In fact, tightening is already nearing 2008 levels in many areas 👇🏻 t.co/DcJ6cWznzn
— Nikolay Kolarov, CFA (@libertniko) May 23, 2023
Jamie Dimon Warns QT Will Lead To More Bank Failures
In other words, as other banks fail, JPM prospers: here is a history of JPM’s Net Interest Income courtesy of Bloomberg. It will only keep rising…
Again, patience.
Déjà vu…
The number of stocks outperforming the $SPX has crashed – to 1999 levels. pic.twitter.com/PZS0x395hS
— Samantha LaDuc (@SamanthaLaDuc) May 22, 2023
probably nothing pic.twitter.com/0ec1wWZjLz
— zerohedge (@zerohedge) May 22, 2023
The 2011 redux is now the best case scenario v.s. what I call the "Super Clusterfuck".
Which is the most likely scenario.
Bulls, choose carefully. pic.twitter.com/ciJhFDKXtS
— Mac10 (@SuburbanDrone) May 22, 2023
$AAPL's S&P 500 weight is at the top of its range pic.twitter.com/t8lAjsRHf7
— Cheddar Flow (@CheddarFlow) May 23, 2023
Price of copper keeps dropping 👀 big spike in puts during latest weeks.
Commodities models are coming. pic.twitter.com/LQNKmbFnT4
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) May 23, 2023
Is there a recession coming? 🤔 pic.twitter.com/REKmkut4tA
— Win Smart, CFA (@WinfieldSmart) May 23, 2023
"This would be by far the weakest breadth this far off a major bottom of any new uptrend over the last ~30 years." t.co/BwYAsbwoP5 pic.twitter.com/eNCyx0C25J
— Jesse Felder (@jessefelder) May 23, 2023
How soon they forget.
It didn't make sense last time either. Then again, I don't understand monetary addiction. pic.twitter.com/957F0q0NKV
— Mac10 (@SuburbanDrone) May 22, 2023
Crowding Out: The Fed May Be Killing the Private Sector to Save the Government
The Federal Reserve’s balance sheet reached its all-time high in May 2022. Since then, it was supposed to drop at a steady pace and shed three trillion US dollars by 2024. The normalization of monetary policy was built on the idea of a soft landing for the economy.
The Five Stages of Bank Failure Grief
The talking heads on financial TV ask everyday where we are in the banking crisis. Is it over yet?