Europe is sinking towards an enormous cyclical contraction, the resilient labour market is testimony to the fact that stagflation remains the most probable scenario in Europe

by BoatSurfer600 Source: Sagar Singh LinkedIn Labour market still remains hot as shortages loom. The stagflation is upon us in Europe. pic.twitter.com/Nyt39eG6JV — The Macro Guy (@SagarSinghSetia) June 28, 2023 Remember 2008? It’s happening again! Some European countries are exhibiting …

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Stock market surge deviates from reality; fund managers buy overvalued stocks to catch up. Economic indicators diverge, earnings revised upwards, similar to 2008 financial crisis.

Recent stock market surge deviates from reality, with fund managers buying overvalued stocks to catch up, pushing the market higher. https://twitter.com/MFHoz/status/1674879653008359424 Look at NAIIM, they are fully invested now. — The Macro Pulse (@TheMacroPulse) June 30, 2023 Nine months down, …

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Tight monetary policy has significantly deteriorated the housing market. Stronger than expected GDP. Rate hike odds now 90%, market’s about to explode.

Tight monetary policy has significantly deteriorated the housing market % of houses featuring price cuts reached record levels in 2022 Even though the % has reduced since, it's still historically very elevated pic.twitter.com/lnrApBVay0 — Bravos Research (@bravosresearch) June 29, 2023 …

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When The Fed Loses Control Of The Debt Market & Yields Start To Spike Uncontrollably, It’s Game Over For The Everything Bubble

by Simian_Stacker https://www.cnbc.com/bonds/ Big moves in the debt market. US 3M T-BILL YIELD new high wen 50bps pic.twitter.com/mCbZMOxnf0 — Alessio (@AlessioTMAD) June 29, 2023 1-Year Treasury Bills now have a yield of 5.32%, the highest level since December 2000 pic.twitter.com/jKj27cpliq …

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Gareth Soloway: Here’s one of the reasons I don’t think this is a ‘new bull market’

Just one of the reasons I still don't think this is a 'new bull market'.#StockMarket #BullMarket #Investing #Trading #Divergence #VerifiedInvesting #FederalReserve #Inflation #Recession pic.twitter.com/RFjQv3hyUV — Gareth Soloway (@GarethSoloway) June 26, 2023 pic.twitter.com/sxZWCJgwxl — Mac10 (@SuburbanDrone) June 27, 2023 pic.twitter.com/sLNhRuscmX — …

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The U.S. is Now an Emerging Market

By Graham Summers, MBA As I’ve noted in our last two articles, the $USD has begun a significant decline against most major currencies (the Euro, the Pound and the Franc). And the only reason it is showing relative strength against …

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Ooop! JPMorgan “accidentally” deletes millions of Jeffrey Epstein and market manipulation emails.

by EuphoricTrilby There’s a very good chance that the cost of the fine is way less than the fallout of these emails actually getting out. Oh well, it was just an accident. https://twitter.com/wallstreetsilv/status/1671927820484747264?s=46&t=T37mFTn9E_HUaxN1rB76Hw ​ https://www.sec.gov/litigation/admin/2023/34-97787.pdf These proceedings arise out of …

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Biden’s Mortgage Market! Mortgage Demand Down -35% Under Biden, Refi Demand Down -90%, Mortgage Rates Up 128% (Renter’s Misery Index Now 11.75% Versus 6.78 Pre-Covid Under Trump)

by confoundedinterest17 The good news? Mortgage purchase demand fell only -0.05% from last week. The bad news? Mortgage purchase demand is down -35% since Resident Biden was sworn in. And mortgage refinancing demand is down a whopping -90%. Reason? Mortgage …

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From SEC staff Memorandum: Figures 9B and 10B display daily counts of gross positions that surpass 7% and 10% of a U.S. listed security’s market cap, respectively. A single participant can hold multiple large positions, hence the count can exceed the total number of market participants…

by Dismal-Jellyfish Source: Memorandum from the Division of Economic and Risk Analysis My understanding is figures 9 and 10 outline the daily market participants’ gross positions in securities exceeding 7% and 10% of the security’s market capitalization. On average, 65 participants …

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Something is broken? Its not just the Fed… World Central Banks starting to add liquidity; Corporate Insiders are selling heavily into the stock market rally over the last 2 months

Its not just the #Fed… World Central Banks starting to add #liquidity See our latest liquidity heatmap pic.twitter.com/ryLxnyE4Sp — CrossBorder Capital/ GLIndexes (@crossbordercap) June 20, 2023 Corporate Insiders are selling heavily into the stock market rally over the last 2 …

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‘This is the most ruthless bear market rally since 1929.’

https://twitter.com/MFHoz/status/1670916372975570944 https://twitter.com/MFHoz/status/1669723760742604805 Small-caps have been underperforming large-caps for nearly 10 years looking at this relative strength chart, but prior to that we saw small-caps outperform over the prior 10-12 years. Think we’re due for another small-cap outperformance cycle? pic.twitter.com/3jYF1YPLOE — …

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