Browse Stacks: Business
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Asset Value of Household Real Estate, 1987-2022
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Housing Production Versus House Prices Since Q2 1995
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Y/Y And M/M Existing Home Sales, 2005-2022
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XLE, energy sector (oil and gas)
Energy sector froggies in a pot that will oh so slowly come to a boil (disclosure: short Energy).
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2y10y curve closed at the most inverted level in 40 years last night
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50/100 MA Cross. Seems a decent chart.
Contra Corner Why The Fed Is Gonna Break Some Serious Financial...
Contra Corner Why The Fed Is Gonna Break Some Serious Financial...
Contra Corner Why The Fed Is Gonna Break Some Serious Financial...
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Getting close to the trend line
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Americans' Savings Rate Plunges Near Record Lows As Inflation Overwhelms Income Growth
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Home Prices Plunge Most Since 2009
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6 Month Treasury Yield
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Contra Corner The Folly Of Central Banking In One Country, Parts...
Household Financial Asset Versus Nominal GDP, 1987-2021
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The latest recession probability models by Bloomberg economists Anna Wong and Eliza Winger forecast a higher recessio...
Contra Corner No Pivot For You! - David Stockman's Contra Corner
Y/Y Change In CPI For Shelter And Its Components, 2012-2022
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Contra Corner No Pivot For You! - David Stockman's Contra Corner
CPI for Services, 2012 to 2022
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Message from KimDotCom. With a name beginning with Kim shouldn't he be CEO of North Korea or somewhere like that?
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Sadly, real wages are lower for Americans for the 18th straight month...
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Lots of room to the downside
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.75% rate hike probability rises with commodity bounce, inflatio...
Gold vs. Inflation Expectations has popped above the SMA 50. If you're a gold bug and want to see a solid rally in...
.75% rate hike probability rises with commodity bounce, inflatio...
CME Group now up to nearly 73% forecast of +.75% on Nov. 2nd.
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.75% rate hike probability rises with commodity bounce, inflatio...
While inflation expectations fade DBC bounces. I am short DBC and want to see the divergence resolve downward.
.75% rate hike probability rises with commodity bounce, inflatio...
Inflation expectations continue to fade.
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Biden's political emptying of the SPR has left it with a record low of just 22 days supply...
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Home Prices Crash At Fastest Pace Since Lehman Bankruptcy
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The Fed’s fund rate has climbed 300bp in 12M, leading to extreme moves across markets. In particular, the third...
The Big Short Squeeze Is Coming | ZeroHedge
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It's just all so beautiful..........
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According to CBO’s projections, interest payments would total around $66 trillion over the next 30 years and wou...
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‘Last inflated man standing’ needs a crutch – Notes From t...
"Last inflated man standing" may be joining the bear fest.
Last ditch for the speculative inflation trades – Notes From t...
Last ditch support for the most speculative 'inflation trade' stuff. Brutally bearish weekly chart.
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downtrending channel
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US Manufacturing Surveys Signal Weakest Growth In Over 2 Years, Prices Paid Plunges
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Inflation-Adjusted 30-Year Mortgage Rate, 1979-1985
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Inflation-Adjusted 30-Year Mortgage Rate, 2000-2022
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Months Supply of New Homes, 2000-2022
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Housing Starts Crater In July As Bottom Falls Out Of The Market
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PMI survey point to continued deceleration that appears to be steeper/more severe than what we saw in 2019.
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Homebuilder Confidence Plummets For 8th Consecutive Month, Worst Slump Since 2007 Crash
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NY Fed Manufacturing Unexpectedly Craters In 2nd Biggest Drop On Record
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Contra Corner No, Joe Biden, Inflation Is Not 0.0% - David Stockman...
Y/Y Change In 16% Trimmed Mean CPI, 1984-2022
Contra Corner No, Joe Biden, Inflation Is Not 0.0% - David Stockman...
Y/Y Change CPI Services, Excluding Energy Services, 1991-2022
Contra Corner No, Joe Biden, Inflation Is Not 0.0% - David Stockman...
Nevertheless, with July’s “mere” 8.5% Y/Y increase in the CPI, real weekly wages plunged by -3.2%. That mark...
Contra Corner Why Today's Inflation Challenge Would Have Flummox...
Real Yield In 10-Year UST, 1979-2022
Contra Corner Why Today's Inflation Challenge Would Have Flummox...
Y/Y Change In Total Compensation Cost Index For All Private Sector Workers, 2002-2022
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It's nice to see that humanity still has SOME intelligence left. What a wipeout! Wow!
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Atlanta Fed Slashes Q3 GDP Growth As PMI Plunges
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Owners’ Equity in Real Estate, 2000-2022
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Recession is here, no matter what the Biden blog tries to redefine it as........
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Retail Inventory-to-Sales Ratio For General Merchandise Stores, 2007-2022
30yr on the way to 2.5%? – Notes From the Rabbit Hole
30yr yield headed to 2.5% (monthly chart) even as the eggheads prepare to hike.
30 year treasury bond yield
30 year yield headed to 2.5% (daily chart) even as the eggheads prepare to hike.
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Purchasing Power of The Consumer Dollar Since January 2000
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Inflation-Adjusted Fed Funds Rate, 2008-2022
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US pump prices have tumbled now for 34 straight days, President Biden's approval rating has just collapsed to a ne...
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Y/Y Change In PPI for All Commodities, 1947-2022
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China GDP Growth Plunges In Q2
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Y/Y Change In CPI For Hotels And Restaurants, 2012-2022
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Y/Y Change In CPI Services, 2018-2022
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For four of the last 5 months, the S&P 500 has fallen by an average 0.78% on CPI day...
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3M10Y spread is collapsing...
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Yield curve (2s10s) tumbling to its most inverted since 2007...
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The Short-end of the curve was the hardest hit, with 2Y rising 220bps in H1 and 30Y up 123bps...
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The US economy saw false hopes of recovery in Q1 of 2022, only to have that slapped in the face of optimists in Q2...
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GDP deflator—the mother of all inflation measures—-got re-pinned to +8.2%. That’s the highest gain since June 1981!
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inflation expectations and gold stocks
It's wrongheaded, but the inflation bugs are damaging gold stocks once again as inflation rolls over. Hint: you ne...
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T-Bill yield up, RINF down today – Notes From the Rabbit Hole
Curious divergence today as 3 mo. T-bill yield is up, inflation expectations tracker down.
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Purchasing Power of Consumer Dollar Since December 2019
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Chart a bit complicated, but it is all support and resistance.
RBLX doesn't want to quit. Right now just over pr...
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'Misery' Index (adjusted using CPI and LFPR) to its worst since Jimmy Carter was president...
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