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On these days’s display, we speak about:
Long run Evidence:
Concentrate Right here:
6-month T-bills yield is ~4.99%
S&P 500 profits yield is ~5.06%
narrowest unfold since 2001
— Katie Greifeld (@kgreifeld) February 15, 2023
I hadn’t observed the knowledge put this manner, and the state exchange in day by day retail traders’ internet influx into U.S. markets is startling. It trundled alongside at round $300b, then other people were given bored within the pandemic and day by day inflows quadrupled—and we’ve got by no means come back off. percent.twitter.com/W0BolMMlM1
— Paul Kedrosky (@pkedrosky) February 18, 2023
“A deep recession could be important to reach the two.1% inflation projection” percent.twitter.com/7GyEG72eva
— Stephen Geiger (@Stephen_Geiger) February 21, 2023
“Herbal fuel costs are down through a report 79% during the last six months,” –@bespokeinvest . “There’s no analog to the magnitude of the present decline as the most important six-month decline previous to this one was once 68%” percent.twitter.com/Badkorg0wL
— Gunjan Banerji (@GunjanJS) February 22, 2023
Fed concerned about waiters, now not extremely professional tech employees:
“contemporary discounts within the workforces of a few huge tech companies adopted a lot greater will increase over previous couple of years… those discounts didn’t seem to mirror vast unfold weak point within the call for for hard work.”
— zerohedge (@zerohedge) February 22, 2023
(Bloomberg) – Constancy Investments is on a hiring binge, having a look to fill about 4,000 new roles through midyear as rival asset managers winnow their staffs.@industry #ThingsYouDontSeeInRecesssions https://t.co/BHTVG0b7PT
— Carl Quintanilla (@carlquintanilla) February 16, 2023
“The marketplace has been systematically fallacious for the previous ten months… For the previous ten months, the consensus has anticipated a slowdown within the hard work marketplace, however each and every month the knowledge has are available higher than the consensus anticipated…” @apolloglobal‘s Slok percent.twitter.com/ikcBqoaKl2
— Sam Ro ???? (@SamRo) February 23, 2023
Selection of Realtors falling for first time in over decade. percent.twitter.com/GHlj3pG01X
— Rick Palacios Jr. (@RickPalaciosJr) February 17, 2023
The seasonally adjusted Loan Acquire Software Index falls 18.1% to 147.1.
That is the lowest acquire apps studying of the twenty first century.
On a year-over-year foundation, overall acquire apps are down 41.5%. percent.twitter.com/zl2BZcSwcg
— Lance Lambert (@NewsLambert) February 22, 2023
$HD consumers are House owners and 90% have fastened fee mortgages of five% or decrease…no motivation to promote. percent.twitter.com/NgGD1VNrc4
— Disruptor ⚡️ (@DisruptorStocks) February 21, 2023
January marked 12 consecutive per month declines in present single-family house gross sales, which is through a long way the longest streak in historical past (going again to Nineteen Sixties) percent.twitter.com/6wT9iZbNH3
— Liz Ann Sonders (@LizAnnSonders) February 23, 2023
I don’t find out about industrial actual property, however guy it’s exhausting to peer how the place of job marketplace escapes and not using a Eighties S&L wipeout of everybody concerned. https://t.co/mE801vIihh
— Mike Simonsen ???? (@mikesimonsen) February 23, 2023
American Automobile Heart, a 50-store subprime broker crew, simply went beneath this morning.
No pre-warning or anything else to consumers or staff. https://t.co/p0Z9xgoB95
— CarDealershipGuy (@GuyDealership) February 25, 2023
Unique supply: https://t.co/EEri35mozb
— CarDealershipGuy (@GuyDealership) February 26, 2023
$111K Jeep ???? welcome to 2023 percent.twitter.com/4n3f5PDf3t
— CarDealershipGuy (@GuyDealership) February 27, 2023
Tremendous Bowl making a bet breaks information. This will have to be on Animal Spirits @awealthofcs @michaelbatnick
— caseyjones.eth ???? (@DDreery) February 14, 2023
“American citizens Going Out to Consume Like By no means Sooner than”
– @bespokeinvest #RetailSales percent.twitter.com/LTwsrcosAv
— Carl Quintanilla (@carlquintanilla) February 15, 2023
I posted my credit score ranking on a relationship app — I were given such a lot of dates in 30 days https://t.co/w4225uN4rx percent.twitter.com/rYlCAKOq3U
— New York Put up (@nypost) February 16, 2023
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