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/sanctionsIs bad news still good news?
— jeroen blokland (@jsblokland) March 14, 2022
Daily Charts ๐๐
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 ๐ pic.twitter.com/uGqmotXQCn
— Tarric Brooker aka Avid Commentator ๐ฆ๐บ (@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. https://t.co/DXKgekbzc7— AnilVohra1962 ๐ฌ๐ง๐จ๐ฆ (@AnilVohra1962) March 14, 2022
Interesting perspective ๐ 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 Shatz (@Copernicus2013) March 15, 2022
The 10-year US Treasury #yield is up to its highest level since mid-2019! pic.twitter.com/YoXSJMi27s
— Blokland Fund (@BloklandFund) March 14, 2022
Long HYG? @Hedgeye pic.twitter.com/9QAWXyqRAx
— Gavin Gewecke (@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 donโt do that on the way down ๐ https://t.co/kypjsgIq8x
— Reminiscences of an American Capitalist (@4Awesometweet) March 14, 2022
Chinese real estate firmsโ dollar bonds are in freefall โ notes are set for another day of fresh lows. Contagion is reaching some of Chinaโs stronger and state-linked developers. 4/5https://t.co/THLxneBOir via my latest take in Bloombergโs China credit tracker pic.twitter.com/Wo2JeMljwf
— Rebecca Choong Wilkins ้็ขง็ช (@RChoongWilkins) March 14, 2022