Bank of England raises interest rate from 0.1% to 0.25%… Business growth has slumped to its weakest pace since February
https://twitter.com/disclosetv/status/1471450809120477185 https://twitter.com/disclosetv/status/1471450002430042113
growth
You know.. your local mainstream media.. “the growth is exploding”LOL.. real GDP relative to inflation still negative… El-Erian says ‘transitory’ was the ‘worst inflation call in the history’ of the Fed
El-Erian says ‘transitory’ was the ‘worst inflation call in the history’ of the Fed Calling inflation “transitory” was a historically bad move for the Fed, according to Allianz Chief Economic Advisor Mohamed El-Erian. The comments came after the Labor Department …
TRANSITORY INFLATION they said. Inflation rises to 39 year high and real wage growth falls to -1.9%!
U.S. inflation rate swells to 39-year high of 6.8%. Americans paying higher prices for almost everything The numbers: The cost of living climbed again in November and drove the rate of U.S. inflation to a nearly 40-year of 6.8%, putting more …
S&P 500 REAL Earnings Yield At -2.33% While REAL Wage Growth At -1.43% (REAL 30Y Mortgage Rate At -3.11%) “Weird, Wacky Stuff!”
by confoundedinterest17 As Parks and Recreation’s Martin Housely said, “Weird, wacky stuff.” We now have the S&P 500 REAL earnings yield at -2.33%. REAL US average hourly wage growth is at -1.43% and the REAL 30-year mortgage rate is at -3.11%. The …
There is a growing and consistent case for global ‘growth scare’… Inflation soaring… Fed is not far from hiking rates…
There is a growing and consistent case for global 'growth scare' even beginning w/US trade in goods. Supposed to be booming, but masked by money illusion.https://t.co/BiRN8UlQMA — Jeffrey P. Snider (@JeffSnider_EDU) December 8, 2021 Fed May Not Get Very …
Annual U.S. Home Price Growth Hits 18% in October (Highest In Non-California West And Florida, Lowest In DC, NY And Illinois)
by confoundedinterest17 National home prices increased 18% year over year in October 2021, according to the latest CoreLogic Home Price Index (HPI®) Report . The October 2021 HPI gain was up from the October 2020 gain of 7.4% and was the highest 12-month …
What May Prove Truly ‘Transitory’ Is FAAMG’s Record Growth
by jessefelder It’s common knowledge now that Big Tech dominates the broad stock market like never before. As Bianco Research recently demonstrated, if FAAMG were its own sector it would comprise a larger share of the S&P 500 Index than any …
Slowing US and Global Growth; Credit Risks in Focus
via financialsense: Big Picture Market Outlook US and global growth is slowing after a strong initial recovery. We have the fiscal cliff ahead of us as well as the Fed’s planned tapering of its QE purchases. Growth will likely slow well …
What’s Wrong With This Picture? M2 Money Growth “SLOWS” To 12.8% YoY As Real Earnings Growth Slows To -1.6% YoY (Will Omarova As Comptroller Make This Better??)
by confoundedinterest17 Highlights for Children has a popular segment called “What’s Wrong With This Picture?” I give you my economics version of “What’s Wrong With This Picture?” It features The Federal Reserve’s M2 Money year–over-year compared with Real Average Weekly Earnings …
Commodities beginning to unwind as growth erodes… Liquidity slowing
*Commodities beginning to unwind as growth erodes IMO this is why I’ve been short commodities – w/o China’s credit-driven property development sector, global growth + demand will fade Not to mention global liquidity’s plunged YTD But still – supply issues …
Growth of the Welfare State Has Fueled Declines in the Labor Force
A massive labor shortage continues to grip the nation and hold back our economic recovery. With countless pandemic and policy factors influencing the shortage, there’s a heated debate over what’s keeping so many workers out of the labor force. But …
U.S. Pending Home Sales Fell by More Than Expected in February (-7.19% YoY) With Sinking Real GDP Growth
by confoundedinterest17 US pending home sales declined -2.3% MoM and -7.19% YoY as US GDP sinks like a paralyzed falcon, (Bloomberg) — The National Association of Realtors’ index of pending home sales decreased 2.3% in September from a month earlier to 116.7, largest drop …
Time To Buy? Real 30Y Mortgage Rate At -2.21% As Real Home Price Growth At 14.34% YoY (UMich Home Buying Sentiment Improves To 75)
by confoundedinterest17 Wake up. Time to buy? This is a time even unlike the disastrous housing bubble of the 2000s that led to the financial crisis and Great Recession. Even during the housing bubble years, we still had positive REAL mortgage rates: Bankrate …
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 …
US Real GDP Growth Drops To 1.3% On Lousy Jobs Report (People Dropping Out Of Labor Force > Jobs Added)
by confoundedinterest17 The Atlanta Fed GDPNow tracker just fell to 1.3% on today’s lousy jobs report. Just 194K jobs added in September while 338K dropped out of labor force.
US Home Price Growth Hits 20%! While Fed’s Inflation Target Is 2% (Phoenix AZ Growing At Whopping 32.4% YoY!)
by confoundedinterest17 The Federal Reserve is dominating the news today as two Fed regional Presidents have resigned (Rosengren [Boston] and Kaplan [Dallas]) for trading irregularities. Speaking of The Fed, their target rate for inflation is 2%. Yet the Case-Shiller 20 …
Fed Forecasts Higher Unemployment, Lower Growth And Worse Inflation
The economy looks significantly worse now than it did three months ago. Federal Reserve officials downgraded their expectations for the economy, lowering their forecasts for growth and raising forecasts for unemployment and inflation, according to materials released Wednesday at the …
Know Your Danger Zone: The Five Hazards of Rapid Business Growth
Growth is a common indication of a successful business venture. It can be exhilarating to see all of your hard work starting to pay off in only a matter of months, if not years. Your company is flourishing. Sales have …
Kind Of A Drag! The Taper That Will Really Bite Into U.S. Growth Isn’t the Fed’s (As The Fed’s Repo Facility Hits An All-time High)
by confoundedinterest17 Kind of a drag … when Federal government stimulus fades just as The Fed tries to decide on slowing its balance sheet expansion. (Bloomberg) — In the coming Year of the Taper, it’s the fiscal version that will really bite. The …
Yes again, US economic growth is falling… Consumer sentiment plummets to near-decade low
People tell me stonks are at record highs..if we’re really booming then why the purchasing power keeps collapsing? Why the crude birth rate is falling apart? Why do the central banks really need to inject trillions of liquidity? The …
Real core retail sales* growth declines… dollar surges, 10y finds support… Margin debt down for the first time since March 2020.
Margin debt down for the first time since March 2020.https://t.co/AjNCncNB5K pic.twitter.com/N3J0cEXnza — Randy Woodward (@TheBondFreak) August 17, 2021 #USD hitting the top of the range, again! If it continues to rise from here, risky assets are likely to struggle. …
Was That The Peak Of Economic Growth & Earnings
by Lance Roberts Was the second quarter the peak of economic growth and earnings? If estimates are correct and the year-over-year “base effect” fades, such suggests risk to current earnings estimates. The chart from a “Grossly Defective Product,” utilizes the Atlanta Fed’s current estimates for …
Savings Are the Foundation of Economic Growth
by Frank Shostak via Mises Most commentators’ regard savings as harmful to economic growth on the ground that savings are associated with fewer outlays. These commentators portray economic activity as a circular flow of money. Spending by one individual becomes part of the …
Inflation: Stealth Default, Fake Growth
by Peter Schiff of Peter Schiff Podcast Inflation creating illusion of economic growth. Oil prices go up, but energy stocks get beat up. Fed won’t wage a war on inflation, never mind win it. Robinhood steals from the poor and gives to a …
Record inflation records are coming with NO growth, “the worst of all worlds
Steve Hanke who was part of the Reagan admin specializing on the economy, claims that the massive inflation we’re seeing & will continue to see is 100% caused by the explosion of our money supply (Feds pumping money) He also said that …
US growth and inflation disappoint raising fears about stagflation
by Shaun Richards Yesterday brought news that left markets if not shaken perhaps a little stirred. It came from the Bureau of Economic Analysis as it gave its first estimates for the second quarter of this year. Real gross domestic …
Euro area money supply growth suggests there is inflation ahead
by Shaun Richards This morning’s Euro area money supply numbers remind me of this from last Friday. The head of the German Bundesbank Jens Weidmann was interviewed by FAZ and dropped something of a bombshell. Inflation rates will increase strongly, …
Home Price Growth At Record High (Fed Wants To Take It Higher!) Phoenix Leads At +25.9% YoY
by confoundedinterest17 The Federal Reserve wants to take home prices higher. But not taking any action … until next year(?) The Case-Shiller home price index rose a record high 16.6% YoY in May. The problem with Case-Shiller is that it is the …