The global economy is stumbling. And not just for financial reasons like the increasing cost of debt. Supply chains remain compromised. We are still having material challenges in both producing and distributing real physical goods across oceans and continents. This …
A Fed shift away from quantitative tightening could be the next bull factor for stocks in 2023, according to Bank of America. The Fed has started to reduce its near $9 trillion balance sheet at a clip of about $95 …
$80 Trillion – combined value of US Housing + Stock Market $25 Trillion – GDP There's a lot more Wealth Destruction to go. 📉 pic.twitter.com/zRDOtYgUzU — Nick Gerli (@nickgerli1) October 5, 2022 The liquidity squeeze is just getting started. https://t.co/aV56xztXKN …
By Michael Kern The European Central Bank will not give short-term financing to European energy firms struggling through the energy crisis, sky-high prices, and margin calls on the derivatives markets, ECB President Christine Lagarde said on Friday. “As far as …
Christine lagarde: we’re going to stimulate banks They know the shit is going to hit the fan so let’s try to boost their liquidity.. too late madame — Alessio (@AlessioTMAD) September 9, 2022 EU MINISTERS ASK EU TO DESIGN EMERGENCY …
Power firms across Europe are warning about an unprecedented liquidity crisis. Property developers across China are experiencing an unprecedented liquidity crisis. Nations around the world are bracing for a potential sovereign debt crisis. "Buy the ticket, take the ride." — …
Based on information released on Aug. 26 by the CBIRC, the China Banking and Insurance Regulatory Commission, the commission has allowed two rural banks in Liaoning Province to enter bankruptcy proceedings, which is tantamount to officially declaring the bankruptcy of …
Goldman Sachs, $GS: ".. volume and liquidity will assuredly fade over the next ten days .. as those messy September seasonals come into view." — unusual_whales (@unusual_whales) August 25, 2022 https://twitter.com/WifeyAlpha/status/1562716147438731264 ⚠️ Philadelphia Fed President Harker: ~ Fed Need To …
by BoatSurfer600 JDimond: Soft landing 10%. Hard landing, mild recession, 30%. Deep recession, 30%. “Something Worse” at 30%. Rickards: The Fed’s Set to Pour Gasoline on a Fire
https://twitter.com/WallStreetSilv/status/1559204103879725057 China Factory Orders Drop in Ominous Sign for Global Outlook View post on imgur.com This is a chart of the US overnight Repo Rate. It should scare you. The overnight rate is the interest rate at which a depository …
This bear market rally is exit liquidity. — ICE TRADES (@B82143748) August 3, 2022 interesting map by sentiment trader extreme optimism = red pic.twitter.com/HTCap7rlAW — Alessio (@AlessioTMAD) August 4, 2022
Liquidity is starting to deteriorate, and a great insight into this is the Repo market. Failures to deliver (Bonds used as collateral in Repurchase agreements) have been elevated and are up 22% on a WoW basis. This is a sign …
Entering ECB/FOMC/Tech Earnings amid the lowest liquidity of the year. Market is back to overbought. Bulls, let it ride. pic.twitter.com/nDFmrw8GbG — Mac10 (@SuburbanDrone) July 20, 2022 This is why sentiment and positioning no longer matters – because the biggest seller …
retail is all in calls on cryptos and stocks.. you need to thank them to do their job as liquidity providers https://t.co/KD8MVIUrxx — Alessio (@AlessioTMAD) July 19, 2022 Bankf of America: Investor allocation to stocks plunged to levels last seen …
by Shanobido47 “Liquidity withdrawal expected as India cenbank hikes rates on Wednesday” https://www.investing.com/news/economy/liquidity-withdrawal-expected-as-india-cenbank-hikes-rates-on-wednesday-2833817 Read Article here
by Martin Armstrong QUESTION:Â Marty, You were named hedge fund manager of the year in 1998 for producing the highest return during the Long Term Capital Management collapse over the Russian bond crisis. At the WEC in Orlando, you said in …
An incredibly important chart. Primary dealers are providing less and less liquidity in the Treasury market as their ability to use repo has shrunk due to tighter regulation and higher balance sheet costs. Less structural liquidity makes the UST market …
*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 …
By Michael Lebowitz Inflation is running hot, and the Fed is projecting seven rate increases this year alone. As if that is not concerning enough for bond investors, the Fed hints at draining liquidity via balance sheet reduction, i.e., Quantitative …
h/t Hopeful_Assistant196
*Note that over the coming year ~ global markets are going to witness a plunge in liquidity/support from both US fiscal + Fed tightening👇🏻 W/ the G4 also tightening, there’s an expected $5-7T in global liquidity/support being drained w/i a …
https://www.washingtonpost.com/business/energy/too-big-to-fail-risk-looms-over-commodities/2022/03/16/d6bc2ef0-a4f6-11ec-8628-3da4fa8f8714_story.html Wondering why commodity prices have been dropping despite the supply/demand imbalance. Well, commodity trading houses have seen margin calls and are short of liquidity, many have been unable to buy commodities to be delivered to refiners/end users. Expect …
by laflammaster Very low volume. Everyone buying. Stock go down. Crime apparent.
The song remains the same. No more excess liquidity for you @CathieDWood . She will continue to get taken to the “WOOD SHED” #crypto will get destroyed. Instead get real (assets) in your portfolio. @leadlagreport @TgMacro @TommyThornton @GuyAdami @DavidBCollum @RiskReversal …
by Dave Kranzler of Investment Research Dynamics The following commentary on $TSLA is an excerpt from my latest Short Seller’s Journal – I’ve hit several home runs over the last year, including $DKNG, $HOOD, $Z and $NAIL. There’s still a lot of money to be …
0. Preface I am not a financial advisor, and I do not provide financial advice. Many thoughts here are my opinion, and others can be speculative. TL;DR –Â Equity market liquidity has collapsed at the start of 2022 and the global …
by Dismal-Jellyfish Jpow and the Fed have backed themselves & the banks in a corner after letting the printer run brrrrr. High Reverse Repo Purchase usage signals that the banks simply don’t have the balance sheets to accept the excess …
Global central banks are unanimous that they must "shock and awe" markets with the fastest tightening in two decades:https://t.co/SIuvff4zJf "Larger rate hikes might boost central bankers’ inflation-fighting credibility" Yes indeed. pic.twitter.com/o04Vgfd6ZK — Mac10 (@SuburbanDrone) February 9, 2022 Those who say …
