The recession is here, the market crash is next.

The recession is here, the market crash is next. pic.twitter.com/WYYu42DG3B

— Financelot (@FinanceLancelot) March 29, 2023

The #economy is ~70% consumption. #Revenue/#Earnings come from #economic activity. #Inflation provides pricing power for #margins.
If the economy is slowing down, and inflation is falling, then earnings estimates are wrong. pic.twitter.com/b5dyOw3x4P

— Lance Roberts (@LanceRoberts) March 28, 2023

https://twitter.com/steveanastasiou/status/1640520285295366147
https://twitter.com/NorthmanTrader/status/1640790219182972932

Vacant office space in the US is at its highest level ever of 18.7% 🚨

No rent is being paid on 1/5th of all US office space.

$46 billion of variable rate office debt will mature and need to be rolled this year — get ready for a wave of defaults on commercial real estate loans: pic.twitter.com/mBF9ApFH6P

— Joe Consorti (@JoeConsorti) March 28, 2023

The latest government report is out, and the US Treasury cash balance just reached another recent low.

Only $187 billion left.

Keep in mind that February's deficit alone cost $262 billion. pic.twitter.com/2rYBzU7pO3

— Otavio (Tavi) Costa (@TaviCosta) March 28, 2023