The #euro spikes as #ECB Governing Council member #Knot suggests a 50 basis point hike is on the table if #inflation worsens.
A policy mistake is looming larger on the horizon. Momentum for a rate hike is building, but so are the odds of a #recession. pic.twitter.com/tKtqAbB8BD
— jeroen blokland (@jsblokland) May 17, 2022
FED'S BULLARD: THE MOST PRESSING ISSUE FOR THE FED IS INFLATION.
— Breaking News | FinancialJuice (@Financialjuice1) May 17, 2022
According to GS, consumers are dipping in their credit card for basic spending. Also raising loans again appreciated equity. As we said in the past, consumer is stretching himself because of inflation. Let's see how real estate holds on those low inventory 🤔
— Gianluca (@MenthorQpro) May 17, 2022
'Cash levels among investors hit the highest level since September 2001, with BofA describing the results as "extremely bearish."' https://t.co/9MwTP2o3om pic.twitter.com/6cMyx7lHqw
— Jesse Felder (@jessefelder) May 17, 2022
Gm 2022 Stock Bond Correlation Crisis pic.twitter.com/F4csVfZnVJ
— Wifey (@WifeyAlpha) May 17, 2022
It appears we've hit an iceberg… pic.twitter.com/CGEO7qZVFM
— mackiwi (@justin_mac) May 17, 2022
31% of fund managers see hawkish central banks as the biggest risk.
27% see a global recession as the biggest risk.
7% see a systemic credit event as the biggest risk.
Unfortunately, these aren't mutually exclusive… pic.twitter.com/CCdhd92lEQ
— Hedgeye (@Hedgeye) May 17, 2022
Zero rate hikes in 2023. Clearly a recession is being priced in. pic.twitter.com/1W35mUbd28
— Andy Constan (@dampedspring) May 17, 2022
Aggghhh Amazing negative correlation between #oil price (advanced 12m) and Global #liquidity ….even outside of #Fed and latest #QT we face a big squeeze! pic.twitter.com/bzA5WCDalm
— CrossBorder Capital (@crossbordercap) May 17, 2022
Walmart says it was "overstaffed" during part of its fiscal Q1 https://t.co/LeL4Woj6pe
Echoes something Amazon said earlier this month: "[W]e quickly transitioned from being understaffed to being overstaffed …" https://t.co/Egv1huCCnp
— Courtenay Brown (@Courtenay_Brown) May 17, 2022