The Fed has broken the very concept of markets. pic.twitter.com/DecRQe12eB
— Sven Henrich (@NorthmanTrader) May 20, 2020
Correct except they werent buying stocks. They were buying call options. Because….like…..this shits easy t.co/WD3KHHR8h8
— hks55 (@hks55) May 20, 2020
No restaurant, bar, gym or any other establishment can survive a few months much less a year running on 25-50% capacity. Contrary to the markets belief we are looking at double digit unemployment for a long time.
— hks55 (@hks55) May 20, 2020
United States Debt Holders By Size.
Japan is the second largest holder of Treasuries. pic.twitter.com/Wfz44kCeDT
— Daniel Lacalle (@dlacalle_IA) May 20, 2020
Central banks are causing massive inflation in sovereign bonds and disguising real risk.
In any case, it will not deliver stronger growth. Just more debt. pic.twitter.com/GJNmkBQ7Pc
— Daniel Lacalle (@dlacalle_IA) May 20, 2020