1970s: Slow and depressed GDP growth, high levels of inflation, high oil prices, stocks and bonds sell off together… What does that sound like?

https://twitter.com/OccupyWisdom/status/999079367618760704 https://twitter.com/OccupyWisdom/status/999234958307811329 https://twitter.com/OccupyWisdom/status/999241148781776896 https://twitter.com/OccupyWisdom/status/999236152216444928 Inflation Is Coming to the US Economy on an 18-Wheel Flatbed Multiple signs of inflation in freight-related industries are at or near historical highs, in what could be an early sign that price pressures are building …

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How Sustainable Is Earnings Growth?

Via Global Macro Monitor, Not very… and we will leave the calculation for the entire stock market to the stock analysts. Here’s why: Just glancing over WalMart’s latest earnings release from the week, we see two one-off macro factors that helped WalMart’s …

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Global Synchronized Growth Narrative Collapses – Uncle Sam’s Free Money Drying Up Fast, Crisis Brewing In Merging Markets, Libor Continues To Surge

Chart of the Day: "Uncle Sam’s Free Money Drying Up Fast" h/t @DA_Stockman pic.twitter.com/JQaVNxFGsX — Alastair (@StockBoardAsset) May 16, 2018 global synchronized growth narrative collapses pic.twitter.com/8bjvPwWhHx — Alastair (@StockBoardAsset) May 16, 2018 BBG: JPN's economy shrank for the first time …

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Demand Growth for Oil Consumption Looks Bleak…But Price May Be Another Matter

Authored by Chris Hamilton via Econimica blog, Organic demand or population growth alone (absent surging debt) among the consumer base that consumes in excess of 90% of global oil, is collapsing.  I have detailed this previously; The Most Important Economic Charts…Aren’t Economic Charts , Trade Wars Just Beginning…The War Is …

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Adding more debt to a highly leverage sub par growth economy, as long term rates are surging? Don't see it ending well.

Simon Black recently said this: pic.twitter.com/G1xegPRCSF — Alastair (@StockBoardAsset) February 16, 2018 President Trump's winning strategy crushing the dollar and expanding the trade deficit. Didn't candidate Trump say the opposite? pic.twitter.com/URjkhOdaLO — Alastair (@StockBoardAsset) February 15, 2018 The bad times …

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Asset Prices Not Driven By Earnings Growth, Dealmaking Slows For Telecoms Signals Warning For Stock Market… The Numbers Are Just Too Starkly Obvious For The Markets To Ignore Anymore

One simple chart shows how stocks are overvalued pic.twitter.com/4uEvAQqQvq — Alastair (@StockBoardAsset) October 25, 2017 Asset prices not driven by earnings growth pic.twitter.com/ykIUqz4qoO — Alastair (@StockBoardAsset) October 24, 2017 Dealmaking Slows For Telecoms Signals Warning For Stock Market $T $VZ …

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