by Daniel Lacalle via Mises Central banks should know by now that you cannot have negative interest rates with low bond yields and strong growth. One or the other. Central banks have chosen low bond yields at any cost, despite all the evidence of stagnation ahead. …
by confoundedinterest17 Alarm! The real yield on U.S. 10-year debt fell to a record low as concerns mounted over the outlook for economic growth. The rate, which strips out inflation, fell almost six basis points to minus -1.269%. The move was compounded …
by confoundedinterest17 In an article by Phil Hall for Benzinga, I laid out the case for slowing home price growth. In a nutshell, the Case-Shiller National home price index YoY is growing at times the rate of growth of average hourly …
by confoundedinterest17 John Burns consulting has this interesting chart showing a slight slowdown in home price growth. But HPI growth is still growing strong. At 17% YoY in June. The Case-Shiller National home price index, growing at 14.6% Yo is lagged with …
by confoundedinterest17 Talk about NIRP (negative interest rate policy). The Real 30-year mortgage rate (nominal rate – headline CPI YoY) has now fallen to -2.35%. While the REAL 30-year mortgage rate is at its lowest level since 1975 and President Gerald …
Global growth momentum is peaking… Remember, look no further than China for clues about where the global business cycle is headed. Slowdown should last well into 2022. https://t.co/wqBRffkI0t pic.twitter.com/XYu3i4gRsa — Julien Bittel, CFA (@BittelJulien) July 5, 2021 h/t @johnauthers #liquidity …
by confoundedinterest17 The spread between home price growth and wage earnings is back to the days of the US housing bubble that peaked in 2005. But this time it is different. The 2005 housing bubble was driven by shoddy credit and …
by Lance Roberts There is a zero to a negative multiplier of debt on economic growth. The recent spending spree of the Government to facilitate a transition to a socialistic economy is problematic. “The scale and scope of government spending …
by Lance Roberts Much like “Humpty Dumpty,” despite the Fed’s best efforts, you can’t create permanent inflation from artificial growth. Currently, depending on whether you are “bullish” or “bearish,” there is much angst over the prospect of higher inflation. If you are bullish, higher inflation is a …
Carnivore Trades, Released on 6/10/21 *** Big apologies on the audio. I had some issues with my software while recording which has caused me to do a ton of editing on this video but I have placed some subtitles the …
by Shaun Richards The issue of inflation is a hot topic in economics right now. Indeed this morning has suggested that to quote Glenn Frey the heat is on in India. The wholesale price-based inflation hit an all-time high of …
by Dave Kranzler of Investment Research Dynamics “April 2021 money supply and monetary base growth continued to explode” – John Williams, Shadowstats.com Williams is referencing the “base” monetary aggregates which are compiled monthly. The Fed’s balance sheet grows by the week, hitting $7.922 trillion …
by confoundedinterest17 Like other assets in the wild west economy of loose monetary policy and FOMO (fear of missing out), home prices continue to skyrocket. The Case-Shiller US National Home Price Index is up 13.2% year-over-year in March while the …
by Kimble Charting One of the most exciting and relentless investing trends of the past 4 years is the strength in growth stocks versus value stocks. But that trend is in jeopardy… and may be signaling caution to the broader …
Many small businesses were battered during the pandemic and are still recovering. Large numbers of restaurants and other retail businesses were lost permanently as a result of mandated shutdowns and social distancing. In the months ahead, the economy will need …
by confoundedinterest17 The Federal Reserve has begun “slowing” their money printing. Not by much, but a little “foot off the monetary pedal.” M1 money growth “slowed” to 336.5% year-over-year. M2 money growth “slowed” to 24.2% year-over-year.
by confoundedinterest17 S&P CoreLogic Case-Shiller US National home price index rose a staggering 12% year-over-year, the fastest growth since the infamous housing bubble in 2005. The 2005 housing bubble was loose-credit related; this bubble is excess money related. Inventory for sale is …
by confoundedinterest17 The way that The Federal government measures inflation shows that there is little impact from the dramatic increase in M2 money supply. US Personal Consumption Expenditure Core Price Index YoY is only at 1.41%. Yet a number of commodities …
by UPFINA The current investment theme is the economy reopening and higher inflation. The next theme will be higher corporate taxes and more infrastructure spending. This theme will probably be longer lasting. It could also increase inflation. Specifically, the new taxation …
Stansberry Research, Released on 4/2/21 The economy isn’t healthy like the markets are showing, says Brent Johnson of Santiago Capital. Joining Daniela Cambone, he examines the catastrophic consequences of U.S. debt… and breaks down his “dollar milkshake theory” predicting a …
by confoundedinterest17 S&P/Case-Shiller released the monthly Home Price Indices for January (“January” is a 3 month average of November, December and January prices). The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported an 11.2% annual …
by ksb041200 About Corsair Gaming Corsair Gaming manufactures a variety of gaming/streaming related goods. This includes tower cases, keyboards, headsets, audio equipment, and entirely pre-built PCs. Therefore, their primary sources of revenue are derived from manufacturing hardware (rather than software). …
via @GMoneyResearch: Central Bank Balance Sheet Growth… % increase from Q2 2007 – Q4 2018 1. Swiss National Bank = 807% 2. Bank of Japan = 508% 3. Federal Reserve = 369% 4. European Central Bank = 223% 5. People’s Bank …
by WARREN MOSLER Ship Orders Fall to Lowest Level in 15 Years Ship orders world-wide have shrunk to the lowest level in 15 years as vessel owners struggle with excess capacity that has kept freight rates well below break-even levels. …
DB Forecasts Slowing Job Growth – into 2020 little job growth, correlates with Credit Suisse report on softening job growth and labor differential (jobs plentiful vs hard to get) @NorthmanTrader @LanceRoberts @TheBubbleBubble @michaellebowitz @DiMartinoBooth pic.twitter.com/AVJHy307Cf — Patrick Hill (@PatrickHill1677) April …
Central banks spur growth? Well, not really. pic.twitter.com/81jpTNoyNL — Daniel Lacalle (@dlacalle_IA) April 22, 2019
TOPICS IN THIS INTERVIEW: 02:20 Prepping for a crash, Trump’s CRACKDOWN on the FED 07:00 Debt growing faster than the economy 15:00 Connections between the FED and politics 22:10 Wealth transfer from baby boomers to Millennials – is all as …
by etienner It seems like a lot of people, mostly under 25, want to invest in growth ETFs and ignore value ETFs. For a lot of them the reason is growth stocks have a higher earnings growth, therefore they should …
by WARREN MOSLER Still looks to be weakening: Looking weak: Tariff wars taking their toll:
