Credit is about to roll over and the Fed starts to worry about inflation?!

https://twitter.com/farrisbaba/status/1466504740943110149 https://twitter.com/RetirementRight/status/1466506141907570690 https://twitter.com/RetirementRight/status/1466506248191287297 US Consumer: 3 different opinions… One common theme = less joyful pic.twitter.com/Vrvxuf6LmP — Callum Thomas (@Callum_Thomas) December 2, 2021 MISSING: Fed's definition of "average" "Yet it never figures in any of the Fed’s otherwise logorrheic forward guidance …

READ MORE

Credit spreads have been under pressure all month…Home prices have peaked… Fed says recession incoming

credit spreads have been under pressure all month pic.twitter.com/sqB0RXzdKV — DeFi, TradeFi, venture (@swaptions) November 30, 2021 Home prices have peaked pic.twitter.com/I03SNBfMV0 — zerohedge (@zerohedge) November 30, 2021 Fed says Recession Incoming https://twitter.com/pivotanalytics/status/1465765768432336901 $DAX 2000 VS 2021 SCARY ? pic.twitter.com/pO16J7lmcK …

READ MORE

BREAKING: Costco Data Breach – Credit Cards

$COST: Costco discloses data breach after finding credit card skimmer — bleepingcomputer — Stefanie Kammerman/The Stock Whisperer (@VolumePrintcess) November 12, 2021 Customer payment info likely stolen https://www.bleepingcomputer.com/news/security/costco-discloses-data-breach-after-finding-credit-card-skimmer/ h/t Doorbert Returns

Everyone says “no credit crunch” meanwhile the China HY says the opposite… Jim Rickards: ‘Mainstream are clueless as usual.’

Everyone says “no credit crunch” meanwhile the China HY says the opposite pic.twitter.com/9uGZP9Szrh — Alessio (@AlessioTMAD) September 21, 2021 The FOMC is deeply troubled by the "unsustainable credit boom" in China… the date? May 2004 @jmackin2 pic.twitter.com/ujwZTW5t1z — Dario Perkins …

READ MORE

The Evergande credit contagion is spreading, with bonds of China’s other leveraged developers tumbling.

CHINA CRACKDOWN: Just The Beginning Watch, comment and suscribe:https://t.co/4MrObu59NE — Daniel Lacalle (@dlacalle_IA) September 16, 2021 The Evergande credit contagion is spreading, with bonds of China's other leveraged developers tumbling. pic.twitter.com/HBuXSVRUjx — (((The Daily Shot))) (@SoberLook) September 17, 2021 GOLDMAN: …

READ MORE

Consumers max out credit cards while inflation hurts savers! Welcome to the Fed’s stagflation trap of its own making.

https://twitter.com/NorthmanTrader/status/1433773069231923205 Services Surveys Scream Stagflation In August As Wages Spike https://t.co/4TmNPaTOYN — zerohedge (@zerohedge) September 3, 2021 Headline #Inflation in the US and Eurozone! pic.twitter.com/0zlw0I991S — jeroen blokland (@jsblokland) August 31, 2021 The U.S. consumer is maxed out. They need …

READ MORE

The reflation trade is dead on a tactical level due to this… The G3 credit impulse is the worst since 2008…. The signs are numerous. Day of reckoning is coming.

Does it matter? Yes it does (on a tactical allocation horizon) E.g. the Credit impulse vs. Commodities here. AAAAAAAAAAAH! 😱 pic.twitter.com/9TZznjBP12 — Andreas Steno Larsen (@AndreasSteno) September 1, 2021 https://twitter.com/PuffDragon11/status/1432879448509005825 Exactly! “No way of avoiding the final collapse of a …

READ MORE