https://twitter.com/leadlagreport/status/1494313689884807168
Highest households equity allocation as a percentage of total financial assets in history.
Let that sink in! pic.twitter.com/V9ijt1fRKo
— The Macro Pulse (@TheMacroPulse) February 17, 2022
The Bank for International Settlements has identified five early warning indicators of systemic banking crisis. Emil Kalinowski reviews the latest data and identifies ‘The Sick Seventeen’, countries that have triggered at least two indicators. (Emil may have said “Filthy Fifteen” but that is because he cannot count good and stuff – he not lituret. It may not make no never mind to him but it is 17, not 15.)
S&P 500 sales are up 13.8% over the last year. Sales growth by sector…
Energy: +76%
Materials: +28%
Industrials: +14%
Tech: +12%
Real Estate: +12%
Communications: +11%
Healthcare: +11%
Consumer Discretionary: +11%
Consumer Staples: +10%
Utilities: +4%
Financials: -1% pic.twitter.com/lORKCVccyl— Charlie Bilello (@charliebilello) February 17, 2022
There's no liquidity in the equity market. There's no liquidity at the front end of the Treasury curve (collateral issue). And the Fed is pulling liquidity. What could go wrong here?
— Steven Van Metre – AI 👑 (@MetreSteven) February 16, 2022
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