The average 30-year fixed U.S. mortgage rate back to 7.10% Rates jump back to the 7% range… The bond market is collapsing yet again
Real estate bros on suicide watch… h/t BoatSurfer600
Real estate bros on suicide watch… h/t BoatSurfer600
by BoatSurfer600 US Treasury yield for two years. 2023 is the equivalent of 2006. https://twitter.com/MFHoz/status/1631340530947833856 Now 35% chance of a 50 bps hike on March 22nd, rising from 29.9% yesterday. pic.twitter.com/sU4rj5Jyli — Markets & Mayhem (@Mayhem4Markets) March 2, 2023 The …
via John Rubino: One of the signposts on the road to recession (or in today’s case Depression) is a sudden increase in the number of former Wall Street favorites going bankrupt. The reason this happens when it does is that when …
by David Haggith Investors have been slower than a tank of turtles swimming in molasses when it comes to grasping reality, but they may be getting the message on inflation and the Fed’s fight ahead at last. That said, one should …
https://www.youtube.com/watch?v=hm2exWwJYho The Federal Reserve has made a huge mistake and the stock market will suffer the worst consequences. The volatily we’ve been witnessing in the past few days marks the beggining of the end. This bear market rally is rapidly …
US natural gas prices, whoa 😮 pic.twitter.com/8wUVzmYktd — Sean Callow (@seandcallow) February 22, 2023 Natural Gas sells at the same price it did in 1990. Not inflation-adjusted, the same price. That's like something in 1980 selling for 1947 prices. pic.twitter.com/rkRYjl6FmD …
h/t Jezjez07
https://www.investing.com/rates-bonds/ h/t Khan
https://www.youtube.com/watch?v=eQRbVMAvuYg The fight over chips continues to escalate tensions between China and the U.S. The world’s two biggest economies are battling over these precious components that are essential for auto production. And while U.S. automakers are scrambling to source semiconductors …
Since January: 1. Dec. CPI revised higher by 0.2% 2. Nov. CPI revised higher by 0.1% 3. Jan. jobs report 200% above expectations 4. Jan. PPI revised higher by 0.3% 5. Fed futures added 3 rate hikes Meanwhile, stocks are …
A $2 trillion swathe of China’s local bond market is approaching a risky inflection point as issuers struggle to refinance maturing debt. Net financing — new yuan bond issuances minus maturities — for the country’s local government financing vehicles, or …
https://twitter.com/MFHoz/status/1625912730979794952 2-year inflation across the US and the EU. This shows price increases in the past 24 months (measured from Jan 2021 to Jan 2023). US 2-year inflation is 14%. 🇺🇸EU 2-year inflation is 17%. 🇪🇺(both underreport the data with …
You dont really need to look at the fed watch tool (but it does help to see the accurate picture) – you can just infer this from looking at effective federal fund rate/1 year note/2 year note, etc. Really …
Stock valuations are diverging from real rates, with the S&P 500 forward 12-month P/E ratio at 25x and the real 10-year Treasury yield at -1.5%. This divergence is unsustainable in the long run and suggests that stock prices are due …
The commodities trading giant discovered some of the metal cargoes it bought were missing nickel 🚨 Crazy story pic.twitter.com/cZ6obFNqhF — Wall Street Mav (@WallStreetMav) February 10, 2023 Source: https://t.co/c54f7J6Kv4 — Wall Street Mav (@WallStreetMav) February 10, 2023 Trafigura has begun …
Retail trading orders have accounted for 23% of the market’s total volume in late January, an all time high, per Bloomberg. — unusual_whales (@unusual_whales) February 9, 2023 momentum is improving.. another round of chop pic.twitter.com/qOvFCT32Vo — Alessio (@AlessioTMAD) February 9, …
It’s a first-of-its-kind capsule about is the size of a regular pill – but instead of releasing medication after it’s swallowed, it vibrates to stimulate the colon. is that a single vibrant pill is taken around bedtime every day. It …
The stock market crash will begin on February 15th, 2023 you say 👀 https://t.co/yFM7CeXbp7 pic.twitter.com/C6ORf4r8gx — Financelot (@FinanceLancelot) February 7, 2023 A major escalation with China you say? 🤔 pic.twitter.com/xgXS4ZsRgL — Financelot (@FinanceLancelot) February 7, 2023
by Shaun Richards This morning has brought another interest-rate rise as the season continues. On a strategic level that poses more than a few questions. One clear one is that those raising interest-rates are invariably contradicting their own forward guidance …
https://twitter.com/leadlagreport/status/1623030861141577742 The default cycle has begun. Several large land bankers in Vancouver have filed for bankruptcy, unable to refinance their loans now that the music has stopped. — Ben Rickert (@Ben__Rickert) February 7, 2023 The average home is STILL selling …
by Dismal-Jellyfish Source: https://www.dtcc.com/-/media/Files/pdf/2023/2/6/Issuer-Failure-MMB6.pdf From Friday: https://www.reddit.com/r/Superstonk/comments/10t1pag/dtc_settlement_money_market_instrument_mmi_issuer/ Didn’t Lehmans have a similar issue? Yes, edwinbarnesc shared that in 08 Lehman experienced a similar notice: https://www.reddit.com/r/Superstonk/comments/10uor3j/corporate_needs_you_to_identify_the_difference/
Brace for a recession and stock market crash akin to 1929, Universa Investments warned in a client note. The hedge fund is advised by author and market expert Nassim Taleb. The fund has long-predicted a financial crash, and warned that …
by Dismal-Jellyfish https://www.dtcc.com/-/media/Files/pdf/2023/2/3/Issuer-Failure-MMB6.pdf https://www.sifma.org/wp-content/uploads/2017/05/sifma-and-dtcc-white-paper-money-market-instruments-blue-sky-task-force-report.pdf Some recent headlines: HSBC 1/13/2023: Under pressure from his biggest shareholder, China’s Ping An Insurance Group, to improve profit, HSBC (HSBA.L) Chief Executive Noel Quinn has in recent months accelerated plans to shrink its global empire and streamline its …
We now have a stock market that falls on strong jobs numbers and rallies on recession signs. How did we end up here? — The Kobeissi Letter (@KobeissiLetter) February 3, 2023 https://twitter.com/WifeyAlpha/status/1621512136349589507 https://twitter.com/MFHoz/status/1621531710297964545
h/t ideletedmyaccount04