THE US MONEY SUPPLY, TREASURY CURVE AND LEADING ECONOMIC INDEX ARE ALL SIGNALS THAT A “HARD LANDING WILL OCCUR IN 2023” – BOFA.

THE US MONEY SUPPLY, TREASURY CURVE AND LEADING ECONOMIC INDEX ARE ALL SIGNALS THAT A "HARD LANDING WILL OCCUR IN 2023" – BOFA.

— FinancialJuice (@financialjuice) January 27, 2023

https://twitter.com/MFHoz/status/1618735184106639362

Our $SPY market view, from our 2023 outlook, simplified. We’re in the PIVOT window between the bond bear market (2022) and hard landing (when claims rise in H2’23). Unlike other bears, we see the pain later. Until then, going nowhere fast…
$TLT > $SPY. #macro #HOPE pic.twitter.com/MjrPdnnjmt

— Kantro (@MichaelKantro) January 27, 2023

When the Fed hikes rates 25 bps next week, the Fed Funds Rate will move above Core PCE (the Fed's preferred measure of inflation) for the first time since 2019. pic.twitter.com/ALk5YY6Kdw

— Charlie Bilello (@charliebilello) January 27, 2023