THE US MONEY SUPPLY, TREASURY CURVE AND LEADING ECONOMIC INDEX ARE ALL SIGNALS THAT A "HARD LANDING WILL OCCUR IN 2023" – BOFA.
— Breaking Market News (@financialjuice) January 27, 2023
The NAAIM Exposure Index is currently showing a higher allocation than it did during the bear market rally in August 2022, which led to a significant and sudden drop in the stock market.
The next leg down should begin any moment now. pic.twitter.com/X0ETZTKBzL
— HOZ (@MFHoz) January 26, 2023
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