Independent thinking for complex markets and current events
I always find this chart staggering to look at. We've never seen the Federal Reserve slow the economy this violently before. Rates went from 0% to 5.33% within 18 months. That's unheard of. https://t.co/KoQ4CsPV0H pic.twitter.com/2vldAWuGei — Financelot (@FinanceLancelot) December 23, 2023 Don't believe that data. If inflation is 10% but official numbers say 5%, then …
The financial health of the American system is notably troubling across multiple fronts. Delinquency rates on commercial real estate loans have reached their highest levels in a decade. Bank stocks in the U.S. are faltering, hitting all-time lows when benchmarked against the S&P 500. Jamie Dimon and family are planning to divest $141 million in …
The jump in various food commodity prices is not entirely due to inflation. However, rising food prices certainly are contributing to the ongoing issue. It truly is a unique time to be an investor/trader. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) October 5, 2023 https://t.co/sLpTGRJBZU — Win …
from Joseph Brown: The Reverse Repo facility has seen $1 trillion drain out in just the last 6 months What happens when it runs out? Its important to remember what this account is for, and where this money came from in the first place 🧵👇🏼 When all the money printing started in 2020, this account …
2/ There's a noticeable uptick in narratives around the prospect of a "soft landing" in recent months Meanwhile, discussions around the potential for a "recession" are dwindling in 2023 pic.twitter.com/6jwkX6V8oq — Bravos Research (@bravosresearch) August 23, 2023 4/ The notion of a 'soft landing' isn't confined to just discussions; it's influencing market behavior The impressive …
#China rapid change of mind! Defend the #RMB!! pic.twitter.com/OYA0cTisHw — CrossBorder Capital/ GLIndexes (@crossbordercap) July 10, 2023 Watch #usd and #yen in coming weeks. Has JPY been 'weaponized'?! @acrossthespread https://t.co/dMly80PxGg — CrossBorder Capital/ GLIndexes (@crossbordercap) July 10, 2023 China's Economy Is In Big Trouble And Investors Should Get Out: Miles Yu https://t.co/h0RayHcB44 — zerohedge (@zerohedge) …
via indiatimes: Nineteen countries expressed an interest in joining the BRICS group of nations as it prepares to hold an annual summit in South Africa. The emerging-markets bloc of Brazil, Russia, India, China and South Africa will meet in Cape Town on June 2-3 to discuss its enlargement, Anil Sooklal, South Africa’s ambassador to the …