deflating Archives - Citizen Watch Report

Housing needs help deflating: Completed but unsold homes at highest level since 2009. Oversupply and weak demand point to price cuts ahead

September 1, 2025 8:39 pmSeptember 1, 2025 1:21 pm

https://twitter.com/rev_cap/status/1962197481111834696 Housing *does* need help, but totally agree if they cut FFR it’ll just make things worse Since cutting cycle of 100bps last sept, 30Y UP 100bps Eventually I also think they try another George W Bush type program (when …

China’s 2-year government bond yields drop below 1%, economy is rapidly slowing. Second largest economy in world DEFLATING now.

December 20, 2024 12:15 pm

For reference, Chinese yields are already lower than during the peak of the Great Financial Crisis and the pandemic meltdown. Something huge is happening in China – and we should pay attention. 2/ pic.twitter.com/zwWT9y7jsQ — Alf (@MacroAlf) December 20, 2024 …

That Foul Jobs Report! Full-time Jobs Tank Under Bidenomics As Serious Delinquencies On Auto Loans Soar To Highest Level Since The Great Recession (PPI Is Deflating But Inflation Remains Higher Than Under Trump)

February 12, 2024 4:03 pm

by confoundedinterest17 As some fans celebrate the Kansas City Chiefs Superbowl victory over the San Francisco 49ers (the game was so much like bread and circuses from the Roman Empire except for who is being thrown to the lions), we …