*Attn: for more info on today’s ‘inflation fade’ ~ here’s an article I wrote 3 weeks ago highlighting that the inflation trade was grossly overcrowded, leading to diminished upside (remember it’s about magnitude of correctness > frequency of correctness)https://t.co/LOgQZvijph — …
the FED is draning liquidity at records pic.twitter.com/pVCe6529MA — Alessio (@AlessioTMAD) June 9, 2021 US FED ACCEPTS $502.904 BLN IN DAILY REVERSE REPO OPERATION, AWARDS AT 0.00 PCT TO 59 BIDDERS – NY FED — *Walter Bloomberg (@DeItaone) June 9, …
MOSCOW (Sputnik) – The transition from dollar to ruble and national currencies in international settlements happens naturally, incentives are created to facilitate the process, but no bans are introduced, the Russian Finance Ministry said on Monday. “The transition from dollar …
https://twitter.com/NorthmanTrader/status/1400129597853810688 Crude Oil closed at its highest level since October 2018, up 91% over the last year. pic.twitter.com/F5wUtYnj0E — Charlie Bilello (@charliebilello) June 2, 2021 M&A activity has already blown past the $2 trillion mark in a record-breaking 2021 So …
https://twitter.com/steve_capital/status/1396608779966418947
Yet another surprise to the downside for the U.S economy pic.twitter.com/lKKydGRm0X — Tarric Brooker aka Avid Commentator 🇦🇺 (@AvidCommentator) May 20, 2021 *PHILY FED PRICES PAID HIGHEST SINCE 1980 — Alessio (@AlessioTMAD) May 20, 2021 Global liquidity is shrinking: Analysis …
In today’s show, you will learn how Bitcoin could be signaling financial conditions are tightening and about to take tech stocks down with it, how China’s economic data is suggesting deflation and slowing global growth, how the shadow Federal Fund …
Wall St. For Main St., Released on 5/10/21 In the last 2 weeks, an important news item was not covered (at all) by the mainstream financial media: how central banks are now pulling out Dollar liquidity by cancelling some US …
Fed's Kashkari says he would not panic if he saw a 4% inflation rate-BBG — LongConvexity (@LONGCONVEXITY) April 8, 2021 Wall Street’s “everything is bullish” mantra is why the U.S. stock market cap to GDP is now close 200 percent …
ENDLESSS #liquidity! pic.twitter.com/L1zl4hHzJy — jeroen blokland (@jsblokland) April 7, 2021 M2 MONEY SUPPLY 😱👇👇👇 pic.twitter.com/kjVrYlQMlf — Win Smart, CFA (@WinfieldSmart) April 8, 2021 #copperChile produces 28% of the World's copper. Peru produces 12%. Both are setting new highs on Covid …
by Martin Armstrong QUESTION: As of today, Basel III comes in effect. Rumour goes that in a couple of months, there will be a lot of turmoil on the market and it would be the start of the implementation of an …
Mar 14 – FS Insider interviews Variant Perception’s Tian Yang to get an update on their outlook for the U.S., China and elsewhere. Tian discusses the message coming from leading indicators and liquidity measures… https://static.financialsense.com/audio/2019-03/yang_clip-da02a8765cf.mp3 https://www.financialsense.com/podcast/19003/leading-indicators-and-liquidity-declining-says-variant-perceptions-tian-yang
Sentiment and liquidity are important factors driving the market rally of 2019. But we must also take into account the reality of earnings and macro to avoid beta-chasing and momentum risk building. pic.twitter.com/Kjre0m4btk — Daniel Lacalle (@dlacalle_IA) February 24, 2019 …
via Daniel Lacalle For 2019, the key factors that we need to think about are what is going to be the outlook on three levels: monetary, macro, and earnings. Watch my entire interview at Real Vision here. In general, considering where expectations are right …
Despite low rates and massive liquidity, global capital expenditure (investment) is falling. There will be a say when central planners will undertsand the word "overcapacity" and stop the fallacy of stimulating a demand that has been overstimulated for years. pic.twitter.com/PVKWqoiJjn …
via Reuters: Liquidity, or the ability to buy and sell currencies whenever needed with minimal market impact, is seen by currency traders as the biggest challenge for 2019, according to an annual client survey by JP Morgan published on Tuesday. The …
Liquidity collapsed to multi-year lows in December. While brokers believe that dovish messages on rates from central banks will solve the issue, I believe they miss a bigger picture: Banks are likely to significantly reduce credit growth due to lower …
It’s the liquidity, stupid! Global money supply has driven markets. Liquidity drain has led to sell-off in 2018, liquidity injection in Dec helped rebound in S&P 500. pic.twitter.com/nt9KP6omAt — Holger Zschaepitz (@Schuldensuehner) January 19, 2019 1. Deflation Risk: over 80% …
Alarm bells on falling global liquidity https://t.co/WQGdOZmYbl pic.twitter.com/JA1sryldDW — Trevor Noren (@trevornoren) January 16, 2019 Liquidity Worsening. Economies Set To SlowLatest data show major Central Banks’ balance sheet contracts at 6.4% 3m US$ terms. #Fed QE reversal outpacing all major …
via Daniel Lacalle For 2019, the key factors that we need to think about are what is going to be the outlook on three levels: monetary, macro, and earnings. Watch my entire interview at Real Vision here. In general, considering where expectations are right …
Authored by Michael Howell via CrossBorder Capital, • Global Liquidity falling at its fastest rate since 2007/08 Crisis • Over-zealous Central Banks are largely to blame. Not a broken banking system like 2007/08 Crisis • Squeeze evidenced by flat yield …
Asian Debt Defaults to Rise as Currencies Weaken, Liquidity Tightens China, India cited as main spots to watch for more nonpayments Shadow banking crackdown, rising rates hurting weak borrowers A growing chorus of observers expect debt defaults in Asia will …
via @crossbordercap: Crashing Global Liquidity is making bonds look pretty good again… Post-G20, The US Dollar Is Armed And Pointed At Europe For 2019. Could Capital Flows Be The Trigger? http://bit.ly/2SnIdSX How Low Can They Go? Major Central Banks – China …
By Nick Cunningham If he thought it would inspire confidence in the markets, his bizarre announcement did just the opposite. Over the weekend, U.S. Treasury Secretary Steven Mnuchin issued a statement saying that he “conducted a series of calls today with the …
via @crossbordercap: Looking ahead, EM will outperform in 2019 and especially from 2H 2019 #Liquidity #EM here’s where the money is flowing to and from Global Liquidity Latest: Sinking Liquidity Signals Coming Debt, Trade and Currency Wars and mapped against #PMI
https://twitter.com/MehulD108/status/1073202307423236096 [RTRS] – U.S.-BASED LOAN PARTICIPATION FUNDS POST $2.5 BLN WITHDRAWALS OVER WEEKLY PERIOD; LARGEST WITHDRAWALS ON RECORDS DATING TO 2003 -LIPPER — Alastair (@StockBoardAsset) December 13, 2018 [RTRS] – U.S.-BASED CORPORATE INVESTMENT-GRADE BOND FUNDS POST $3.7 BLN WITHDRAWALS OVER …
via @crossbordercap: Does The Flat US Yield Curve Really Matter?
