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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Manufacturing Outlook and Credit Are Deteriorating

Manufacturing Outlook pic.twitter.com/z7xrDeNqqH — Win Smart, CFA (@WinfieldSmart) April 22, 2022 Credit deterioration @thedailyshot pic.twitter.com/MODF3aMpCk — Win Smart, CFA (@WinfieldSmart) April 22, 2022 CITI Economic Surprise Index (CESI) informs of economists estimates vs. realized economic outcomes on daily/weekly basis. Ex-Covid …

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The Big Short 2? Subprime Credit-Driven Bubble Versus Fed Loose Policy Driven Bubble (Will The Fed Burst Yet Another Housing Bubble? Michael Burry Thinks Not)

by confoundedinterest17 The book and movie “The Big Short” revolved around the 2005-2007 housing bubble driven by lending to borrowers with subprime credit (and little or no underwriting). As we know, Bear Stearns, Lehman Brothers and other investment banks too …

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Consumers are resorting to credit to fill the gap between the cost of living and incomes. Economic growth will slow sharply. We are likely not far from something “breaking” in the market.

Not surprisingly, as #Government #checks ran out and #inflation went up, #consumers are resorting to #credit to fill the gap between the cost of living and #incomes.#Economic growth will slow sharply this year. pic.twitter.com/5fGYaYkw3d — Lance Roberts (@LanceRoberts) April 8, …

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Stocks are going nowhere but down according to credit…

https://twitter.com/RJRCapital/status/1502380125651881984 https://twitter.com/asymmetricalpha/status/1502378906002898946 Living legend. -87%$DIDI pic.twitter.com/YqS6Vfjk8s — The Market Dog (@TheMarketDog) March 11, 2022 Sign https://t.co/l9NaIeHAPK — Willem Middelkoop (@wmiddelkoop) March 11, 2022 Pandemic-era darlings of the stock market keep sinking. DocuSign has fallen 76% from its September 2021 peak, …

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Revealed: Credit Suisse leak unmasks criminals, fraudsters and corrupt politicians…. Massive leak reveals secret owners of £80bn held in Swiss bank

Massive leak reveals secret owners of £80bn held in Swiss bank Whistleblower leaked bank’s data to expose ‘immoral’ secrecy laws Clients included human trafficker and billionaire who ordered girlfriend’s murder Vatican-owned account used to spend €350m in allegedly fraudulent investment …

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Rents reach ‘insane’ levels with no end in sight… The credit impulse it is clearly moving downward…. The Fed has no choice

In the 50 largest U.S. metro areas, median rent rose an astounding 💣19.3% 💣from December 2020 to December 2021, according to a https://t.co/wXJ6ruWdLM analysis@CeciliaERouse @econjared46 @BrianDeeseNEC @drlisadcook @SBloomRaskin @steveliesman https://t.co/U55VVgvxvK — M/1_LP (@MI_Investments) February 21, 2022 Rents reach ‘insane’ levels …

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Why Does Credit Suisse Still Exist?

BY JOHN RUBINO  Most of today’s big banks are, at their core, criminal entities. But the Swiss banks — with their cultural history of providing anonymous storage for the world’s ill-gotten gains — are arguably the worst of all. Here’s a book …

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