This week (Wednesday morning) is CPI.
Commodity prices back to 20 year highs.
This is what I call Ponzi inflation.
Bid up asset markets until they explode due to feedback through the economy. pic.twitter.com/VyscoXucnF
— Mac10 (@SuburbanDrone) January 14, 2025
M2 money supply is a key indicator of liquidity
It represents the total amount of money in circulation
Expanding M2 money supply = Increasing liquidity
Contracting M2 money supply = Tightening liquidity
— Bravos Research (@bravosresearch) January 14, 2025
* GDP growth is now solely reliant on household spending to continue.
* Household spending is reliant rising asset prices to keep savings rates low.
* Rising asset prices rely on low yields to keep financial conditions loose.
* Yields just rose 120bps in 3 months.— Bob Elliott (@BobEUnlimited) January 14, 2025
The US is projected to spend $3.8 billion PER DAY on interest expense in 2025.
Deficit spending is a major crisis. pic.twitter.com/kdsUYnNA1Q
— The Kobeissi Letter (@KobeissiLetter) January 14, 2025
Breadth is strong today, but Nvidia is bidless.
When one stock has the market cap of the entire Russell 2000, it only takes one stock to implode the "market". pic.twitter.com/oNqT3Qt6C9
— Mac10 (@SuburbanDrone) January 14, 2025
NYSE new lows highest in a year and a half. pic.twitter.com/JFxxT6uroC
— Mac10 (@SuburbanDrone) January 14, 2025
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