If you loved the fall out from the tech bubble and housing bubble you're really going to dig what we're doing now. pic.twitter.com/0l18y2zrQw
— Sven Henrich (@NorthmanTrader) May 12, 2021
The Housing Crisis was in 2009.
The Fed's acting like we're still in the middle of one when we're not.
There is zero economic justification or even a reason compatible with the Fed's mandate to keep buying MBS.
— Sven Henrich (@NorthmanTrader) May 11, 2021
#Inflation fears rise on both sides of the Atlantic: US inflation expectations – measured by 5y5yswap – jumps to highest level since 2017 while Eurozone inflation expectations rose to highest since 2018. pic.twitter.com/uzSc48TLSj
— Holger Zschaepitz (@Schuldensuehner) May 11, 2021
— Rudy Havenstein, questioning mainstream narratives (@RudyHavenstein) May 11, 2021
"I've been hearing about federal debt for years no one cares."
Excuse me – but have you been hearing about the debt relative to GDP?
— Michael A. Gayed, CFA (@leadlagreport) May 12, 2021
It doesn’t matter what the CPI print is.
If high = transitory
If expected = goldilocks
— Ramp Capital (@RampCapitalLLC) May 12, 2021