Rubino: 10 “Hard Landing” Charts

via JOHN RUBINO: It’s disconcertingly quiet out there. The local/regional bank near-death experience is firmly in the rearview mirror. Most Americans still have jobs. And the debt limit pseudo crisis is in its final inning and — if history is …

READ MORE

Hard Landing Looms: Despite Financial Conditions Are Looser Now Compared To When The Fed Started, The Economy And Stock Earnings Ared Eteriorating Rapidly 

Powell: "Financial conditions have tightened significantly over the last year." That's just false. They are looser now compared to when the Fed started. pic.twitter.com/L9ogB8rMsN — Sven Henrich (@NorthmanTrader) February 1, 2023 The Bloomberg Financial Conditions Index has risen to about …

READ MORE

The S&P 500 has seemingly gone ‘all in’ on the soft landing playbook… ISM comes out, showing new orders collapsed in January…Wall Street insiders are selling more than they did in 2022!

“The S&P 500 has seemingly gone ‘all in’ on the soft landing playbook. Yet, this is incompatible with a chronically inverted Treasury curve, historically weak money growth, and sustained weakness in other leading indicators…We would hedge long equity exposure here:” …

READ MORE

In late 2007, the Fed and major US banks were predicting a soft landing…. We are now witnessing the largest ever “fight the Fed” movement… This week is going to be a historic week

In late 2007, the Fed and major US banks were predicting a soft landing. pic.twitter.com/o94TVxmLnC — Alf (@MacroAlf) January 29, 2023 IMF, Wall Street, FOMC and regional Fed were all on the same page Albert. ''Soft landing ahead''. It did …

READ MORE

Soft landing is off the table. Recession incoming

AMAZON Lays off 18,000 employees Across, United States, Canada & Costa Rica… Soft landing is off the table. Recession incoming 😢 pic.twitter.com/fCs8BXqdHd — Wall Street Mav (@WallStreetMav) January 19, 2023 FED'S WILLIAMS: THE FED MUST MAINTAIN ITS CURRENT POLICY UNTIL …

READ MORE

‘Soft landing’ narrative nuked: PPI collapsing, nearly 60% of CPI components in deflation, retail sales trending negative. Profit Recession just getting started with 34 companies reporting -6.7% so far…

Non existent credibility cause the Fed is again out of synch with the market and the data.Yields dropping as a new Fed policy error of staying too high too long would kill any soft landing narrative.Powell's got some explaining to …

READ MORE

Given the level of tightening, soft landing is not really going to be an option

https://twitter.com/steveanastasiou/status/1604771059852800001 Nearly 70% of Americans struggling to pay grocery bills, per Fox Business News. — unusual_whales (@unusual_whales) December 18, 2022 https://twitter.com/WallStreetSilv/status/1604609026129633281 One third of Americans are thinking of skipping holiday gifts altogether this year, due to inflation, per Bloomberg. — …

READ MORE

Hard Landing Coming? Investors Don’t Think So.

By Lance Roberts Is a “hard landing” coming, economically speaking, as the Fed continues its most aggressive rate hike campaign in 40 years? Investors don’t seem to think so as investors continue to chase economically sensitive stocks despite the underlying economic deterioration. …

READ MORE