‘The FED took advantage of declining money velocity to unleash a deluge of printed currency. But as velocity picks up again, long-term inflation is an inevitable outcome.’

Financial conditions in the US have eased around 150 bps since October 2022 according to Goldman's FCI index. That easing in financial conditions translates into a positive growth bump around that mangitude, so – if recession risk was ever truly …

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Pension Fund Blues! Agency MBS Prices And Mortgage REITs Declining As Fed Withdraws Monetary Stimulypto (Duration Risk Increasing)

by confoundedinterest17 Pension funds have long been investing in “safe” agency mortgage-backed securities. But as The Fed does its “tighten up”, we are seeing agency MBS prices falling and duration risk rising. I remember showing my Fixed-income class at Chicago and …

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Gold That Can Be Served Upon Rapidly Declining

by Harvey Organ of Harvey Organ Blog //GOLD CLOSED UP $9.70 TO $1758.20//SILVER IS UP 21 CENTS TO $19.24//PLATINUM IS UP $9.19 TO $886.49//PALLADIUM IS UP $114.40 TO $2149.80//ICHINA RATIONS ENERGY AS BOTH TESLA AND NIO CHARGING STATIONS GO DARK//CHINA’S ECONOMY FALTERS CONSIDERABLY …

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Crude declining slowly is a relief for stocks, but if it starts to plummet markets will panic. This is how 2008 started… The Ukraine war is this era’s Lehman event?

Crude declining slowly is a relief for stocks, but if it starts to plummet markets will panic. This is how 2008 started but it wasn't until August. https://t.co/gffCuJXSeh — Financelot (@FinanceLancelot) March 14, 2022 The Ukraine war is this era's …

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Declining Growth, Rising Prices, Labor Shortages, Supply Chain Crisis & Everything Rallies.

https://twitter.com/NorthmanTrader/status/1448976922029998084 North America fertilizer prices YoY vs UN Food and Agri YoY… pic.twitter.com/Ahhm8W104v — Ivan (@IvanKrivicic) October 15, 2021 U.S. SMALL BUSINESS LABOR SHORTAGES, WAGE PRESSURES WORST IN 50 YEARS – BOFA — Michael Brown (@MrMBrown) October 15, 2021 https://twitter.com/MFHoz/status/1448954606885744640 …

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Leading Indicators and Liquidity Declining, Says Variant Perception’s Tian Yang

Mar 14 – FS Insider interviews Variant Perception’s Tian Yang to get an update on their outlook for the U.S., China and elsewhere. Tian discusses the message coming from leading indicators and liquidity measures… https://static.financialsense.com/audio/2019-03/yang_clip-da02a8765cf.mp3     https://www.financialsense.com/podcast/19003/leading-indicators-and-liquidity-declining-says-variant-perceptions-tian-yang