When Fed Gov Brainard Talks, Markets Listen! Brainard Says Fed Will Shrink The Balance Sheet At A Rapid Rate (10Y Treasury Yield Rises 16 BPS As Nasdaq Falls 300 PTS) Mortgage Rates Will SOAR!!

by confoundedinterest17 When Federal Reserve Governor Lael Brainard speaks, markets listen Federal Reserve Governor Lael Brainard said the U.S. central bank will continue to tighten policy methodically and shrink its balance sheet at a rapid pace as soon as May.  Brainard’s hawkish remarks sent bond prices …

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The Fed risks slipping further into a no-win interaction with markets….Maybe the Fed or Powell is uncomfortable with stock market rallies… 50bp rate hike coming in both May and June?!

For a long time there was a perception that the Fed would fight stock market selloffs. In today's @markets newsletter, I wrote about the opposite. Maybe the Fed or Powell is uncomfortable with stock market rallies.https://t.co/Pl5nZqsNJq pic.twitter.com/IdTS1104wb — Joe Weisenthal …

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Government Expansion Did Not Expand the Job Markets

by Daniel Lacalle via Mises For the past two years, governments in the European Union have engaged in contradictory actions by both suppressing economic growth through lockdowns and other restrictions and simultaneously trying to “stimulate” their economies through monetary expansion by the European …

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2022 shaping up poorly for stock markets, bonds, house prices and cryptocurrency. Bulls, allow me to be the first and last person to tell you… You’re in trouble.

The spread between 30YR Mortgage rates & 30YR Treasury rates spiked to 1.61% This spread and economic expansions haven't coexisted for very long in the past The Fed has suggested they may start outright selling MBS (still buying this month). …

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Are US Credit Markets starting to deteriorate alongside weakening economy? Fed starting to take away the kool-aid? High yield in free fall…

Are US #Credit Markets starting to deteriorate alongside weakening #economy? #Fed starting to take away the kool-aid? pic.twitter.com/zeLd2hawjJ — CrossBorder Capital/ GLIndexes (@crossbordercap) February 7, 2022 Euro high yield in free fall pic.twitter.com/jSZdlTPYEN — Alessio (@AlessioTMAD) February 7, 2022 We’ve …

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Despite some recovery in the markets at the end of last week, the Nasdaq had its worst-performing January since 2008… This crash has just started

https://twitter.com/leadlagreport/status/1489586540581990402 Average YTD member drawdown has hit -21% for NASDAQ and Russell 2000 pic.twitter.com/r1bBiwT0MA — Liz Ann Sonders (@LizAnnSonders) February 4, 2022 FAANG Roulette Continues With Huge Swings in the Price of Amazon The casino is clearly open folks and …

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THE TITANIC SYNDROME SHAKES EQUITY MARKETS…

https://twitter.com/andreas_ada_/status/1487494787276095492 $ndx vs put/call ratio pic.twitter.com/5DJ4XHwBM2 — Álvaro Oviedo (@alvoviedo) January 28, 2022 We Are in the Biggest Global Equity Bubble Ever "Averaging stock market cap to GDP ratios from 17 developed economies over the past 150 years reveals the …

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