by BoatSurfer600
stagflation where fed MUST hike into a weak economy thanks to major influx of currency in 2020….they have no choice.
— wakawaka (@Real_Wakawaka) September 6, 2022
Investors are now in a bind between a Fed intentionally forcing recession and a Fed rate that is currently nowhere near high enough to offset recession
US housing collapse just starting. pic.twitter.com/krAspa17Gl
— Dan Tapiero (@DTAPCAP) September 5, 2022
Interest rate warning as Aussies prepare for fifth consecutive hike
Did the Aussie F**ked Borrowers who bought into the RBA’s insane housing bubble think artificially suppressed interest rates would last forever when inflation fueled by Money Printer Go BRRRR was soaring?
Australian homeowners are set to face more pain within hours, with interest rates set to break an almost 30-year-old record.
ISM services prices continue to move in the right direction. t.co/E6bV8RsoxL
— Carl Quintanilla (@carlquintanilla) September 6, 2022
twitter.com/MichaelAArouet/status/1567032130856800258
Increasing QE has typically supported other asset prices as bond investors rebalance to riskier assets. The result supports stocks, credit markets and the economy which then causes bond yields to rise.
Bonds counterintuitively fall in price during a period of large buying.
— Bob Elliott (@BobEUnlimited) September 5, 2022
As we transition to increasing QT, its important to consider this dynamic. Increasing QT should make an investor more bullish on bonds than they would be otherwise. And it should make an investor less bullish on stocks.
— Bob Elliott (@BobEUnlimited) September 5, 2022
A sharp increase in real energy prices is usually followed by a recessionary phase. pic.twitter.com/vlnFnEf4R0
— Ayesha Tariq, CFA (@ayeshatariq) September 6, 2022
*Dollar Rises Above Y141.00; Highest Since August 1998
— *Walter Bloomberg (@DeItaone) September 6, 2022
High-yield debt issuance has dried up, and it is increasingly difficult for companies to refinance their liabilities or raise fresh funds. pic.twitter.com/2QcCZj4rs7
— Ayesha Tariq, CFA (@ayeshatariq) September 6, 2022
#AsiaFX has reached its weakest level against the #USD since the height of the Asian Financial Crisis, based on our USD/Asia index. Asian central banks trying to rein in pace of depreciation but hard to fight dollar strength. pic.twitter.com/nJSZYJtJ4R
— Khoon Goh (@Khoon_Goh) September 6, 2022
Depressing thought: Consumers feel worse now than during Covid lockdowns t.co/GWaZXN9CvA via @WSJ
— WSJ Graphics (@WSJGraphics) September 6, 2022
Global manufacturing PMI declined further in Aug, down 0.5pt to 50.6👇
This is yet essentially due to lower global supply-side price pressures (-2.5pts to 57.2) while activity components remained unchanged at 48.7 👇 pic.twitter.com/B7CIVZEuy3
— Patrick Zweifel (@PkZweifel) September 5, 2022
S&P U.S. Mortgage-Backed Securities Index now down to 2019 level.