Consumer expectations
Sentiment vs inflation
The last time two times this happened the market crashed for a crisis pic.twitter.com/mUCh24ULCQ
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) September 5, 2021
#recession … #GFC2 US #Pension edition
via @sxerriiiLooks even worse than 2008… #muni #bonds 📉 t.co/zjBpe076Ma pic.twitter.com/2i6ibUnlRn
— Invariant Perspective (@InvariantPersp1) September 5, 2021
United States. The U-6 unemployment rate at 8.8%, labor participation at 61.7% -stalled for eleven months- and wage growth eaten by inflation suggests a much weaker recovery than expected, especially in the context of a massive fiscal and monetary stimulus. pic.twitter.com/bwqW1tMncR
— Daniel Lacalle (@dlacalle_IA) September 5, 2021
#recession … #GFC2 US #Unemployment edition
With enhanced unemployment benefits and eviction moratorium expiring this week! #Jobless t.co/fzb3Jl4Ddg
— Invariant Perspective (@InvariantPersp1) September 6, 2021
#recession … #Fed Pushing on a String edition
US #banks now only lending to the US government, not the private sector. t.co/baShl0vqwA
— Invariant Perspective (@InvariantPersp1) September 4, 2021
#recession … #GFC2 China $USD #Liquidity #Squeeze edition t.co/2eKZRyqFFj
— Invariant Perspective (@InvariantPersp1) September 6, 2021