Independent thinking for complex markets and current events
As the financial landscape braces for a significant shift, SEC Chairman Gensler embarks on a public relations tour. Concurrently, rate traders are signaling an end to the steepest global tightening cycle in a generation, anticipating a shift toward monetary easing by mid-2024. UBS CEO Sergio Ermotti questions the feasibility of reigniting inflation without triggering an …
Probably Nothing! 👀 pic.twitter.com/FQyWLZ01mR — The Macro Guy (@SagarSinghSetia) November 6, 2023 💶 Correlation between Eurozone’s financial conditions and Euro-area GDP. Unsustainable divergence! Suggests downside ahead for GDP, currently at 0.1% YoY, unless financial conditions ease. H/t: @SvendsenAnders #recession pic.twitter.com/9lNZjexU0i — Alex Joosten (@joosteninvestor) November 6, 2023 Not looking so good long term! Boom – …
China is currently experiencing an escalating situation that goes beyond the struggles of bankrupt developers. Signs indicate a significant and legitimate purge taking place at the highest levels of the Communist Party. It is getting crazy in China right now, and not just bankrupt developers. There appears to be a legit purge atop the Communist …
The ongoing property crisis in China is taking an epic turn, with the nation’s real estate index plummeting back to 2009 levels, marking an approximate 80% drop from its peak. This alarming situation prompted Chinese President Xi to make his first-ever visit to the central bank, signaling a shift towards a much-needed fiscal stimulus. China …
It seems likes short term bond are being oversold, maybe in favor for longer ones since a recession might trigger Fed rates to drop, causing a consistent increase in value for longer durations. Of course this might not happen or I might just be wrong, so take it with a grain of salt. h/t …
pic.twitter.com/2Nylq22RzX — Don Johnson (@DonMiami3) October 24, 2023 Here's what that looks like non-indexed. pic.twitter.com/KMME29atJI — Don Johnson (@DonMiami3) October 24, 2023
Escalating mortgage rates have made buying a home prohibitively expensive, and renting is now the more compelling option. Home buyers are backing out of deals at the highest rate in a year, per BI. — unusual_whales (@unusual_whales) October 23, 2023 The number of homeowners hit with foreclosure notices in the third quarter of the year …
Global trends are signaling a potentially more pronounced inflationary period than experienced in the past, leading to increased scrutiny of central bank strategies amid a surge in the cost of living, amplified by heightened interest rates and geopolitical uncertainty. OpEx is over and we could be on the verge of the greatest market crash we've …
https://twitter.com/TheMattOMalley/status/1711080047744803113 https://twitter.com/FinanceLancelot/status/1710011432572526844 🚨 What Bankers Are Saying About Another Possible Crisis It's all planned… https://t.co/NJ3EDVGJ0h pic.twitter.com/uvKvhyTIRO — Financelot (@FinanceLancelot) October 6, 2023 BREAKING: U.S. Banks U.S. Bank losses on held-to-maturity assets have soared to an ALL-TIME HIGH of $400 Billion 👀 pic.twitter.com/NE16Uccu0b — Barchart (@Barchart) October 6, 2023
The CEO of Chevron predicts that oil will soon surpass $100 per barrel. This is one of the largest companies in the world. SPR is drained. China is loading up on oil. It's not the smartest look. — Gold Telegraph ⚡ (@GoldTelegraph_) September 21, 2023 $150 Oil 🛢 is SO post election pic.twitter.com/04EnN3TZJf — Win …
The fight against inflation is still ongoing… OPEC just said that global oil markets will face a massive supply shortfall next quarter. They expect a supply shortfall of more than 3 million barrels per day. If OPEC is correct, it would result in the biggest inventory drawdown since 2007. Voluntary production cuts by OPEC… pic.twitter.com/9I1ZPWrzU8 …
The former National Institute of Allergy and Infectious Diseases head appeared on ABC’s “This Week” to discuss the recent rise in COVID cases. While Fauci said he does not predict a federal mandate, he thinks there may be “recommendations.” “You’ve also said we’re not going to go back to the time of the federal mask …
“Land of the Free”. JUST IN: Prosecutors are seeking 120 days in jail for Alex Jones sidekick Owen SHROYER, saying his rhetoric prior to — and on — Jan. 6 bear significant responsibility for the chaos that unfolded. https://t.co/NLB16NxsNs pic.twitter.com/bzXOCVANAv — Kyle Cheney (@kyledcheney) September 6, 2023
The Bank of England is facing major losses on its bond purchases — and it’s set to get much worse The Bank of England’s losses on bonds bought to shore up the U.K. economy will be “materially higher than projected,” according to Deutsche Bank. In late July, the Bank of England estimated that it would …
The United States is at the beginning of a slowdown as the economy continues to face significant upside inflation risks and tighter credit conditions, according to new minutes from the July Federal Open Market Committee (FOMC) policy meeting. (Article cross-posted from our premium news partners at The Epoch Times) Although the economy has been expanding …
by Dismal-Jellyfish Source: https://www.federalreserve.gov/monetarypolicy/fomcminutes20230726.htm Developments in Financial Markets and Open Market Operations: The manager turned first to a review of developments in financial markets over the intermeeting period. Market participants interpreted data releases as generally demonstrating economic resilience and a further easing of inflation pressures. The market-implied peak for the federal funds rate rose in response …
To be clear I shouldn’t of said 43 million, that’s all Americans with student loans. According to Forbes 6.4m are still in school and 500k are making payments. So about 36 million is a more accurate number. Concept remains the same. — George Gammon (@GeorgeGammon) August 16, 2023
The 10-year Treasury yield has been rising aggressively on the back of stronger-than-expected economic data This is a major headwind for equities pic.twitter.com/C0Xc2ZAf8x — Bravos Research (@bravosresearch) August 14, 2023 https://twitter.com/WinfieldSmart/status/1691087531813515264 #Bonds are starting to look bad… US Treasury term premia (black) are breaking higher and pushing 10y yields up (orange). This isn't good for …
Industrial US companies are seeing their businesses in China slow down considerably. DuPont, Dow and Caterpillar have cut their sales outlook for the country into this year. https://t.co/LJ0ARJ9jMW Tesla cut prices in China again. https://t.co/tuTnwNZFSO — Lisa Abramowicz (@lisaabramowicz1) August 14, 2023 Everything is fine … 🔥🔥🔥 Student loan payments resume in September. pic.twitter.com/l7C34hjf10 — …
BEIJING — China’s Commerce Ministry on Wednesday said non-economic factors were growing and interfering with the country’s foreign trade which was facing an “extremely severe” situation in the second half of this year. “Some countries’ forceful push for ‘decoupling,’ ‘severing [supply] chains’ and so-called ‘de-risking’ are human-made obstacles blocking normal commerce,” Li Xingqian, the head …
2/ China's housing market experienced its largest contraction in over a decade, despite efforts by the Chinese Central Bank to ease monetary policy pic.twitter.com/S8gVYVdz5W — Bravos Research (@bravosresearch) July 6, 2023 4/ Majority of demand for copper, an industrial metal, comes from China Weak copper prices suggest a slowdown in China and the global economy …
via commercialobserver: Properties and mortgage notes securing nearly $600 million in outstanding CMBS debt were auctioned from January through mid-June 2023, based on CRED iQ’s observations of impending losses for investors. Sales through an auction can take a couple of months to close, and sale transactions can be delayed or even fail to close after a …
Tornado Alley Like I said last week, El Nino is kicking in and there could be large tornado outbreaks mid June. Yesterday, Dixie Alley got hammered. Today, heads up Oklahoma. Day 1 Convective Outlook NWS Storm Prediction Center Norman OK 0101 AM CDT Thu Jun 15 2023 https://www.spc.noaa.gov/products/outlook/day1otlk.html Valid 151200Z – 161200Z …THERE IS A …
