Is bad news still good news?

The Federal Reserve having to hike rates aggressively in the near term.
China facing new lockdowns negatively impacting growth and global supply chains
The Russia-Ukraine war causing slower growth globally due to higher commodity prices/sanctions

Is bad news still good news?

— jeroen blokland (@jsblokland) March 14, 2022

Daily Charts 📈📉

Good morning all, finally catching up after a few days away

– Fertilizer prices hit all time high

– Atlanta Fed wage growth tracker nears 6%

– Market pricing in ~7 Fed hikes in 2022

– Global grain production breakdown

Have a good week folks 🙏 pic.twitter.com/uGqmotXQCn

— Avid Commentator 🇦🇺 (@AvidCommentator) March 14, 2022

Bonds are the pin bursting the equity bubble.

Once:
1) Equity selloff gains momentum and spreads to major indices
2) Fed rate hikes and QT commence
3) economy softens
Bonds will rally. Same pattern every time. Just need patience. t.co/DXKgekbzc7

— AnilVohra1962 (@AnilVohra1962) March 14, 2022

Interesting perspective 👇 Weak consumer confidence can only get better and trigger equities rally? I am not sure if I buy the argument at the moment. (JPM) pic.twitter.com/1uXEzw96Zi

— Michael A. Arouet (@MichaelAArouet) March 14, 2022

Lots to digest here for the FOMC on Wednesday pic.twitter.com/0Zx9NaSwYw

— Igor Schatz (@Copernicus2013) March 15, 2022

The 10-year US Treasury #yield is up to its highest level since mid-2019! pic.twitter.com/YoXSJMi27s

— True Insights (@true_insights_) March 14, 2022

Long HYG? @Hedgeye pic.twitter.com/9QAWXyqRAx

— Gavin (@GavinGewecke) March 14, 2022

"And they lived happily ever after" pic.twitter.com/2znbaJYiX7

— Mac10 (@SuburbanDrone) March 14, 2022

Remember when CNBC did a countdown everytime Apple added another Trillion in market cap?

They don’t do that on the way down 😉 t.co/kypjsgIq8x

— Reminiscences of an American Capitalist (@4Awesometweet) March 14, 2022

Chinese real estate firms’ dollar bonds are in freefall – notes are set for another day of fresh lows. Contagion is reaching some of China’s stronger and state-linked developers. 4/5t.co/THLxneBOir via my latest take in Bloomberg’s China credit tracker pic.twitter.com/Wo2JeMljwf

— Rebecca Choong Wilkins 钟碧琪 (@RChoongWilkins) March 14, 2022