Shocking, really shocking that a price cap reduces supply and makes things worse.
https://twitter.com/MichaelAArouet/status/1829160141218091446
supply
ALERT: M2 money supply is now expanding after a 16 month contraction
Starting in 2021, we saw a decline in a measure of the U.S. money supply called the M2 money supply. M2 includes cash in circulation, deposit accounts, money market accounts, and certificates of deposit. It’s basically all the easily accessible money in the country. By 2022, amid tightening policies from the Federal Reserve, year-over-year growth in the M2 …
Zelensky Cuts Oil Supply to Hungary and Slovakia
In a recent video, economics and geopolitics YouTuber Lena Petrova discusses a significant move by Ukraine, supported by the European Union, to cut off the oil supply to Hungary and Slovakia. This decision is seen as part of a broader geopolitical strategy amidst tensions in Europe, particularly in light of Hungarian Prime Minister Viktor Orban’s …
Housing supply is starting to build, leading to the cooling effect on prices. Total active listings are now 35% higher than they were a year ago
Supply is starting to build, which is leading to the cooling in prices. Total active listings are now 35% higher than they were at this time a year ago, according to Realtor.com. To put that in perspective, however, even after the recent growth, inventory is still down more than 30% from typical pre-pandemic levels. “Some …
Shipping Prices Will Go Through The Roof As Supply Chains Face Worst Threats Since 2020
Supply chain disruptions. Congested ports. Delivery delays. Soaring shipping prices. All of this seemed like a distant memory from the peak of the COVID-19 pandemic, but it’s happening again, and conditions are far scarier this time around. The head of ocean freight of the Americas at Rhenus Logistics, Stephanie Loomis, who spends her days negotiating …
Tractor Supply Rectifies its mistakes
VICTORY! Tractor Supply announces they’re going to: -Eliminate DEI roles -Stop sponsoring LGBT events -End carbon goals -Refuse to share any data w/Human Rights Campaign Credit where due – Tractor Supply listened to their customers & got rid of the woke rot This is the way https://t.co/MYN0kQbTA4 — DC_Draino (@DC_Draino) June 27, 2024
China controls supply chain for U.S. weapons.
Chinese manufacturers dominate supply chains for U.S. armaments industry Retired U.S. general John G. Ferrari said Beijing could cripple American military It comes amid growing fears of a conflict between the two countries over Taiwan China‘s chokehold over U.S. military supplies leaves the West at the mercy of Beijing in the event of an all out war, a former …
China Coast Guard, Philippine Navy Supply Ships Collide In The Disputed Spratly Islands
Things are heating up all over…. People’s Daily: A #Philippine supply ship illegally entered the waters near Ren’ai Jiao in China’s Nansha Islands on Monday. The China Coast Guard (CCG) took control measures against the Philippine vessel in accordance with law. At 5:59 am, the Philippine ship ignored multiple warnings from the Chinese side, went …
China’s M1 money supply drops 4.2% YoY, signaling potential economic slowdown.
It appears that there is a significant decline in China’s M1 money supply growth rate. According to the data and tweets provided, the M1 money supply in China has been decreasing since June 2023, with the most recent figures showing a 4.2% year-on-year decline in May 2024. This is a notable shift from the previous …
The housing market floods with new supply, pending home sales suffer largest drop in three years.
The number of NEW single-family houses for sale has surged to 480,000 in April, the highest since the 2008 Financial Crisis. Excluding the 2008-2009 housing crisis this is by far the largest supply of new homes in US history. Here’s the FRED chart in case anyone questions the veracity of the chart: https://fred.stlouisfed.org/series/HNFSEPUSSA New home …
U.S. money supply rises 0.6% year-on-year, first increase since 2022.
"The US Money Supply increased 0.6% over the last year, the first YoY increase since November 2022."@charliebilello pic.twitter.com/rTzxsK3vss — Daily Chartbook (@dailychartbook) May 29, 2024 Household 🏠 Consumption 🛍 Forecast 📈 pic.twitter.com/atBXfBAgLV — Win Smart, CFA (@WinfieldSmart) May 28, 2024
Just yesterday Biden says he would no longer supply any weapons to Israel if they invaded Rafah.. Not 24 hours later, he changes his mind & approved a ONE. BILLION. DOLLAR.
What did they do to him or offer him to make this happen so quickly? I mean what goes on behind the scenes to make a man change his mind so quickly? Meanwhile… US Secretary of State Blinken announces $2 billion in Ukraine military aid in Kyiv BREAKING – US Secretary of State Blinken announces …
China buying US food supply chain
Most Americans are not aware of the multiple threats China is posing in America now. China is waging a different kind of war as shown in Unrestricted Warfare: China’s Master Plan to Destroy America. Fortunately, a growing number of Americans are waking up and sounding the alarm! Kristi Noem is the Governor of South Dakota. She is a …
US faces record drug shortages, reaching 323 meds, due to profit margins and supply chain fragility.
US drug shortages reach record high with 323 meds now in short supply. “There are myriad reasons for the hundreds of drug shortages now facing doctors and patients, many of which remain unclear. But, as Ars has reported before, the root cause of shortages of low-cost, off-patent generic drugs is well established. These drugs have razor-thin …
Unemployment and supply of homes are correlating higher, layoffs soar 410% in February, with inventory showing a 24% increase, the highest in years.
Unemployment and supply of homes are correlating higher now as well pic.twitter.com/cfgrH7wAsT — The Coastal Journal (@1CoastalJournal) March 26, 2024 The real estate rollercoaster is hitting some unexpected twists and turns, with February delivering a double whammy of unsettling news. Brace yourselves: layoffs have skyrocketed a jaw-dropping 410% compared to last year, hitting levels not …
Alarm Bells For The U.S. Food Supply
by Michael How much more are you spending on food each month compared to two or three years ago? In recent years, our leaders have been flooding the system with money at the same time that global supplies of food have been getting tighter and tighter. On the other side of the world, hundreds of millions of …
China is trying to fight disinflation with money supply pumping
via notayesmanseconomics: Firstly let me wish you a happy Chinese New Year for tomorrow. It has not been the best of periods for the Chinese economy as the property crisis has rumbled on. We can look at events via this mornings monetary data. At the end of January, the balance of broad money (M2) was …
If Middle East crisis leads to a ‘large disruption’ (6-8mbpd) in oil supply then the World Bank forecasts an increase in oil prices to between US$140 and US$157 a barrel.
via Simon Watkins The ability of either the U.S. or China – or even both working together – to contain Iran’s response to the attacks on its military proxies may have disappeared with the latest U.S. attacks on them. The U.S.’s toleration of increased oil flows from Iran to China also meant that Beijing was …
Money Printer goes BRRRR: China’s Surging Money Supply outpaces USA
LOST DECADES: Chinese Hang Seng Index is now trading below 1997 levels following Evergrande announcement #China is a must watch! Let's see if #liquidity works this time… pic.twitter.com/XQR5XrZs7Z — CrossBorder Capital/ GLIndexes (@crossbordercap) January 30, 2024 h/t AdAlarmed69
Worse Than Covid – New Supply Chain Threat Could CRIPPLE America
by Michael Do you remember the supply chain problems that we experienced during the darkest days of the COVID pandemic? Well, now we are being warned that the crisis in the Red Sea could actually disrupt global supply chains to an even greater degree. Needless to say, this comes at a really bad time because …
The Crisis In The Red Sea Threatens To Disrupt Global Supply Chains Even More Than The Pandemic Did
by Michael Do you remember the supply chain problems that we experienced during the darkest days of the COVID pandemic? Well, now we are being warned that the crisis in the Red Sea could actually disrupt global supply chains to an even greater degree. Needless to say, this comes at a really bad time because …
Economic Crossroads: M2 Money Supply Contracts… Signals of Deflation Risks Amidst Inflation Patterns…
Recent indicators suggest a potential shift as M2 money supply contracts sharply. While inflation has been the norm in recent years, notable declines in asset prices, such as a 25% drop in used car prices and a 50% decrease in egg prices in 2023, raise questions about deflation risks. Examining historical patterns, instances of deflation …
Biden administration has been going after our food supply in beef and vegetation and now they’re attacking Fisheries.
Biden’s assault on our food supply continues as the administration targets Fisheries, now imposing a requirement for government monitors on fishing boats. This latest move adds financial strain, with Fisheries compelled to cover a hefty $700 per day fee for the government monitors. The broader pattern of targeting various sectors of the food industry, from …
Global Shipping Costs Soar 120% in 6 Weeks Amid Geopolitical Tensions and Attacks in the Red Sea, Posing Challenges for Supply Chains and Complicating the Fed’s Role
Luckily, oil prices have fallen significantly from their highs. It's interesting that oil markets are not concerned about geopolitical tensions. This is offsetting some of the impact of higher shipping costs. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) January 16, 2024 https://twitter.com/spaghettimballs/status/1747306662032220188
Global Economic Entropy: M2 Contraction, Soaring Grocery Bills, and Supply Chain Turmoil Unveil Stagnation…
M2 money supply is contracting for the FIRST time since the 1930s ht g.o.t. pic.twitter.com/saWAj4OSoS — Win Smart, CFA (@WinfieldSmart) January 14, 2024 In the intricate web of economic indicators, a disconcerting picture emerges, suggesting a looming period of stagnation. The M2 money supply is contracting for the first time since the 1930s, a historical …
NATO Allies Escalate Military Support for Ukraine Despite U.S. Claims of Arms Supply Halt
Despite the U.S. publicly declaring an end to arms supplies to Ukraine, recent events indicate a continued influx of military aid from NATO allies. A plane carrying ammunition from the United States landed in Rzeszow, contradicting official statements. British Prime Minister Rishi Sunak’s surprise visit to Kyiv resulted in the announcement of a substantial £2.5 …