Atlanta FED GDPnow estimate has fallen to 0% for Q2
There is no way the smart money is going to return into the market in this environment pic.twitter.com/NsC7kpzk3M
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) June 15, 2022
The $50 Billion Leveraged Loan Buyout Challenge May Get Worse https://t.co/aVTZfkGWyV
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) June 15, 2022
Largest rate hike in 3 decades.
> Negative Q1 GDP
> Record low consumer sentiment
> Inflation shock
> Bear market in stocks
> Elevated VIX
> Inverted yield curve
> Slowing housing sales
> Collapsed personal savings
> Corporate profit recessionFed Q2 GDP estimate 0%: pic.twitter.com/HFqfBQLJh7
— Mac10 (@SuburbanDrone) June 15, 2022
Real yield vs QQQ
Real yield ( nominal yield minus inflation expectations )
As the FED keeps raising interest rates, long term inflation expectations will decrease strengthening the real yield and consequentially lowering P/E ratio pic.twitter.com/gzscDkI5uX
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) June 15, 2022
If consumer kept spending maxing out their credit cards imagine now with 75bps
Man.. bullish
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) June 15, 2022
Bulls, we have to get prices down at ALL cost.
And this will do it. pic.twitter.com/w2bro4w4fC
— Mac10 (@SuburbanDrone) June 15, 2022
Cryptos are getting monkey hammered ahead of the FOMC.
Bitcoin has given up almost five years of gains.
The dollar is not going away any time soon. pic.twitter.com/G4vwPDkvsj
— Mac10 (@SuburbanDrone) June 15, 2022
Supply chain disaster 👇 pic.twitter.com/b8ukgTa0U4
— Gianluca (@MenthorQpro) June 15, 2022
#Fed is killing the 'P/E' but the next leg down in the story is earnings destruction. Weak #China is set to kill the 'E' @gnoble79 @ttmygh
— CrossBorder Capital (@crossbordercap) June 15, 2022