by WARREN MOSLER Looks like it’s turned up a bit with the tax cuts? Looks like this source of private sector deficit spending has gone flat again: Looks to me a lot more like a deficiency of demand than a demographic …
by howmuch Last week President Trump announced a landmark new trade agreement replacing NAFTA, a deal that he thinks will pour “cash and jobs” into the US economy. We don’t want todebate the merits of Trump’s approach to trade, but the world should …
by northmantrader Who’s ready for a chart storm? In early September I outlined in Lying Highs that many sectors are either not confirming new highs or are not making new highs. Has anything changed? Let’s start with the macro structure of the current …
via John Murphy TEN-YEAR TREASURY YIELD IS AT A CRUCIAL CHART POINT … Treasury bond yields are going through an important test of overhead resistance. Chart 1 shows the 10-Year Treasury yield ($TNX) challenging its May 2018 intra high near 3.11%. After pulling back …
@MorganStanley The Hike that Breaks the Market’s Back As Debt Rises, the Government Will Soon Spend More on Interest … CNBC–3 hours ago The federal government could soon pay more in interest on its debt than it … The deficit is expected to total …
via palisade-research: Many of you know that I haven’t been exactly bullish on the U.S. housing market – especially the construction stocks. That’s why in early March I wrote about and recommended betting against the home builders (you can read that here and see how …
by northmantrader Welcome to Chart Chatter where we discuss various technical charts we find of interest. We cover indices, signals and stocks on different timeframes highlighting different technical techniques we use over time. We’ll focus on key observations we find relevant …
via visualcapitalist: Facebook has found itself in the headlines a lot in 2018, but not for the reasons investors are likely to be excited about. The tech giant battled privacy scandals, policy changes, and dwindling user engagement throughout the year, and …
MARK PERRY: “Over the last 12 years, I’ve probably created and posted more than 3,000 graphics on CD, Twitter, and Facebook including charts/graphs, tables, figures, maps and Venn diagrams. Of all of those graphics, I don’t think any single one has …
via Shawn Langlois Is this bull market finally running on fumes? Nobody really knows, of course, but, up to this point, no amount of hand-wringing over politics, valuations, Fed tightening, etc., has managed to kill what many, including the president, believe …
Article: https://www.marketwatch.com/story/the-road-to-fresh-stock-market-highs-is-littered-with-these-awful-correction-calls-2018-08-28
by themikesem I see it here often, where people are asking if they should sell their stocks, buy gold and wait out the next crash right around the corner. The truth is, nobody knows when the next crash is and …
by WARREN MOSLER Heading lower from already depressed levels: Highlights The headline shows a decline but the message from the July new home sales report is nevertheless mostly positive. New home sales slipped 1.7 percent in the month to a …
by visualcapitalist It’s no secret that Amazon is dominant in ecommerce. But despite this being common knowledge, the most recent data behind the explosion in Amazon’s market position is still stunning to behold: in the last two years, the already monstrous …
the financial elite are not allowed to show You this chart pic.twitter.com/NwEIT5pzJ6 — Alastair (@StockBoardAsset) August 14, 2018 China's growth slowdown has nothing to do with trade tariffs but now they have a convenient excuse for it to the masses …
by stockboardasset The Australian household debt to income ratio has ballooned to shocking levels over the past three decades as Sydney is ranked as one of the most overvalued cities in the world. According to the Daily Mail Australia, credit card bills, home …
via Callum Thomas Given the swiftly changing picture in global markets, this is a key chart to keep on your radar. In fact, I like this chart so much that it actually featured in my top 10 charts to watch for …
via @MI_Investments: How many economists does it take to identify 3 massive bubbles shown on a chart that goes back to the 1800’s published on the cover page of the WSJ? Are we in a bubble today? What caused the last …
h/t @SoberLook $AAPL propping up the market pic.twitter.com/Z5H3ZjtNN3 — Alastair (@StockBoardAsset) August 2, 2018
Chart: The yuan devaluation is reverberating across Asia: 1. Taiwan dollar 2. Korean won 3. Thai baht h/t @SoberLook
by stockboardasset Both the Bloomberg Commodity Index <BCOM> and the Thomson Reuters/CoreCommodity Index <CRB> (monthly) have rejected the 50sma. This could mean another deflationary period in commodities is ahead.
by howmuch Be honest—where do you keep your smartphone at night? Is it on the nightstand? Having a smartphone is now an essential part of modern life, and many people wouldn’t leave home without it. And among smartphone makers, Apple …
It demonstrates conclusively that the economy died in 2008, less government spending. This is essentially a #Depression It is estimated the OVER 1/3 OF #GDP is government spending. IN AN EXPANSION. WHERE IS THIS GOING NEXT #RECESSION?
Industrial Metals & CRB Index slammed
S&P 500 dividend yield less 3-month T-bill yield – 3-Month Treasury Bill yield closes above 2% for the first time since June 2008. 10-year high.
Total Consumer Credit Owned and Securitized, Outstanding University of Michigan consumer confidence index at 97.1 in July shows a modest slowdown, but still highly positive. Most interesting is the drop in households’ long-term inflation expectations. Who would have guessed? US …
by Adam Taggart This chart from Bank of America (hat-tip to Zero Hedge) shows how critical the tiny number of FAANG stocks have become to the overall market. In fact, they essentially now ARE the market. Without the five FAANG stocks, the …
#TradeWar chart! S&P 500 Index future reverses gains as #Trump is said to release a list of an additional $200 billion in Chinese products to be hit with #tariffs. Everyone who bought the dip in cash session was wiped out …
From Rich Miller and Vince Golle at Bloomberg: A multi-colored graphic that’s made the rounds at the Federal Reserve hints at what Chairman Jerome Powell could face if President Donald Trump succeeds in throwing globalization into reverse: Higher prices for many …
From ZeroHedge: For the 29th month in a row, Americans’ annual spending grew faster than their incomes as the “no consequences” new normal rolls on, leaving the savings rate languishing near record lows – even if it did very modestly uptick in …