What do bonds know? pic.twitter.com/hfPPz08i8s
— Lawrence McDonald (@Convertbond) June 21, 2024
The US Consumer – How is the bottom 60% doing? pic.twitter.com/LS55ctBeZ5
— Lawrence McDonald (@Convertbond) June 21, 2024
Another indicator back to ‘COVID lows’ pic.twitter.com/iwlNAoUUDb
— Don Johnson (@DonMiami3) June 21, 2024
Housing starts and building permits have dropped to the lowest since July and June 2020, respectively.@KoyfinCharts pic.twitter.com/T1JeEHYJpu
— Daily Chartbook (@dailychartbook) June 21, 2024
Key consumer metrics flashing green (0), yellow (4), and red (1). via BofA pic.twitter.com/tGLBts0aFK
— Win Smart, CFA (@WinfieldSmart) June 21, 2024
The South and Midwest have the highest share of underwater mortgages, per Attom + Axios: pic.twitter.com/FFLITLhMs4
— unusual_whales (@unusual_whales) June 21, 2024
The yield curve is on the brink of steepening significantly, making it arguably the most critical macro indicator right now.
Historically, the widening spread between long-term and short-term rates post-inversion often signals an impending recession.
It's important to note that… pic.twitter.com/VeIrXkFRoC
— Otavio (Tavi) Costa (@TaviCosta) June 21, 2024
Views: 1,867