High interest rates continue to cause rapid inflows to money market funds from bank deposits
This should put pressure on banks causing them to maintain tight lending standards pic.twitter.com/wzZaFSQKjW
— Game of Trades (@GameofTrades_) July 19, 2023
Beware: Falling inflation is a major headwind to earnings, since the latter is calculated on a nominal basis pic.twitter.com/6pfHKixGLd
— Game of Trades (@GameofTrades_) July 19, 2023
Risk aversion peaked over a year ago: pic.twitter.com/hI7BNnvZl6
— Mac10 (@SuburbanDrone) July 19, 2023
Carvana is up 1500% year to date. But still down -85% from the all time high.
Bulls, if you don't understand how that can happen, you shouldn't be gambling. It's only good news for those who started believing in junk stocks in 2023.
And who stop believing right now. pic.twitter.com/Li3Bzkv4yg
— Mac10 (@SuburbanDrone) July 19, 2023
James Bullard leaves the Federal Reserve August 14th 2023 to take up his dean position at Purdue University.
Convenient time to leave considering the '20 vs '23 comparison says a VIX spike begins the very next day…
Must be just a coincidence though 🫡🍿VIX 2023 vs 2020 t.co/1kZ7Z0Z7vf pic.twitter.com/GQT7SuoOqV
— Financelot (@FinanceLancelot) July 19, 2023
The China Credit Impulse, a historical indicator leading the global manufacturing cycle by 6-12 months, remains stagnant. pic.twitter.com/i08NLmKCsl
— Don Johnson (@DonMiami3) July 19, 2023