End-August data suggests profits peak ahead. Economic surprise index skidding largely led by China…. World profits growth peaking… Retail sales poised to print negative 4th straight month

End-August data suggests profits peak ahead. Economic surprise index skidding … largely led by #China @johnauthers @RealVision pic.twitter.com/HxJfoIWUyo

— CrossBorder Capital (@crossbordercap) September 3, 2021

Latest Global #Liquidity Index (GLI) and World profits growth (YoY%) .. thanks #Fed! Not looking too bad ahead, but we may have seen the best? pic.twitter.com/UcQ0QxAl82 contact act@liquidity.com for reports !

— CrossBorder Capital (@crossbordercap) September 3, 2021

3/3 … and slower #economy does not mix well with stable #stockmarkets … VIX surely looking vulnerable after today poor #PMI ? pic.twitter.com/S2iojY7DSL

— CrossBorder Capital (@crossbordercap) September 3, 2021

Remove Delta from equation

No Stimulus 4.0. Retail sales poised to print negative 4th straight month (never happened outside recession). Profit margins squeezed to kingdom come

PS. Germany’s July Retail Sales forecast to print at -1.0% MoM on Wednesday. Instead came in at -5.1% t.co/TUsejk868h

— Danielle DiMartino Booth (@DiMartinoBooth) September 4, 2021

One Bank Spots A Bizarre Market Divergence: Stocks Are At All Time Highs Yet Investors Are Bracing For Crisis t.co/g9JOQE2nKS

— zerohedge (@zerohedge) September 4, 2021