest rate cuts in 2023.

Tuesday's CPI number just became even more important.

— The Kobeissi Letter (@KobeissiLetter) February 13, 2023

Market tightens and they get back into it. Stocks are starting to go low

— Menthor Q (@MenthorQpro) February 13, 2023

#recession … #GFC2 US Treasury #Bonds edition

The cure for high yields is high yields… signaled by the #YieldCurve same as 16 years ago. #GFC2 https://t.co/AYRJlCZZ68

— Invariant Perspective (@InvariantPersp1) February 13, 2023

MICROSOFT’S LINKEDIN LAYS OFF STAFF AMID HIRING SLOWDOWN – THE INFORMATION

— First Squawk (@FirstSquawk) February 13, 2023

There’s a new inflation warning for consumers coming from the supply chain