https://twitter.com/MFHoz/status/1496128050379042823 The cost of Russia's aggression in Ukraine will be deep recession, with financial conditions tightening sharply via interest rates, the stock market & CDS (white). Very little spillover to CEEMEA, including Turkey (orange) & South Africa (yellow). But contagion …
by David Haggith Having written my own articles about how we are going into recession dead ahead, I want to back those up with the chorus of alarmed comments everywhere now about Powell is power-diving our economy straight into a recession. …
by Ren3666 Household Debt Corporate Debt Government Debt It is unlikely that the Fed will raise interest rates to an adequate level to fight inflation in any way, since household, corporate and government debt is at all time highs. So …
by David Haggith I tried my best to give the BLS the benefit of the doubt when it did not massage the inflation rate in its last CPI report lower for January than December as I thought it would. I did, …
These flows show that investors are clearly positioning for larger recession odds and are somehow short any acceleration of growth and FED delivering on their hiking cycle. Let’s say it looks a tad premature at this stage and the slaughterhouse …
BY JOHN RUBINO Conventional wisdom holds that the U.S. economy is overheating. New workers are virtually unavailable, raw material costs are soaring, and of course financial asset prices are in the stratosphere. And that’s why the Fed has to tighten aggressively. …
by David Haggith I try to point out risks I believe most people do not want to see or cannot see because they don’t fit the norm by which people construct their perception of reality. I am accustomed, therefore, to being …
They got there in different ways, but Latin America’s two biggest economies have found themselves in a similar place two years into the pandemic: Back in recession https://t.co/FHlRcwSU6u — Bloomberg Markets (@markets) January 31, 2022 Basically no growth (+0.1% q/q …
2022 has been the worst start to a year for SP500 ever. And ever is a long time, comrades. pic.twitter.com/HuuFC7E8WG — Jonesy (@HedgeyeDJ) January 28, 2022 It was a gonzo week. Russell small cap volume was higher than at the …
We have more evidence the U.S. economy is headed into #recession just in time for the first of many planned rate hikes. The Chicago Fed Nat. Activity Index came it at minus .15 and the Jan. PMI Composite Index crashed …
By Patrick Hill “How are you feeling?” That’s often the way we greet people these days. As the Omicron variant becomes widespread, negatively impacting most Americans’ lives. Add worries about inflation to the mix. Finally, some schools are going back …
Central bankers indicated in their December minutes that they expect not only to raise rates and taper asset purchases soon — but also could be teeing up a balance sheet reduction. During this episode, we touch on the triple threat …
BY JOHN RUBINO Michael Pento: A 30%+ market drop in Q2 will trigger a recession … Mattias Desmet: The monster that devours its own children … Chen Lin: 2022’s gold price rally will mirror 2018 to 2020’s massive breakout … Michael …
As the consensus arrives on an inflationary future, I disagree. In inflation adjusted terms U.S retail sales peaked 9 months ago and this year the U.S fiscal cliff arrives. This will undermine demand and data will likely surprise to the …
X22 Report, Released on 12/23/21 Bob begins the conversation talking about omicron, omicron will not damage the economy, it is already on track to implode. The recession will begin during Joe Biden’s residency and and the central bank will own …
With the Federal Reserve tapering monetary stimulus and then planning to hike interest rates 3 times next year — while Congress may not be able to pass ANY more fiscal stimulus — can a recession and/or market crash in 2022 …
*Financial crash warning: 'Next #Recession to hit much earlier than expected'Top Economist*ECONOMIC cycles have sped up meaning a RECESSION may come sooner than expected with #Chinese BONDS a possible safe haven*(surprised?👆)*(Buckle Up!)#XRPCommunityhttps://t.co/jdTuBqEU8W — Boncryp Digital Asset Advocate (@boncryp) December 14, …
*BIDEN HALTS FEDERAL AID TO COAL, OIL AND GAS PROJECTS OVERSEAS Biden's policy is the surest way to a #recession #inflation pic.twitter.com/Sp5sVaQu4I — Amit Noam Tal (@amital13) December 10, 2021 The #Fed risks pushing the yield curve to inversion early …
Too early for #recession talk? This Fed model doesn't think so… pic.twitter.com/8nQxBwNGSQ — Bot Blocker 🕊️🇺🇦 (@siriuslybs) November 24, 2021 *BLOOMBERG DOLLAR INDEX RISES TO HIGHEST SINCE JULY 2020 See the €? It’s been quietly moving for weeks which …
by confoundedinterest17 Is the US slipping into darkness? The smoothed US recession probability just rose to 44.40%. Meanwhile, the CPI YoY rose to 6.24% YoY. The Fed has been lowriding rates since late 2008. Why can’t The Fed be friends with …
AMERICANS are having less and less sex, especially casual sex, with almost 30 percent of single people surveyed reporting they haven’t had sex for at least one year. In a report issued by the Institute for Family Studies, data from the …
Howe Street, Released on 11/12/21 Bob Hoye is a trained geologist, successful resource investor and economic historian. Bob is the chief investment strategist for chartsandmarkets.com.
By Matthew Piepenburg With the possible exceptions of Bill Martin and Paul Volker, history will one day confirm that the Fed is precisely what Thomas Jefferson warned: A parasitical banker’s-bank that will do more damage within its host nation than a foreign army …
🇺🇸 Recession Is a recession on the horizon in the US, as the yield curve is flattening?👉 https://t.co/m11iBkSWhc h/t @GoldmanSachs #markets #yieldcurve #yields #yield#treasuries #bonds #bondmarket #recession #investing pic.twitter.com/BOEUUSKfTw — ISABELNET (@ISABELNET_SA) November 4, 2021 #recession … China $USD #Liquidity …
#recession … #GFC2 US #inequality edition https://t.co/oQS6OyidHx — Invariant Perspective (@InvariantPersp1) November 6, 2021
