Developed economies. Economic surprise turns negative for the first time since June 2020. Suggests the peak of the recovery is behind us. pic.twitter.com/1kUzgecEgi
— Daniel Lacalle (@dlacalle_IA) August 27, 2021
see the pattern here? in 2018 as Fed was hiking rates into "strong economy" the cyclical parts of market were singing to different tune. in 2021 as they talk tapering into "strong economy" the cyclical parts leading us lower. history doesn't repeat but sure does rhyme pic.twitter.com/2694GiZXLt
— MrBlonde (@MrBlonde_macro) August 26, 2021
Tech stocks have shrugged off higher yields in recent weeks pic.twitter.com/TFuUlwjKNp
— MacroMarketsDaily Newsletter (@macro_daily) August 25, 2021
Sorry @DavidInglesTV but there is a massive red flag here: Negative yield!!! 🥶🥶🥶. Consistently negative?
I’ll take a PIRP over a NIRP any day 🤷🏻♀️. https://t.co/YdiNbqZRpW
— Trinh (@Trinhnomics) August 27, 2021
Interesting charts showing the links between Chinese credit conditions and eurozone macro conditions https://t.co/Fx4S1WkNbF
— MacroMarketsDaily Newsletter (@macro_daily) August 26, 2021
Afghanistan news+ FED taper tomorrow+ evictions starting… yea my puts have to PRINT BABY!!! https://t.co/evwkYfYlfN
— Make Black Swans Great Again (@RetirementRight) August 27, 2021