https://twitter.com/WifeyAlpha/status/1549696893579661313
π° BofA July FMS: "A net 58% of fund managers said they're taking lower than normal risks, record that surpassed the survey's GFC levels."
(via BBG) pic.twitter.com/sSACVuG6dH
— Michael Goodwell (@MichaelGoodwell) July 19, 2022
— Michael Goodwell (@MichaelGoodwell) July 19, 2022
— Financelot (@FinanceLancelot) July 20, 2022
For first time in 12 weeks, we no longer have bears > bulls on II survey. That ends the longest such stretch of persistent pessimism since 08/09. pic.twitter.com/RVxr8kPJuf
— Willie Delwiche, CMT, CFA (@WillieDelwiche) July 20, 2022
Emerging markets performance worst since Asian financial crisis pic.twitter.com/oRLg9cIBQc
— Alessio (@AlessioTMAD) July 20, 2022
Rents are skyrocketing across U.S. cities after having crashed during the pandemic.
But there is no way this is sustainable. Which means a lot of (young) people are locking in cycle high rents at the end of the cycle.
Total economic disaster.
Rent CPI monthly %: pic.twitter.com/QNrYxA1ZOq
— Mac10 (@SuburbanDrone) July 20, 2022
European corporate debt has come under intense pressure this yearhttps://t.co/3uenYF6tz5 pic.twitter.com/AO22xbLDsg
— π³π°πΈπ»π πΌπ°ππΊπ΄π πΏπΈπ²ππΎππΈπ°π» (@MarketPictorial) July 20, 2022
πͺπΊ *EURO AREA PRELIM JULY CONSUMER CONFIDENCE -27; EST. -24.9
— Christophe Barraud π«π· π²π¨ (@C_Barraud) July 20, 2022
The massive Pump and future dump will be Epic.
Banks revenues are down -50%, -61%#Netflix earnings were trash as well with YoY growth declining from 19% down to 4% the company is burning money and not showing any signs of future growth. Subscriber growth down to 3% from 9% pic.twitter.com/tRFoaqohTx
— The Punisher (of Wall ST) (@GregCrennan) July 19, 2022
With commodity prices falling, the copper/gold ratio is declining. This suggests that bond yields may have peaked for the cycle. pic.twitter.com/obEOLXrxBt
— Jurrien Timmer (@TimmerFidelity) July 19, 2022
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