A hub for independent voices and hard truths
by Ron Paul A clip from the 1990 movie Home Alone where the lead character purchases groceries, household goods, and toys recently went viral because he paid a total of $19.83 whereas today the same purchase would cost over three times …
Totally out of touch. Treasury Secretary Janet Yellen declared Friday the US economy had achieved a long-sought soft landing, a historically unusual event in which high inflation is tamed without significantly damaging the labor market. “What we’re seeing now I …
“There is a huge, huge problem that he knows about that he’s not admitting to,” says George Gammon, a macroeconomics expert and host of the Rebel Capitalist Show, in an interview with Daniela Cambone. He explains that the Fed chairman …
Hard landing? 👀 https://t.co/4WQwhJuON5 — The Macro Guy (@SagarSinghSetia) December 20, 2023 The fall in UK inflation below 4%, which no economist predicted, will make it very hard for the BOE to stick to its higher for longer stance on …
https://twitter.com/GregCrennan/status/1737172258467254709 Christmas spending increases due to inflation concerns; 24% cite inflation as the reason, while 37% cut expenses, blaming inflation, up from 15% last year. The surge in homelessness, reaching a staggering 653,104 people, unveils a heartbreaking reality in the …
https://twitter.com/RadGrapes/status/1735644813507047718 👀🚨 pic.twitter.com/QrMEtJVSar — jeroen blokland (@jsblokland) December 15, 2023 France is following Germany into recession. It’s just two largest economies in the Eurozone. Is anybody really still taking Lagarde’s hawkish rhetoric yesterday seriously? Chart @Lvieweconomics pic.twitter.com/nTFNXcgbI9 — Michael A. …
In a deja vu moment, the Federal Reserve’s swift rate cuts raise unsettling parallels with the inflationary misstep of the 1970s. Back then, premature optimism led to soaring inflation after initial rate reductions. Today, historical cues point to rising unemployment …
Everywhere You Look, Rates Traders Are Piling Into Rate-Cut Bets (Bloomberg) — Positioning for an economic hard landing and aggressive Federal Reserve easing next year is spreading across the US interest-rate markets. In the cash bond market, JPMorgan Chase & …
In recent economic developments, the Eurozone finds itself navigating through a challenging period, marked by a hard landing. Two key indicators, household lending and retail sales, are sounding alarm bells, pointing to significant economic downturns across the region. Eurozone 🇪🇺 …
As economic indicators paint a foreboding picture, the descent of oil prices in gold terms serves as a stark warning, signaling the potential for a hard landing. The alarming reality is further underscored by a concerning 30% rise in business …
by Jesse Felder Below are some of the most interesting articles, quotes and charts I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning. Stocks …
The crucial choice lies in deciding whether it occurs in the economy or manifests as inflation in the currency. For those with knowledge of market history, these headlines are a strong indicator.. pic.twitter.com/m2ZuHoptah — The Trout Lord (@thekitchentwit) November 15, …
Global economy’s glide to ‘soft landing’ gets bumpy as bond yields jump WASHINGTON, Oct 6 (Reuters) – Rocketing U.S. government bond yields that have led to a global jump in borrowing costs are raising new risks for economic policymakers hoping …
BREAKING Teachers Federal Credit Union announcing new tightening on Auto loans. ~$9B credit union, major player in NY / NJ regions. Credit is getting tougher and tougher. pic.twitter.com/hTMdpDzFHL — Car Dealership Guy (@GuyDealership) September 29, 2023 Nearly 1,500 small businesses …
via realinvestmentadvice: The Fed’s “soft landing” hopes are likely overly optimistic. Such was the context of the recent #BullBearReport, which discussed the long record of the Fed’s economic growth projections. To wit: “However, there is a problem with the Fed projections. They are historically the …
https://twitter.com/NorthmanTrader/status/1706683773809471667 US New Home Sales Crashed In August https://t.co/a5z87RkW9M — zerohedge (@zerohedge) September 26, 2023 Sales of newly built homes reverse course, drop nearly 9% in August https://t.co/Lq2RTuNWjz @uscensusbureau — Diana Olick (@DianaOlick) September 26, 2023 Home prices in the …
The financial landscape is showing signs of entering the second phase of the credit cycle, where financial institutions suddenly face the realization of credit losses. This is causing notable instability and liquidity challenges within the banking system. Simultaneously, many companies …
An Ural Airlines flight was forced to perform an emergency landing in a field in Novosibirsk region. An Airbus A320 en route from Sochi to Omsk declared a mid-flight emergency on Tuesday morning and was redirected to an alternate airfield …
2/ Recent market dynamics show a consensus for the "soft landing" narrative, spurred by a strong consumer base and a resilient labor market But, a deeper dive reveals emerging consumer weaknesses & the pivotal role H2 2023 should play in …
"Soft landing" narrative is now the consensus This also happened in 2000 and 2006 We all know what came after… pic.twitter.com/LUjenTWIgi — Bravos Research (@bravosresearch) August 23, 2023 Imagine working twenty hour days building complex financial models when you can …
https://t.co/D5KGWmAADo — Win Smart, CFA (@WinfieldSmart) August 18, 2023 Evergrande, one of China’s real estate giants, just filed Chapter 15 bankruptcy. Meanwhile, China’s HY real estate index is down a massive 82% in just over 2 years. This puts the …
In 2008 the soft landing dream was alive through the end of August, 9 months into the recession.https://t.co/SkNWeYEFFu — Eventually Consistent Capital (@EventuallyCC) August 8, 2023 “Soft landing” news on @business is now higher than in 2000 and 2007. #macro …
What amazes me is people looking at something as simple as the yield curve and saying “this time it’s different” w/o giving any explanation why there’s so much demand at the long end of the curve. It’s not different this …
by InternationalTop2405 A lot of people are claiming victory too early. There is a lot of hype in the markets, and the consensus is now a soft landing. It looks like a massive “return to normal” stage. January 2001 (3 …
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 …
Fund managers are incentivized to push the soft landing narrative; their income depends on faith in the market. h/t DesmondMilesDant
THERE IS NO SOFT LANDING Not for the US consumer, not for the US Government This plane is flying straight towards a Debt Jubilee or crashing in a Great Depression 2.0 Fintwit passengers can argue about the meaning of turbulence …
