Real estate fund redemptions hit $16.5 billion, sole negative S&P 500 sector YTD.

Real-estate fund redemptions are on the rise. Industrywide, redemptions from real-estate funds are expected to reach $16.5 billion this year, while new fundraising has dwindled to $5.7 billion1. This trend is significant for a market that totals $90 billion. One major catalyst behind this surge in redemptions is Starwood Capital Group, which has significantly tightened restrictions on investor withdrawals from its …

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Western sovereign debt relies on negative real rates to prevent nominal default.

An important reminder that everyone and their mother is currently long the US dollar. Crowded positions are often mistaken, making a squeeze in the opposite direction highly likely. While gold and commodities can indeed rise alongside a strengthening US dollar, this is an… pic.twitter.com/i5jGeeXDVU — Otavio (Tavi) Costa (@TaviCosta) June 12, 2024 Deficit spending as …

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Marvell’s data center networking revenue falls, negative margins persist, with flat net revenue since 2021.

Revenue Declined Y/Y Price to sales ratio: 12.43x Negative margins for 5 years straight 40.25% of their revenue comes from Data centers Yet, net revenue is down since 2022. Flat since 2021 60B market cap 1B in Revenue Negative cash flow https://twitter.com/ClaytonS537144/status/1797312636352451013 https://twitter.com/ClaytonS537144/status/1797318530872025551

Master’s degrees fail many: nearly half leave students financially worse off, with 43% yielding negative ROI, research reveals.

With Gen Z on track to become the most educated generation in history, those looking to stand out among the sea of college graduates may tempted to eye up a master’s degree—but be warned, it’s not the golden ticket to big paychecks and guaranteed success one might imagine. Quite the opposite: According to new research, …

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Overwhelmingly Negative Reactions To Manhattan Kangaroo Court

From Truth Social! DJT just dropped this! Must watch!! 🎯💥💥💥💥💥💥💥🎯🇺🇸🇺🇸 pic.twitter.com/NtoC6ZwUvI — Kathleen Winchell ❤️🤍💙🇺🇸🇺🇸 (@KathleenWinche3) May 30, 2024 JUST IN: Trump got a 6 point bump in favorability ratings and raised nearly $35 million since being convicted. Great job Democrats! pic.twitter.com/eNggi45anI — Libs of TikTok (@libsoftiktok) May 31, 2024 Indeed, great damage was done …

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Why people were buying 10 year bonds „yielding“ negative 0.50% just few years ago?

Can someone please explain why people were buying 10 year bonds „yielding“ negative 0,50% just few years ago? pic.twitter.com/yJJjILUylb — Michael A. Arouet (@MichaelAArouet) May 30, 2024 Nominal vs. Real Rates: When you see a bond yield, such as the yield on a 10-year U.S. Treasury bond, that’s typically a “nominal” rate. It represents the …

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Economic Surprise Index Falls To -0.126 As Buying Conditions For Housing Remains Negative For Most Of Biden’s Presidency (US Debt Servicing Costs 12% Of Government Spending)

by confoundedinterest17 I saw former President Obama criticizing former President Trump for not passing “transformative” changes. That is, Trump didn’t sign any Obama-like transformative changes (like Obamacare). Truimp did try to slow down the damage done by Obama and his transformative agenda (e.g., open borders, wealth redistritution, green energy) that Biden has attempted to continue. …

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Boeing to hit negative cash flow in 2024

Boeing deliveries won’t increase in second quarter, CFO says Shares fall 7.6% on news of negative 2024 cash flow Deal with Spirit Aero in Q2 still possible, CFO says May 23 (Reuters) – Boeing (BA.N), opens new tab will burn rather than generate cash in 2024 and deliveries will not increase in the second quarter, the company’s …

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: Gross Domestic income is negative while “Real” GDP is not sustainable as deficit across $3 Trillion this year.

🇺🇸 US Real Gross Domestic Income -0.1% YoY. In #recession territory with a perfect track record! H/t: @GameofTrades_ pic.twitter.com/WUyY6GN0vR — Alex Joosten (@joosteninvestor) February 23, 2024 My point exactly. Since 2000, US real GDP increased +60% with industrial output flat. All growth from services — healthcare, rent, education etc — which more than doubled. Has …

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Another Biden Program Bites The Dust! Ford Halts 2024 F-150 Lightning Shipments (Jan Car And Light Truck Sales Down -0.7% YoY As M2 Money Growth Remains Negative)

by confoundedinterest17 Another Biden program bites the dust, this time his big push to encourage everyone to buy an electric vehicle (EV). Meanwhile, Biden keeps going on vacation (as if he REALLY cares about middle America). Cars and light trucks are seeing declining YoY sales in January (-0.7%) as M2 Money growth remains negative. Automotive News was the …

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Saudi Arabia GDP comes in at negative 3.7 percent.

Saudi Arabia’s fourth-quarter real GDP fell 3.7% year-on-year, according to flash estimates published by the General Authority for Statistics on Wednesday. That’s a smaller drop than the 4.4% year-on-year slide in the third quarter. The drop was attributed to a 16.4% decline in oil activities, while non-oil activities and government activities expanded by 4.3% and …

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Taper Tantrum? Bank Credit Growth Negative For 26th Straight Week As Fed Plans End Of QT (Fed’s Balance Sheet Remains Enormous!!)

by confoundedinterest17 Oh Susie QT. The Fed loves you. And The Fed has put a spell on the economy. Where do we sit today? Bank credit growth has been negative for the last 26 weeks. As M2 Money growth has stalled. What will The Fed do? While the FOMC may start the discussions around tapering QT …

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Commercial Real Estate Loans in Crisis: 14% Negative Equity… Office Building Loans Hit 44%… CRE Faces Bear Market as Rates Rise and Refinancing Looms

The commercial real estate (CRE) landscape is facing a challenging scenario, with 14% of all CRE loans and a staggering 44% of office building loans slipping into “negative equity.” This indicates that the debt on these properties now surpasses their market value. The current downturn, with office building prices plummeting by 40%, has pushed CRE …

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Housing Starts Drop 6.6 Percent on Top of Negative Revisions

via Mike Shedlock: Housing starts and permits continue to flounder as completions slowly rise. Housing data from Census Bureau, chart by Mish. Housing starts dropped 6.6 percent in December according to the Census Bureau’s New Residential Construction Report. Building Permits Privately-owned housing units authorized by building permits in December were at a seasonally adjusted annual rate …

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Biden In Wonderland! Savings As Percentage Of GDP Goes Negative As Consumer Still Cope With Inflation Of Over 4.50% (But At Least Yield Curve Is Normalizing!)

by confoundedinterest17 President Biden still shuffles around mumbling about Maga Republicans and defending democracy (while gettig his DOJ and affiliates to prosecute his leading Presidential opponent) even though …. consumers continue to struggle. While Biden is in wonderland, American consumers are in hell. Savings as a percentage of GDP is actually NEGATIVE as sticky price …

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Jamie Dimon’s Take: People Support Trump for Economic, Immigration, and China Views… Warns Negative Talk May Impact Biden’s Campaign

In a recent CNBC appearance, Jamie Dimon acknowledged that voters support Trump for his stances on critical issues like the economy, immigration, and China. Despite disliking Trump’s communication style, Dimon emphasized the importance of respecting fellow citizens’ perspectives. He cautioned against negative discourse around MAGA, suggesting it could have repercussions for Biden’s campaign. Dimon’s insights …

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US Mortgage Rates Rise Slightly (+8% YoY) As M2 Money Growth Dies (-3% YoY) In Plain Sight (M2 Money Growth Has Been Negative For All Of 2023)

by confoundedinterest17 We are closing out the first week of the New Year and 30-year conforming mortgage rates are up slighlty. Mortgage rate GROWTH is now at 8% year-over-year (YoY). While M2 Money growth has died and is down -3% YoY. Bank credit growth has been negative since July 2023 and M2 Money growth has …

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Moody’s downgrades China’s outlook to negative. China hits back: You don’t understand our economy you stupid cows.

The Moody’s announcement, meanwhile, put a spotlight on China’s debt issues. While the agency retained a long-term rating of A1 on the nation’s sovereign bonds, it cited the usage of fiscal stimulus to support debt-laden local governments and the spiraling property downturn as risks. The pushback from China generally followed a theme: Moody’s just doesn’t …

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Moody’s Shifts Outlook to Negative for Major U.S. Banks Amid Concerns Over Government Support

Moody’s Investors Service has revised the rating outlook to negative for Bank of America, JPMorgan Chase, and Wells Fargo, citing concerns about the U.S. government’s potentially weaker capacity to support systemically important banks. Despite the negative outlook, bank stocks rallied following subdued inflation data. Moody’s maintained a stable rating for Citigroup’s debt amidst these developments. …

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BREAKING: Moodys Changes US Ratings Outlook to Negative

NYT: Moody’s Changes U.S. Credit Outlook to ‘Negative’ Moody’s reaffirmed America’s credit rating at the highest AAA level but expressed concern about the nation’s fiscal trajectory amid congressional dysfunction. https://twitter.com/_/status/1723093232295231929 Yesterday, the US government tried to borrow $24 billion by selling a bunch of 30 year debt. It was a huge disaster. In order to …

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Massive Tech and Financial Outflows – S&P 500 Earnings Revision Breadth Turns Sharply Negative

S&P 500 earnings revision breadth going deeply negative means that a substantial number of companies in the S&P 500 index are revising their earnings forecasts downward, signaling potential challenges and contributing to market concerns. Uh oh. S&P 500 earnings revision breadth has gone deeply negative. 🫤 pic.twitter.com/timlZF3xV6 — Markets & Mayhem (@Mayhem4Markets) November 6, 2023 …

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China foreign investment gauge turns negative for first time

A MEASURE of foreign investment into China turned negative for the first time since records began in 1998, highlighting how foreign companies are pulling money out of the country due to geopolitical tensions and higher interest rates elsewhere. China’s direct investment liabilities in its balance of payments declined by US$11.8 billion in the third quarter, …

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Back In Red! C&I Loan Lending Standards Tightening To Recession Era Levels (Bank Credit Growth Remains Negative For Twelve Straight Week)

by confoundedinterest17 Back in red? As US fiscal policy deteriorates further thanks to endless Federal spending (not to mention seemingly endless wars under Biden and Nobel Peace Prize winner Obama), we are seeing pain in the bank lending business. Commercial and industrial (C&I) loan lending standards is tightening (blue line) to levels typically seen in recessions. …

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Moody’s revises outlook on four Chinese real estate firms to ‘negative’.

RATINGS agency Moody’s on Thursday (Sep 21) revised its outlook on four Chinese real estate firms to “negative” from “stable”, as the country’s property sector reels from mounting debt. The agency’s action comes just a week after it revised the outlook on the country’s crisis-hit property sector to “negative”, citing growth-related challenges. The outlook change …

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