As the consensus arrives on an inflationary future, I disagree.
In inflation adjusted terms U.S retail sales peaked 9 months ago and this year the U.S fiscal cliff arrives.
This will undermine demand and data will likely surprise to the downside later this year. pic.twitter.com/tyj9oCMhha
— Avid Commentator 🇦🇺 (@AvidCommentator) January 5, 2022
Bond King Jeffrey Gundlach: The Yield Curve May Be Sending a Recessionary Signal
DoubleLine founder Jeffrey Gundlach is concerned about the path of the U.S. economy. Gundlach believes the bond market is suggesting an economic slowdown is in the cards this year. And as such, the yield curve is a must watch for investors right out of the gate.
#recession … #PBoC Pushing on a String edition https://t.co/Y2mekXPmdt pic.twitter.com/hgvLYDb3tt
— Invariant Perspective (@InvariantPersp1) January 5, 2022
*The ECB’s forcing euro-investors abroad to find returns👇🏻
As I’ve mentioned before; the Euro-area runs surpluses (thus not issuing new bonds), meanwhile the ECB via QE is buying whatever bonds are left (pushing yields neg)
Thus yield starved Europeans are left buying US bonds pic.twitter.com/OKEXLy7DwT
— Adem Tumerkan (@RadicalAdem) January 5, 2022
In light of China and US labor updates (JOLTS), not nearly as much attention paid to the ISM's prices paid estimate.
Wonder why?https://t.co/zrK5apFviT pic.twitter.com/zFfcVGITTh
— Jeffrey P. Snider (@JeffSnider_AIP) January 5, 2022
Elon Musk's predictions on the world economy for 2022 are worrying. Musk recently predicted the onset of the global recession. SpaceX head suggested that the world will witness a financial crisis this year itself. #TNDIGITALVIDEOS #ElonMusk #Recession pic.twitter.com/W9aBvvIv7h
— TIMES NOW (@TimesNow) January 5, 2022
2022 starting in wild style. Chinese developer shares tumble after reports Evergrande has been ordered to demolish almost 40 tower blocks in a grandiose development off the coast of Hainan. Its sales fell 99% in December from a year earlier, Citi sayshttps://t.co/Q7IW3ah6B3 pic.twitter.com/YJbgYZvG4y
— Richard Frost (@frostyhk) January 3, 2022
Net #liquidity inflows from #Fed starting to visibly slip lower as we come into #2022 @johnauthers @rbrtrmstrng @gnoble79 pic.twitter.com/qfRONKoq8d
— CrossBorder Capital (@crossbordercap) January 3, 2022
Hon’ble PM @narendramodi ji, The failed economic policies of the Centre led to 8 consecutive quarters of #Slowdown which eventually led to #Lockdown that finally ended in #Recession.#GOI’s ₹20 Lakh Cr #AatmaNirbharPackage was an eye wash & 2 Cr jobs/yr was a Jumla.@KTRTRS https://t.co/nC5u7tdRtn pic.twitter.com/zhxNCtBDSL
— Putta Vishnuvardhan Reddy (@PuttaVishnuVR) January 2, 2022
GFC 2.0 – approaching Australian shores#auspol #recession pic.twitter.com/QlcEDawXHT
— DD (@dd0wney) December 31, 2021
#recession … #StockMarket #Bubble edition#SPX #SPX500 $SPY #ES_F https://t.co/iPZxQaUSV9
— Invariant Perspective (@InvariantPersp1) December 31, 2021
Let me take u down memory lane of the last #recession. “Commodities followed the euphoria cycle that we had along w/ housing. We had the idea that the world is growing fast, people are getting rich & we are running out of everything." https://t.co/zD2ElXm8q3
— Resource Conversations (@YETICapital99) January 4, 2022
The Consumer Cushion!
The Daily Insight on looking past the latest US Savings Ratio number, the massive amount of excess savings, and the odds of a new #recession.https://t.co/dC2wdHzYw5
Snippet: https://t.co/J2nrDTbcQG pic.twitter.com/un2p0aY8aQ
— True Insights (@true_insights_) December 28, 2021
#recession … #Tech & #Crypto #Bubbles edition
2022: Year of the #RugPulls 📉#Bitcoin #BitcoinCrash #cryptocurrency #cryptocrash https://t.co/t9bopFPSVC
— Invariant Perspective (@InvariantPersp1) January 1, 2022
🇺🇸 Yield Curve
Historically, an inverted yield curve has been an excellent indicator of a pending economic recession in the US
👉 https://t.co/J8O1uboYvUh/t @SoberLook #markets #yieldcurve #yields #yield#treasuries #bonds #bondmarket #recession #investing pic.twitter.com/RZTriTdjOH
— ISABELNET (@ISABELNET_SA) December 30, 2021
#Inflation or #Recession? The #Fed Faces a Choice. https://t.co/4DVKJPxju1
— TalkMarkets (@TalkMarkets) January 4, 2022
The Federal debt is over $29.3 trillion with a debt to #GDP ratio of 127.3%.
The Fed balance sheet is almost $9 trillion plus.
The M2 money supply has increased tremendously & keeps growing.
The US trade deficit is over $700 billion on an annual basis.
A #recession is coming. pic.twitter.com/nyWlSpxjFu
— just me … (@EdwardGeretyIII) January 2, 2022