The source of every speculative mania, besides corruptingly low interest rates, is the drive to do too much with too little. https://t.co/7DY9XrxQgY
— ValuationBot (@ValuationBot) May 23, 2022
"The Fed has to stay the course… Even if it means a recession," says Senator Pat Toomey https://t.co/MUW7YuKTKh pic.twitter.com/1pjHhjBgge
— BSurveillance (@bsurveillance) May 23, 2022
NABE Survey Shows Downgrade of US Growth and Faster Inflation
Persistent inflation https://t.co/Pz8jS2lCVh
— Alessio (@AlessioTMAD) May 23, 2022
EURUSD +1.20% on news lagarde will lift rates by 25bps in July and then 50bps in September
Watch out credit spreads pic.twitter.com/XAs413R2Sq
— Alessio (@AlessioTMAD) May 23, 2022
“The Big Short” investor Michael Burry expects a far steeper decline in the stock market.
The Scion Asset Management chief’s view is based on how past crashes have played out.
Burry warned brief rallies were likely, and joked about his penchant for premature predictions.
Greg Jensen Bridgewater Co-CIO “Markets are pricing in actually a pretty darn smooth landing here. And so I think today's market pricing is still overly optimistic. It's been a small move relative to the secular change that we're actually experiencing.”@business pic.twitter.com/fEopR43GJC
— Danielle DiMartino Booth (@DiMartinoBooth) May 23, 2022
US 10 – 2y in a nice predictable descent. Markets remain calm until this starts rising again. https://t.co/9GPLKWNkDQ pic.twitter.com/Hj5IRBF1Dq
— Financelot (@FinanceLancelot) May 23, 2022
Yup… its coming. Here is our risk measure (D-star) taken from current investor positioning in US Treasury market. Shows that investors increasingly risk averse and expecting credits to collapse…it leads by 12 months https://t.co/K0iBNGAA50 pic.twitter.com/PDziZciDl9
— CrossBorder Capital/ GLIndexes (@crossbordercap) May 23, 2022
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