Reality of Inflation: Almost every commodity is in extreme backwardation, 10y breakeven inflation is less than 3%, US Dollar Index is up 15+% YoY

by lulzcakes Backwardation A commodity’s spot price trading lower higher than some given future contract is, in cases, normal (e.g. seasonality or perishable commodities). The backwardation we are seeing today is extreme by any standards. [Sorry, typo. Backwardation is spot > future. Although …

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Fed Monetary Stimulytpo Now Almost 14 Years Old And Still Running Strong! Top 1% Share Of Net Worth Now Higher Than Bottom 50%, Income Inequality Getting Worse

by confoundedinterest17 It has been almost 14 years since The Federal Reserve under Ben Bernanke unleashed zero interest rate policies (ZIRP) and quantitative easing (QE) in late 2008. And Fed monetary stimulypto is still running strong after almost 14 year of …

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Vast DOJ Probe Looks at Almost 30 Short-Selling Firms and Allies

https://news.bloomberglaw.com/securities-law/vast-doj-probe-looks-at-almost-30-short-selling-firms-and-allies The Federal Bureau of Investigation seized computers from the home of prominent short seller Andrew Left, the founder of Citron Research, in early 2021, some of the people said. In more recent months, the Justice Department subpoenaed certain market …

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Almost like every recessions just makes the yields more and more volatile

by  laflammaster If you take a closer look, recession happens when the yield rates converge. By historical metrics, recessions should have started mid-late 2019 (which it kind of did). Sauce: https://www.federalreserve.gov/datadownload/Chart.aspx?rel=H15&series=bf17364827e38702b42a58cf8eaa3f78&lastobs=&from=&to=&filetype=csv&label=include&layout=seriescolumn&type=package&pp=Format  

The Pain is Almost Over

by David Brady via Sprott Money For once the Fed surprised the markets with a far more hawkish message than anticipated. The Fed stated that inflation was not only persistent but also expected to rise even further, aided by the continuation of supply …

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