Tavi Costa: Credit markets speaking loud and clear about the state of the economy
https://t.co/W1VpAdI7Uh — Win Smart, CFA (@WinfieldSmart) July 20, 2022
markets
Tavi Costa: Dr. Copper knows something very bad is coming in labor markets
Wonder if Dr. Copper knows something about labor markets. pic.twitter.com/IJZFlaHQBZ — Otavio (Tavi) Costa (@TaviCosta) July 14, 2022
Markets predict mortgage payments could rise by $12,000 a year
by Boo_Randy Aussie f**ked borrowers who failed to see that interest rates were bound to rise are well and truly schlonged. These fools bought into one of the world’s most insane speculative housing bubbles – now it’s starting to dawn …
World’s Bubbliest Markets Flashing Warning Signs
A WORLD economy already contending with raging inflation, stock-market turmoil and a gruelling war is facing yet another threat: the unravelling of a massive housing boom. As central banks around the globe rapidly increase interest rates, soaring borrowing costs mean …
Both the 2008 & 2001 panic crash happened when markets had declined to 76.4% of their peak
Add the problems from 2008 and 2001 together and they still don’t equal the conditions we have across all sectors in ‘22 ⚠️ — TJ (@Volume_Stocks) June 17, 2022 Just gonna put this out there… pic.twitter.com/SVDh1q2jzz — Walter Deemer (@WalterDeemer) …
Here’s an Explanation of What’s Going On With the Markets
by Chris Black UST international holders have been net sellers since 2020, but really late 2021, and the bond markets crashed. The main leaders were the oil producers. As a result of market force alone, yields were 2% up on …
Reverse Repo: The time bomb markets haven’t priced in
by chriswhis Reverse Repo (RRP) isn’t what they say it is. I’ve found misinformation in The Wall Street Journal, NASDAQ’s own website, and just about every YouTube video I’ve attempted to watch. So let’s set some things straight: it’s not …
China’s bank run is the biggest threat to markets right now. Get ready for it to hit the MSM.
by odsogv123 One of the few articles to report on what has been mentioned on WSB for a while: There’s a run on Chinese banks and it’s being ignored by the world Lots of detail, but summed up with the below: …
“Markets Like Totalitarian Governments” | Larry Fink CEØ of the entire world
^^^^^ Freudian slip or just mask off? This is single handedly the same man currently working with the BIS (Fed/Central Banks) & IMF (United Nations) to create a tracked&traced “cash free” society called “PROJECT DUNBAR” h/t StopTheOP
Hungary to Tap International Markets as EU Blocks Funds
Hungary is seeking to sell seven-year and 12-year benchmark-sized bonds in dollars and nine-year bonds in euros in the near future, according to a person familiar with the matter, who asked not to be identified because they’re not authorized to …
Economic Nightmare: Chaos Theory Founder Mandelbrot on Markets Black Swan Event
More than 10 years ago Chaos Theory founder Mandelbrot and his heir apparent warned of the coming disaster in the financial markets. To summarize: Our economy is out of control and there is no fixing it. AC
Fed Pause? Markets Hope So, But Likely Not Yet.
By Lance Roberts Will the Fed pause its rate hikes as markets correct? That is the question that everyone is trying to answer. Of course, after more than a decade of monetary interventions, investors have developed a “Pavlovian” response to market declines …
In the 1930s there were TEN bull markets and TEN bear markets – each of 20% or more, in a SINGLE decade. Basically one bull market and one bear market per year on average. Just don’t puke on the way down.
by BoatSurfer600 https://twitter.com/moorehn/status/1529176780984172546 https://twitter.com/farrisbaba/status/1529180314676998144
Underappreciated Risk in Leveraged Loan & CLO Markets?
by Joecalledher The current macro environment has seen a bit of flight to safety and increasing credit spreads. So, I’ve been looking at the leveraged loan & CLO markets and how they have been handling the transition to SOFR from …
Alasdair Macleod: The Real Reason Markets are Breaking: Cycles are driven by credit
by Alasdair Macleod on Goldmoney: On several occasions I have written about the fallacies behind interest rate policies. I have written about the lost link between the quantity of currency and credit in circulation and the general level of prices. …
Bob Hoye: Will Markets Recover Only to Crash Again?
Howe Street, Released on 5/20/22 Bob Hoye is a trained geologist, successful resource investor and economic historian. Bob is the chief investment strategist for chartsandmarkets.com.
Fed Chair Powell Says “Markets Are Orderly” and “Functioning.” They’re Not.
This past Tuesday, Federal Reserve Chair Jerome Powell sat for an interview with Wall Street Journal reporter Nick Timiraos as part of the newspaper’s “Future of Everything Festival.” During that interview, Powell told Timiraos that U.S. markets “are orderly, they’re …
De-Regulation Destroyed the Economy, Free Markets are a Myth
by Chris Black De-regulation was done to allow speculators into the energy market. Anyone with a PO Box could become an energy company. You just had to buy contracts for power on the open market and “sell it” to consumers. …
Over $11 trillion has exited equity markets, making this the worst losing streak in dollar terms since the Great Financial Crisis.
https://t.co/RNcrLvaMuA — Markets & Mayhem (@Mayhem4Markets) May 15, 2022 Seriously, WTF!! Is JPM on the hook for this loan against Ponzis?? https://t.co/WohXV2BF1Q In 2008, the rot was in CDOs. This cycle it’s all in VC… pic.twitter.com/pSk5biQA3s — Kuppy (@hkuppy) May …
ALL markets crashing. All the signs point to very bad outcome
https://twitter.com/WifeyAlpha/status/1524463230063632385 DXY getting ready for another attempt to breakout of 104. 🍿 pic.twitter.com/Vv6n9weNET — Preston Pysh (@PrestonPysh) May 11, 2022 $20 trillion in household net worth wiped out in 2022 — zerohedge (@zerohedge) May 11, 2022 I'm not quite sure …
Stock Markets are on thin ice and are going to crash this year
by mark000 When the increasingly pessimistic sentiment gets devastated by a suitable trigger event. Just a matter of what and when. Is the Great Stock market crash of 2022 coming soon? S&P500 currently -13% below all time high that was set …
Equity market wont get really hurt until credit markets (high yield) demand more QE and Powell refuses. Junk is currently closed to new issuance. That suggests July we gets real. We are 7 times more leveraged than we were in 2008. Crisis to Crisis .
What did we learn today? 1. Fed days are invitations to squeeze the stupid short money, and 2. Equity market wont get really hurt until credit markets (high yield) demand more QE and Powell refuses. 3. Junk is currently closed …
Markets Are At Risk Of Another Deleveraging Event
by jessefelder “Even the most circumspect friend of the market would concede that the volume of brokers’ loans—of loans collateraled by the securities purchased on margin—is a good index of the volume of speculation.” -John Kenneth Galbraith, The Great Crash 1929 About …