Source Japan and the Netherlands have agreed in principle to joining US controls on advanced chipmaking machines to China. The US rules restricted the supply from American gear suppliers Applied Materials Inc., Lam Research Corp. and KLA Corp. Japan’s Tokyo …
by confoundedinterest17 Unlike Archie Bell and the Drells, this tighten-up is about The Federal Reserve tightening-up its monetary policy. On December 31, 2021, the US Treasury yield curve (10Y-2Y) stood at +77.4 basis points, generally a good omen. Then markets woke up. …
by BoatSurfer600 8 months of housing supply in #LasVegas. pic.twitter.com/Ou2pQUmHu7 — Rick Palacios Jr. (@RickPalaciosJr) November 5, 2022 FED’S BRAINARD: THE CURRENT MACROECONOMIC ENVIRONMENT INCREASES THE LIKELIHOOD OF FINANCIAL SHOCKS. — FinancialJuice (@financialjuice) November 4, 2022
by confoundedinterest17 One of my friends on Wall Street wrote my yesterday claiming “The 10-year Treasury yield is set to crash. Brace for impact!” Then I logged into Bloomberg this AM and saw the 10-year Treasury yield up almost 10 basis …
by Shaun Richards Today the focus switches to the Euro area and in particular the ECB. Yesterday we noted the U-Turn by policymaker Isabel Schnabel leading markets to expect a 0.75% interest-rate increase in just over a week. That would …
So true David! The real tightening hasn't even begun: https://t.co/Pz753Ei7YJ — Caleb Franzen (@CalebFranzen) July 29, 2022 Fed Fund Rate: Jan 22 = 0.25%Mar +25bps = 0.5%May +50bps = 1.0%Jun +75bps = 1.75%Jul +75bps = 2.5% Expect 3.50% by end-22 …
by Boo_Randy More incessant jawboning about mythical pending rate hikes. The Keynesian fraudsters at the central banks know that if they tighten for real, it’s Game Over for their speculative asset bubbles & Ponzi markets. They won’t tighten unless/until their …
by Boo_Randy When are the sheeple going to make the connection between the Keynesian fraudsters at the central banks and the oligarch stooges they keep electing, and the destruction of their purchasing power & standard of living? https://www.dailymail.co.uk/news/article-10742275/Online-shopping-dropped-7-9-March-fuel-sales-fell-3-8-amid-soaring-petrol-diesel-cost.html U.K.Economy Stumbles …
by confoundedinterest17 Can The Federal Reserve ACTUALLY tighten monetary policy? Let’s look at the facts. Under Biden, we have seen inflation rise from 1.4% to 7.9% (the latest inflation numbers will be out Monday). And we have seen Treasury public debt …
Think EU Central Banks are paying attn? The Fed?And they are going to tighten into this?BTW These numbers are worse than before the Pandemic.@DiMartinoBooth @paranoidbull https://t.co/6SCVGnOXia pic.twitter.com/OrpRha599n — Markets-like people-should be free-TQN-👑 (@TechQn) March 15, 2022 #recession … #GFC2 #Eurozone …
“…February CPI print today at a shattering 7.9%. If you use the real unadjusted calculation from 1980, we are already well above 15%.” In February, the purchasing power of $100 in January 2000 hit a new record low of $59.50. …
ukraine is the perfect scapegoat to not tighten aggressively https://t.co/OuvEYv4ncZ — Alastair (@StockBoardAsset) March 1, 2022 the idea is fed won't be as aggressive in tightening bc of ukraine conflict pic.twitter.com/2m9OUUJjfJ — Alastair (@StockBoardAsset) February 28, 2022 the collapse in …
by jessefelder There’s an important disconnect between stocks and bonds today. Specially, I am looking at two fundamental indicators for evaluating long-term interest rates. The first is the performance of small cap stocks relative to large caps. Typically, this ratio …
*The SPY in 2008 (right) vs 2022 (left) – Fed tightening is causing liquidity to tighten further at a time when banks/institutions aren’t lending (Aka via reverse repo banks are sending years of QE $ back to the Fed) amid …
A lot of people still cannot believe the Fed would tighten in a way that threatens the stock market. As I detail in this thread last week, they may have no choice but to sacrifice the stock market for a …
by confoundedinterest17 US financial conditions are loose as a goose. And drunk as a skunk. Meanwhile, Federal Reserve Governor Randal Quarles will step down from the central bank in the last week of December, freeing up another vacancy for President Joe Biden …
Stansberry Research, Released on 9/14/21 Known as the doctor of doom and gloom, Marc Faber, publisher of the Gloom, Boom and Doom Report says the U.S. dollar is headed for destruction just like a 1960s scenario. In an exclusive interview …
China’s market regulator issued draft rules on Tuesday aimed at stopping unfair competition on the internet. The rules published by the State Administration for Market Regulation (SAMR) cover a wide range of areas from prohibitions on the way companies can …
by Shaun Richards This morning has brought something which raised a bit of a wry smile. It came from the People’s Bank of China and the emphasis is mine. At the end of March, the balance of broad money (M2) …
It is not a question of whether anyone tighten monetary policy over the coming six months, it is question of which central banks that will tighten. Norges Bank and Fed are two likely options? Maybe China as well? Weekly -> …
by Troy With the yield curve inverting and the economy in the late-stages of its expansion, financial conditions will tighten over the next few quarters. This is not yet a long term bearish sign for stocks, but will be …
Authored by Tom Luongo, In case you haven’t been paying attention, the Republicans are going to remain in control of both the House and the Senate in a couple of weeks. Since their flawless victory over the Democrats in the fight to …
By Lance Gaitan The Bank of Japan (BoJ) shook the global credit markets last Tuesday. Even Treasury bond investors perceived the BoJ’s tweaks to its monetary policy as a signal that the transition away from extraordinarily accommodative measures may be coming. The …