Newsclips
Cartoons
July 29, 2022
Some of the interns best work pic.twitter.com/4HHxcUZVe8 — Hsaka (@HsakaTrades) July 28, 2022
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.
This guy is unbelievable pic.twitter.com/Wbdftnoto8 — Inverse Cramer (@CramerTracker) July 26, 2022
Today's topics include final check-in before today's FOMC meeting, in search of neutral, the Fed's profit margins are being squeezed, the Phillips curve, European gas still on the rise, housing will determine odds of recession, the dollar, draining the strategic petroleum reserve, big earnings day tomorrow, financial espionage, and even Cathie Wood is giving up on Coinbase.
Inflation is a global problem, but the U.S. has a bigger problem than most. The U.S. increased its money supply more than any country and sent out more pandemic stimulus than anyone else. So, while the Fed cannot print ships or barrels of oil, they can rein in this excess demand-driven inflation by remaining aggressively hawkish.
Some market sentiment measures have reached levels at which the Fed used to intervene. With the fight against inflation now a top priority, the Fed put can no longer be relied upon.
Today's topics include checking in on yield curves, don't expect too much guidance at tomorrow's FOMC meeting, inflation becoming more entrenched in Japan, keeping an eye on Nord Stream flows, dr. doom sees severe recession, big oil profits, the benefits of hybrid work, stablecoin regulation delayed, and negative-yielding debt.
A replay of our July 28, 2022 conference call.
With Q2 2022 earnings season underway, revenue and earnings growth expectations stagnated and expectations for future growth are declining as uncertainties around the economy grow.