by Lance Roberts As the Fed tightens monetary policy, a banking crisis is historically the first evidence that something was breaking. As noted recently in “Not QE,” “Last week, amid a rash of bank insolvencies, government agencies took action to stem a …
The recession is here, the market crash is next. pic.twitter.com/WYYu42DG3B — Financelot (@FinanceLancelot) March 29, 2023 The #economy is ~70% consumption. #Revenue/#Earnings come from #economic activity. #Inflation provides pricing power for #margins.If the economy is slowing down, and inflation is …
via YAHOO: Bond investors are piling into wagers that a US recession is around the corner amid a growing dissonance between how markets and the Federal Reserve see the outlook for the economy. “Inflation is still high, but the bond …
New merchandise orders in decline. Emergency borrowing is skyrocketing The bond market is properly f*cked Inflation isn’t slowing down, and the Fed isn’t lowering interest rates this year. The difference between monthly mortgage payments and rents hasn't been this big …
Germany's manufacturing PMI (black) has fallen below any point in 2022. Germany avoided recession last year because of lucky one-offs in auto and chip-heavy manufacturing. Those one-offs were always temporary and aren't there to provide lift in 2023. German recession …
By Lance Roberts Recession indicators a ringing loudly. Yet, the Fed remains focused on its inflation fight, as repeatedly noted by Jerome Powell following this week’s FOMC meeting. During his press conference, he specifically made two critical comments. The first …
A series of banking crises this month headlined by the failure of Silicon Valley Bank has forced analysts from multiple banks, including JPMorgan Chase, to rewrite their recession forecasts from scratch, as months of small victories against inflation and a relatively strong economy were potentially swept away in under …
More like 150%. Recession is here already. We have had 3 quarters of declining GDP. Just wait till the 35% real unemployment hits the fan. h/t BoatSurfer600
by Infamous_Sympathy_91 WARNING: the Money Supply is officially contracting. 📉 This has only happened 4 previous times in last 150 years. Each time a Depression with double-digit unemployment rates followed. 😬 pic.twitter.com/j3FE532oac — Nick Gerli (@nickgerli1) March 8, 2023
Senator Kennedy is right, as this analysis shows. Over the last 90 years, a recession was the only bullet-proof way to bring inflation down as much as the Fed needs today. pic.twitter.com/N6sD6qQarG — Alf (@MacroAlf) March 7, 2023 🇺🇸US yield …
by: Belle Carter (Natural News) Renowned economist Nouriel “Dr. Doom” Roubini warned the public that a “perfect storm” of recession, debt crisis and out-of-control inflation could hit the markets this year. Roubini has been warning of a stagflationary debt crisis for months already. The …
by: Arsenio Toledo (Natural News) Despite claims from central banks and governments that they have avoided a greater global economic meltdown, inflation is still on the rise and recession is still on its way – and central banks are preparing …
Key Yield Curve Signal Shows US Recession Due As Soon As June https://t.co/0Acd1djRau — zerohedge (@zerohedge) March 3, 2023 Goldman SachsRisk Appetite Index pic.twitter.com/jmZRrzisI0 — Win Smart, CFA (@WinfieldSmart) March 3, 2023 Defaults by Office Landlords Rise as Lenders Brace …
h/t BoatSurfer600
If wages continue to flatline and inflation continues to soar we are in for some very bad times. https://www.cnbc.com/2023/02/24/the-fed-cant-tame-inflation-without-more-hikes-paper-says.html h/t BoatSurfer600
By Dhaval Joshi, of BCA Research Quietly and off most people’s radar screens, US residential fixed investment (home building) has slumped by 20 percent in the past year – a rate of decline that puts it on a par with the …
Euro zone recession is coming. Germany's new export orders (blue) are falling again after a brief rebound in late 2022. The recent bout of market optimism on Europe will turn out to have been an illusion. Heightened uncertainty breeds recession. …
By Lance Roberts We recently discussed the recession signals from the NFIB (National Federation Of Independent Business) and the inverted yield curve. “As in 2019, we see many of the same recession signals from the NFIB survey again combined with a high …
By Michael Lebowitz U.S. Treasury Secretary Janet Yellen recently stated: “You don’t have a recession when you have the lowest unemployment rate in 53 years.” Let’s HOPE she is correct. As logical as her statement seems today, it may look equally …
The problem w/ all the stimulus is that it made prices greatly outpace wages Thus individuals have actually grown poorer as wages can’t keep up For those with savings/access to debt, they can use it to fill the difference (as …
by confoundedinterest17 Biden’s State of the Union address saw him bragging about his record job creation (actually, it was the private sector, not Biden than created jobs) and historic unemployment rate. What Biden didn’t mention (along with not discussing the porous …
by Michael It appears that the tsunami of layoffs that started late last year is starting to accelerate. January was a horrible month for job losses, and major layoff announcements are coming fast and furious here in February. But of …
The global economy has entered a period of elevated volatility, and previous investing approaches won’t work anymore, BlackRock said. A recession is imminent but central banks won’t be able to support markets this time by loosening policy, according to the …
In January, the U.S. economy added 517,000 jobs, way above expectations of 187,000. Is the economy really that strong or are Americans bracing for a recession and taking on multiple jobs? — The Kobeissi Letter (@KobeissiLetter) February 5, 2023 This …
We now have a stock market that falls on strong jobs numbers and rallies on recession signs. How did we end up here? — The Kobeissi Letter (@KobeissiLetter) February 3, 2023 https://twitter.com/WifeyAlpha/status/1621512136349589507 https://twitter.com/MFHoz/status/1621531710297964545
U.S. credit card debt jumps 18.5% and hits a record $930.6 billion Credit card debt almost 1 trillion as delinquencies spike. In other news unemployment at lowest level since 1969. 🤔 pic.twitter.com/0I6Hn5vB1u — George Gammon (@GeorgeGammon) February 3, 2023 Probably …
