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The scale of the Fed’s stability sheet towards the S&P. Cope with it. pic.twitter.com/vdrPLflAeQ
— Dow (@mark_dow) July 11, 2023
Cash market funds took in $43bil final week…
Have now taken in almost $900bil since Oct 2022 S&P 500 low.
S&P 500 ↑ 25%+ throughout this time.
through @Todd_Sohn pic.twitter.com/15hJUwRU2A
— Nate Geraci (@NateGeraci) July 11, 2023
The Money King’s been overthrown pic.twitter.com/wWZrZcG4Qo
— Athanasios Psarofagis (@psarofagis) July 17, 2023
I’ve zero empirical proof to help this, however I’d be keen to guess the inflation discount was fairly near:
15% slower fiscal coverage
35% tight financial coverage
50% imply reversion and provide chain normalization.— Cullen Roche (@cullenroche) July 15, 2023
Fascinating tidbit from immediately’s CPI knowledge… Airline fares down 8.1% m/m and 18.9% y/y and most cost-effective since March 2022 — even within the busy summer time season. Is it US airways ramping again up capability? Or customers getting cautious about journey? pic.twitter.com/sHCrVqh6nX
— Simone Foxman (@SimoneFoxman) July 12, 2023
Goldman Sachs chief economist Jan Hatzius:
“We’re chopping our likelihood {that a} US recession will begin within the subsequent 12 months” to twenty% from 25%.
“The latest knowledge have strengthened our confidence that bringing inflation right down to a suitable stage won’t require a recession.” pic.twitter.com/DYInbxCf1H
— Nick Timiraos (@NickTimiraos) July 17, 2023
Spreads on high-yield bonds have fallen to the bottom since April 2022. If credit score is a ahead wanting indicator, it is suggesting we’re not going to see any sort of default cycle of notice. pic.twitter.com/RgeOPL92At
— Lisa Abramowicz (@lisaabramowicz1) July 17, 2023
* AMAZON: FIRST DAY OF PRIME DAY SINGLE LARGEST SALES DAY EVER
* AMAZON PRIME MEMBERS BOUGHT OVER 375M ITEMS WORLDWIDE$AMZN
— Carl Quintanilla (@carlquintanilla) July 13, 2023
For the reason that banking turmoil began in early March the inventory market is up 12%, rates of interest are usually down, and the greenback is weaker. This isn’t what I might have anticipated. pic.twitter.com/hTYaLf51cn
— Jason Furman (@jasonfurman) July 13, 2023
The numerous rise in brief charges has had no affect on mixture family disposable revenue.
Curiosity revenue from rising charges has equally matched the rise in debt service prices. Each are up 170bln annualized for the reason that post-covid backside, equally offsetting one another. pic.twitter.com/qFiwjIHqZD
— Bob Elliott (@BobEUnlimited) July 17, 2023
RAINN WILSON MISERABLE ON THE SET OF THE OFFICE – so reads dozens of CLICKBAIT headlines over final 2 days—on @BillMaher ’s pod i talked abt psychological well being & the battle 4 happiness & stability. Mentioned being at peak of success on The Workplace & how I STILL was sad I wasn’t a…
— RainnWilson (@rainnwilson) July 12, 2023
Linear TV’s share of whole TV viewing has dropped by 12% within the final two years and can quickly slip under 50%.
(Netflix and YouTube will quickly account for as a lot TV viewing as all the published networks mixed.) pic.twitter.com/iz8VPDcfXC
— Lucas Shaw (@Lucas_Shaw) July 18, 2023
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