Central banks have just engineered the worst crisis we've ever seen and now it's ready to go.
By pulling the liquidity rug away they've set the stage for another crisis, all that's needed is the trigger/narrative. https://t.co/2RhyVZhH5c pic.twitter.com/tas2TgrN22
— Financelot (@FinanceLancelot) January 6, 2025
There goes the 10 year yield, climbing its way into the new year
Inflation expectations have moderated and economic data has been mixed
This really shouldn’t be happening…
— Amy Nixon (@texasrunnerDFW) January 6, 2025
BREAKING 🚨: United Kingdom
UK 30-Year Yield approaching levels not seen since 1998 pic.twitter.com/d7zANFxGOT
— Barchart (@Barchart) January 6, 2025
There's now a 40% chance the Fed will pivot back to hiking rates again next year, per Apollo Global Management.
— unusual_whales (@unusual_whales) January 6, 2025
A ''new normal'' is priced in bond markets: Fed Funds still at 4% in 2028.
Do you think that's fair?
Are we in a new era of persistently higher rates or not? pic.twitter.com/QUG1aK6LuT— Alf (@MacroAlf) January 6, 2025
Commodity prices are surging, with the CRB Index hitting its highest level in 14 years, up 28% in the last seven months! Do you believe Powell, who claims #inflation is headed down to 2%, or soaring commodity prices and rising bond yields, which evidence it's headed much higher?
— Peter Schiff (@PeterSchiff) January 6, 2025
U.S. Dollar Index $DXY on track for biggest loss since August 2, 2024 📉🚨 pic.twitter.com/EW0neWE01p
— Barchart (@Barchart) January 6, 2025
BREAKING: Emerging market ETFs see largest outflow since August. https://t.co/lrhfy6HMqe
— Financelot (@FinanceLancelot) January 6, 2025
More evidence of stagflation:
The ISM manufacturing PMI index rose to 49.3 points in December, but remained in contraction territory.
This marks the 25th month of contraction out of the last 26, the 2nd longest streak on record.
The employment index fell to 45.3 shrinking for… pic.twitter.com/qicFwKGDhW
— The Kobeissi Letter (@KobeissiLetter) January 6, 2025