Global growth momentum is peaking…
Remember, look no further than China for clues about where the global business cycle is headed.
Slowdown should last well into 2022. https://t.co/wqBRffkI0t pic.twitter.com/XYu3i4gRsa
— Julien Bittel, CFA (@BittelJulien) July 5, 2021
h/t @johnauthers #liquidity matters and its slowing down… pic.twitter.com/IqZOo4heRb
— CrossBorder Capital (@crossbordercap) July 7, 2021
US10Y yield 1.25%
Tremendous call 😂😂 my target is 1.15% pic.twitter.com/omMatvXAzM
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) July 8, 2021
#liquidity not the only thing slowing down. Our latest daily economic surprise indexes show increasing 'misses' & point to less momentum, esp #China… pic.twitter.com/uFnkIS6lhY
— CrossBorder Capital (@crossbordercap) July 7, 2021
THE BLACKROCK INVESTMENT INSTITUTE HAS REDUCED ITS OVERWEIGHT POSITION IN US STOCKS.
— Breaking Market News (@FinancialJuice) July 7, 2021
Nikkei 1988-90
Tremendous if true pic.twitter.com/wrmEgpA6BY
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) July 7, 2021
so there is a housing bubble pic.twitter.com/NYM1BiKSxH
— Alastair Williamson (@StockBoardAsset) July 7, 2021
China HY yield at 10.20%, up around 2% since the beginning of the month. pic.twitter.com/aHEnTnPKCs
— xero (@TradingandMore) July 7, 2021
4 straight days of redemptions for $ARKK has resulted in sales of nearly 85k shares of $TSLA.
— funwithnumberz, Master of Numberz (@funwithnumberz) July 7, 2021
A handful of stocks(FAANG) holding up the indices while all other stocks are quietly melting down. That is how Wall Street fools retail that everything is normal before the rug pull.
— HOZ (@MFHoz) July 7, 2021
BREAKING: This is an absolutely amazing chart of just released #Fed data. The percentage of earnings that US households are spending on debt payments has collapsed pic.twitter.com/ivjmasHMhQ
— Robert Burgess (@BobOnMarkets) July 7, 2021
The Q2 fall in long-term yields was about low Treasury issuance even as Fed QE was stable at $240 bn. What's going on now is different. We're in a growth scare, with real 10-year yield down to -1.0% (yellow), where it was in 2020 during peak COVID. This is "risk-off" for EM… pic.twitter.com/WlcNFHPoii
— Robin Brooks (@RobinBrooksIIF) July 7, 2021
make or break time, although given the rollover of global credit and liquidity, a slowdown appears far more likely @MillennialMacro , @MacroAlf , @MacroStratChris pic.twitter.com/OFHtOl3XYq
— Loco Macro (@andrewmanners5) July 5, 2021
China RRR cuts came in just as the global growth bears were growing louder.
Will need to reassess their hot takes on china credit impulse turning and indicating a global slowdown.— MacroKurd (@macrokurd) July 7, 2021