US Inflation Expectations continue to rise, now at their highest levels since 2013… Central banks now print during times of recessions & during times of non recessions.

US Inflation Expectations continue to rise, now at their highest levels since 2013 (10-year breakevens). pic.twitter.com/ikGNLtFTcD — Charlie Bilello (@charliebilello) April 27, 2021 Everyone is tweeting pictures of lumber, but commodities from copper to corn are popping pic.twitter.com/3ay9DUAFdf — The …

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BAILOUTS CONTINUE?

Will another stimulus check be part of the president’s infrastructure plan? President Joe Biden is currently hard at work campaigning for the passage of an infrastructure plan. The president is hoping to spend an estimated $4 trillion across two different …

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U.S. Stock Market Valuations Continue to Warn

via RecessionAlert: We have updated the RecessionALERT Valuation Index (RAVI) forecast models for the SP500 using fourth quarter 2018 data. Stock market valuations continue to pose a “clear and present danger” to positive economic and SP500 returns outcomes and have worsened …

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The “”Markets”” Continue…

by Chris Here’s an update an hour later.  The “”markets”” remain in full lock-up mode. There have been a lot of ridiculous days of obviously stage-managed US equity “”markets”” but today is shaping up to be one of the more …

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