Independent thinking for complex markets and current events
🇯🇵 #Japan | #BOJ highlights rising wage pressure from structural job market change – Reutershttps://t.co/yfeIGBJzYv — Christophe Barraud🛢🐳 (@C_Barraud) August 21, 2024 BREAKING: now the #ECB joins the #BOJ and begins lending $USD to the banking system ⚠️ Yes, a small amount, but whoever needed it had no other alternatives and that’s usually a bad …
by confoundedinterest17 After watching the Democrat hate fest last night (Aka, the Democrat National Convention), I was not shocked that the DNC platform looked like a playbook to destroy the US economy. High taxes, endless spending, more regulations, etc. Not a word about the staggering side of the US debt load … with Harris’ economic plan …
Financial volatility. Recession conditions. Lower growth and inflation. The rate cuts are still coming. So, that means interest rates around the world are about to go…UP? The fundamentals haven’t changed – the calendar has. AC
by Mike Shedlock I suggest the latter. The market expectation is the former. Let’s discuss the case for a half-point. Image from CME Fedwatch, annotations by Mish. Market Expectation for September There is currently a 43.5 percent chance of a 50 basis point cut in September. The odds were 53.0 percent yesterday and 69.0 percent …
Finally an economist that makes sense! https://t.co/qTtcQvJpCb — QE Infinity (@StealthQE4) August 14, 2024 1) What's very interesting about these inventory trends is that they run counter the common narrative about where people are moving. High level – you would think that the South should have lower inventory due to all the people moving there. …
by TonyLiberty Fed chief Powell to set table for September rate cut at Jackson Hole, but jobs data will set the size Oh yay. Only 2.9% higher than the 4.5% increase last year and the 8.8% higher increase the year before and the 3% before. So we are only 21% higher than 4 years ago. …
by confoundedinterest17 This will not end well. We’ve got trouble in (Potomac) River City! Credit card interest rates have skyrocketed to a shocking 21.51%. Moreover, credit card debt has hit record highs1.51%.
"Who could defeat the US military?" Compounding interest is defeating the US military👇& compounding interest is undefeated v. hegemons. Buy LT USTs if you think the US will lose Cold War 2.0 for lack of printing enough USDs to finance this; if not, buy gold, BTC, & stocks. pic.twitter.com/qcqaGfRM00 — Luke Gromen (@LukeGromen) August 8, …
Not only did existing home sales continue to collapse with lower interest rates, they're now collapsing FASTER pic.twitter.com/qSIq8XSrTQ — Darth Powell (@VladTheInflator) August 7, 2024 US Mortgage Rates Tumble to 6.55% in Biggest Drop in Two Years
by confoundedinterest17 Here is Biden/Harrisnomics in one chart! Treasury (interest) payments are growing faster than other government outlays and a larger than the entire Defense outlays. Leading outlays include Medicare/Medicaid and Social Security. Here is Treasury Secretary Janet Yellen symbolically gorging on a foot-long sub. No one spends like unelected government bureaucrats!
By Martin Armstrong Clinton’s Gimmick Shifting to Short-term Funding to Reduce Interest Expenditures. I wrote as a guest columnist for the Wall Street Journal back on April 19, 1995, dealing with an issue that seemed to go over everyone’s head. At the time, President Clinton (1993-2001) was able to balance the budget, and nobody seemed …
https://twitter.com/GayBearRes/status/1816446012275229105 Do you remember how painful the Great Recession was? 2008 and the years immediately following were definitely a very dark chapter in our history, but a new study has actually found that the percentage of Americans that worry they won’t be able to pay their bills is actually higher today than it was back …
According to a recent report, interest payments on the U.S. national debt are projected to reach $1.14 trillion this year, which would consume approximately 76% of all personal income taxes collected. This significant increase in interest payments is attributed to rising interest rates and the growing national debt. BREAKING: Interest Payments on U.S. National Debt Will Shatter …
JPMorgan Chase CEO Jamie Dimon on Friday issued another warning about inflation despite recent signs of easing in price pressures. “There has been some progress bringing inflation down, but there are still multiple inflationary forces in front of us: large fiscal deficits, infrastructure needs, restructuring of trade and remilitarization of the world,” Dimon said in …
🚨 Here's a wild stat: June 2024 marked the first time in 44 months that no global central bank hiked interest rates. A global easing cycle is upon us. Prepare accordingly. pic.twitter.com/JBpogzFxzb — Jesse Cohen (@JesseCohenInv) July 8, 2024 Funny enough, markets tend to rally ahead of rate cuts, and then correct lower once the …
With courts blocking Biden's student loan plans to cancel debt, the Feds have paused payments and interest. pic.twitter.com/vp4TDT8qyf — Wall Street Mav (@WallStreetMav) July 2, 2024 In response to court rulings blocking key elements of the federal government’s new student loan repayment program, the Biden administration will be giving about 3 million borrowers a reprieve …
by herbanoutfitter 2009 was bad but this time around it won’t just be mortgages—EVERYTHING is overleveraged. Consumer loans including credit cards, mortgages, car loans, small business loans, corporate loans, private credit instruments. When interest rates were low, that worked fine. Decent returns for low volatility. But now inflation is still not at target and higher …
The interest on the U.S. national debt has surpassed the significant milestone of $1 trillion annually. This cost has nearly doubled over the past three years. It’s a substantial figure, reflecting the financial strain on the government due to rising debt and interest payments.
Federal Reserve Bank Chair Jerome Powell announces that interest rates will remain unchanged during a news conference at the bank’s William McChesney Martin building on May 01, 2024 in Washington, DC. The Federal Reserve is likely to hold interest rates steady in its next decision on Wednesday. It follows a strong jobs report and still-high …
Endless spending and low interest rates resulted in 40-year high inflation. Now, over half of American adults believe we are in a recession. Even with endless deficit spending, consumer sentiment is horrible. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) June 10, 2024 Food Costs are soaring to …
Policymakers at the Fed are starting to question if they are being restrictive enough with interest rates at 5%. Rate hikes are definitely back in the debate. No one knows what the neutral rate is now for interest rates. Rate cuts are off the table. At least for now. pic.twitter.com/DBOmIsBmIN — QE Infinity (@StealthQE4) June …
Zillow’s mobile app no longer allows you to adjust the interest rate percentage to see what your estimated monthly payment would be if interest rates were lower byu/alltorntogether inREBubble Zillow’s decision to remove the direct adjustment of interest rates from the estimated monthly payment section could be seen as an attempt to prevent potential visitors …
Rising government bond yields in Japan usually correlates with lower USD/JPY exchange rate. It should also put a selling pressure on long-term US government bonds as Japanese bonds become more attractive and Japan own $1.2 trillion US bonds. Source: Apollo pic.twitter.com/gpdwPLMowL — Global Markets Investor (@GlobalMktObserv) June 2, 2024 Spiking Interest Payments on the Ballooning …
This looming capital need suggests a potential liquidity crunch on the horizon, exacerbated by stress indicators such as a high Fed funds rate and a sharp decline in private credit fundraising, reflecting levels not seen since 2020. BANKING CRISIS 3.0🚨 Chart depicts double top for a reason. Stressed banks"More than 280 U.S. banks with nearly …
https://twitter.com/futureecogold/status/1795884879890030931 Municipal Bonds and Yields: Municipal bonds (often called “munis”) are debt securities issued by states, local governments, or other public entities. They serve as a crucial financing tool for infrastructure projects, schools, hospitals, and other public needs. The yield on municipal bonds has become more attractive recently due to rising interest rates. Investors can …
The buzz around the recent revelation that the U.S. government and the Federal Reserve are secretly plotting to lower interest rates just before the upcoming election has caught everyone’s attention. This maneuver has sparked debate and raised eyebrows across the nation. According to some insiders, the plan involves the Federal Reserve subtly manipulating interest rates …
It looks increasingly unlikely that the Federal Reserve will be cutting interest rates after a batch of stronger-than-expected economic data coupled with fresh commentary from policymakers. Economic growth is at least stable if not on the rise, while inflation is ever-present. Central bankers still lack the confidence to cut and even an unspecified few say …
The United States is hurtling towards a financial disaster, with interest costs on its national debt projected to hit an unprecedented 4% by 2034. This surpasses the previous records set in the 1990s and even the astronomical levels seen during World War II. It would represent the highest level of interest payments in modern American …
Median short interest is low pic.twitter.com/OShAKPPxXx — Win Smart, CFA (@WinfieldSmart) May 22, 2024 "In the week up to May 20, JPMorgan clients cut short positions by 4 percentage points, shifting into neutral while long positions were unchanged at 17%. The net long position for all clients is now back to the largest since May …
