More evidence of #World #economy slowdown. October prelim shipping data @johnauthers pic.twitter.com/VlioEE7VPC
— CrossBorder Capital (@crossbordercap) November 15, 2021
#recession … #Global $USD #Liquidity #Squeeze edition t.co/XHksbbMJ7B pic.twitter.com/0Ee4sIPN41
— Invariant Perspective (@InvariantPersp1) November 15, 2021
Paging Isaac Newton: Time To Buy The Top Of This Bubble t.co/yPD1jlQNNL
— zerohedge (@zerohedge) November 15, 2021
Here's Dudley's column: t.co/ldjM8AAdbu
— Lisa Abramowicz (@lisaabramowicz1) November 15, 2021
The Catalyst For The Great Rotation.
“Rising inflation expectations and the Fed attempting to tighten financial conditions are the catalyst for this critical inflection point.”
t.co/8Dbct6aAhZ pic.twitter.com/X2fTshQLmA— Crescat Capital (@Crescat_Capital) November 15, 2021
Even The WSJ Admits The Market Is Now Betting On A Fed Policy-Error t.co/CzxXbfedu3
— zerohedge (@zerohedge) November 15, 2021
A Wonkish Warning From Bonds For 2022 t.co/OT0Nu5pF4V via @smartkarma
— CrossBorder Capital (@crossbordercap) November 15, 2021
These are worrying move in World #bonds. Typically rising convexity and back-end flattening warn of upcoming #credit problems… a wonkish warning! Bonds are telling us something is wrong? viz, US Treasury yields below pic.twitter.com/fcQcStctio
— CrossBorder Capital (@crossbordercap) November 15, 2021
Our biggest worry! From #Boris Boom to Bailey Bust! The #BoE may have done it again… chart shows 50-year correlation between UK #liquidity (advanced 12m) and #CBI business orders… hope we're wrong!! pic.twitter.com/TkqnuGEwHG
— CrossBorder Capital (@crossbordercap) November 15, 2021
Bloomberg China Credit Impulse
Worst level since 10 years pic.twitter.com/lSnYVDHpsy
— 🅰🅻🅴🆂🆂🅸🅾 (@AlessioUrban) November 15, 2021
Futures Expiration Puts Global Bond-Market Liquidity To The Test – BBG t.co/x7sTHXOxEX
— LiveSquawk (@LiveSquawk) November 15, 2021
Inflation Surge Pushes Gold to Five-Month High: WSJ
Climb in the haven asset accompanies other signs that investors are starting to seek more protection from rising consumer prices and interest rates
What’s Coming Will Be Worse Than 2008. Here’s Why…
The great inflationary tidal wave continues to worsen. If anything, all signs indicate an absolute bloodbath is coming to the markets.
On Inflation Surge, the Fed Is Running Out of Excuses: WSJ
Investors still buy the story that inflation will go away on its own, but the risks are rising that it won’t.
California Pump Prices Rise to Record Before Thanksgiving Break
Gasoline pump prices hit a record in California as the most populace U.S. state grapples with the worst of a nationwide surge in energy prices ahead of the Thanksgiving holiday.
Central Bank: Inflation May Be Here To Crush The Gods Of Money Printing
Consider the $100 billion of money through asset purchases every month (this is after the 15 billion of “taper” that will begin this month). By the time they are done at the advertised pace, another half a trillion dollars of new money will be sloshing in the system.