optimistic

Real-world inflation still raging despite optimistic claims. US money supply hits record high. Commodities surge 12 percent

It's interesting to see some people claim inflation is slowing. The equal-weighted commodities index is up 12% in the past year. That’s real-world inflation. Meanwhile, US money supply just hit a new high, and the dollar is weakening sharply against other currencies, including… pic.twitter.com/xYS56p7DeX — Otavio (Tavi) Costa (@TaviCosta) August 9, 2025 Commodities surged 12% …

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Debt-service ratio drops, risks rise. Morgan Stanley warns of stock market rally ending; options markets remain optimistic, potentially overlooking risks.

The debt-service coverage ratio, a measure of financial health, has dropped significantly over the past year, indicating increased risk among leveraged loan companies. Morgan Stanley’s Chief Investment Officer warns that if corporate profits disappoint, the stock market rally could end. Options markets show extreme optimism, suggesting investors may be overlooking potential risks. Something about swimming …

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“Soft Landing” Hope By The Fed Is Likely Optimistic

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 worst economic forecasters ever. We have tracked the median point of the Fed projections since 2011, …

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The global economy is not doing well, but investors are extremely optimistic

UK money supply is now falling. pic.twitter.com/2bzfTGGXBi — Longview Economics (@Lvieweconomics) July 31, 2023 The Chinese service sector not exactly firing on all cylinders. pic.twitter.com/zIYDn3C6XK — Longview Economics (@Lvieweconomics) July 31, 2023 Australian Business Credit y/y growth posted its slowest print of this cycle as RBA hikes begin to hit the Ozzieland… Housing sector health …

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