Today's topics include Fed cycles & market bottoms, Zoltan on a US recession, Chinese housing bust hits metals, liquidity drying up in China, labor shortages, supply chains stay strained, peak bearishness, a tale of two markets, housing boom slows, and estimating labor market growth
While many major asset classes back off record returns on the year as bonds rally and commodities cool off, returns continue to stay at historical extremes.
With Q2 2022 earnings season underway, revenue and earnings growth expectations for Q2 continue to surprise yet expectations for future growth are crashing as uncertainties around the economy grow.
Today's topics include is the belief that inflation is transitory dead?, are we in a recession?, bond market chaos, ignoring the macro environment, on the recent rally, rents back off, market rally faces an august test, venture capital is on the way down, office real estate, and crypto follows watch for the "flippening"
Many have called June the peak in yields. Yet, as yields soared this year, flows did not indicate capitulation. As the bond market continues to rally since mid-June, inflows have come in strong.
Bonds mutual funds and ETFs saw net outflows of $57 billion in June despite government bond funds seeing inflows.
Today's topics include talkin' recession, more on the recession debate, forecasting failures, the markets hear what they want to hear, Europe's energy crisis, charting the Fed's rate hike campaign, the broken pension system, Chinese GDP, and has the shipping logjam simply moved to different areas?
Some of the interns best work pic.twitter.com/4HHxcUZVe8 — Hsaka (@HsakaTrades) July 28, 2022
A look at the size of various markets compared to the U.S. economy
Today's topics include no more baby steps, understanding Fedspeak, hawk or dove?, the good news of a downturn, tracking debt, on inventories, and using crypto to change the music industry.