Disinflationary Pressure Is Building https://t.co/UGOiE1WhKj pic.twitter.com/uYd1uiz0UG
— Eric Basmajian (@EPBResearch) September 30, 2019
While the Fed’s repo operations appear to have smoothed short term turbulence, Zoltan Pozsar, who wrote of potential problems back in August, has warned that more than technical actions are needed. Markets need “rate cuts that are aggressive enough to re-steepen the curve”. pic.twitter.com/zcv503Lnos
— MI2Thoughts (@Mi2Thoughts) October 1, 2019
🇰🇷 Internals of South Korea’s Sep trade data
– Exports -11.7% Y/Y
– Imports -5.6% Y/Y
– Semi-Conductor Exports -31.5% Y/Y
– Exports to China -21.8% Y/Y
– Avg. Exports Per Working Day -16.0% Y/Y#TradeWars #TechWar pic.twitter.com/TXDqvnUQ5u— Anthony Barton (@ABartonMacro) October 1, 2019
Notice a pattern?
Q1 3%
Q2 2%
Q3 1%
Q4 Gonna be 0% https://t.co/bCDGxZPZx9— hks55 (@hks55) October 1, 2019
gap of the week pic.twitter.com/44XOVfQd5X
— Alastair Williamson (@StockBoardAsset) October 1, 2019
transports heading for a bust pic.twitter.com/aUSIgSoBY1
— Alastair Williamson (@StockBoardAsset) October 1, 2019
#maga in panic pic.twitter.com/oAoUvGag3t
— Alastair Williamson (@StockBoardAsset) October 1, 2019
u.s. growth scare spooks the world pic.twitter.com/vOysbsrBeM
— Alastair Williamson (@StockBoardAsset) October 1, 2019