I believe we now all agree the #inflation genie, or perhaps “devil,” is back with a vengeance. Who could have foreseen that? Well… I did 3 months ago ( “The Real Fight Against #Inlfation Has Not Even Started Yet” ), but most people were too busy getting drunk on the…
Tag:#inflation
THE PILE OF LIES USED TO RAISE THIS #STOCKS BULL MARKET UP TO THE SKY IS NOT WITHSTANDING GRAVITY ANYMORE
From $NVDA to Janet Yellen, from $AAPL to Jerome Powell, from $SMCI to Gary Gensler, from Joe Biden to the #BLS, from Rishi Sunak to $HSBC, from Christine Lagarde to #GermanRealEstate, from the #BOJ to $GOOG and on and on. What do all those I mentioned have in common? They…
THE #STOCKS HOUSE OF CARDS IS WOBBLING… AGAIN
Between the end of September and the beginning of October 2023, the #MOAB (Mother of All Bubbles) house of cards was dangerously wobbling. In a great coup de theatre, Jerome Burns managed to pull a “FED ghost pivot” 🐇 out of his magic hat, which sent everyone on a #FOMO…
THE (FAKE) NARRATIVE THAT FUELED THE BREAKNECK #STOCKS RALLY SINCE LAST OCTOBER JUST CRUMBLED – WHAT HAPPENS NOW?
To anyone who lives in the real world, it has always been clear that #inflation wasn’t truly cooling down as the official (politically adjusted) CPI data pretended to portray (TwitterX). If you want to have a live snapshot of the distorted reality “economists” see from the high rise ivory towers…
IS $NYCB THE CANARY IN THE $UBS COAL MINE?
Sorry, folks, but after our beloved Jerome Burns’s performance at the last #FOMC, 2 things are clear: 🚩 The #FED knows they’ve screwed up the fight against #inflation and it’s going to flare back up to a point where (political) adjustment won’t be able to hide what’s obvious in the…
TRADERS AND (ZOMBIE) COMPANIES NOW PRAYING #INFLATION IS NOT COMING BACK
The text discusses concerns about a potential resurgence of inflation, challenging the notion that central banks have successfully tamed it. Recent UK inflation data for December suggests a possible upward trend, prompting questions about the Federal Reserve’s rate-cutting plans. Bond traders are adjusting their bets, and the author predicts a likely rise in interest rates unless a significant event disrupts the current pattern. The impending maturity of substantial debt in 2024 adds pressure on yields. Regarding stocks, the author questions the bullish outlook, considering the impact of rising rates and the potential for another crisis. The conclusion advises caution and suggests buying insurance amid market uncertainties.