*Via the recent Chicago Fed NFCI (Aka liquidity index), US liquidity is drying up very quickly Note that >0 = tighter(vice versa) 2/3 major sub-indexes (credit + risk) have tightened sharply lately amid Fed taper + tightening Thus an illiquidity …
In the 50 largest U.S. metro areas, median rent rose an astounding 💣19.3% 💣from December 2020 to December 2021, according to a https://t.co/wXJ6ruWdLM analysis@CeciliaERouse @econjared46 @BrianDeeseNEC @drlisadcook @SBloomRaskin @steveliesman https://t.co/U55VVgvxvK — M/1_LP (@MI_Investments) February 21, 2022 Rents reach ‘insane’ levels …
This is a perfect example of how some stocks have already crashed. The average Nasdaq composite stock is down 39.1% vs its 52 week high. Indexes are increasingly held up only by the big names rather than broad based market …
https://twitter.com/NorthmanTrader/status/1442541174141722629 The chart shows how without credit impulse the party is over. Economies are hooked on credit impulse cycles in the absence of real growth 👇 H/T @AndreasSteno pic.twitter.com/gq0UkMsU3w — Menthor Q (@MenthorQpro) September 27, 2021 Busiest US container port …
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 …
If the credit impulse matters as much as it has done in prior cycles, then we haven't even seen the beginning of the bond rally. Weekly out -> https://t.co/aGNCuVP4dg pic.twitter.com/nuL55zYtci — Andreas Steno Larsen (@AndreasSteno) July 25, 2021 Just to …
https://twitter.com/Remi_Tetot/status/1414520012526833668 https://twitter.com/NorthmanTrader/status/1414514942770810883 China’s Slowing V-Shaped Economic Recovery Sends Global Warning China’s V-shaped economic rebound from the Covid-19 pandemic is slowing, sending a warning to the rest of world about how durable their own recoveries will prove to be.The changing …
leveraged loans index stalling out – bad for stock market pic.twitter.com/KTt21h5yqZ — Alastair (@StockBoardAsset) January 28, 2019 Credit Default Swaps reset after a month of declines? pic.twitter.com/xU4LAqo03F — Alastair (@StockBoardAsset) January 28, 2019 Eurozone credit impulse… Despite zero interest rates …