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 falling, then earnings estimates are wrong. pic.twitter.com/b5dyOw3x4P— Lance Roberts (@LanceRoberts) March 28, 2023
https://twitter.com/steveanastasiou/status/1640520285295366147
https://twitter.com/NorthmanTrader/status/1640790219182972932
Vacant office space in the US is at its highest level ever of 18.7% 🚨
No rent is being paid on 1/5th of all US office space.
$46 billion of variable rate office debt will mature and need to be rolled this year — get ready for a wave of defaults on commercial real estate loans: pic.twitter.com/mBF9ApFH6P
— Joe Consorti (@JoeConsorti) March 28, 2023
The latest government report is out, and the US Treasury cash balance just reached another recent low.
Only $187 billion left.
Keep in mind that February's deficit alone cost $262 billion. pic.twitter.com/2rYBzU7pO3
— Otavio (Tavi) Costa (@TaviCosta) March 28, 2023