In late 2007, the Fed and major US banks were predicting a soft landing…. We are now witnessing the largest ever “fight the Fed” movement… This week is going to be a historic week

In late 2007, the Fed and major US banks were predicting a soft landing. pic.twitter.com/o94TVxmLnC

— Alf (@MacroAlf) January 29, 2023

IMF, Wall Street, FOMC and regional Fed were all on the same page Albert.

''Soft landing ahead''.

It did land, but not softly my friend 🙂

— Alf (@MacroAlf) January 30, 2023

Hedge funds have the biggest net short position on US treasuries ahead of the FED meeting.

They bet yields will bounce. pic.twitter.com/g5R4WVl5HG

— Alessio (@AlessioTMAD) January 30, 2023

We are now witnessing the largest ever “fight the Fed” movement.

Despite multiple Fed statements saying higher rates for longer, markets are betting on the opposite.

Current expectations are that the Fed pivots and peak inflation is in.

What happens if CPI begins rising again?

— The Kobeissi Letter (@KobeissiLetter) January 30, 2023

Agreed – wrote about the big week myself.

Should confirm/reject the recent direction and momentum on this largely technical driven rally.https://t.co/tax0QXn5tr

— Blake Millard, CFA (@BlakeMillardCFA) January 28, 2023

Rents are up 100% since the morons decided to print $10 trillion and give 80% of that to the 1%. COVID bailouts were a crime against humanity as were the lockdowns.

— Don Johnson (@DonMiami3) January 30, 2023

Be careful fighting the #rally, while there are many valid reasons to be #bearish, there is a Sh!tload of #cash in money market funds. pic.twitter.com/Pws8RAntS2

— Lance Roberts (@LanceRoberts) January 30, 2023

Stock Market in December: Carvana is going bankrupt and the car market bubble popped.

Stock Market 30 Days Later: Carvana stock, $CVNA, is up 100% in 30 days and the car market has bottomed.

We went from fears of a full on recession to complete bullish mode in a matter of days.

— The Kobeissi Letter (@KobeissiLetter) January 30, 2023

In the past 30 days:

Buzzfeed is up 500%. Carvana is up 100%. Fubo is up 50%. Nikola is up 25%. Carnival Cruise Line is up 50%.

If this doesn't concern you, you're not paying attention.

— Joseph Carlson (@joecarlsonshow) January 28, 2023

https://twitter.com/NorthmanTrader/status/1620067679708254210

At some point this breaks. You have all seen this hockey stick chart pattern many times before. We all know it can't continue forever.

When it happens to the US govt and the US Dollar … you are going to wish you owned a lot more #gold and #silver. pic.twitter.com/4JssREHMDE

— Wall Street Mav (@WallStreetMav) January 30, 2023