Add this one to the recession watch list? https://t.co/gX8gF95rU0 — Eric Basmajian (@EPBResearch) March 30, 2022 Hotel Occupancy rates continue to climb higher pic.twitter.com/suZntSzAwW — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) March 30, 2022 US Personal Consumption Q4 T: 2.5% …
by laflammaster You can trick the stock market, but you can’t trick the bond market. This is a treasury yield graph across multiple terms. I won’t go into what treasury yield is here. The squiggly lines showing a log-converted data …
by John Mauldin Back in the good old days, recessions were simply the unpleasant part of the business cycle. Consumer choices, exuberant businesses, and monetary policy would periodically generate growth contractions. We debated the timing, but recessions didn’t come out …
66 $SPX companies have issued negative EPS guidance for Q1 2022, which is the highest number since Q4 2019 (73). #earnings, #earningsinsight, https://t.co/jTEKh3mhNV pic.twitter.com/xsAQEJQuTb — FactSet (@FactSet) March 25, 2022 So it appears the stock market is now being viewed …
Rosenberg Research, Released on 3/23/22 The Fed is tightening policy with the yield curve flat, the expansion 80% over with, and into a cost-push inflationary environment that resembles what Paul Volcker had to deal with in the late 1970s and …
It's less aggressive, and markets are less focused than before, but the price of #oil is heading towards its recent high, rising 25%(!) in the last six trading days. Europe is moving closer to #recession every day. pic.twitter.com/WBUuRo10Ab — jeroen …
Risk of recession ‘uncomfortably high’: Moody’s Analytics chief economist Watch the latest video at foxbusiness.com MARK ZANDI: The risks of recession have risen quite considerably… With Russia invading Ukraine, the spike in oil and other commodity prices, inflation expectations have taken …
Via Birch Gold Group Image source American Craft Beer A market crash is typically short term, while a market recession (like the Great Recession) could last a lot longer. Of course, there aren’t any hard and fast rules, but neither a crash nor …
by Michael Memories of the very painful recession of 2020 are still quite fresh, and now we are being warned to brace ourselves for the possibility of yet another recession in 2022. Unfortunately, a lot of things are going wrong all at …
by Lance Roberts Stocks Rally As Fed Hikes Rates What a difference a week can make. As discussed last week, the market slid and broke support as the Russia/Ukraine conflict continued. However, this week was very different as the FOMC meeting went …
From Adam Taggart’s Wealthion: As the Russian invasion into Ukraine continues into its 3rd week, despite the world’s hopes for resolution uncertainty continues to grow. What will the geopolitical situation look like after a cease-fire is declared? (IF one is …
Authored by Patrick Hill via RealInvestmentAdvice.com, (The Ukraine War) “means a bigger inflation shock, a smaller rates shock, and a bigger recession shock.” – Bank of America Corp. chief strategist Michael Hartnett, 3-4-22 The war triggers a huge surge in oil …
by rappeasant In case in one has been living underneath a rock, the Russia situation has added more stress to the supply chain problem we’ve been experiencing, specifically to oil and gas and other commodities. Not every recession is triggered …
By Patrick Hill (The Ukraine War) “means a bigger inflation shock, a smaller rates shock, and a bigger recession shock.” -Bank of America Corp. chief strategist Michael Hartnett, 3-4-22 The war triggers a huge surge in oil prices, consumer sentiment is already …
#GoldmanSachs warns the probability of a U.S. #recession in the next year may be as much as 35% on fallout from the war in #Ukraine $gs also cut their prediction for #GDP this year to 1.75% from 2.0% owing to …
by Charles Hugh-Smith Unbeknownst to those trembling in fear of a crushing recession, the crushing recession they fear is the only curative for a fatally distorted system which has lost touch with reality. Everyone looking at the inevitability of recession …
by jessefelder About five months ago, after the stock market started to correct last fall, I suggested in a blog post the weakness might be due to the fact that it was increasingly looking like there might be an earnings recession on …
Sir, I’m sorry your plan to defer the economic harm from all the overspending in the pandemic has not worked out; we thought perhaps if we didn’t raise interest rates aggressively a few months ago we might get through November’s …
by The Phoenix The Fed is now cornered courtesy of the coming inflationary recession. Let’s start with the economy first. The 2s-10s yield curve is just a 19.4 basis points away from inversion. The last FOUR times this yield curve inverted …
Yield curve, one of the best indicators of #recession, is dropping rapidly. #Fed is going to have a problem. (They should have been hiking rates in 2020-2021 as they were flooding the #markets with #QE) pic.twitter.com/ksztY9p3Qo — Lance Roberts (@LanceRoberts) …
From Pento Portfolio Strategies: The U.S. economy is already deteriorating due to the humongous fiscal and monetary cliffs. These cliffs are now being compounded by the war in Eastern Europe and near record-high inflation. And, the Fed’s “PUT” is much …
by The Phoenix By now, you’re no doubt getting pretty worried about the markets. After all, why wouldn’t you? Russia has invaded Ukraine which has massive implications for natural resources. Oil is over $120 a barrel. The stock market is already …
Commodities are ripping, causing fears of an incoming global recession. @mikemcglone11, Senior Commodity Strategist at @business is joining to discuss. And… one of my favorites, @TrueCrypto28 will join to discuss Bitcoin and charts. 10 AM EST.https://t.co/7bqY0e2VGr — The Wolf Of …
https://twitter.com/yuriymatso/status/1500587038520725507 We’ve passed from inflation driven by stimulus, low interest rates and supply chain disruption To Ukraine/Russia war People think: central banks will cut interest rates and will inject more liquidity.. prepare for 300$/bbl then lol — Alessio (@AlessioTMAD) March …
So we have a war. A supply-induced oil price surge. A tighter Fed. Full employment. A flat yield curve. And an asset bubble. Sounds a lot like 1990! What came next? A recession. #RosenbergResearch #Ukraine — David Rosenberg (@EconguyRosie) March …
By Alex Kimani Inflation is now sitting at a four-decade high of 7.5%, but some fear it could get even worse. Russia’s push into Ukraine has forced Western allies to slap major economic sanctions on Russian banks and financial institutions. …
#recession … #ECB Pushing on a String edition The first large tremors in the #Eurozone #banking system were already apparent by January… how bad will it get in February and March? 😬 https://t.co/Z21dPxym0W pic.twitter.com/Sbu8ZUnqeE — Invariant Perspective (@InvariantPersp1) February 27, …
Surge in #oil price pointing to a high risk of #recession now. Hope this time is different. @PictetAM #multiasset #economy pic.twitter.com/jdNCe60a1a — Luca Paolini (@luca_paolini) March 1, 2022 It's not just wheat. Corn and soy prices also surging pic.twitter.com/UqMcXdapUZ — …
