Emerging markets credit crunch around the corner

Emerging markets credit crunch around the corner https://t.co/72RQpWDSbF — Alessio (@AlessioTMAD) July 20, 2022 The contagion of liquidity crunch Caixin pic.twitter.com/8AIZivyK2i — Alessio (@AlessioTMAD) July 21, 2022 Emerging markets performance worst since Asian financial crisis pic.twitter.com/oRLg9cIBQc — Alessio (@AlessioTMAD) July …

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Credit Card Debt on the Rise

by Martin Armstrong The various handouts and moratoriums during the pandemic drove the personal savings rate down to World War II levels. Everything was closed – there weren’t many opportunities to spend. US consumers paid off a record $83 billion …

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Short colleges?

by lolmobile Enrollment across all sectors of higher education continued to decline this past semester, extending a trend that began during the coronavirus pandemic, according to new data from the National Student Clearinghouse Research Center. Total enrollment for spring 2022 …

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Never seen a leverage like this on credit card.. the consumer is ‘super strong’… In 2020 insider sold the top and in april 2020 they bought the bottom.. now they did the same thing

Obviously higher wages > higher possibility to go leverage on credit card.. the FED has created an atomic bomb — Alessio (@AlessioTMAD) May 6, 2022 Very concerning. Consumption is going to increase through the summer – what happens if supplies …

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Equity market wont get really hurt until credit markets (high yield) demand more QE and Powell refuses. Junk is currently closed to new issuance. That suggests July we gets real. We are 7 times more leveraged than we were in 2008. Crisis to Crisis .

What did we learn today? 1. Fed days are invitations to squeeze the stupid short money, and 2. Equity market wont get really hurt until credit markets (high yield) demand more QE and Powell refuses. 3. Junk is currently closed …

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The credit market is cracking – the CCC yield spread is increasing rapidly… and the Fed is only just tightening!! They won’t until demand destruction occurs

look at the credit market.. the CCC yield spread is increasing rapidly ahead of the hike,, is not buying the bounce of the market pic.twitter.com/WvsFy9T3y8 — Alessio (@AlessioTMAD) May 3, 2022 https://t.co/LtaE3BHOfA — Mac10 (@SuburbanDrone) May 3, 2022 https://twitter.com/WallStreetSilv/status/1521131871601577986 people …

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Once again, credit leads equities – high yield has been leaking (wider spreads, higher yields, risk off) for weeks while stocks marched higher – listen to credit.

Once again, credit leads equities – high yield has been leaking (wider spreads, higher yields, risk off) for weeks while stocks marched higher – listen to credit. https://t.co/4cVbeIJFhj pic.twitter.com/EpUIJG7CU8 — Lawrence McDonald (@Convertbond) April 30, 2022 How #hedgefunds are positioned …

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