It’s about to go from bad to worse.
Buckle up. #recession #LetsGoBrandon pic.twitter.com/YxHbDib7Fo
— Misty Clance ♥️💋🥃 (@mistclance) May 19, 2022
Growth will slow more pic.twitter.com/WznaihTjxd
— Win Smart, CFA (@WinfieldSmart) May 26, 2022
As the market goes lower, gamblers hedge less and less.
Confident that a crash would never begin at this level.
Which will make the shock and awe far greater. pic.twitter.com/mhCfU115ur
— Mac10 (@SuburbanDrone) May 27, 2022
Did Shanghai lockdown 🔐
hurt much? 🤔👇 pic.twitter.com/uO4TpX7mZ7— Win Smart, CFA (@WinfieldSmart) May 27, 2022
Emerging markets hit by worst sell-off in decades. Central banks’ rate rises, geopolitical risk and slowing growth trigger investors’ stampede for safety. t.co/lGTXy9UURF
— Nouriel Roubini (@Nouriel) May 28, 2022
Breadth worst since Lehman.
Bulls, this could be the last chance to get in. pic.twitter.com/xaM5NCxGhH
— Mac10 (@SuburbanDrone) May 27, 2022
Nothing approaching capitulation.
Put/call ratio. No.
Skew. No.
Inflows. No.
Breadth. No.
S&P futures net spec. No.VIX. No.
Volume. No. pic.twitter.com/SrBx8POpNx— Mac10 (@SuburbanDrone) May 27, 2022
The real damage of the supply chain disruption in US:
US Industrial Production recovery impacted by port delays vs manufacturing unfilled orders
Reshoring announcements by US industries hit an all time high this year as inflation & supply chain keep worsening pic.twitter.com/LFe9fyU6eY
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) May 28, 2022
US consumer survey:
Do you expect your personal financing situation to get better, stay the same or get worse? @MenthorQpro
Source @UBS pic.twitter.com/Tg4v887xbN
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) May 28, 2022
Bond Expert Predicts Even Lower Asset Prices Ahead | Alfonso Peccatiello, aka MacroAlf
They say the smart money is in the bond market. But that hasn’t kept it from having one of its worst starts to the year ever, as yields have risen substantially since January, bringing price down hard. When the bond market speaks loudly like this, the wise investor listens. As we look at the environment now, what is the bond market telling us is likely to happen next? To find out, we welcome back macro analyst & former portfolio manager Alfonso Peccatiello to the program.
Mergers, Acquisitions, and Market Manias: The Fed Has Made Things Worse
It is a well-documented fact: merger and acquisition waves tend to coincide with stock market peaks and their immediate subsequent downturns. solis-mullen_picture1.png The latter phenomenon is fairly easy to understand.
Bear Rallies. t.co/fn69OMOVln
— Daniel (@exposurerisk) May 28, 2022