institutions dumping, retails buying 😧 pic.twitter.com/UtQ1fO1NbL — TT3 (@TradingThomas3) February 5, 2022 #recession … #StockMarket #Bubble edition https://t.co/9SrdWkSVZf pic.twitter.com/ElVMPXZ7vh — Invariant Perspective (@InvariantPersp1) February 5, 2022 The critical investment assumption is that only Ark ETFs are overvalued. pic.twitter.com/u9UM2pLnfT — Mac10 …
by confoundedinterest17 Alarm! US 30-year mortgage rates are up 100 basis points and climbing since January 4, 2021. Most of the increase has occurred since the turn of the year into 2022. According to the Bankrate 30-year mortgage rate index, the …
by Shaun Richards One of the features of the modern economic world is that as soon as a consensus builds up something quickly turns up to challenge it. At the moment the present consensus is that the US central bank …
https://twitter.com/RJRCapital/status/1487911634655928321 In the long run, the cost of malinvestment is stagflation, not deflation. — Lyn Alden (@LynAldenContact) January 30, 2022 7. Good news bargain hunters, the S&P500 price/sales ratio is now *only* 20% above dot com bubble levels! h/t @OJRenick …
by Shaun Richards Last night brought news on the planned interest-rate changes in 2022 from the US Federal Reserve. So we have a case of the morning after the night before. I did not make much of a deal of …
Key point the market has been very slow to grasp: POWELL: WE FULLY APPRECIATE THIS IS A DIFFERENT SITUATION THAN THE LAST TIME FED RAISED RATES — ʎllǝuuop ʇuǝɹq (@donnelly_brent) January 26, 2022 *The Fed via Powell has effectively confirmed …
Authored by Michael Maharrey via SchiffGold.com, The Federal Reserve is talking about raising interest rates. But the US economy is buried under piles of debt. I’ve been asking how this is going to work for months. Apparently, the question has finally occurred …
The Federal Reserve could hike interest rates more times than expected this year as it aims to curtail the ongoing inflation surge, according to analysts at Goldman Sachs. Goldman’s current projections call for four rate hikes in 2022, with hikes …
'With the Fed hiking into a richly valued market, a "rates shock" will hit first, followed by a "recession panic" as growth expectations slow.' https://t.co/jbKJeKNt7v pic.twitter.com/UUYySPAeq0 — Jesse Felder (@jessefelder) January 24, 2022 Interest-rate markets remain resolute in anticipating that …
Ukraine hikes rates, China cuts… There must be a geopolitical metaphor there somewhere… via Bloomberg pic.twitter.com/lbo7k4bN7F — Daniel Lacalle (@dlacalle_IA) January 21, 2022
by Shaun Richards Today has brought a reminder of our themes for 2021 and also a much longer running one. So let us start with the longer-running one. (Bloomberg) Under current conditions and inflation forecasts, “an increase in interest rates is …
by confoundedinterest17 Treasury Secretary Janet Yellen is having trouble with the curve (yield curve, that is). It keeps inching up, meaning that Treasury’s cost of debt financing is inching up too. As Treasury yields keep rising, so does the problem …
https://twitter.com/WallStreetSilv/status/1483809961784270848
https://twitter.com/WallStreetSilv/status/1483230388675829761
by confoundedinterest17 The Chinese Real Estate Developer Debacles continues to spread from Evergrande to other developers as China’s Central Bank cuts rates due to Omicron spread. First, China’s Central Bank cut their 1 year medium-term lending rate to 2.85% from 2.95%. …
China’s economy grew 8.1% in 2021 compared to a year ago Analysts polled by Reuters expected China to report fourth-quarter GDP growth of 3.6% from a year ago, slower than the 4.9% expansion reported in the third quarter. However, retail …
The Fed is so concerned about inflation they are still running QE at rates higher than at the peak of the financial crisis. pic.twitter.com/oVazNuWUbk — Michael Lebowitz, CFA (@michaellebowitz) January 14, 2022
by confoundedinterest17 Mortgage rates in the U.S. rose for a third straight week, reaching the highest point in almost two years. The average for a 30-year loan was 3.45%, up from 3.22% last week and the highest since March 2020, Freddie Mac …
Sea change at hand? Share of global central banks with policy rates < 1% has rolled over and is falling @BIS_org @TS_Lombard pic.twitter.com/JovdLCPik0 — Liz Ann Sonders (@LizAnnSonders) January 13, 2022 Negative real rates support positive returns for stocks. pic.twitter.com/9hyYHOaSOf …
by TheHappyHawaiian The fed has fucked up. Inflation wasn’t transitory and their favorite measure, core PCE, is the highest it’s been in 4 decades. Now they have to look like they are fighting inflation by raising rates and tapering asset purchases. …
by Shaun Richards Today’s topic has become something of a hot subject as 2022 has begun. Some of you may recall that it was to some extent as 2021 opened but there was a difference as back then bond yields …
by confoundedinterest17 2022 should be an interesting year as the wheels come off The Fed’s constant stimulation of markets. Today, we saw the 10-year Treasury Note yield almost hit 1.8% as mortgage rates rose to 3.22%. Unfortunately for crypto investors, bitcoin …
https://twitter.com/NorthmanTrader/status/1479457583966609411
by Shaun Richards Last night brought us a reminder of a symptom of a long-term issue facing the Euro area and hence the European Central Bank or ECB. It was an unintentional consequence of the US Federal Reserve Minutes. Participants …
by Frank Shostak via Mises It is a commonly accepted view these days that the central bank is a key factor in the determination of interest rates. By this way of thinking, the Fed determines the entire interest rate structure by influencing the short-term …
by confoundedinterest17 There is a lot going on in the US housing market. Excessive monetary stimulus keeping mortgage rates low, historically low inventory available for sale, and FOMO (fear of missing out … on rapidly rising home prices). The Case-Shiller repeat …
by Jason Burack of Wall St For Main St Three Fed interest rate hikes for 2022 are already priced in? FULL SHOW NOTES AND LINKS HERE Commit to tipping us monthly for our hard work creating high level, thought provoking content that includes …
A fatal flaw is saying "3.6% is still good" or "above trend." The growth rate almost never flatlines or moves sideways at "trend" The next major asset allocation pivot will come when the growth rate in the economy sustainably …
3 Fed interest rate hikes for 2022 are already priced in? Fed will aggressively dial back its bond buying, sees three rate hikes next year https://www.cnbc.com/2021/12/15/fed-w… Morgan Stanley sees five US rate hikes through 2023 https://www.afr.com/policy/economy/mo…
* BoE votes 8-1 to raise UK interest rates to 0.25% from 0.1% * BoE is first major c.bank to raise rates since pandemic began * UK inflation is forecast to peak at 6% in April 2022 * Omicron to …