Sounds right until it isn't! Problem is that the faster bonds sell off the greater collateral hit and impairment to Global #liquidity t.co/6GW0EYopoj
— CrossBorder Capital (@crossbordercap) September 26, 2023
#recession … #StockMarket Bubble edition#Leverage 📉 #MarginCall 📈 t.co/nig1oqQvQ8 pic.twitter.com/FmkeTm30lS
— Invariant Perspective (@InvariantPersp1) September 26, 2023
#recession … Global $USD #Liquidity Squeeze edition$DXY 📈 😬 t.co/qDMxFgSUlr pic.twitter.com/Ql4d7KOpIy
— Invariant Perspective (@InvariantPersp1) September 26, 2023
BofA strategists: "Do rates really matter for stocks? If so, it's not priced." Traders "received a modest wake-up call" as a result of more hawkish policy expectations, but "are still underpricing the reality that high economic uncertainty implies higher for longer policy."
— Lisa Abramowicz (@lisaabramowicz1) September 26, 2023
With M1 Money Velocity at 1.3 the Fed has to print $20-$25T to achieve the same level of growth as $5T in 2020 & $1T in 2008. Growth will last 4x shorter too
They simply can't print anymore. Diminishing returns have eliminated printing's ability to achieve growth. It's game over t.co/y4C1CRVDX6
— Financelot (@FinanceLancelot) September 26, 2023
BREAKING: Corporations are buying back bonds this year at the slowest pace since 2009, per Bloomberg.
— unusual_whales (@unusual_whales) September 26, 2023
Big bank CEOs see inflation being stickier than many expect as the US economy remains resilient. The solution, in their eyes, will likely be even higher rates that will force a downturn. JPMorgan CEO Jamie Dimon games out 7% Fed funds rates: t.co/jXOeswHwr8
— Lisa Abramowicz (@lisaabramowicz1) September 26, 2023
Minneapolis Fed President Neel Kashkari added to this line of thought by arguing for an additional rate hike by yearend: t.co/1uuwSauQBx
— Lisa Abramowicz (@lisaabramowicz1) September 26, 2023
Steps:
1) Credit downgrade so nations dump US treasuries
2) Rapidly raise rates
3) Restrict swap lines causing Dollar shortage
4) Stage "incident"
5) Dollar skyrockets
6) Panic spreads to financial system
7) Nations collapse
7) Print trillions & buy your cheap debt
8) Great Reset— Financelot (@FinanceLancelot) August 2, 2023
Recession Warning: Employers Slash Staff at Record Pace Since 2009
The global business landscape is under strain, with the UK signaling a potential worldwide recession. A new survey reveals the UK experienced its fastest employment drop since the 2009 financial crisis. The PMI’s decline, a result of weakening demand and rising borrowing costs, echoes broader economic concerns. Experts are drawing alarming comparisons to the 2009 global downturn, raising fears of a worldwide economic contraction.
Where we are in the current economic cycle pic.twitter.com/9yQwNzW7CS
— Don Johnson (@DonMiami3) September 26, 2023