Stagflation is quickly becoming a larger risk

Stagflation is quickly becoming a larger risk, per the bond market pic.twitter.com/AsvDSzKyZJ — Cheddar Flow (@CheddarFlow) May 1, 2023 How do you like your stagflation? Rare or well cooked? https://t.co/qfGUoNo6Dq — The Market Dog (@TheMarketDog) May 2, 2023 ITALY PMI …

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How is that possible that Fixed Income are larger than stock markets? Fixed Income are virtual units of debt / ledger entries…

by Quant2011 In every region they are larger, meaning that productive assets (stocks) are valued less than non-productive , electronic ledger entries, impostors of real money: ​ https://seekingalpha.com/article/4594039-global-etf-market-facts-3-things-to-know-from-q1-2023 Gold ETFs in North Am are only 1727 tonnes, 55M oz, worth just $110 …

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Investors Are Positioning For Larger Recession Odds; Big Temp Swings Can Happen In A Matter Of Just A Few Hours; NASDAQ 100 Having Its Worst Rolling 2m Performance Since 2008

These flows show that investors are clearly positioning for larger recession odds and are somehow short any acceleration of growth and FED delivering on their hiking cycle. Let’s say it looks a tad premature at this stage and the slaughterhouse …

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Peter Schiff: Larger Deficits Mean Higher Inflation

by Peter Schiff of Peter Schiff Podcast Gold reacts counterintuitively to inflation fears. Fed changes the definition of transitory inflation. Q2 Productivity numbers disappoint analysts. Biggest government expansion of the welfare state since the New Deal and Great Society. Elizabeth Warren wants to …

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Yes, Italy Is Greece All Over Again…Only the Crisis Is 7x Larger

Could Italy be the next Greece? “Italy to Bow to EU and Cut Deficit Targets, Corriere Says” https://www.bloomberg.com/news/articles/2018-10-03/italy-to-bow-to-eu-and-cut-deficit-to-2-in-2021-corriere-says?srnd=premium-europe Despite bowing down to the EU and cutting the budget deficit, do you guys think that their populist government will become more …

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