Small caps -18% from the November highs…. Inflation and slowing growth are driving the market down like ‘fire and ice’

https://t.co/hIyV5rrzYC — Invariant Perspective (@InvariantPersp1) January 20, 2022 🇺🇸Philly Fed Mfg Index Update🧐 pic.twitter.com/mNmNJnH60b — Antonio Pérez-Algás (@apanalis) January 20, 2022 A broad measure of money (that includes institutional money assets like treasury bills) is back to its pre-crisis growth …

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After October’s data GDPNow for Q4 was at 9.7%, after November’s data it was at 7.1%, after December’s data it’s at 5%…..that shows growth slowing in real-time; Growth/Value rotation continues

The estimated consumption growth rate fell from 7.9% to 2.0%. — Eric Basmajian (@EPBResearch) January 14, 2022 Growth/Value rotation continues. h/t @thedailyshot pic.twitter.com/GzkwZAF4Oj — Lance Roberts (@LanceRoberts) January 14, 2022 QT is coming pic.twitter.com/t1F6Xz0QXq — Lance Roberts (@LanceRoberts) January 14, …

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BIS gold swaps increased slightly in November

By Robert Lambourne via GATA The recently released November statement of account of the Bank for International Settlements — https://www.bis.org/banking/balsheet/statofacc211130.pdf — contains information suggesting an increase of about 37 tonnes in the bank’s gold swaps, from 414 tonnes in October to 451 tonnes …

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