markets
My first month in the markets was Oct 2008. This rally is nothing.
https://twitter.com/MacroStratChris/status/1577253088754139136 Seems hilarious.. those expecting a pivot don’t expect higher commodities prices — Alessio (@AlessioTMAD) October 4, 2022 Big miss on US job openings… Job openings in private sector declined by 1 million in August… the most since April 2020 …
Did the U.K. Just Lose All Credibility With the Markets?
by The Phoenix Two weeks ago, the new government in the U.K. introduced a series of major tax cuts aimed at stimulating the economy. Tax cuts mean less tax revenues, which in turn means less money available to pay the interest …
Financial markets in 2022…
Financial markets in 2022.. pic.twitter.com/hr5v4y96PC — Rob Won (@hiroanzz) September 29, 2022 Any questions? pic.twitter.com/fIWduNmHCL — Mac10 (@SuburbanDrone) September 29, 2022 Leveraged loans continue to deteriorate. With one of the fastest hiking cycle in recent history, we're likely to see …
The fastest-cooling real estate markets in the US: Sales drop 34% in Seattle as crime ravaged West Coast sees prices tumble amid exodus of residents – and people return from pandemic refuges (Housing Bubble 2.0 implosion dead ahead)
by Boo_Randy Source: https://www.dailymail.co.uk/news/article-11246035/The-20-fastest-cooling-real-estate-markets-crime-ravaged-West-Coast-sees-prices-tumble.html
Does this Buffett Indicator Really Say Markets Are Going To Crash?
by Lance Roberts “The ‘Buffett Indicator’ says the stock market will crash.“ Such was an email I received recently and was worthy of a more detailed discussion. Let me begin with my favorite line from “The Princess Bride.” “I do not think it means …
The boss of a ‘Black Swan’ fund warns the Fed’s rate hikes could cripple markets and the economy – and cause a bigger problem than inflation
via businessinsider: Mark Spitznagel warned the Fed’s rate hikes risk causing huge damage to markets and the US economy. The Universa Investments boss cautioned higher interest rates could turn inflation into deflation. Spitznagel questioned whether the Fed will be able …
On an Emerging Markets basis this current set-up makes BOTH the 2015 and 2018 pivot scenarios look like a picnic. Which means that the binary “pivot” trigger of global market crash is closer than ever
by BoatSurfer600 China's real estate investment fell 7.4% y/y in Jan – Aug, vs 6.4% drop in Jan-Jul pic.twitter.com/RZzsFpUCtu — Cathy Yuan Zhang (@CathyYuanZhang) September 16, 2022
Rising Inflation, Falling Markets and False Facts All Point to Gold
By Egon von Greyerz In Part I of this two-part interview series with Michelle Makori of Kitco News, Matterhorn Asset Management principal Matthew Piepenburg addresses the latest (and “official”) CPI inflation data. Higher than expected inflation figures sent risk asset markets tanking, but …
While Inflation and Fear of the Fed Buried Markets, Deeper Troubles Will Soon be Revealed
by David Haggith Monday’s financial news was filled with fantasies about how Tuesday’s CPI report would be as boring for the stock market as watching the paint dry on Fed QT, but all that falderal didn’t even age one day without …
Home prices are falling in these 98 major housing markets
via fortune: Not long after mortgage rates spiked this spring, the U.S. housing market slipped into what the industry likes to call a housing recession. It means housing activity levels, like home sales, are contracting sharply. That’s hardly surprising: History tells …
Markets Are Betting on a Pivot from Powell Before Midterms, But It Doesn’t Really Matter
by Chris Black If Powell pivots markets go up. If Powell doesn’t pivot market goes up on a gamma squeeze. Thanks for playing. After Yesterday's Melt-Up, Nomura Warns "Kindling For A Squeeze" Remains From "Absolutely Biblical" Negative Delta Surge https://t.co/QO2g0qpKMB …
In each of the last 7 Bear markets, the S&P 500 did not bottom until AFTER the Fed began cutting rates. On average, the market bottomed 11 months after the first rate cuts.
In each of the last 7 Bear markets, the S&P 500 did not bottom until AFTER the Fed began cutting rates. On average, the market bottomed 11 months after the first rate cuts. $SPY $QQQ $AAPL $TSLA $NVDA pic.twitter.com/8znwb4fq3L — …
Highly likely that global markets are at the cusp of succumbing to Crisis Dynamics, which will be especially difficult to shake this time around.
via creditbubblebulletin: Global “Risk Off” gathers momentum by the week. Crisis Dynamics fester, as global central banks coalesce around a united front for battling inflation. The reality that central bankers will aggressively hike rates until something breaks has begun to sink …
US Markets In Fourth Stage Of The Excess Phase Peak Pattern?
by Chris Vermeulen of The Technical Traders In 2020 & 2021, we published a very well-received series of articles related to a longer-term pattern we called the Excess Phase Peak pattern. At that time, we highlighted the five (5) components of the Excess …
Crisis2022: “With this much global debt accumulation, vulnerabilities in risk markets and crypto, fragilities in China’s property market, heightened geopolitical tensions, pandemic uncertainty, and sovereign credit risk in Europe, we’re not short of potential catalysts.”
ANZ’s economists have labelled the New Zealand property market “a deflated bouncy castle”. In their latest Property Focus report, issued on Thursday, they said it was time for a “reality check” as house prices tumbled from the “ridiculously” and “giddying” …
Analytics expects the 183 markets OVERVALUED MORE THAN 25% HOME PRICES WILL DECLINE -10% to -15%.
2) ➡️ Over the coming year, Moody’s Analytics chief economist @Markzandi now predicts U.S. house prices will shift somewhere between 0% to -5%. — FORTUNE (@FortuneMagazine) August 25, 2022 4) That baseline forecast assumes the U.S. won’t enter into a …
Sony increase PS5 price by more than 10% in “select markets” due to inflation. US not affected
Regions affected are : Europe, UK, Japan, China, Australia, Mexico and Canada. Sony didn’t say why they skip the US besides record high inflation. https://blog.playstation.com/2022/08/25/ps5-price-to-increase-in-select-markets-due-to-global-economic-environment-including-high-inflation-rates/
Mixed Messaging from the Fed Causing Confusion in Markets
by Mike Gleason Stagflation creates especially difficult environment for investors Don’t want to listen? Read the podcast below! Welcome to this week’s Market Wrap Podcast, I’m Mike Gleason. Precious metals markets are giving up ground this week as investors react to …
Rick Ackerman: Is Manipulation Keeping Summer Markets Afloat?
Howe Street, Released on 8/18/22 Rick Ackerman is the editor and publisher of Rick’s Picks, an online service for traders from novice to expert. He has been trading himself for more than 40 years, a dozen of them as an options …
If you are waiting for recession, inflation down, FED pivot, etc., by the time it happens, markets would have already priced most or all of it in. Right on schedule… Michael Burry says the Big Crash is anytime now!
If you are waiting for recession, inflation down, FED pivot, etc., by the time it happens, markets would of already priced most or all of it in. — Stock Talk Thedave2006 Canada and US 🇨🇦 (@thedave2006) August 10, 2022 Very …
Jesse Felder: Small Businesses’ Big Message For The Markets
by jessefelder Back in December, I wrote, “Considering the fact that the majority of investors are still betting on a transitory outcome, there could be some fireworks in the asset markets should they eventually be forced into an inflationary epiphany. Furthermore, what …
Markets are pricing in a huge recession and crisis ahead (6-12mo lag). It’s a bear market rally driven by moronic retail investors and FOMO, fear of missing out on the recovery
*The US 10yr V 2yr curve is now -36 basis points (0.36%) inverted – the most ever Markets are pricing in a huge recession and crisis ahead (6-12mo lag) Note that earlier this week when I wrote about this inverted …
Fed’s Kashkari “surprised by markets’ interpretation” and says officials are “a long way” from backing off inflation fight.
https://www.nytimes.com/2022/07/29/business/economy/neel-kashkari-federal-reserve.html “I’m surprised by markets’ interpretation,” Mr. Kashkari said in an interview. “The committee is united in our determination to get inflation back down to 2 percent, and I think we’re going to continue to do what we need to …
Worsening cost of living crisis and plunging stock markets have put boomers back at work
https://twitter.com/Quattroshitcorn/status/1551960557430906882
Emerging markets credit crunch around the corner
Emerging markets credit crunch around the corner https://t.co/72RQpWDSbF — Alessio (@AlessioTMAD) July 20, 2022 The contagion of liquidity crunch Caixin pic.twitter.com/8AIZivyK2i — Alessio (@AlessioTMAD) July 21, 2022 Emerging markets performance worst since Asian financial crisis pic.twitter.com/oRLg9cIBQc — Alessio (@AlessioTMAD) July …