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