https://twitter.com/OccupyWisdom/status/1095279587406299136
https://twitter.com/OccupyWisdom/status/1095123331089645569
commodities fade, when macro backdrop is deteriorating, it is kind of hard to hold a cheerful narrative pic.twitter.com/a388Rrdmaa
— Alastair (@StockBoardAsset) February 12, 2019
Investors with $515 billion surveyed by Bank of America Merrill Lynch aren’t convinced by the new-year equity rally and prefer cash to stocks https://t.co/KoUbXWe650
— Bloomberg Asia (@BloombergAsia) February 12, 2019
Concern is brewing that major central banks are out of tools to combat the next downturn. Recession “may arrive later, but if and when it arrives it may be deeper and/or longer:” @PIMCO’s Joachim Fels
When will we be in recession? The better question: when were we effectively NOT in recession, absent massive gov't life support (=US debt $10T–>$22T) and what is the trend in that life support going forward? Until bond mkts balk, we could avoid recession, only to go into crisis pic.twitter.com/ZpdrbFSHUG
— M/1_LP (@MI_Investments) February 12, 2019
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