Latest data from Philly Fed and NYFed Empire State surveys (combined) show #economy skidding lower, in-line with slowing #Liquidity data. Watch out for the #taper ! pic.twitter.com/TMnsknnVYD — CrossBorder Capital/ GLIndexes (@crossbordercap) August 19, 2021 Philly Fed Index continuing to …
The president of the Federal Reserve Bank of Boston added his voice Monday to a growing number of people, inside and outside the Fed, who say the central bank should soon begin to dial back its extraordinary aid for an …
by confoundedinterest17 John Burns consulting has this interesting chart showing a slight slowdown in home price growth. But HPI growth is still growing strong. At 17% YoY in June. The Case-Shiller National home price index, growing at 14.6% Yo is lagged with …
Could a slowdown in credit creation and a tightening of monetary conditions push bond yields lower and threaten risk assets? Alfonso Peccatiello, fixed income investor and publisher of the Macro Compass, believes that’s possible. Peccatiello contends that inflation is indeed …
Robinhood warned the retail stock-trading frenzy that has boosted it finances over the past 18 months appears to be waning, even as it seeks a blockbuster valuation in its upcoming IPO. The popular trading app — which has been used …
Global growth momentum is peaking… Remember, look no further than China for clues about where the global business cycle is headed. Slowdown should last well into 2022. https://t.co/wqBRffkI0t pic.twitter.com/XYu3i4gRsa — Julien Bittel, CFA (@BittelJulien) July 5, 2021 h/t @johnauthers #liquidity …
This is what #bond and #dxy are reacting to, not #Fed. Worrying slowing of 'daily' World GDP in 2H … #stockmarkets are just waking up! pic.twitter.com/oLDBg9z8Fk — CrossBorder Capital/ GLIndexes (@crossbordercap) June 20, 2021 https://twitter.com/farrisbaba/status/1406417125028384768 #liquidity definitely rolled down …good …
The #BidenBorderCrisis isn’t slowing down. It’s only going to get worse. https://t.co/WiHeZpn1tC — Rep. Jim Jordan (@Jim_Jordan) March 29, 2021 How far is Joe Biden going to stop the American people from seeing inside the Donna CBP facility? Biden sent …
At 88 years old, Warren Buffett still comes to work every day and eats chicken nuggets three times a week — and he has no plans of stopping either of those. “I’m not bothered by the thought of my death,” …
By Patrick Watson It’s not a good sign for your health if your blood pressure drops too low. Similarly, the economy is probably sick when its circulatory system slows down. You don’t need a blood pressure gauge to know it either. …
DB Forecasts Slowing Job Growth – into 2020 little job growth, correlates with Credit Suisse report on softening job growth and labor differential (jobs plentiful vs hard to get) @NorthmanTrader @LanceRoberts @TheBubbleBubble @michaellebowitz @DiMartinoBooth pic.twitter.com/AVJHy307Cf — Patrick Hill (@PatrickHill1677) April …
Not just South Korea slowing, more bad trade data from Taiwan pic.twitter.com/L4wRxzTIAu — Alastair (@StockBoardAsset) April 22, 2019 https://twitter.com/StockBoardAsset/status/112011661304 South Korean exports slumped further this month, according to preliminary data, led by a drop in shipments of computer chips. pic.twitter.com/h7eAeB1nCO …
China To EU 40FT Shipping Container Rates collapse by 50% from 2018 summer – the world is slowing – synchronized global slowdown in full swing pic.twitter.com/NvqL70WvLY — Alastair (@StockBoardAsset) April 15, 2019 Eurozone’s exports in trouble pic.twitter.com/wRok0exxYF — Alastair (@StockBoardAsset) …
by Lance Roberts Last week, the Bureau of Labor Statistics (BLS) published the March monthly “employment report” which showed an increase in employment of 196,000 jobs. As Mike Shedlock noted on Friday: “The change in total non-farm payroll employment for January was revised up …
via CNBC: The weak report from the Commerce Department on Monday joined a raft of other soft data, including housing starts and manufacturing production that have left economists anticipating a sharp slowdown in growth in the first quarter. Retail sales …
The global economy is ‘clearly’ slowing down: AP Moller-Maersk from CNBC. Soren Skou of A.P. Moller-Maersk says U.S.-China trade issues are the “biggest single risk” that can affect the company’s shipping business. https://www.cnbc.com/video/2019/03/27/the-global-economy-is-clearly-slowing-down-ap-moller-maersk.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail
via smh.com.au: The manufacturing industry data from the US and Eurozone late last week confirms the view that the global economy is slowing at a disconcerting rate and appears to show the reversal of the US Federal Reserve Board’s monetary policies this …
Australia real estate continues to slowly decline. In Sydney, the average decline is 13% from its peak. Some neighbourhoods are even worse. Construction companies are feeling the burn. Foreign investment has slowed to some degree which is having an impact …
Look no further than recent moves in 10-year yields in Germany and Switzerland. The yield on the German Bund is in ZIRP (zero interest rate policy) territory at 0.06%. Meanwhile, Switzerland went NIRP (negative interest rate policy) earlier this year …
by Troy The stock market’s nonstop rally is slowing down, with the S&P 500 below its 10 day moving average for the first time in 41 days. The short-medium term outlook is mixed right now, with neither bulls nor bears …
El-Erian: The Economic Slowdown in Europe Is Actually Even Worse Than You Think “The European Central Bank has only limited tools at its disposal to respond to economic weakness while European governments are not prepared to respond with spending.” Australia …
by Troy For the first time since the stock market’s bottom in December 2018, the S&P has closed in the bottom 1/3 of its daily range for 2 consecutive days. In other words, the stock market’s rally is slowing down. …
https://twitter.com/RVAnalysis/status/1098374449630343170 20 Feb – 08:36:14 PM [RTRS] – FED'S DALY SAYS SHE SEES MORE HEADWINDS, INCLUDING SLOWER GLOBAL GROWTH, UNCERTAINTY, TIGHTER FINANCIAL CONDITIONS — Alastair (@StockBoardAsset) February 21, 2019 China excavator sales YoY vs. M1 YoY cc $CAT pic.twitter.com/L6prSSjzd5 — …
The clip above features a few highlights from “The Macro Show” with Hedgeye CEO Keith McCullough. Every weekday morning at 9:00am ET our non-consensus macro team distills the latest global market and economic developments and how to position yourself accordingly. …
by NorthmanTrader Complacency is back and comes in the form of recession denial in the face of global slowing data. We didn’t see the slowdown coming but we are confident it will not produce a recession so the narrative goes. Not …
by Lance Roberts In August of last year, I wrote an article entitled “As Good As It Gets“ which discussed the record levels being set by a broad swath of economic indicators. To wit: “First, “record levels” of anything are records for …
by Shaun Richards This morning has brought more news on the economic theme of late 2018 and early 2019 which is of a slowing. As ever at the beginning of the week it comes from the Far East as eyes …
By Tim Daiss Despite renewed hopes that a fresh trade deal could be reached between the U.S. and China by the two sides’ self-imposed March 2 deadline, it may still not be enough to offset the negative impact on China’s …
via CNBC: Beijing’s efforts to prop up a slowing Chinese economy, in the middle of an ongoing trade war with Washington, is pushing the government to introduce previously untested policies, according to a senior analyst at Moody’s Investors Service. It …
