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via naturalnews: For Wolf Richter, publisher of finance and econ site Wolf Street, the long-term treasury market is finally waking up from its delusion that the Fed is going to gradually cool inflation to its target of two percent. It is also …
by j_stars Acceleration in junk yields points materially higher. Yields spiking higher across the board are going to cause hedge funds and more regional banks to blow up. Not a recipe for general equities.
https://twitter.com/NorthmanTrader/status/1708913178703229144 h/t Simian_Stacker
A total bloodbath in Treasury notes, bonds, and mortgage-back securities again: Here is a reminder that these instruments account for over 80% of the Federal Reserve's balance sheet. If they were to be reevaluated using a mark-to-market methodology, the Fed's …
h/t InternationalTop2405
by InternationalTop2405 The more the denarius was diluted, the more coins were in circulation. The more the dollar is diluted, the more currency units are in circulation.
Investor housing purchases in Phoenix are falling FASTER than during the GFC pic.twitter.com/gNzd5VFrFQ — Darth Powell (@VladTheInflator) September 14, 2023 Down from $2 million to only $1 million, in a few months, here in Tampa lol pic.twitter.com/AJGhyzokom — Andrew Lokenauth …
The Securities and Exchange Commission (SEC) is embracing AI technologies to enhance “market surveillance” and assist in enforcement investigations. The Wall Street Journal reports that in a recent Senate hearing, SEC Chair Gary Gensler revealed that the agency is actively …
2/8 The amount of income you need to qualify for a mortgage has more than doubled. Logically, most of these people are left with one choice: stay in their current apartment or house, whether they like it or not. pic.twitter.com/UWrz0IxvWJ …
by Dismal-Jellyfish https://www.federalreserve.gov/monetarypolicy/files/BeigeBook_20230906.pdf This report was prepared at the Federal Reserve Bank of Kansas City based on information collected on or before August 28, 2023. Highlights: “Some Districts highlighted reports suggesting consumers may have exhausted their savings and are relying …
Since the Fed's peak (so far) holdings of MBS hit $2.74T in April 2022, they've "run off" $242B, about 8%, over 16 months. In just TWO months in 2020 they monetized $500B. At that time, Case-Shiller home prices were up …
1970s inflation vs 2020s inflation: When you compare the inflation rates from 1972-1976, it’s almost identical to today. However, 2 years later we saw inflation spike to 11%. The peak inflation rate in the 1970s aligns perfectly with the 2022 …
by confoundedinterest17 Yes, The Fed has a line on you! And will likely keep raising rates as inflation stays elevated. This means higher mortgage rates unless China slips into a deflation doom loop. Thanks in part to The Fed, housing affordability is …
FED'S KASHKARI: WE NEED TO AVOID A 1970S-TYPE SCENARIO WHERE THE FED STOPPED RAISING RATES TOO SOON. Correct even if that means burning down the ponzi scheme — Darth Powell (@VladTheInflator) August 15, 2023 Jerome Powell trying to save the …
https://twitter.com/NorthmanTrader/status/1691133559824699395 https://twitter.com/NorthmanTrader/status/1691142197314207744 Most recently, the Fed said they no longer expect a recession. JP Morgan agreed with them. Can the Fed really achieve a soft landing with 7%+ mortgages, $1 trillion in credit card debt and soaring bankruptcies? Follow us …
These massive intra-day reversals we've been seeing lately are a result of institutions dumping Tech stocks en masse. A process known as "distribution" i.e. selling to retail late money. Here we see (Chaikin) money flow has collapsed. Note the difference …
The Fed's own forecast now says it's re-accelerating. It never came down except in energy, the other 2 categories food and core were up 5.7%. and 4.8%. Now that energy is rising again, the illusion of 3% inflation will disappear. …
Perfect for who? Oh wait I know 👇 pic.twitter.com/pwSqCLIvL5 — Mr. D (@Dalernaz) August 1, 2023 Good Morning Everyone! Fitch just gave the U.S. a credit rating haircut – from AAA to AA+! They point to “expected fiscal deterioration over …
by Dismal-Jellyfish https://www.bea.gov/news/2023/personal-income-and-outlays-june-2023 Wut mean?: In June, people earned $69.5 billion more, which is a 0.3% monthly rise–more money earned more money to spend, adding to inflation… Prices of things people bought (PCE price index) went up slightly by 0.2%. Even …
To implement a CBDC the Treasury & Fed must consolidate 4000 institutions into JPMorgan & big 5. The public will never support this without a crisis The Fed's BTFP + OCE interventions are the only thing preventing a regional banking …
For those who say "everything is fine," we saw the same spike in regional banks right before the 2008 crisis 🤫 BlackRock is setting up the rug pull when the Fed takes away emergency BTFP & OCE. https://t.co/YnlzAWEzfU pic.twitter.com/GSVJ4Y3QIE — …
It’s here. We either fight it or just give up all our freedoms. Step 2 is getting the digital readers for palm and face in place across the US and the World. Step 3 is to create and issue a …
CRE Dominos Fall: Starwood Defaults On $212.4 Million Atlanta Office Tower https://t.co/UsEj7FkpyP — zerohedge (@zerohedge) July 19, 2023 https://twitter.com/NorthmanTrader/status/1681383187375693824
by Simian_Stacker This time around the Fed has already blown its wad with 15 years of QE. The builders are starting to feel it. US: Housing Starts fall 8% in June, Building Permits fall 3.7% Housing Starts and Building Permits …
by confoundedinterest17 The Federal Reserve, an organization that even George Orwell would find outrageous, is a Minsky Moment Machine! A Minsky Moment refers to the onset of a market collapse brought on by the reckless speculative activity that defines an unsustainable …
USD has just closed its lowest weekly candle since April 2022 With the break of key support and a bearish MACD cross, downward momentum looks dominant pic.twitter.com/Y7OhawkHjX — Bravos Research (@bravosresearch) July 18, 2023 2-year Treasury yield and USD have …
Glad to hear that inflation is cooling (now in semi-log!) pic.twitter.com/tweuJFCzop — Rudy Havenstein, Senior Markets Commentator. (@RudyHavenstein) July 14, 2023
Total BTFP & OCE didn't drop this week. The Fed paused pulling liquidity from the banks Now that we know Bullard is leaving the Fed on Aug 14 that's the likely target week when the Fed plans to start dramatically …
by Chris Black Even as demand for labor continues to increase with economic growth, the supply of labor in the U.S. is stagnate absent ever larger wage increases. The working age population of the U.S… Continue reading by subscribing. Username …
