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TOPICS AND TIMESTAMPS:

Hmmm 0:00

Starting To Crack 0:15

The One Commodity 4:26

Domino Effect 5:55

China Inflation 11:10

Unemployment is at 3.6% so you would think the economy is healthy? Well what if I told you the real jobs data show it has begun to crack?

The One Commodity That Won’t Stop Soaring | OilPrice.com

https://oilprice.com/Energy/Energy-General/The-One-Commodity-That-Wont-Stop-Soaring.html

Commodities Slump Is Set to Give India Relief From Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-09/commodities-slump-is-set-to-give-india-relief-from-inflation?srnd=premium-canada

Why Developing Countries Are Facing a Debt Default Crisis - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-07/why-developing-countries-are-facing-a-debt-default-crisis?srnd=premium-canada

Buy Now, Pay Later for NFTs: Bored Ape Yacht Club Buyers Can Now Use BNPL - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-08/buy-now-pay-later-for-nfts-bored-ape-yacht-club-buyers-can-now-use-bnpl?srnd=premium-canada

Freshii’s ‘virtual cashiers’ make $3.75 an hour and have been called ‘outrageous’ — now the chain’s founder wants to go global | The Star

https://www.thestar.com/business/2022/07/08/percy-the-virtual-cashier-founders-shrug-off-critics-and-plan-to-grow-start-up-into-a-multinational-company.html?utm_source=Twitter&utm_medium=SocialMedia&utm_campaign=Business&utm_content=freshiicashier&utm_source=twitter&source=torontostar&utm_medium=SocialMedia&utm_campaign=&utm_campaign_id=&utm_content=

China’s Consumer Inflation Hits Two-Year High on Pork Rally - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-09/china-s-consumer-inflation-hits-two-year-high-on-pork-rally?srnd=premium-canada

China's passenger vehicles see robust June retail sales -Xinhua

https://english.news.cn/20220706/2577ddd811354753903a73b86171fb34/c.html

2022-07-08_05-32-22.jpg (1054×663)

https://cms.zerohedge.com/s3/files/inline-images/2022-07-08_05-32-22.jpg?itok=S9qBIl6R

Germany’s largest landlord to restrict heating at night

https://www.thelocal.de/20220707/germanys-largest-landlord-to-restrict-heating-at-night/

unexplained jobs differential.jpg (925×566)

https://cms.zerohedge.com/s3/files/inline-images/unexplained%20jobs%20differential.jpg?itok=tTefl-CB

multiple jobs.jpg (1268×643)

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TOPICS AND TIMESTAMPS:

The Fall 0:00

Oil Sent Overseas 0:18

Biggest Impact on Poor 5:45

Fed Balance Sheet Shrinking 9:31

Ok, so hear me out: inflation that we’re seeing today is actually being made worse, and it’s hitting lower income people the hardest. Want to know why?

Here’s Where Car Payments Cost More Than Rent in the US - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-06/here-s-where-car-payments-cost-more-than-rent-in-the-us?srnd=premium

Dollar continues dream run, little stands in its way

https://finance.yahoo.com/news/dollar-continues-dream-run-little-004030866.html

Fed’s Waller Backs 75 Basis-Point Interest Rate Hike, Dismisses Recession Fears - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-07/fed-s-waller-backs-75-basis-point-hike-at-meeting-this-month?srnd=premium

Fed Hawks Back 75 Basis-Point July Hike, Still See Soft Landing

https://finance.yahoo.com/news/fed-waller-backs-75-basis-172823965.html

Oil from U.S. reserves sent overseas as gasoline prices stay high | Reuters

https://www.reuters.com/business/energy/oil-us-reserves-head-overseas-gasoline-prices-stay-high-2022-07-05/

Copper’s Slide Signals Mounting Recession Concern - WSJ

https://www.wsj.com/articles/coppers-slide-signals-mounting-recession-concern-11657162793

US Recession Is Already Here, Wells Fargo Investment Institute Says - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-07/us-recession-is-here-according-to-wells-fargo-investment-group?srnd=premium

Bloomberg - Bloomberg

https://www.bloomberg.com/

High Power Costs Force US Industrials, Factories to Shut - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-07/high-power-costs-force-us-industrials-factories-to-shut?srnd=premium

Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level (WALCL) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/WALCL

US Pandemic Checks Had No Lasting Impact on Poor, Study Shows - Bloomberg

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TOPICS AND TIMESTAMPS:

Slowdown 0:00

Eyes On the Fed 0:16

Economy Halting 4:19

Don’t Buy the Dip 8:31

What To Watch For 10:52

This is not a simple slowdown, this will be much more difficult. If you recognize the patterns in what I will show you today, you will be able to navigate and hopefully prosper. Sound good?

Fed minutes June 2022

https://www.cnbc.com/2022/07/06/fed-minutes-june-2022.html

https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/19dafc17-c851-45f1-b783-e41d8ca1e7c9_1000x477.jpeg (1000×477)

https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F19dafc17-c851-45f1-b783-e41d8ca1e7c9_1000x477.jpeg

recessions more frequent.jpg (721×426)

https://cms.zerohedge.com/s3/files/inline-images/recessions%20more%20frequent.jpg?itok=pLdSd7OP

private sector capital flows.jpg (1066×1000)

https://cms.zerohedge.com/s3/files/inline-images/private%20sector%20capital%20flows.jpg?itok=fBGs9m2z

Online Ad Slump Won’t Be a Blip for Google, Facebook, Others - WSJ

https://www.wsj.com/articles/online-ad-slump-wont-be-a-blip-for-google-facebook-others-11657105381

Supermarkets put security tags on cheese blocks as stores tackle shoplifting amid soaring food costs

https://www.msn.com/en-gb/news/uknews/supermarkets-put-security-tags-on-cheese-blocks-as-stores-tackle-shoplifting-amid-soaring-food-costs/ar-AAZeau2

Are widespread layoffs coming? How the pandemic has changed employers' recession strategy

https://news.yahoo.com/widespread-layoffs-coming-pandemic-changed-120031683.html

2022-07-06_07-02-02.jpg (896×651)

https://cms.zerohedge.com/s3/files/inline-images/2022-07-06_07-02-02.jpg?itok=3bqm6JXs

UK new car sales: weakest June since 1996 | Auto Express

https://www.autoexpress.co.uk/news/105893/uk-new-car-sales-weakest-june-1996

(1) Tom Hearden on Twitter: "$1 invested in $GE in Q4 1994 is worth $1 today https://t.co/OiJq02mghV" / Twitter

https://twitter.com/followtheh/status/1544744863727591425

Petar Momchev on Twitter: "Druckenmiller: "I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to change the market direction."" / Twitter

https://twitter.com/momchev12/status/1544663585661616134?s=21&t=YodzU7XdulG7RnhrjvEXWQ

Macau locks down landmark Lisboa hotel after COVID cases found | Reuters

https://www.reuters.com/world/china/macau-locks-down-landmark-lisboa-hotel-after-covid-cases-found-2022-07-06/

Nothing on Horizon to Rival Dollar’s Status, Fed Study Finds

https://finance.yahoo.com/news/nothing-horizon-rival-dollar-status-131852935.html

Consumers Say 2022 Is the Worst Economy Ever - WSJ

https://www.wsj.com/articles/consumers-say-2022-is-the-worst-economy-ever-11657103575

Are U.S. Gasoline Refiners Running Out Of Steam? | OilPrice.com

https://oilprice.com/Energy/Crude-Oil/Are-US-Gasoline-Refiners-Running-Out-Of-Steam.html

Europe Forced To Pay Even Higher Prices To Fill Gas Storage | ZeroHedge

https://www.zerohedge.com/commodities/europe-forced-pay-even-higher-prices-fill-gas-storage

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TOPICS AND TIMESTAMPS:

Recession 0:00

Falling Currencies 0:20

Oil Tumbles 3:35

Recession Deflation 8:06

Weak Economy 12:12

Solutions 14:32

-The Money GPS Main Point, Nutshell

-If you stick with me through this whole video I will show you why this recession could be more brutal, and longer than any you have lived through. Then I will tell you steps you can take to mitigate the problems.

-Fed hiking into a recession. Employment looking good. Room to move

-Holding more cash than appropriate particularly if in non USA. Trim losers on bounces. Invest in yourself right now, knowledge, preparation.

Euro slides to 20-year low against the dollar as recession fears build

https://www.cnbc.com/2022/07/05/euro-slides-to-20-year-low-against-the-dollar-as-recession-fears-build.html

US Recession Fear Puts Dollar on Course for Biggest Gain Since 2020 - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-05/recession-fear-puts-dollar-on-course-for-biggest-gain-since-2020?srnd=premium-canada

2022-07-05_08-02-12.jpg (917×623)

https://cms.zerohedge.com/s3/files/inline-images/2022-07-05_08-02-12.jpg?itok=kS1Z3wHZ

EURUSD 2022-07-05_7-34-14.jpg (1273×665)

https://cms.zerohedge.com/s3/files/inline-images/EURUSD%202022-07-05_7-34-14.jpg?itok=_snp7U8d

Oil tumbles as much as 10%, breaks below $100 as recession fears mount

https://www.cnbc.com/2022/07/05/oil-tumbles-more-than-8percent-breaks-below-100-as-recession-fears-mount.html

2022-07-05_08-11-09.jpg (912×622)

https://cms.zerohedge.com/s3/files/inline-images/2022-07-05_08-11-09.jpg?itok=m6gm0Lfx

The Global Energy Crisis Just Got Even Worse. Here's Why - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-05/the-global-energy-crisis-just-got-even-worse-here-s-why?srnd=premium-canada

ttf july 5.jpg (1272×662)

https://cms.zerohedge.com/s3/files/inline-images/ttf%20july%205.jpg?itok=6sklUf_A

View Details

TOPICS AND TIMESTAMPS:

Recession 0:00

Inflation or Recession 0:22

Recession Repeat? 6:24

Economy Down 8:14

Getting Expensive 11:06

Solutions 14:44

No more whispers: Recession talk surges in Washington - POLITICO

https://www.politico.com/news/2022/07/04/recession-talk-surges-in-washington-00043818

Biden China Tariffs: President Nearing Rollback of Some Duties to Curb Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-04/biden-close-to-rollback-of-china-tariffs-to-fight-inflation?srnd=premium

Inflation Expectations Hit Record in Bank of Canada Surveys - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-04/bank-of-canada-says-near-term-inflation-expectations-hit-record

What Will the Next Recession Look Like? Long and Painful - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like

George-Costanza-eating-burger-600x315.jpg (600×315)

https://cdn.mamamia.com.au/wp/wp-content/uploads/2016/06/17134620/George-Costanza-eating-burger-600x315.jpg

global recession nomura.jpg (888×441)

https://cms.zerohedge.com/s3/files/inline-images/global%20recession%20nomura.jpg?itok=FIyAeQyw

No experience, no resume, you're hired! Hotels fight for staff | Reuters

https://www.reuters.com/world/europe/no-experience-no-resume-youre-hired-hotels-fight-staff-2022-07-04/

Vital TSMC Supplier Warns of Chip Material Price Hikes Into 2023 - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-04/vital-tsmc-supplier-warns-of-chip-material-price-hikes-into-2023?srnd=premium

Chipmakers’ Struggles Have Wall Street Worried About a Recession - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-01/chipmakers-struggles-have-wall-street-worried-about-a-recession?srnd=premium

EU Imports More U.S. LNG Than Russian Pipeline Gas For The First Time Ever | OilPrice.com

https://oilprice.com/Energy/Natural-Gas/EU-Imports-More-US-LNG-Than-Russian-Pipeline-Gas-For-The-First-Time-Ever.html

Uniper in Talks Over Bailout Package to Plug $9.4 Billion Hole - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-04/uniper-in-talks-over-bailout-package-to-plug-9-4-billion-hole?sref=6uww027M

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TOPICS AND TIMESTAMPS:

The Cycle 0:00

$700 Car Payment 0:27

Inflation Situation 4:58

Real Estate 6:58

The 60/40 Portfolio 9:55

Monthly car payments have crossed a record $700. What that means : NPR

https://www.npr.org/2022/07/02/1109105779/monthly-car-payments-record-700

New-Vehicle Affordability Declines Again in May, Typical Monthly Payment Hits New Record of $712 - Cox Automotive Inc.

https://www.coxautoinc.com/market-insights/may-2022-vai/

May-2022-Cox-Automotive-Moodys-Analytics-VAI-chart.jpg (5350×3129)

https://www.coxautoinc.com/wp-content/uploads/2022/06/May-2022-Cox-Automotive-Moodys-Analytics-VAI-chart.jpg

fig 4 msa.jpg (578×485)

https://cms.zerohedge.com/s3/files/inline-images/fig%204%20msa.jpg?itok=wSTdqbrZ

IEA: Global Nuclear Capacity Needs To Double To Meet Net-Zero Goals | OilPrice.com

https://oilprice.com/Energy/Energy-General/IEA-Global-Nuclear-Capacity-Needs-To-Double-To-Meet-Net-Zero-Goals.html

National Survey Finds 83% of Consumers are Cutting Back on Personal Spending, Travel Due to Inflation

https://www.provident.bank/press-releases/national-survey-finds-83-of-consumers-are-cutting-back-on-personal-spending-travel-due-to-inflation

interest-rate-hikes-vs-inflation-1.jpg (1200×1048)

https://www.visualcapitalist.com/wp-content/uploads/2022/06/interest-rate-hikes-vs-inflation-1.jpg

Will Home Prices Fall? Sudden Housing Turn Has Sellers Paring Expectations - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-01/will-home-prices-fall-sudden-housing-turn-has-sellers-paring-expectations#:~:text=The%20rapid%20rise%20in%20mortgage,homes%20in%20Las%20Vegas%2C%20Nevada.

2022-06-30_09-45-27.png (855×575)

https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_09-45-27.png?itok=mo5RP61d

UK Told Poorest Are ‘Brutally Exposed’ to Cost of Living Crisis - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-03/uk-told-poorest-are-brutally-exposed-to-cost-of-living-crisis#:~:text=The%20poorest%20families%20in%20the,stagnation%2C%20the%20Resolution%20Foundation%20warned.

Bond Holders Look to Recession for Salvation After Vicious Half - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-02/bond-holders-look-to-recession-for-salvation-after-vicious-half?srnd=premium-canada

Amazon cancels, delays wave of planned warehouses - FreightWaves

https://www.freightwaves.com/news/amazon-cancels-or-delays-plans-for-at-least-16-warehouses-this-year?utm_content=213572964&utm_medium=social&utm_source=facebook&hss_channel=fbp-179175252108775

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TOPICS AND TIMESTAMPS:

Recession 0:00

Consumer Goes Down 0:33

Cash Is Trash 4:38

Russia Stopping Food Exports 10:35

Americans Are Buying Cheaper Meat, Slashing Subscriptions: Report

https://www.businessinsider.com/inflation-cheaper-meat-slashing-subscriptions-new-york-times-report-2022-6

Cooling Demand for Goods Threatens to Turn Pandemic Boom Into Bust - WSJ

https://www.wsj.com/articles/cooling-demand-for-goods-threatens-to-turn-pandemic-boom-into-bust-11656674342

The Worst Stock Selloff In Half a Century Might Not Be Done Yet

https://finance.yahoo.com/news/worst-stock-selloff-half-century-090513988.html

Startups to Face ‘Hard Times’ After Market’s Plunge, Gao Says - Bloomberg

https://www.bloomberg.com/news/articles/2022-07-01/startups-to-face-hard-times-after-market-s-plunge-gao-says?srnd=premium-canada

Russia to export agricultural products to ‘friendly countries’ only — RT Business News

https://www.rt.com/business/557260-russia-agricultural-products-friendly-countries/

Revisiting Ukraine, Russia, and Agricultural Commodity Markets • farmdoc daily

https://farmdocdaily.illinois.edu/2022/02/revisiting-ukraine-russia-and-agricultural-commodity-markets.html

wheatshrt.jpg (1020×1004)

https://cms.zerohedge.com/s3/files/inline-images/wheatshrt.jpg?itok=YiJhLG0K

Metals meltdown: Fears of a global slowdown see prices tumbling | The Financial Express

https://www.financialexpress.com/industry/metals-meltdown-fears-of-a-global-slowdown-see-prices-tumbling/2573544/

unnamed (12)_86.png (974×535)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2812%29_86.png?itok=DzD3VJmb

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https://cms.zerohedge.com/s3/files/inline-images/unnamed_502.png?itok=MPJsbDlC

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View Details

TOPICS AND TIMESTAMPS:

What’s First? 0:00

Winners and Losers 0:21

Economic Perfect Storm 5:53

Pay Close Attention 13:41

Pedal Off the Metal? 14:46

View Details

TOPICS AND TIMESTAMPS:

Only One 0:00

This Is Everything 0:23

Michael Burry 3:04

Deflation 4:01

Fed Repo Insanity 9:27

2022-06-30_11-41-25.jpg (1082×694)

https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_11-41-25.jpg?itok=mDls71K-

Recession fear could become a self-fulfilling prophecy

https://www.axios.com/2022/06/30/recession-inflation-economy-jobs-fed-wall-street

GDPNow - Federal Reserve Bank of Atlanta

https://www.atlantafed.org/cqer/research/gdpnow.aspx

Stocks fall, S&P 500 posts worst first half in decades

https://www.cnbc.com/2022/06/29/stock-market-futures-open-to-close-news.html

(1) Cassandra B.C. on Twitter: "Adjusted for inflation, 2022 first half S&P 500 down 25-26%, and Nasdaq down 34-35%, Bitcoin down 64-65%. That was multiple compression. Next up, earnings compression. So, maybe halfway there." / Twitter

https://twitter.com/michaeljburry/status/1542603312867905538?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1542603312867905538%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.bloomberg.com%2Fnews%2Farticles%2F2022-06-30%2Fscion-s-burry-thinks-we-may-be-about-halfway-through-market-fall

Can I Buy a House? More Properties Listed in Supply-Starved Market - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-30/home-listings-surge-in-turnabout-for-supply-starved-us-market

Fed’s preferred inflation measure rose 4.7% in May, around multi-decade highs

https://www.cnbc.com/2022/06/30/feds-preferred-inflation-measure-rose-4point7percent-in-may-near-40-year-high.html

4351943_0d490d55d76d78d9a334267e4d0438d2_jpegff3a024f48afe714f6fcd9e99eda63b5 (597×763)

https://www.nairaland.com/attachments/4351943_0d490d55d76d78d9a334267e4d0438d2_jpegff3a024f48afe714f6fcd9e99eda63b5

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_08-01-16.jpg?itok=Dm-S3i1G

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_08-06-54.jpg?itok=47GR44Yu

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_12-12-30.jpg?itok=BnNI349R

2022-06-30_12-07-55.jpg (1084×711)

https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_12-07-55.jpg?itok=pfrnvmwo

Can I Buy a House? More Properties Listed in Supply-Starved Market - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-30/home-listings-surge-in-turnabout-for-supply-starved-us-market

View Details

TOPICS AND TIMESTAMPS:

Here We Go 0:00

Recession Indications 0:17

Consumer Weakness 6:17

US Dollar Smashed 10:02

+11.5% rise above the minimum level over the previous year provides the most accurate and timely signal of recession risks since the data becomes available in the 1960s. It works for each recession and normally leads by around 2 months.

Final Q1 GDP -1.6%; What's in Store for Q2? | Nasdaq

https://www.nasdaq.com/articles/final-q1-gdp-1.6-whats-in-store-for-q2

2022-06-29_05-36-37.jpg (959×687)

https://cms.zerohedge.com/s3/files/inline-images/2022-06-29_05-36-37.jpg?itok=EYzjEbgr

jobless claims recession indicator.jpg (706×409)

https://cms.zerohedge.com/s3/files/inline-images/jobless%20claims%20recession%20indicator.jpg?itok=n8huYWP5

jobless claims 2.jpg (705×387)

https://cms.zerohedge.com/s3/files/inline-images/jobless%20claims%202.jpg?itok=Bgvj3rf6

Michael Burry Archive (@BurryArchive) / Twitter

https://twitter.com/BurryArchive/status/1541967656680673280/photo/1

Inflationary concerns outweigh expected income growth | University of Michigan News

https://news.umich.edu/inflationary-concerns-outweigh-expected-income-growth/

As Prices Skyrocket, Coupons Are Harder to Find Than Ever – DNyuz

https://dnyuz.com/2022/06/29/as-prices-skyrocket-coupons-are-harder-to-find-than-ever/

2022-06-29_06-37-58.jpg (1280×792)

https://cms.zerohedge.com/s3/files/inline-images/2022-06-29_06-37-58.jpg?itok=9obZGg6y

Canada Inflation Rate Drives Consumer Confidence to Crisis-Era Lows - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-27/inflation-drives-canadian-consumer-confidence-to-crisis-era-lows?srnd=premium-canada

93% of Working Americans Have A Side Hustle in 2022

https://www.insuranks.com/side-hustles-2022

2022 Business Leaders Outlook

https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/leadership/global-blo-full-report-final-ada.pdf

EXCLUSIVE India's top cement maker paying

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TOPICS AND TIMESTAMPS:

Missteps 0:00

Pension Funds 0:31

Big Change in Canada 3:36

BRICS Expand 5:53

Companies and Inflation 8:30

Pension Funds Plunge Into Riskier Bets—Just as Markets Are Struggling - WSJ

https://www.wsj.com/articles/pension-funds-plunge-into-riskier-betsjust-as-markets-are-struggling-11656274270?mod=itp_wsj&ru=yahoo

The next financial hammer to fall: Public pension funds | The Hill

https://thehill.com/opinion/finance/3539537-the-next-financial-hammer-to-fall-public-pension-funds/

Canada Tightens Rules on Riskiest Revolver-Tied Mortgages - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-28/canada-tightens-rules-on-riskiest-revolver-tied-mortgages?srnd=premium-canada

East Tennessee food processing plant closing, 200 jobs lost

https://www.wvlt.tv/2022/06/24/east-tennessee-food-processing-plant-closing-200-jobs-lost/

Iran, Argentina seek BRICS membership | World News,The Indian Express

https://indianexpress.com/article/world/iran-argentina-seeks-brics-membership-7996664/

At BRICS summit, China sets stage to tout its governance model | Economy | Al Jazeera

https://www.aljazeera.com/economy/2022/6/22/at-brics-summit-china-seeking-stage-for

Russia's Putin and Brazil's Bolsonaro discuss global food security | Reuters

https://www.reuters.com/world/russias-putin-brazils-bolsonaro-discuss-global-food-security-2022-06-27/?taid=62ba52bc7240840001f374f1&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter

Soaring inflation and crashing rates are sparking trucking’s ‘Great Purge’ - FreightWaves

https://www.freightwaves.com/news/truckings-market-crash-severe-amid-inflation?utm_content=212850847&utm_medium=social&utm_source=facebook&hss_channel=fbp-179175252108775

Tesla lays off about 200 autopilot workers in latest cuts - BNN Bloomberg

https://www.bnnbloomberg.ca/tesla-lays-off-hundreds-of-autopilot-workers-in-latest-staff-cut-1.1785179

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2810%29_190.png?itok=twTan7gU

Nowhere to hide from the collapse of the everything bubble | Fortune and Freedom

https://fortuneandfreedom.com/topic/nowhere-to-hide-from-the-collapse-of-the-everything-bubble/

The Flight of New York City’s Wealthy Was a Once-in-a-Century Shock – DNyuz

https://dnyuz.com/2022/06/28/the-flight-of-new-york-citys-wealthy-was-a-once-in-a-century-shock-2/

Ken Griffin's Citadel Move: Firm Seen Behind Record $363 Million Miami Land Buy - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-28/ken-griffin-s-citadel-move-firm-seen-behind-record-363-million-miami-land-buy

Google Bets Big on Government Business with New Division - Nextgov

https://www.nextgov.com/technology-news/2022/06/google-bets-big-government-business-new-division/368694/

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TOPICS AND TIMESTAMPS:

What’s Happening 0:00

Michael Burry 0:19

Inflation Ceiling 6:07

China 10:55

Michael Burry Archive (@BurryArchive) / Twitter

https://twitter.com/BurryArchive/status/1541419758368825346/photo/1

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https://cms.zerohedge.com/s3/files/inline-images/every%20hiking%20cycles%20ends%20in%20crisis%20BofA%20update%20April%202022_1.jpg?itok=VRjKW65a

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https://cms.zerohedge.com/s3/files/inline-images/nominal%20rate%20inflation.jpg?itok=Gx7okper

The Money GPS (@themoneygps) / Twitter

https://twitter.com/NorthmanTrader/status/1541506683192676352/photo/1

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https://cms.zerohedge.com/s3/files/inline-images/inv%20sales%20gen%20merch_0.jpg?itok=6NZUuDVg

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https://cms.zerohedge.com/s3/files/inline-images/unemp%20rate%20vs%20consumer%20confidence.jpg?itok=A64fdPvZ

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https://tvovermind.com/wp-content/uploads/2017/12/Cameo-Dodgeball-1024x576.jpg

Hottest US Housing Markets Now Have Bigger Share of Price Cuts - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-27/hottest-us-housing-markets-now-have-bigger-share-of-price-cuts?srnd=premium-canada

Canada Inflation Rate Drives Consumer Confidence to Crisis-Era Lows - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-27/inflation-drives-canadian-consumer-confidence-to-crisis-era-lows?srnd=premium-canada

Zimbabwe Interest Rate Raised to 200% From 80% to Curb Inflation, Steady FX - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-27/world-s-most-aggressive-central-bank-raises-key-rate-to-200

Mortgage Lenders Turn ‘Desperate’ as Soaring Rates Roil Industry - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-27/mortgage-lenders-turn-desperate-as-soaring-rates-roil-industry?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

Flashing Red 0:00

Consumer Warning 0:15

Russia Defaults 6:39

Michael Burry 10:03

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-24_07-03-25_0.jpg?itok=t0DxWeVb

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https://cms.zerohedge.com/s3/files/inline-images/unemp%20rate%20vs%20consumer%20confidence.jpg?itok=A64fdPvZ

Recession may not be here yet — but stagflation is: El-Erian

https://finance.yahoo.com/news/recession-stagflation-el-erian-june-2022-130731066.html

Metal Prices Are Headed for the Worst Quarter Since the Financial Crisis - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-26/metal-prices-are-headed-for-the-worst-quarter-since-the-financial-crisis?srnd=premium-canada

One of World’s Major Wheat Buyers to Trim Imports as Prices Rise - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-26/one-of-world-s-major-wheat-buyers-to-trim-imports-as-prices-rise?srnd=premium-canada

Home Showings Across United States Fall 24 Percent, Mortgage Rates Remain Elevated

https://www.theepochtimes.com/home-showings-across-united-states-fall-24-percent-mortgage-rates-remain-elevated_4556028.html

Ukraine War: Russia Defaults on Foreign Debt for First Time Since 1918 - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-26/russia-defaults-on-foreign-debt-for-first-time-since-1918

Canada’s inflation rate should be in retreat by year’s end | The Star

https://www.thestar.com/business/opinion/2022/06/25/canadas-punishing-inflation-rate-should-be-wrestled-to-the-ground-by-years-end.html?utm_source=Twitter&utm_medium=SocialMedia&utm_campaign=OpinionStaff&utm_content=inflationrelief&utm_source=twitter&source=torontostar&utm_medium=SocialMedia&utm_campaign=&utm_campaign_id=&utm_content=

Did corporate greed fuel inflation? It's not biggest culprit | AP News

https://apnews.com/article/inflation-russia-ukraine-covid-health-government-and-politics-999a756b89b09b65d335856cf570737e

‘A cold dark place’ — Michael Burry thinks the market has plenty of room to plunge. But he finally sees value in these 4 stocks

https://finance.yahoo.com/news/cold-dark-place-michael-burry-150000615.html

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TOPICS AND TIMESTAMPS:

Signs Everywhere 0:00

National Debt 0:23

Civil Unrest 5:38

Evictions 10:25

U.S. Paying More to Borrow as Fed Raises Rates, Inflation Stays Elevated - WSJ

https://www.wsj.com/articles/u-s-paying-more-to-borrow-as-fed-raises-rates-inflation-stays-elevated-11656165602

Bond Traders Are Trapped Between Recession and Inflation Fears - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-25/bond-traders-are-trapped-between-recession-and-inflation-fears?srnd=premium-canada

Eco Week: Powell Shares His Troubles With Lagarde and Bailey - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-25/powell-shares-his-troubles-with-lagarde-and-bailey-eco-week?srnd=premium-canada

Inflation sparks global wave of protests for higher pay, aid | AP News

https://apnews.com/article/inflation-middle-east-africa-56399743fe9ad28692c88c007bb901d6

Zimbabwe Plans Triple-Digit Interest Rate Hike to Tame Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-25/zimbabwe-plans-triple-digit-interest-rate-hike-to-tame-inflation?srnd=premium-canada

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https://cdn.statcdn.com/Infographic/images/normal/27110.jpeg

VW chief warns economic damage from war risks being worse than pandemic | Financial Times

https://www.ft.com/content/2c2fe5a8-f9a4-4c38-bd61-030a88aea4da

More Than 8 Million Americans Are Late on Rent as Prices Increase - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-24/over-8-million-americans-are-late-on-rents-as-prices-increase

Toyota pushes some parts suppliers to lower prices - Nikkei Asia

https://asia.nikkei.com/Business/Automobiles/Toyota-pushes-some-parts-suppliers-to-lower-prices

The C-suite and workplace wellness | Deloitte Insights

https://www2.deloitte.com/us/en/insights/topics/leadership/employee-wellness-in-the-corporate-workplace.html

Buyers Scramble To Lock In Long Term LNG Contracts In 2022 | OilPrice.com

https://oilprice.com/Energy/Natural-Gas/Buyers-Scramble-To-Lock-In-Long-Term-LNG-Contracts-In-2022.html

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TOPICS AND TIMESTAMPS:

This is Key 0:00

The Downturn 0:16

Economic Issues 5:57

Recession 9:24

Property Is the Crisis Risk to Watch as Stocks Enter Bear Market - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-06-21/property-is-the-crisis-risk-to-watch-as-stocks-enter-bear-market?cmpid%3D=socialflow-twitter-view&utm_source=twitter&utm_content=view&utm_campaign=socialflow-organic&utm_medium=social#xj4y7vzkg

The world’s bubbliest housing markets are flashing warning signs , Real Estate - THE BUSINESS TIMES

https://www.businesstimes.com.sg/real-estate/the-worlds-bubbliest-housing-markets-are-flashing-warning-signs

Fed's Bowman wants 75 bps hike in July, 'at least' 50s after that, Government & Economy - THE BUSINESS TIMES

https://www.businesstimes.com.sg/government-economy/feds-bowman-wants-75-bps-hike-in-july-at-least-50s-after-that

Inflation Responses by Central Banks Have Destroyed Trust - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-23/inflation-responses-by-central-banks-have-destroyed-trust?srnd=premium-canada

Mexico Delivers Record Rate Hike, Says More Increases Coming - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-23/banxico-delivers-record-rate-hike-with-inflation-at-21-year-high?srnd=premium-canada

Hong Kong Benchmark Rate Quadruples in Month on USD Peg Defense - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-24/hong-kong-s-key-rate-quadruples-within-a-month-on-fx-peg-defense?srnd=premium-canada

Germany to Trigger Phase Two of Three-Stage Emergency Gas Plan - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-23/germany-to-trigger-phase-two-of-three-stage-emergency-gas-plan#:~:text=Germany%20warned%20that%20Russia's%20moves,in%20triggering%20the%20financial%20crisis.

Germany Looks at Potential Rationing of Natural Gas After Russia Cuts Supply - WSJ

https://www.wsj.com/articles/germany-looks-at-rationing-natural-gas-after-russia-cuts-supply-11655978153

Predatory lenders are making money off of rising gas and food prices - CNN

https://www.cnn.com/2022/06/23/business/money/payday-predatory-lending-inflation-gas/index.html

Ken Griffin Moving Citadel From Chicago to Miami Following Crime Complaints - WSJ

https://www.wsj.com/articles/ken-griffin-moving-citadel-from-chicago-to-miami-following-crime-complaints-11655994600

LayoffsTracker – Track all Tech & Startup layoffs globally

https://layoffstracker.com/

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TOPICS AND TIMESTAMPS:

The Next Recession 0:00

Layoffs 0:18

Central Banks Did This 5:20

Ray Dalio 9:18

More Companies Start to Rescind Job Offers - WSJ

https://www.wsj.com/articles/more-companies-start-to-rescind-job-offers-11655865283

Tech firms cut staff amid recession fears | The Hill

https://thehill.com/policy/3532037-tech-firms-cut-staff-amid-recession-fears/

JP Morgan reportedly laying off hundreds in mortgage business

https://nypost.com/2022/06/22/jp-morgan-reportedly-laying-off-hundreds-in-mortgage-business/

High Gas Prices Hit Demand as Drivers Cut Back at the Pump - WSJ

https://www.wsj.com/articles/high-gas-prices-hit-demand-as-drivers-cut-back-at-the-pump-11655890381

Fed's Powell Sees Ongoing Interest Rate Hikes Needed to Tame Hot Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-22/powell-sees-ongoing-rate-hikes-needed-to-tame-hot-inflation?srnd=premium-canada

Los Angeles may ban new gas stations to help combat climate emergency | Los Angeles | The Guardian

https://www.theguardian.com/us-news/2022/jun/22/los-angeles-ban-new-gas-stations-climate

Monthly payments on variable-rate mortgages could increase as borrowers near their ‘trigger rate’ - The Globe and Mail

https://www.theglobeandmail.com/business/article-variable-rate-mortgage-trigger-rate-increase-monthly-payment/?utm_source=Twitter&utm_medium=twitter_moment&utm_campaign=variable_rates&utm_id=variable_rates

Canadian Inflation Rate Surges to 7.7%, Fastest Pace Since 1983 - Bloomberg

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TOPICS AND TIMESTAMPS:

On and On 0:00

Who Stands To Gain? 0:18

Inflation Dark Side 5:48

Money Gone 11:48

Fed's Powell facing rising criticism for inflation missteps | AP News

https://apnews.com/article/inflation-economy-jerome-powell-government-and-politics-86d884ee9ca6cf8bbc3c00da3445fbbc

With Markets in Disarray, International Investors Are Stockpiling U.S. Dollars - WSJ

https://www.wsj.com/articles/with-markets-in-disarray-international-investors-are-stockpiling-u-s-dollars-11655803800

Home sales give way as prices enter unprecedented territory | AP News

https://apnews.com/article/economy-home-sales-prices-b9afc4e250784ddbfa7a8e125781badb

Advertising Outlook for Hollywood: “Storm Clouds” Ahead – The Hollywood Reporter

https://www.hollywoodreporter.com/business/business-news/advertising-outlook-tv-streaming-2022-1235168866/

Netflix braces for MORE layoffs by the end of the week | Daily Mail Online

https://www.dailymail.co.uk/news/article-10938579/Netflix-braces-layoffs-end-week.html

Global Food Inflation Gets Reprieve as Wheat to Palm Oil Prices Tumble - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-21/global-food-inflation-gets-reprieve-as-wheat-to-palm-oil-tumble?srnd=premium-canada

Cooling Real Estate Housing Markets in US, UK Risk Deeper Global Economic Slump - Bloomberg

https://www.bloomberg.com/news/features/2022-06-21/cooling-real-estate-markets-in-us-uk-risk-deeper-global-economic-slump?srnd=premium-canada

Visualizing the Three Different Types of Inflation

https://advisor.visualcapitalist.com/three-different-types-of-inflation/

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https://cdn.statcdn.com/Infographic/images/normal/27646.jpeg

Used truck auction prices plunge as freight market cools - FreightWaves

https://www.freightwaves.com/news/used-truck-auction-prices-falling-fast

Simon Ree on Twitter: ""Once inflation goes above 5%, it has never come back down without the Fed Funds Rate exceeding the CPI" - Druck" / Twitter

https://twitter.com/simon_ree/status/1537077407215407105?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1537077407215407105%7Ctwgr%5E%7Ctwco

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TOPICS AND TIMESTAMPS:

The Obvious 0:00

Recession or Not? 0:17

Real Estate Indicators 1:49

Inflation Up 3:01

Global Similarities 5:07

Passing Gas 10:57

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https://cms.zerohedge.com/s3/files/inline-images/nomura%20recession%20search_0.png?itok=oMcOiUFi

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China Covid Lockdowns Tank Consumer Sentiment - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-20/china-covid-lockdowns-tank-consumer-sentiment?srnd=premium-canada

Japanese yen tumbles, benchmark bond yields fall back to target as BOJ holds | Reuters

https://www.reuters.com/article/japan-markets-boj-idUKL1N2Y4058

The Lords of Money Pose Massive Threats to Markets - WSJ

https://www.wsj.com/articles/the-lords-of-money-pose-massive-threats-to-markets-11655567098

Germany's Climate Protection Minister Mandates More Coal to Produce Electricity - Mish Talk - Global Economic Trend Analysis

https://mishtalk.com/economics/germanys-climate-protection-minister-mandates-more-coal-to-produce-electricity

Cathie Wood warns the Fed are ignoring dangerous signals as it plows ahead with draconian rate hikes

https://finance.yahoo.com/news/cathie-wood-warns-fed-ignoring-162034665.html

AMC Theatres CEO Adam Aron is trying to save movies - Los Angeles Times

https://www.latimes.com/entertainment-arts/business/story/2022-06-20/amc-theatres-adam-aron

Three Years Ago, Her Art Sold for $400 at the Beach. Now It Fetches Up To $1.6 Million at Auction - WSJ

https://www.wsj.com/articles/anna-weyant-paintings-larry-gagosian-11655482365?mod=trending_now_news_1

'So Far, Nobody's Panicking': CRE Evaluating Strategies As Stocks Dive With Rest Of Market

https://www.bisnow.com/national/news/economy/real-estate-stocks-dive-with-everything-else-even-previously-hot-sectors-113439?utm_source=outbound_pub_67&utm_campaign=outbound_issue_58633&utm_content=outbound_newsletter3&utm_medium=email&utm_source=outbound_pub_67&utm_campaign=outbound_issue_58633&utm_content=outbound_newsletter3&utm_medium=email

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TOPICS AND TIMESTAMPS:

First Ever 0:00

Inflation Recession 0:12

25 Percent Crash? 6:02

Worst in History 8:00

The Rant GPS 12:02

Inflation and recession fears are squeezing some industries more than others

https://www.cnbc.com/2022/06/19/inflation-and-recession-fears-are-squeezing-some-industries-more-than-others.html

Treasury Secretary Janet Yellen says recession isn't 'inevitable

https://www.cnbc.com/2022/06/19/treasury-secretary-janet-yellen-says-recession-isnt-inevitable.html

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Deutsche Bank now expects 'an earlier and somewhat more severe recession'

https://finance.yahoo.com/news/deutsche-bank-recession-call-203128468.html

Mortgage rates go flying with the highest jump since 1987 — and still housing prices may keep on rising

https://finance.yahoo.com/news/mortgage-rates-flying-highest-jump-120000050.html

Week in Markets: All Assets Drop, S&P 500 Losses More Widespread Than Ever - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-17/in-prevalence-of-selling-this-is-a-market-rout-without-equal

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The New York Fed DSGE Model Forecast—June 2022 - Liberty Street Economics

https://libertystreeteconomics.newyorkfed.org/2022/06/the-new-york-fed-dsge-model-forecast-june-2022/

Don't be duped by doomsayers, JPMorgan says — the S&P will rebound to 4,900. Here are 3 stocks it's using to bet on a bounce

https://finance.yahoo.com/news/dont-duped-doomsayers-jpmorgan-says-140000453.html

History Suggests S&P 500 Hits 3000, Next Bull Market Takes It to 6000 - BofA's Hartnett By Investing.com

https://www.investing.com/news/stock-market-news/history-suggests-sp-500-hits-3000-next-bull-market-takes-it-to-6000--bofas-hartnett-432SI-2838264

Cathie Wood’s Ark Invest says a coming 'worker backlash' could see Zoom skyrocket 1,263% by 2026

https://finance.yahoo.com/news/cathie-wood-ark-invest-says-150000388.html

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TOPICS AND TIMESTAMPS:

Get Ready 0:00

The Phenomenon 0:14

Real Estate Slowdown 2:11

Fed Goes ALL IN 4:29

Money Flows Here 6:14

The Rant GPS 9:35

Americans are starting to pull back on travel and restaurants

https://www.msn.com/en-us/travel/news/americans-are-starting-to-pull-back-on-travel-and-restaurants/ar-AAYBEka

Empty shelves: Why tampons, Sriracha and peanut butter are in short supply - mlive.com

https://www.mlive.com/public-interest/2022/06/empty-shelves-why-tampons-sriracha-and-peanut-butter-are-in-short-supply.html

Distressed Deals Pile Up in Canada’s Once-Booming Housing Market - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-17/distressed-deals-pile-up-in-canada-s-once-booming-housing-market?srnd=premium-canada

Why Is the Cost of Rent Going Up? Ask the Federal Reserve - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-06-18/why-is-the-cost-of-rent-going-up-ask-the-federal-reserve?srnd=premium-canada

Will Home Prices Fall? Builders Offer Discounts as Mortgage Rates Rise - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-17/will-home-prices-fall-builders-offer-discounts-as-mortgage-rates-rise

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Waller Backs 75 Basis-Point July Hike, Says Fed Is ‘All In’ - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-18/waller-backs-75-basis-point-july-hike-says-fed-is-all-in?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

Big Signals 0:00

Warning 0:32

Inflation Madness 5:08

Not Even in 1929! 7:12

The Rant GPS 9:20

Surplus Summer Deals Are Coming as Supply-Chain Issues Ease - WSJ

https://www.wsj.com/articles/stores-have-too-much-stuff-heres-where-theyre-slashing-prices-11655170243

Target warns of squeezed profits from aggressive inventory plan

https://www.cnbc.com/2022/06/07/target-markdowns-plan-to-cut-inventory.html

Walmart, Gap and Others Amass $45 Billion in Extra Stuff to Sell - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-28/walmart-gap-and-others-amass-45-billion-in-extra-stuff-to-sell?sref=6uww027M

Fertilizer Stockpiles Swell as Farmers Shun High Prices, Easing Harvest Worries - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-17/fertilizer-stockpiles-swell-as-farmers-shun-high-prices-easing-harvest-worries?srnd=premium-canada

Recession Fears Surge Among CEOs, Survey Suggests - WSJ

https://www.wsj.com/articles/recession-fears-surge-among-ceos-survey-suggests-11655458200

Inflation Is on Track to Hit 7.3% in Canada, Highest Since 1983 - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-17/inflation-is-on-track-to-hit-7-3-in-canada-highest-since-1983?srnd=premium-canada

Inflation: Canada Finance Minister Chrystia Freeland Warns of Turbulence Ahead - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-16/trudeau-s-finance-chief-warns-of-inflationary-turbulence-ahead

Once feted for pandemic heroics, world's central banks now face an uneasy crowd | Nasdaq

https://www.nasdaq.com/articles/once-feted-for-pandemic-heroics-worlds-central-banks-now-face-an-uneasy-crowd-0

Five ways the Fed’s interest rate hikes will impact Americans | The Hill

https://thehill.com/policy/3527015-five-ways-the-feds-interest-rate-hikes-will-impact-americans/

2022-06-17_11-03-01.jpg (905×541)

https://cms.zerohedge.com/s3/files/inline-images/2022-06-17_11-03-01.jpg?itok=aGdn_R-R

Australians urged to turn off lights and appliances for two hours every evening | The Independent

https://www.independent.co.uk/news/world/australasia/australia-lights-off-power-crisis-b2102514.html

Housing Market Update: Share of Homes with Price Drops Reaches New High

https://www.redfin.com/news/housing-market-update-price-drops-hit-new-record/

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TOPICS AND TIMESTAMPS:

This Is It 0:00

Central Banks What? 0:24

Inflationary Recession 1:25

Food Shortage 5:01

Major Flip Flop 7:55

You Should Know These 10:20

Bank of England on Twitter: "The Monetary Policy Committee voted by a majority of 6-3 to increase #BankRate to 1.25%. https://t.co/31MpeWiCKR https://t.co/LyByVYJ8iw" / Twitter

https://twitter.com/bankofengland/status/1537390022814466048?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1537390022814466048%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fpound-tumbles-after-bank-england-hikes-25bps-split-decision-drops-guidance-future-rate

SNB Raises Interest Rate from a Record Low - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-16/snb-unexpectedly-raises-interest-rate-from-a-record-low

Wall Street Sounds a Louder Recession Call After Fed Rate Hike

https://finance.yahoo.com/news/wall-street-sounds-louder-recession-213251562.html

Consumer Spending Is Running Out Of Steam and the Market Isn’t Ready For It

https://finance.yahoo.com/news/consumer-spending-running-steam-market-140417695.html

36% of high earners are living paycheck to paycheck

https://www.cnbc.com/2022/06/16/more-high-earners-are-living-paycheck-to-paycheck.html

Stock market's fall has wiped out $3 trillion in retirement savings this year - CBS News

https://www.cbsnews.com/news/stocks-drop-retirement-savings-401k-ira-3-trillion-2022/

2022-06-16_05-35-51.jpg (1002×583)

https://cms.zerohedge.com/s3/files/inline-images/2022-06-16_05-35-51.jpg?itok=72MvzKN4

2022-06-16_05-32-58.jpg (1003×589)

https://cms.zerohedge.com/s3/files/inline-images/2022-06-16_05-32-58.jpg?itok=FoRATtqN

From Great Resignation to Forced Resignation: Tech companies are shifting to layoffs after a huge ramp up in hiring - MarketWatch

https://www.marketwatch.com/story/from-great-resignation-to-forced-resignation-tech-companies-are-shifting-to-layoffs-after-a-huge-ramp-up-in-hiring-11655308264

Monthly costs to finance new, used vehicles hit record high

https://www.cnbc.com/2022/06/16/monthly-costs-to-finance-new-used-vehicles-hit-record-high.html

Pennsylvania farmers getting crushed by record diesel fuel prices, lawmakers told

https://www.mcall.com/news/pennsylvania/capitol-ideas/mc-nws-pa-hearing-inflation-farmers-20220614-d664grvihnfilakimt4wvcy6e4-story.html

Samsung temporarily reduces procurement amid inventory pressure - Nikkei Asia

https://asia.nikkei.com/Spotlight/Supply-Chain/Samsung-temporarily-reduces-procurement-amid-inventory-pressure?utm_campaign=GL_one_time&utm_medium=email&utm_source=NA_newsletter&utm_content=article_link&del_type=3&pub_date=20220616161000&seq_num=2&si=79447

China's holdings of U.S. Treasuries skid to 12-year low; Japan also cuts holdings

https://finance.yahoo.com/news/chinas-holdings-u-treasuries-skid-215852789.html

A Billionaire Bought a Florida Home for $94.2 Million Last Year. Now He’s Selling It for Around $175 Million. - WSJ

https://www.wsj.com/articles/a-billionaire-bought-a-florida-home-for-94-2-million-last-year-now-hes-sellin

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TOPICS AND TIMESTAMPS:

Slower Than Slow 0:00

Layoffs 0:14

Real Estate Slowdown 1:30

Economic Stagnation 4:05

China Lockdown Effect 8:22

Coinbase lays off 18% as execs prepare for recession, 'crypto winter'

https://www.cnbc.com/2022/06/14/coinbase-lays-off-18percent-as-execs-prepare-for-recession-crypto-winter.html

Real estate firms Compass and Redfin announce layoffs as housing market slows

https://www.cnbc.com/2022/06/14/real-estate-firms-compass-and-redfin-announce-layoffs-as-housing-market-slows.html

Warner Bros Discovery to Cut Nearly 1,000 Ad Sales Jobs - Source | Technology News | US News

https://www.usnews.com/news/technology/articles/2022-06-14/warner-bros-discovery-to-cut-as-much-as-30-of-global-sales-jobs-the-information

Market Rout Evokes Memories of Trading Before Lehman Blowup

https://finance.yahoo.com/news/huge-market-rout-evokes-memories-002000693.html

30-year mortgage rate surges to 6.28%, up from 5.5% just a week ago

https://www.cnbc.com/2022/06/14/30-year-mortgage-rate-surges-to-6point28percent-up-from-5point5percent-just-a-week-ago.html

Property Values Fall Across US, Europe on Bite From Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-13/inflation-triggers-drop-in-property-values-across-us-europe

Top Steelmaker Halts Output as South Korea's Trucker Strike Roils Supply Chains - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-13/top-steelmaker-in-south-korea-halts-production-on-trucker-strike

Another Blow to the US Food Market: Fire Breaks Out at a Food Processing Plant West of Waupaca County in Wisconsin

https://www.thegatewaypundit.com/2022/06/another-blow-us-food-market-fire-breaks-food-processing-plant-west-waupaca-county-wisconsin/?utm_source=add2any&utm_medium=PostBottomSharingButtons&utm_campaign=websitesharingbuttons

Russia becomes India's second-biggest oil exporter, trade sources - Hindustan Times

https://www.hindustantimes.com/business/russia-becomes-india-s-second-biggest-oil-exporter-trade-sources-101655125585379.html

Ford CFO: Auto loan delinquencies on the rise | Automotive News

https://www.autonews.com/finance-insurance/ford-cfo-auto-loan-delinquencies-rise

U.S. Retail Sales Declined 0.3% in May - WSJ

https://www.wsj.com/articles/us-economy-retail-sales-may-2022-11655238895

China's May refinery output posts steepest annual fall in over a decade | Reuters

https://www.reuters.com/article/china-economy-output-oil/chinas-may-refinery-output-posts-steepest-annual-fall-in-over-a-decade-idUSKBN2NW06U

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-15_13-42-10.jpg?itok=OuqXXHX1

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-14_19-22-17_0.jpg?itok=_VeaVT4_

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TOPICS AND TIMESTAMPS:

Money Flows 0:00

The Fed Did What? 0:22

Markets Will Go Up? 5:34

Inflation Simulation 9:58

What happened today?

What will happen?

Why it’s happening.

Federal Reserve Board - Federal Reserve issues FOMC statement

https://www.federalreserve.gov/newsevents/pressreleases/monetary20220615a.htm

2022-06-15_11-02-56.jpg (947×464)

https://cms.zerohedge.com/s3/files/inline-images/2022-06-15_11-02-56.jpg?itok=JwXSBy4I

The Fed purposely leaked the potential for a 75 basis point rate hike, says UBS' Art Cashin

https://www.cnbc.com/video/2022/06/15/short-the-fed-purposely-leaked-the-potential-for-a-75-basis-point-rate-hike-says-ubs-art-cashin.html

unnamed_472.png (789×585)

https://cms.zerohedge.com/s3/files/inline-images/unnamed_472.png?itok=D_UTBcph

European Central Bank to create new tool to temper bond rout

https://www.cnbc.com/2022/06/15/emergency-meeting-european-central-bank-to-create-new-tool-to-address-fragmentation-risk-.html

Wholesale prices rose 10.8% in May, near a record annual pace

https://www.cnbc.com/2022/06/14/wholesale-prices-rose-10point8percent-in-may-near-a-record-annual-pace.html

2022-06-14_05-32-28.jpg (1003×626)

https://cms.zerohedge.com/s3/files/inline-images/2022-06-14_05-32-28.jpg?itok=r94l87uO

GDPNow - Federal Reserve Bank of Atlanta

https://www.atlantafed.org/cqer/research/gdpnow.aspx

Here's what the Fed's highest rate hike in 28 years means for you

https://www.cnbc.com/2022/06/15/what-the-feds-highest-rate-hike-in-28-years-means-for-you.html

Jim Cramer: Why gold is a winner in times of inflation

https://www.cnbc.com/2022/06/15/jim-cramer-why-gold-is-a-winner-in-times-of-inflation.html

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TOPICS AND TIMESTAMPS:

History Repeats 0:00

Japan Currency Collapse 0:16

Bond Market 4:25

Interest Rate Hikes 6:43

Bottom of Market? 11:57

Yen slides to 24-year low against dollar

https://www.france24.com/en/live-news/20220613-yen-slides-to-24-year-low-against-dollar

2022-06-13_08-09-40.jpg (1006×624)

https://cms.zerohedge.com/s3/files/inline-images/2022-06-13_08-09-40.jpg?itok=303YbSVe

JGB purchases.jpg (707×427)

https://cms.zerohedge.com/s3/files/inline-images/JGB%20purchases.jpg?itok=_d64GLzD

10-year Treasury yield rockets above 3.39% in biggest move since March 2020

https://www.cnbc.com/2022/06/13/us-bonds-2-year-treasury-rate-hits-highest-level-since-2007.html

Yields Rise to Decade Highs, Curve Inverts on Growth Fears | Investing News | US News

https://money.usnews.com/investing/news/articles/2022-06-13/huge-selloff-rocks-treasury-markets-yield-curve-inverts

Economists say Fed will stick to 50 basis points this week, Powell will open door to more aggressive action later - MarketWatch

https://www.marketwatch.com/story/doves-dont-exist-on-the-fomc-right-now-economists-expect-hawkish-fed-meeting-this-week-11654941250

Why City Life Has Gotten Way More Expensive - The Atlantic

https://www.theatlantic.com/newsletters/archive/2022/06/uber-ride-share-prices-high-inflation/661250/

Fed's inflation battle to worsen market turmoil: Canaccord's Dwyer

https://www.cnbc.com/2022/06/13/feds-inflation-battle-to-worsen-market-turmoil-canaccords-dwyer.html

https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/f3eb9239-e3a6-4f09-8f6e-2f27563ec186_608x549.png (608×549)

https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff3eb9239-e3a6-4f09-8f6e-2f27563ec186_608x549.png

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TOPICS AND TIMESTAMPS:

Big Moves 0:00

Markets Crash 0:13

Consumer Fears 4:17

China Time To Buy? 7:18

Economic Struggle 10:23

S&P 500 tumbles nearly 4% to new low for the year, closes in bear market territory

https://www.cnbc.com/2022/06/12/stock-market-news-open-to-close.html

Fed likely to hike rates by three-quarters of a point this week

https://www.cnbc.com/2022/06/13/fed-reportedly-may-hike-rates-by-three-quarters-of-a-point-this-week.html

2022-06-13_06-46-10.jpg (1004×590)

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-13_05-18-07.jpg?itok=u0LQb7kL

consumer.jpg (802×457)

https://cms.zerohedge.com/s3/files/inline-images/consumer.jpg?itok=nk94bvwS

higher end consumer sentiments.jpg (795×635)

https://cms.zerohedge.com/s3/files/inline-images/higher%20end%20consumer%20sentiments.jpg?itok=yQnua5Fy

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https://cms.zerohedge.com/s3/files/inline-images/fall%20in%20buying%20intentions.jpg?itok=pH79u5xq

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https://cms.zerohedge.com/s3/files/inline-images/inventory%20problems.jpg?itok=kHNDc7HT

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https://cms.zerohedge.com/s3/files/inline-images/real%20inventory%20levels.jpg?itok=9hmkAPya

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https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fc461ee86-d026-4479-a22f-b672f626bf39_606x428.png

https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/d5ea1454-17c2-46fb-ab60-51d5e9015349_644x373.png (644×373)

https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fd5ea1454-17c2-46fb-ab60-51d5e9015349_644x373.png

DHL Warns Supply Chain Won’t Recover to Pre-Covid Days in 2023 - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-12/dhl-warns-supply-chain-won-t-recover-to-pre-covid-days-in-2023

Crude Oil Prices Today | OilPrice.com

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TOPICS AND TIMESTAMPS:

Major Event 0:00

Recession or Inflation 0:17

Wall St Warns Recession 6:03

Inflation of Everything 8:24

Bull or Bear 11:07

Soaring Inflation Fuels Bets on Sharper Fed Rate Hikes | Top News | US News

https://www.usnews.com/news/top-news/articles/2022-06-10/fed-seen-raising-u-s-interest-rates-further-to-battle-hot-inflation#:~:text=June%2010%2C%202022%2C%20at%2010%3A31%20a.m.&text=(Reuters)%20%2DStubbornly%20hot%20U.S.,rate%20hike%20in%20coming%20months.

Bernanke Says Fed Can Sidestep Big Recession in Inflation Fight - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-12/bernanke-says-fed-can-sidestep-big-recession-in-inflation-fight

Aggressive Fed Moves Back in Play as Yields Surge on CPI Shock - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-13/treasury-two-year-yield-surges-as-cpi-shock-spurs-fed-re-pricing?srnd=premium-canada

Powell Facing Choice Between Elevated US Inflation and Recession - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-12/powell-facing-choice-between-elevated-us-inflation-and-recession

Jamie Dimon, Jane Fraser Talk Up Possible Recession - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-10/jamie-dimon-jane-fraser-talk-up-possible-recession?srnd=premium-canada

Economist Mohamed El-Erian: Most current inflation ‘could have been avoided’ if Fed acted earlier | Fox News

https://www.foxnews.com/politics/economist-mohamed-el-erian-inflation-federal-reserve

Finally. No Bid on MBS. - NotoriousROB

https://notoriousrob.com/2022/06/finally-no-bid-on-mbs/

Heat Wave: Record Temperatures Sears Texas, Central US - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-12/record-heat-sears-texas-central-us-this-weekend?srnd=premium-canada

Texas Power Use Tops All-Time Record as Heat Bakes State - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-12/texas-power-use-tops-all-time-record-as-heat-bakes-state#:~:text=With%20air%20conditioners%20humming%20across,Texas%2C%20which%20runs%20the%20system.

Smithfield Foods, Citing High Costs of Operating in California, to Close Pork Plant - WSJ

https://www.wsj.com/articles/smithfield-foods-citing-high-costs-of-operating-in-california-to-close-pork-plant-11654950795

McDonald's Is Cutting Healthy Food to Speed Up Wait Times - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-09/mcdonald-s-is-cutting-healthy-food-to-speed-up-wait-times?sref=6uww027M

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TOPICS AND TIMESTAMPS:

The Next Level 0:00

Everything Up 0:23

Transitory Inflation LOL 5:28

Weather Extremes 8:26

This Keeps Going 9:00

Food Prices to Keep Going Up, as Costs Surge - WSJ

https://www.wsj.com/articles/food-prices-to-keep-going-up-as-costs-surge-11654939800

Americans put more on credit cards as inflation boosts costs, Fed data show | The Spokesman-Review

https://www.spokesman.com/stories/2022/jun/10/americans-put-more-on-credit-cards-as-inflation-bo/

What Does a Normal Housing Market Look Like?

https://awealthofcommonsense.com/2022/06/what-does-a-normal-housing-market-look-like/

Austin says Russian invasion of Ukraine ‘preview’ of ‘possible world of chaos’ | The Hill

https://thehill.com/news/administration/3519842-austin-says-russian-invasion-of-ukraine-preview-of-possible-world-of-chaos/

Luxury Home Sales Sink 18% In Biggest Drop Since Start Of The Pandemic

https://www.forbes.com/sites/brendarichardson/2022/06/10/luxury-home-sales-sink-18-in-biggest-drop-since-start-of-the-pandemic/?sh=35a11e5d9895

CPI: Inflation Finally Drives a Stake Through ‘Transitory’ - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-06-10/cpi-inflation-finally-drives-a-stake-through-transitory?srnd=premium

Silicon Valley braces for tech pullback after a decade of decadence

https://www.msn.com/en-us/news/us/silicon-valley-braces-for-tech-pullback-after-a-decade-of-decadence/ar-AAYlhX9?ocid=uxbndlbing

WPC's Short Range Public Discussion

https://www.wpc.ncep.noaa.gov/discussions/hpcdiscussions.php?disc=pmdspd

House prices to drop by 15 per cent in Australia, according to CBA | news.com.au — Australia’s leading news site

https://www.news.com.au/finance/real-estate/buying/house-prices-to-drop-by-15-per-cent-in-australia-according-to-cba/news-story/f6f344012aee2b0455748c28b5402e48

Shanghai Reimposes Dine-In Ban, Punishes Officials Over Lapse - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-12/shanghai-reimposes-dine-in-ban-punishes-officials-over-lapse?srnd=premium

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https://cdn.statcdn.com/Infographic/images/normal/27343.jpeg

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https://cdn.statcdn.com/Infographic/images/normal/27603.jpeg

Why Japan's Yen (JPY) Is the Weakest in 20 Years and What That Means - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-10/why-the-yen-is-so-weak-and-what-that-means-for-japan-quicktake?srnd=premium

Why Price Controls Should Stay in the History Books

https://www.stlouisfed.org/publications/regional-economist/2022/mar/why-price-controls-should-stay-history-books#authorbox

Treasuries Dare Fed to Step Up Hikes or Risk Inflation Defeat - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-11/treasuries-dare-fed-to-step-up-hikes-or-risk-inflation-defeat?srnd=premium

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TOPICS AND TIMESTAMPS:

Sinking Ship 0:00

Why Markets Fell 0:15

Household Wealth Drop 6:53

DON’T YOU DARE! 8:53

Rant GPS 10:07

Dow falls 800 points after inflation hits 40-year high, consumer sentiment plummets

https://www.cnbc.com/2022/06/09/stock-market-news-open-to-close.html

US Consumer Sentiment Slumps to Record Low on Inflation Woes - BNN Bloomberg

https://www.bnnbloomberg.ca/us-consumer-sentiment-slumps-to-record-low-on-inflation-woes-1.1777141

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-10_07-03-07.jpg?itok=wKz2cu_F

Consumer price index May 2022:

https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-10_05-31-29.jpg?itok=b4oPp01N

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-10_05-44-21.jpg?itok=sDwxJiaS

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https://cms.zerohedge.com/s3/files/inline-images/global%20inflation%20yoy.jpg?itok=hQO6Wh34

American Household Wealth Declines for First Time in 2 Years

https://www.businessinsider.com/american-household-wealth-drops-stock-market-slump-real-estate-gains-2022-6

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Avocado Spike Makes Guacamole Pricier in Mexico Amid Fertilizer Shortages - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-09/avocado-s-19-spike-drives-mexico-inflation-amid-fertilizer-woes?srnd=economics-vp

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TOPICS AND TIMESTAMPS:

Everywhere You Go 0:00

Recession or Not? 0:15

Watch Out For This 5:47

Target and Walmart 7:55

Financial Crisis 9:56

While Janet Yellen suggests we have no reason to worry about recession, if you stay with me through this entire video, I will show you why that’s probably false.

Janet Yellen Rejects Idea Corporate Greed Is to Blame for US Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-09/yellen-rejects-idea-corporate-greed-is-to-blame-for-inflation

'Nothing to suggest' US will have a recession: Yellen

https://news.yahoo.com/nothing-suggest-us-recession-yellen-213705337.html

Oil Slips at End of Week as Traders Weigh China’s Demand Outlook - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-09/oil-set-for-seventh-weekly-gain-as-traders-weigh-china-s-return

Gas prices hit $5 national average after rapid rise - ABC News

https://abcnews.go.com/Business/gas-prices-hit-national-average-rapid-rise/story?id=85258013

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https://cms.zerohedge.com/s3/files/inline-images/Snag_8f68b71.png?itok=rrGuloPx

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-09_11-03-20_0.jpg?itok=O412UFbs

Don’t Be Fooled by Conflicting Inflation Metrics. The Federal Reserve Won’t. - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-06-09/don-t-be-fooled-by-conflicting-inflation-metrics-the-federal-reserve-won-t

Trafigura warns oil prices could reach ‘parabolic state’ in threat to economy | Financial Times

https://www.ft.com/content/a6e7fdb3-be01-4473-9eee-2e496a3dda82

Record UK Gasoline Prices See Biggest Daily Surge In 17 Years | OilPrice.com

https://oilprice.com/Latest-Energy-News/World-News/Record-UK-Gasoline-Prices-See-Biggest-Daily-Surge-In-17-Years.html

Why Target’s inventory problem is freaking everybody out - FreightWaves

https://www.freightwaves.com/news/why-everyone-is-freaking-out-about-targets-inventory?utm_content=211021494&utm_medium=social&utm_source=facebook&hss_channel=fbp-179175252108775

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https://cms.zerohedge.com/s3/files/inline-images/contaienr%20shipping%20rates.jpg?itok=aqyyQPtq

Stanley Druckenmiller Warns ‘Bear Market Has a Ways to Run’ as Fed Hikes Rates - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-09/druckenmiller-warns-bear-market-has-a-ways-to-run-as-fed-hikes?srnd=premium

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%285%29_366.png?itok=rJGijVhK

India Seen as Thwarting G-7 Push to Avert Global Food Crisis - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-09/india-seen-as-thwarting-g-7-push-to-avert-global-food-crisis?srnd=premium

Huy Fong Sriracha Shortage May Last for Months After Chili Crop Failure - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-09/huy-fong-sriracha-shortage-production-halted-after-weather-ruins-chili-crop?srnd=premium

Insurance Ban Is The EU’s Biggest Blow Yet To Russian Oil Exports | OilPrice.com

https://oilprice.com/Energy/Energy-General/Insurance-Ban-Is-The-EUs-Biggest-Blow-Yet-To-Russian-Oil-Exports.html

Europe Natural Gas Price Soars as Fire in US Compounds Russia Supply Concern - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-09/us-lng-outage-sends-european-gas-soaring-as-supply-fears-revive

Blockchain scalability and the fragmentation of crypto

https://www.bis.org/publ/bisbull56.pdf

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TOPICS AND TIMESTAMPS:

It’s Happening 0:00

Consumer Tapped Out 0:10

Ray Dalio 2:23

Real Estate Slow 4:09

Buyers Stop Buying 5:57

Apple and Affirm 10:39

Solutions 11:57

China Covid News: Shanghai Puts Areas Back Into Lockdown in Hunt for Cases - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-09/shanghai-puts-one-district-back-into-lockdown-in-hunt-for-cases?srnd=premium-canada

No, you're not imagining it — package sizes are shrinking | AP News

https://apnews.com/article/india-prices-business-d2c8279d39e1304f5623b3a99b56b8cc

Ray Dalio Says Central Banks to Cut Rates in 2024, AFR Reports

https://www.yahoo.com/now/ray-dalio-says-central-banks-021950861.html

Bridgewater bets against US and European corporate bonds on slowdown fears | Financial Times

https://www.ft.com/content/a206e3d7-fc89-4e95-9d20-32cc99d97938

Funding squeeze at buy-now-pay-later firm flashes warning - BNN Bloomberg

https://www.bnnbloomberg.ca/funding-squeeze-at-buy-now-pay-later-pioneer-affirm-flashes-warning-sign-for-industry-1.1775725

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-08_05-41-08.jpg?itok=Zp2ZVjjd

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https://cms.zerohedge.com/s3/files/inline-images/mortgage-payment-for-median-new-home-as-percent-of-median-household-income-200012-202204.png?itok=gOxhvKIa

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https://cms.zerohedge.com/s3/files/inline-images/relative-affordability-of-new-homes-in-US-annual-1967-2020-monthly-200012-202204.png?itok=X8ELDzLQ

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https://cms.zerohedge.com/s3/files/inline-images/personal-savings-1024x683.png?itok=8bymBvei

Lumber Price Gets Chopped in Half Amid Chill in Housing Markets - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-08/lumber-price-gets-chopped-in-half-amid-chill-in-housing-markets?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

Here We Go 0:00

Recession is On 0:13

Debt Extreme 4:36

Dollars and Oil 6:07

What’s Going To Happen? 12:44

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TOPICS AND TIMESTAMPS:

It’s Wild 0:00

Jim Cramer 0:22

Big Flip 4:31

The Huge Change 8:10

'I'm seeing things I haven't seen in a long time', Cramer says

https://www.cnbc.com/video/2022/05/11/im-seeing-things-i-havent-seen-in-a-long-time-cramer-says.html?&recirc=taboolainternal

Janet Yellen Denies Calling for Biden's Rescue Package to be Scaled Back - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-05/yellen-denies-urging-smaller-biden-relief-plan-in-early-2021?srnd=premium-canada

Steven Mnuchin on Twitter: "Thanks to @usmint staff for hosting at #FortKnox #USBD. First @USTreasury Secretary to visit since John Snyder in 1948. Glad gold is safe!" / Twitter

https://twitter.com/stevenmnuchin1/status/899727624594903040

Brian G on Twitter: "Cotton has outpeformed "disruptive innovation" since ARKK's inception. Cotton. https://t.co/oYbQP0Kcm5" / Twitter

https://twitter.com/alphacharts/status/1529144029920735232?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1529144029920735232%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Feconomics%2Fabsurd-market-hypothesis

Price of UK pint up more than 70% since financial crisis | Financial Times

https://www.ft.com/content/0a5e29dc-6aa7-4fe0-80ac-56a1141d7194

Inflation divide: The wealthy splurge, the poorest pull back | AP News

https://apnews.com/article/inflation-personal-taxes-67ce29f58a3668907db9027a677cc7af

China Covid News: Beijing Opens Up Restaurants, Cinemas - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-06/beijing-opens-up-restaurants-cinemas-as-china-continues-easing?srnd=premium-canada

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%287%29_316.png?itok=6NptDGjX

Busy factories are turning to robots to pick up more work - Techzine Europe

https://www.techzine.eu/news/infrastructure/79973/busy-factories-are-turning-to-robots-to-pick-up-more-work/

People Are Running Backward. What Could Possibly Go Wrong? - WSJ

https://www.wsj.com/articles/people-are-running-backward-what-could-possibly-go-wrong-11654336800?mod=flipboard

EtherRock NFT sells for $1.3 million

https://www.cnbc.com/2021/08/23/people-are-paying-millions-of-dollars-for-digital-pictures-of-rocks.html?__source=androidappshare

How China Is Reviving Tools for Hedging Credit Risk: QuickTake - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-05/how-china-is-reviving-tools-for-hedging-credit-risk-quicktake?srnd=premium-canada

Lifting Tariffs on Goods May Make Sense, US Commerce Chief Says - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-05/lifting-tariffs-on-goods-may-make-sense-us-commerce-chief-says?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

Hazy Outlook 0:00

Recession Unavoidable 0:14

Be Prepared 3:57

Doesn’t Go Up 4:58

Billions Free 12:13

Larry Fink sees elevated inflation for years due to supply shocks

https://www.moneycontrol.com/news/world/larry-fink-sees-elevated-inflation-for-years-due-to-supply-shocks-8635161.html

Oil Sands Crude Prices Nosedive as Russian Bans Upend Market - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-03/canadian-oil-sands-nosedive-as-russian-crude-bans-upend-market?srnd=premium-canada

Heavy rains, gusty winds damage homes, flood roads, stall cars across South Florida – WSVN 7News | Miami News, Weather, Sports | Fort Lauderdale

https://wsvn.com/news/local/heavy-rains-gusty-winds-damage-homes-flood-roads-stall-cars-across-south-florida/

Housing Boom Fails to Lift All Homes Above Previous Cycle’s Peak - WSJ

https://www.wsj.com/articles/housing-boom-fails-to-lift-all-homes-above-previous-cycles-peak-11654335001

Citi CEO Says US Will Find It Difficult to Avoid a Recession - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-03/citigroup-ceo-fraser-says-recession-won-t-be-easy-to-avoid-in-us

ECB Is Ready to Tighten Just as Global Peers Speed Up: Eco Week - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-04/ecb-is-ready-to-tighten-just-as-global-peers-speed-up-eco-week#xj4y7vzkg

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https://cms.zerohedge.com/s3/files/inline-images/Energy-Stocks-Are-Still-At-Record-Cheapness-vs.-Information-Technology.png?itok=Y4ic_7Pt

Record high Memorial Day gas prices are stinging consumers and impacting travel

https://www.cnbc.com/2022/05/27/record-high-memorial-day-gas-prices-are-stinging-consumers-and-impacting-travel.html

Real estate agents got $3.9 billion in Covid relief PPP loans. The housing market boomed, but few repaid the loans.

https://www.nbcnews.com/business/real-estate/real-estate-agents-got-39-billion-covid-relief-ppp-loans-housing-marke-rcna26947

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TOPICS AND TIMESTAMPS:

Up 0:00

Inflation Pump

Signals of Change Coming 2:56

Can’t Return To Normal 7:01

The Slide Down 10:08

Signals of change

Inflation heating in some areas but slowdown in others

Pain at the pump: Gas costs nearly $10 a gallon at this California station

https://www.fox5ny.com/news/gas-is-nearly-10-a-gallon-at-this-california

Oil Executives Sell Stock Like Crazy While Gas Prices Soak Americans

https://www.thedailybeast.com/oil-executives-sell-stock-like-crazy-while-gas-prices-soak-americans

U.S. car sales at 'recessionary levels;' inflation, interest rates are concerns - MarketWatch

https://www.marketwatch.com/story/u-s-car-sales-at-recessionary-levels-as-inflation-rising-interest-rate-concerns-increase-rbc-says-11654191935

Exclusive: Elon Musk wants to cut 10% of Tesla jobs | Reuters

https://www.reuters.com/technology/exclusive-musk-says-tesla-needs-cut-staff-by-10-pauses-all-hiring-2022-06-03/

Lumber Prices Slump With Rising Interest Rates - WSJ

https://www.wsj.com/articles/lumber-prices-slump-with-rising-interest-rates-11653835230

Investors may be in for this rude surprise: History shows inflation can take years to return to normal even when Fed hikes above 10% - MarketWatch

https://www.marketwatch.com/story/investors-may-be-in-for-this-rude-surprise-history-shows-inflation-can-take-years-to-return-to-normal-even-when-fed-hikes-above-10-11654192355

Blankfein Urges ‘Dial Back’ on Negativity Over Economy - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-03/blankfein-sees-riskier-times-but-economy-may-yet-land-softly?srnd=premium-canada

Toronto Home Prices Slide for Third Month on Higher Interest Rates - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-03/toronto-home-prices-drop-for-third-straight-month-as-rates-jump?srnd=premium-canada

Fed’s Mester May Back Half-Point September Rate Hike If Prices Don’t Cool - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-03/mester-may-back-half-point-september-hike-if-pri

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TOPICS AND TIMESTAMPS:

The Next Phase 0:00

Falling and Failing 0:28

Why Fed Must Stop 4:16

Uprising 8:19

California is rationing water amid its worst drought in 1,200 years - CBS News

https://www.cbsnews.com/news/water-cutbacks-california-6-million-people-drought/

Restaurants Add New Fees to Your Check to Counter Inflation - WSJ

https://www.wsj.com/articles/waiter-theres-a-fee-in-my-soup-11654139870

Red-Hot Coal Prices Threaten More Increases in Power Bills - WSJ

https://www.wsj.com/articles/red-hot-coal-prices-threaten-more-increases-in-power-bills-11654167025

Food banks struggle with inflation costs as demand spikes : NPR

https://www.npr.org/2022/06/02/1101473558/demand-food-banks-inflation-supply-chain

A Third of Americans Making $250,000 Say Costs Eat Entire Salary - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-01/a-third-of-americans-making-250-000-say-costs-eat-entire-salary?sref=ZMFHsM5Z

Bird Flu Brings Supply Gaps in Jennie-O Turkey This Summer - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-02/bird-flu-brings-major-supply-gaps-in-jennie-o-turkey-this-summer

Fed is in danger of losing control of public expectations of future inflation, Bullard says - MarketWatch

https://www.marketwatch.com/story/fed-is-in-danger-of-losing-control-of-public-expectations-of-future-inflation-bullard-said-11654105543

Fed Vice Chair Lael Brainard says it's 'very hard to see the case' for the Fed pausing rate hikes

https://www.cnbc.com/2022/06/02/fed-vice-chair-lael-brainard-says-its-hard-to-see-the-case-for-the-fed-pausing-rate-hikes-.html

Goldman’s Waldron Warns of Unprecedented Economic Shocks, Echoing Jamie Dimon - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-02/goldman-s-waldron-warns-of-unprecedented-shocks-in-echoing-dimon

EU Approves Partial Russian Oil Ban, Sanctions on Sberbank - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-02/eu-approves-partial-russian-oil-ban-sanctions-on-sberbank?sref=jEerMkIZ

Crude Oil Prices Today | OilPrice.com

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TOPICS AND TIMESTAMPS:

Big 0:00

Paycheck To Paycheck 0:19

Fed Panic 4:40

Looming Event 10:20

Jamie Dimon says 'brace yourself' for an economic hurricane caused by the Fed and Ukraine war

https://www.cnbc.com/2022/06/01/jamie-dimon-says-brace-yourself-for-an-economic-hurricane-caused-by-the-fed-and-ukraine-war.html

A Third of Americans Making $250,000 Say Costs Eat Entire Salary - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-01/a-third-of-americans-making-250-000-say-costs-eat-entire-salary

Why Do Americans Think the Economy Is So Terrible? - The Atlantic

https://www.theatlantic.com/newsletters/archive/2022/06/american-economy-negative-perception-inflation/661149/

Their Solution to the Housing Crisis? Living With Strangers. – DNyuz

https://dnyuz.com/2022/06/01/their-solution-to-the-housing-crisis-living-with-strangers/

Missed Payments, Rising Interest Rates Put ‘Buy Now, Pay Later’ to the Test - WSJ

https://www.wsj.com/articles/missed-payments-rising-interest-rates-put-buy-now-pay-later-to-the-test-11654033930

Bill Dudley Plays Down Suggestion of September Interest Rate-Hike Pause for Fed - Bloomberg

https://www.bloomberg.com/news/articles/2022-06-01/dudley-plays-down-suggestion-of-september-fed-rate-hike-pause?srnd=fixed-income

What the Fed's QT Means for Short-Term Funding Markets, $2 Trillion Cash Pile - Bloomberg

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TOPICS AND TIMESTAMPS:

Recession 0:00

Recession Already Here? 0:23

Understand the Fringe 3:25

Inflation Situation 4:05

Admitting Wrong 5:55

Investment Beats Inflation 10:31

Economic Pessimism Growing in U.S.

https://news.gallup.com/poll/393176/economic-pessimism-growing.aspx?utm_source=alert&utm_medium=email&utm_content=morelink&utm_campaign=syndication

Toyota misses April global production target due to COVID, parts shortage | Reuters

https://www.reuters.com/business/autos-transportation/toyota-misses-april-global-production-target-due-covid-parts-shortage-2022-05-30/

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https://cms.zerohedge.com/s3/files/inline-images/2022-05-31.png?itok=i6TRXVzO

Hamptons summer rental market: Beach house inventory is up, prices are down

https://www.cnbc.com/2022/05/30/hamptons-summer-rental-market-beach-house-inventory-is-up-prices-are-down.html

2022-05-31_05-15-55.jpg (990×636)

https://cms.zerohedge.com/s3/files/inline-images/2022-05-31_05-15-55.jpg?itok=lx9plPgZ

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https://cms.zerohedge.com/s3/files/inline-images/2022-05-31_05-17-11.jpg?itok=ZQs4f6a9

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https://cms.zerohedge.com/s3/files/inline-images/2022-05-31_05-18-05.jpg?itok=-eWojYbh

Inflation: Treasury secretary Janet Yellen concedes she was wrong on 'path that inflation would take' - CNNPolitics

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TOPICS AND TIMESTAMPS:

Nothing Yet 0:00

Oil and Gas 0:14

Economy Down 6:06

When Demand Destructs 10:07

Southland gas prices again rise to record highs

https://www.audacy.com/knxnews/news/local/southland-gas-prices-again-rise-to-record-highs

Gas tops $6 a gallon in California: "How much pain at the pump can consumers take?" - CBS News

https://www.cbsnews.com/news/gas-prices-record-6-per-gallon-california/

Asia Stocks Seen Steady Amid Inflation Worries: Markets Wrap - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-30/asia-stocks-seen-steady-amid-inflation-worries-markets-wrap?srnd=premium

Naomi O'Leary on Twitter: "Some member states are already pushing for a seventh EU sanctions package. Discussions move tomorrow onto potential global food crisis, and defence." / Twitter

https://twitter.com/NaomiOhReally/status/1531395283472498688?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1531395283472498688%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Fbrent-tops-122-after-eu-agrees-partial-ban-russian-oil

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https://cms.zerohedge.com/s3/files/inline-images/unnamed-1_29.jpg?itok=FqR32FqI

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

Brazil Fuel Prices: One Tank of Gas Costs 33% of Monthly Minimum Wage - Bloomberg

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TOPICS AND TIMESTAMPS:

Big Swings 0:00

China Opening Up 0:20

Debt Skyrockets 3:47

Inflation Hedge 7:59

Need To Know 11:35

Stock markets usually react more aggressively and faster to inflation data.

Economy will lag behind and effects will persist.

Shanghai Unveils Economic Support Measures as Lockdowns Ease - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-29/shanghai-unveils-fresh-policies-to-support-economy-hit-by-covid?srnd=premium-canada

Beijing Eases Curbs, Shopping Malls Reopen: Lockdown Tracker - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-30/beijing-eases-curbs-shopping-malls-reopen-lockdown-tracker?srnd=premium-canada

More Russian Oil Than Ever Before Is Heading for China and India - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-26/russia-has-record-oil-volumes-at-sea-as-cargoes-shift-to-asia

Millennial Farmers Can't Afford to Buy US Agricultural Land - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-05-29/millennial-farmers-can-t-afford-to-buy-us-agricultural-land?srnd=premium-canada

Young Americans Shrug as Inflation Drives Up Summer Travel Costs - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-26/young-americans-shrug-as-inflation-drives-up-summer-travel-costs?srnd=premium-canada

2 in 3 adults avoid social events - because they're embarrassed about their financial struggles - Study Finds

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TOPICS AND TIMESTAMPS:

It’s On 0:00

Economy Stuck 0:19

Market Bottom? 6:51

See the Future 10:28

Adjustable-Rate Mortgages Are Back, But They’re Not Like You Remember - WSJ

https://www.wsj.com/articles/adjustable-rate-mortgages-are-back-but-theyre-not-like-you-remember-11653707480

Walmart, Gap and Others Amass $45 Billion in Extra Stuff to Sell - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-28/walmart-gap-and-others-amass-45-billion-in-extra-stuff-to-sell?srnd=premium-canada

Why One CIO Is Waiting for ‘a Solid Panic’ in the Stock Market - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-28/why-one-cio-is-waiting-for-a-solid-panic-in-the-stock-market?srnd=premium-canada

Fed Won’t Flinch as Labor Market Starts Tailing Off: Eco Week - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-28/fed-won-t-flinch-as-labor-market-starts-tailing-off-eco-week?srnd=premium-canada

US Wage Raises Show Signs of Peaking in Welcome Sign for Fed - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-27/us-wage-increases-show-signs-of-peaking-in-welcome-sign-for-fed?cmpid=BBD052722_OUS&utm_medium=email&utm_source=newsletter&utm_term=220527&utm_campaign=openamericas&sref=6uww027M

Will this fruit-picking robot transform agriculture? | Artificial intelligence (AI) | The Guardian

https://www.theguardian.com/us-news/2022/may/28/robot-agriculture-farming-artificial-intelligence

Terra's LUNA 2.0 crashes 86% after the airdrop

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TOPICS AND TIMESTAMPS:

The Trap 0:00

Consumer Is Finished 0:19

Stocks Flip 5:34

Down Under 9:20

core PCE 2022-05-27_10-30-05.jpg (1280×572)

https://cms.zerohedge.com/s3/files/inline-images/core%20PCE%202022-05-27_10-30-05.jpg?itok=2bMqp9dY

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https://cms.zerohedge.com/s3/files/inline-images/core%20PCE%20annualized.png?itok=tIQQlF_S

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https://cms.zerohedge.com/s3/files/inline-images/2022-05-27_07-07-00.jpg?itok=356DPZj2

Consumer sentiment mired at 10-year low amid persistent inflation, UMich survey finds - MarketWatch

https://www.marketwatch.com/story/consumer-sentiment-mired-at-10-year-low-amid-persistent-inflation-umich-survey-finds-11653660319

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https://cms.zerohedge.com/s3/files/inline-images/bull%20and%20bear%20indicator%20may%2026.jpg?itok=f0OOHokN

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TOPICS AND TIMESTAMPS:

Upside Down 0:00

Economy Goes Down 0:23

Markets Up But Why 3:15

Insiders Buying 5:10

The Key 7:17

Interest on the debt is a huge threat | The Hill

https://thehill.com/blogs/congress-blog/3501223-interest-on-the-debt-is-a-huge-threat/

(1) Holger Zschaepitz on Twitter: "Is the recent stock rally real? The Smart Money Index sows doubt. https://t.co/Ls1a8NkNus" / Twitter

https://twitter.com/Schuldensuehner/status/1529951542366838784

Signs Are Pointing to a Slowdown in the Housing Market—At Last | Time

https://time.com/6178366/house-prices-us/

Now Even Chicken Is Getting Too Expensive? - The Washington Post

https://www.washingtonpost.com/business/now-even-chicken-is-getting-too-expensive/2022/05/26/7028b4d6-dd33-11ec-bc35-a91d0a94923b_story.html

Over $50 for a burrito? World's elite splash the cash on snacks at Davos

https://www.cnbc.com/2022/05/26/over-50-for-a-burrito-worlds-elite-splash-the-cash-on-snacks-at-davos-.html

Desire to Short Cathie Wood's ARKK ETF Is Dropping Almost as Fast as the Fund - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-25/desire-to-short-arkk-is-dropping-almost-as-fast-as-the-fund?srnd=premium

The Rise and Fall of Cathie Wood

https://nymag.com/intelligencer/2022/05/the-rise-and-fall-of-cathie-wood.html

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TOPICS AND TIMESTAMPS:

Not So Fast! 0:00

The Fed Will Flip 0:28

Interest Rates 3:39

Economic Headwinds 9:46

Fed’s Inflation Fight Gets a Boost Amid the Wall Street Rout - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-25/fed-s-inflation-fight-gets-a-boost-amid-the-wall-street-rout?srnd=premium-canada

2022-05-24_13-03-53_0.jpg (989×630)

https://cms.zerohedge.com/s3/files/inline-images/2022-05-24_13-03-53_0.jpg?itok=nzjU7NuK

Federal Funds Effective Rate (FEDFUNDS) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/FEDFUNDS

Fed Plans for Half-Point Interest Rate Hikes Won’t Be Shaken by Stocks Rout - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-19/fed-plans-for-half-point-hikes-won-t-be-shaken-by-stocks-rout

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%283%29_352.png?itok=XuT0w7Rt

Here’s How the Fed Might Adopt Bostic’s Rate Pause in September - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-24/here-s-how-fed-might-adopt-bostic-s-fed-rate-pause-in-september

Bank of Korea’s Rhee Puts Inflation Battle Before Growth for Now - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-26/bank-of-korea-hikes-rate-as-rhee-shows-inflation-tackling-intent?srnd=premium-canada

How China Is Seeking to Revive a $2.4 Trillion Real Estate Market - Bloomberg

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TOPICS AND TIMESTAMPS:

Cash is Trash 0:00

Markets 0:10

Economy 6:25

Meltdown 9:17

Tesla stock is trading below its S&P 500 inclusion price as investors worry about Elon Musk's Twitter deal and eye a bearish death cross | Business Insider India

https://www.businessinsider.in/stock-market/news/tesla-stock-is-trading-below-its-sp-500-inclusion-price-as-investors-worry-about-elon-musks-twitter-deal-and-eye-bearish-death-cross/articleshow/91772602.cms

S&P 500 falls, Snap warning drags tech as Nasdaq loses 2%

https://www.cnbc.com/2022/05/23/stock-market-futures-open-to-close-news.html

Market Reversal Boosts Big Dividend Stocks - WSJ

https://www.wsj.com/articles/there-is-a-rush-for-cash-on-wall-street-11653364425

Social media stocks sink to erase US$135 billion on Snap warning - BNN Bloomberg

https://www.bnnbloomberg.ca/social-media-stocks-set-to-erase-100-billion-on-snap-warning-1.1769807#:~:text=(Bloomberg)%20%2D%2D%20Social%20media%20stocks,growth%20and%20rate%2Dhike%20fears.

Snap Plunges, And There Goes Social Media’s Online Ad Biz - WSJ

https://www.wsj.com/articles/oh-snap-there-goes-socials-online-ad-biz-11653386581

New Zealand raises interest rates by 50 bps, signals more aggressive hikes

https://www.cnbc.com/2022/05/25/new-zealand-raises-interest-rates-by-50-bps-signals-more-aggressive-hikes.html#:~:text=New%20Zealand's%20central%20bank%20raised,higher%20level%20than%20previously%20forecast.

Great Resignation to continue, one in five likely to switch jobs: PwC

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TOPICS AND TIMESTAMPS:

Flip 0:00

Bigger Than Big 0:15

Selloff or Buy In? 2:56

Fed Pause Hikes? 5:44

Inventory Madness 8:25

The Top 50 Richest People Have Lost More Than Half a Trillion Dollars This Year - WSJ

https://www.wsj.com/articles/the-top-50-richest-people-have-lost-more-than-half-a-trillion-dollars-this-year-11653323306

Stock Selloff to Intensify as Fresh 10% Plunge Looms, Survey Finds

https://www.yahoo.com/now/stock-selloff-intensify-fresh-10-233000022.html

Guggenheim’s Minerd believes fine art, real estate will outperform stocks, sees bitcoin bottoming at $8,000 - MarketWatch

https://www.marketwatch.com/story/guggenheims-minerd-believes-fine-art-real-estate-will-outperform-stocks-sees-bitcoin-bottoming-at-8-000-11653329958

Fed Rate-Hike Pause in September May ‘Make Sense,’ Raphael Bostic Says - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-23/fed-rate-hike-pause-in-september-may-make-sense-bostic-says?srnd=premium-canada

Corporate Insiders Put Recession Angst Aside to Binge on Their Own Stocks - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-23/insiders-put-recession-angst-aside-to-binge-on-their-own-stocks?srnd=premium-canada

(3) Danielle DiMartino Booth on Twitter: ""Amazon first announced it was going to be laying off 100,000 workers, and we really did get validation of the slowdown with Target, Walmart, Kohl’s saying we’re sitting on way too much inventory, demand is not there." @Quillintel #DiMartinoBooth https://t.co/5swSQRNX55" / Twitter

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TOPICS AND TIMESTAMPS:

The Test 0:00

China Lockdown 0:23

WHAT YOU NEED TO KNOW 6:34

Walmart Amazon Layoffs  7:49

Markets and Economies 12:41

Massive levels of inventory has been built up

Anticipation of higher prices and longer shipping times

Recession risk likely reduces demand

Companies are suggesting too many workers

Mass layoffs could be next

Global leaders warn of economic dangers as crises multiply

https://www.msn.com/en-us/news/world/global-leaders-warn-of-economic-dangers-as-crises-multiply/ar-AAXywy0

Shanghai district to require all shops to shut, residents to stay home | Reuters

https://www.reuters.com/world/china/shanghai-district-require-all-shops-shut-residents-stay-home-2022-05-21/

China’s Covid Zero Policy Is an Anchor on Commodities Prices - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-23/china-s-covid-zero-policy-is-an-anchor-on-commodities-prices-l3i72f6v?srnd=premium-canada

China Covid News: Beijing Logs Record Cases, Reviving Lockdown Concerns - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-23/beijing-sees-record-new-covid-cases-reviving-lockdown-concerns?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

The Best 0:00

Economic Flip 0:25

Food Crisis 6:56

Tripled Investment 8:38

Financial Tip 9:31

Global leaders warn of economic dangers as crises multiply

https://www.msn.com/en-us/news/world/global-leaders-warn-of-economic-dangers-as-crises-multiply/ar-AAXywy0

Walmart's Troubles Signal Tough Times for Entire US Economy - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-05-21/walmart-s-troubles-signal-tough-times-for-entire-us-economy-l3ftjppn?srnd=premium-canada

Treasuries’ Fierce Rally Gets Reality Check in Hawkish Fed Talk - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-21/treasuries-fierce-rally-gets-reality-check-in-hawkish-fed-talk?srnd=premium-canada

Are Americans Getting Richer or Poorer? US $5 Trillion ‘Wealth Shock - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-21/a-5-trillion-wealth-shock-is-cracking-americans-nest-eggs?srnd=premium-canada

China Hedge Fund Manager Bullish on Mainland Shares - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-22/hedge-fund-up-138-this-year-is-turning-bullish-on-china-stocks?srnd=premium-canada

Top Rolex Seller Says Supply Issues Now Hitting Other Brands - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-18/top-uk-rolex-seller-says-demand-boom-lifting-other-watch-brands?utm_medium=social&utm_content=markets&utm_source=twitter&cmpid%3D=socialflow-twitter-markets&utm_campaign=socialflow-organic

Indonesia Palm Oil Export Ban Lifted in Relief to Global Market - Bloomberg

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TOPICS AND TIMESTAMPS:

Down 0:00

Markets Down 0:21

The Only Chart Needed 4:53

Euro Dollar Parity 6:25

Global Economy 9:04

S&P 500 Pares Losses After Hitting Bear-Market Territory - WSJ

https://www.wsj.com/articles/global-stocks-markets-dow-update-05-20-2022-11653032201

S&P 500 Briefly Plunges Into Bear Market As Stocks Fall For Seventh Week In A Row

https://www.forbes.com/sites/sergeiklebnikov/2022/05/20/sp-500-plunges-into-bear-market-as-stocks-fall-for-seventh-week-in-a-row/?sh=12fdb0a7722c&utm_campaign=socialflowForbesMainTwitter&utm_medium=social&utm_source=ForbesMainTwitter

Major Outflows Hit Most Asset Classes as Recession Woes Mount - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-20/outflows-hit-every-asset-as-bofa-signal-flashes-buy-for-stocks

Sven Henrich on Twitter: "The S&P 500 sure hasn't been the same since the Fed started tapering... https://t.co/NvVI0Olo9M" / Twitter

https://twitter.com/NorthmanTrader/status/1527395785196838913/photo/1

Wall Street Is as Baffled by Stocks Now as It Has Ever Been - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-20/wall-street-is-as-baffled-by-stocks-now-as-it-has-ever-been?srnd=premium-canada

US growth seen outpacing China’s for first time since 1976 - Moneyweb

https://www.moneyweb.co.za/news/international/us-growth-seen-outpacing-chinas-for-first-time-since-1976/

Existing home sales fell in April to lowest level since start of pandemic

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TOPICS AND TIMESTAMPS:

Here We Go Again 0:00

Consumers Off 0:46

Subprime 1:58

Higher Than US 5:38

Recession Or Not? 7:48

THIS Is What You Need To Know 13:53

Consumer is being hurt

Consumer taking step back

Stocks have dropped

Investors parking cash

Uncertain future determined soon

Gas could rise above $6 per gallon by end of summer: Experts | Washington Examiner

https://www.washingtonexaminer.com/news/gas-could-rise-above-6-per-gallon-by-end-of-summer-experts

U.S. may be barreling toward recession in next year, more experts say

https://www.adn.com/nation-world/2022/05/19/us-may-be-barreling-toward-recession-in-next-year-more-experts-say/#:~:text=The%20U.S.%20economy%20could%20be,counting%20on%20sustained%20economic%20momentum.

More Subprime Borrowers Are Missing Loan Payments - WSJ

https://www.wsj.com/articles/more-subprime-borrowers-are-missing-loan-payments-11652952602

Existing home sales fell in April to lowest level since start of pandemic

https://www.cnbc.com/2022/05/19/existing-home-sales-fell-in-april-to-lowest-level-since-start-of-pandemic.html

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TOPICS AND TIMESTAMPS:

Around and Around 0:00

Sea of Red 0:10

Lost Decade for Stocks 7:20

S&P 500 Map

https://finviz.com/map.ashx?t=sec

Dow drops 1,100 points for its biggest decline since 2020 as the sell-off this year on Wall Street intensifies

https://www.cnbc.com/2022/05/17/stock-market-news-open-to-close.html

Gas stations in Washington reprogram pumps to prepare for $10-a-gallon fuel | Daily Mail Online

https://www.dailymail.co.uk/news/article-10830591/Gas-stations-Washington-reprogram-pumps-prepare-10-gallon-fuel.html

High diesel prices are making inflation worse and raising the risk of a recession

https://www.freightwaves.com/news/diesel-costs-deliver-body-blow-to-trucking-industry

Chicken wings for $34? Pent-up inflation driving food costs higher – Orange County Register

https://www.ocregister.com/2022/05/18/chicken-wings-for-34-pent-up-inflation-driving-food-costs-higher/

(1) Danielle DiMartino Booth on Twitter: "“In reality, it was all the free money, eviction moratoriums, increased participants on SNAP & a stock market boom, now fading” 25% increase in food stamps was executive ordered into existence starting 10/1/21 & credit card spending growing at record rate https://t.co/KlCyFGdFI1" / Twitter

https://twitter.com/DiMartinoBooth/status/1526607333739991040?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1526607333739991040%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fpersonal-finance%2Fhow-much-has-inflation-and-free-money-goosed-consumer-spending

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TOPICS AND TIMESTAMPS:

Here We Go 0:00

What’s Going Down? 0:15

Bankruptcies Surge 4:45

What’s Going Up? 7:35

The crazy housing market is slowing but it's still out of reach for many buyers

https://www.axios.com/2022/05/16/the-crazy-housing-market-is-finally-slowing-down

Thinking about selling your home? This may be the time - CNN

https://www.cnn.com/2022/05/17/homes/us-real-estate-home-seller/index.html

FS-pTWaWIAEM9Pi (680×540)

https://pbs.twimg.com/media/FS-pTWaWIAEM9Pi?format=jpg&name=small

Bank of America Clients Hoard Cash at 2001 High as Stagflation Woes Surge - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-17/bofa-clients-hoard-cash-at-2001-high-as-stagflation-woes-surge

Thrifting is the new normal

https://www.axios.com/2022/05/17/resale-secondhand-americans-shopping

Canadian businesses face a wave of bankruptcy reckonings | The Star

https://www.thestar.com/business/2022/05/17/canadian-businesses-face-a-wave-of-bankruptcy-reckonings.html?utm_source=Twitter&utm_medium=SocialMedia&utm_campaign=Business&utm_content=canadianbusiness&utm_source=twitter&source=torontostar&utm_medium=SocialMedia&utm_campaign=&utm_campaign_id=&utm_content=

The Disinflationary Impact Of Fed Policy On Equities - RIA

https://realinvestmentadvice.com/the-disinflationary-impact-of-fed-policy-on-equities/

The next couple of months will be the most difficult of our lives, PM informs the nation - Top Story | Daily Mirror

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TOPICS AND TIMESTAMPS: It Can’t Be Stopped 0:00 Helicopter Ben 0:29 Wild Swings 4:38 Inflation 10:17

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TOPICS AND TIMESTAMPS:

Assets Fall 0:00

Global Bear Markets 0:39

Forbes Richest Family 2:49

Stable Assets 3:47

What Preserves Wealth? 8:03

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https://cms.zerohedge.com/s3/files/inline-images/bear%20market%20world.png?itok=dwuIa9vp

Charting the Global Economy: Growth Prospects Continue to Dim - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-14/charting-the-global-economy-growth-prospects-continue-to-dim?srnd=premium-canada

World's Richest Family Bet on Munis, Japanese Stocks, Coinbase - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-13/walton-family-investment-firm-bet-on-munis-small-caps-amid-drop?srnd=premium-canada

Bill Gates Sells $940 Million of CN Rail (CNR) Stock, Trimming Stake to 9% - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-13/bill-gates-sells-940-million-of-cn-rail-stock-cuts-stake-to-9?srnd=premium-canada

Diamond Sales 2022: Precious Gems From Russia Banned, Boosting India Trade - Bloomberg

https://www.bloomberg.com/news/features/2022-05-12/luxury-brands-hunt-for-supply-as-russia-sanctions-hit-diamond-giants?sref=6uww027M

Why This Fund Manager Paid $15 Million for a Painting Estimated at $200,000 - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-13/why-this-fund-manager-paid-15-million-for-a-painting-estimated-at-200-000

So Who Bought Andy Warhol’s Marilyn for Nearly $200 Million? | Vanity Fair

https://www.vanityfair.com/style/2022/05/andy-warhol-marilyn-mystery-buyer

‘Lost’ Picasso spotted in Imelda Marcos’s home after son’s election win | Philippines | The Guardian

https://www.theguardian.com/world/2022/may/13/lost-picasso-spotted-in-imelda-marcos-home-after-son-bongbong-election-win

horses-5716127_1280.jpg (1280×718)

https://hansenland.ca/wp-content/uploads/2021/06/horses-5716127_1280.jpg

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https://static.onecms.io/wp-content/uploads/sites/20/2020/05/01/pandemic-garden-1.jpg

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https://www.adamslibrary.org/sites/default/files/2021-07/rain%20barrel.jpg

Inside TikTok’s Explosive Growth - by Alex Kantrowitz

https://bigtechnology.substack.com/p/inside-tiktoks-explosive-growth?s=r

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https://imageio.forbes.com/specials-images/dam/imageserve/1201418831/960x0.jpg?fit=bounds&format=jpg&width=960

Highest US Inflation: 10% in Texas Town Hit by Surging Prices - Bloomberg

https://www.bloomberg.com/news/features/2022-05-11/where-is-inflation-highest-in-us-texas-city-hit-hard-by-price-hikes?utm_medium=social&cmpid=socialflow-twitter-business&utm_source=twitter&utm_content=business&utm_campaign=socialflow-organic

The Chinese Devaluation Continues | ZeroHedge

https://www.zerohedge.com/markets/chinese-devaluation-continues

china TSF 5.13.22.jpg (1274×571)

https://cms.zerohedge.com/s3/files/inline-images/china%20TSF%205.13.22.jpg?itok=G_kGIBsD

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https://cms.zerohedge.com/s3/files/inline-images/tsf%20deceleration.jpg?itok=v4DuYLq4

Dow suffers longest losing streak since 2001 as stocks benchmarks extend weekly losses despite closing sharply higher Friday - MarketWatch

https://www.marketwatch.com/story/u-s-stocks-futures-swing-higher-as-s-p-500-fights-off-bear-market-territory-11652427721

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TOPICS AND TIMESTAMPS:

Economy 0:00

Consumers 0:42

Inflation 3:20

China Slowing 6:00

India Bans Wheat 8:27

(1) Alf on Twitter: "For 40+ years, sharp drops in the University of Michigan consumer sentiment index have preceded either recession or sharp slowdowns in economic activity. And this time will not be different: respect the cycle on the way up and on the way down. https://t.co/gpFf8j49G6" / Twitter

https://twitter.com/MacroAlf/status/1525897599584198657

ft_2022.05.12_nationalproblems_01.png (640×966)

https://www.pewresearch.org/wp-content/uploads/2022/05/ft_2022.05.12_nationalproblems_01.png?w=640

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https://cms.zerohedge.com/s3/files/inline-images/unnamed_412.png?itok=fovM4eTL

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%281%29_349.png?itok=2yebyxhE

Oil giant Aramco reports record first quarter as oil prices soar

https://www.cnbc.com/2022/05/15/aramco-worlds-largest-company-reports-record-first-quarter-as-oil-prices-soar.html

Record-high gas prices are eating into Americans' spending, JPMorgan says - CNN

https://www.cnn.com/2022/05/13/economy/gas-prices-consumer-spending-jp-morgan/index.html

ERCOT again asks Texans to conserve power after generators fail

https://www.houstonchronicle.com/business/energy/article/ERCOT-again-asks-Texans-to-conserve-power-after-17172054.php#:~:text=May%2013%2C%202022%20Updated%3A%20May,14%2C%202022%2010%3A13%20a.m.&text=Texans%20are%20again%20being%20asked%20to%20scale%20back%20their%20electricity,Electric%20Reliability%20Council%20of%20Texas.

NATO assures Ukraine open-ended military support against Russia

https://news.yahoo.com/fierce-fighting-ukraines-east-eurovision-040818401.html

Goldman’s Blankfein Says US Should Prepare for Recession - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-15/goldman-s-blankfein-says-companies-should-prepare-for-recession?srnd=premium-canada

China Economy Contracts Sharply as Covid Zero Curbs Output - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-16/china-s-economy-contracts-sharply-as-covid-zero-curbs-output?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

U.S. Dollar 0:00

It’s Strong 0:39

Sky High Prices 3:23

Oil and Energy 4:06

Russia 5:42

Inflation 8:57

What’s Next? 13:17

Dollar’s Strength Pushes World Economy Deeper Into Slowdown - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-14/dollar-s-strength-pushes-world-economy-deeper-into-slowdown

Egg Prices Surge in US Inflation Data as Bird Flu Wipes Out Hens - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-11/egg-prices-surge-in-us-inflation-data-as-bird-flu-wipes-out-hens?sref=6uww027M

Covid: Rumours of Beijing lockdown spark panic, supply chain fears | news.com.au — Australia’s leading news site

https://www.news.com.au/world/asia/fears-of-supply-chain-chaos-grow-amid-rumours-beijings-first-ever-covid-lockdown-looms/news-story/245294f05f8c18502b78bb43737a4a0d

If you think gas prices are bad, diesel is in its worst crisis since the 1970s and has even raised fears of localized rationing

https://ca.finance.yahoo.com/news/think-gas-prices-bad-diesel-123000201.html

EU Drafts Plan for Buying Russian Gas Without Breaking Sanctions - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-14/eu-drafts-plan-for-buying-russian-gas-without-breaking-sanctions

European Oil Majors Report ‘Exceptional’ Trading Profits | OilPrice.com

https://oilprice.com/Energy/Energy-General/European-Oil-Majors-Report-Exceptional-Trading-Profits.html

Iran Says It Can Double Oil Exports If Market Needs More Barrels - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-14/iran-says-it-can-double-oil-exports-if-market-needs-more-barrels?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

Is This the Beginning? 0:00

Recession Is On 0:46

The Battle 3:13

Earth Is Rumbling 6:13

Get Prepared Now 12:06

UK economy shrank by 0.1% in March as cost of living crisis bites – as it happened | Business | The Guardian

https://www.theguardian.com/business/live/2022/may/12/uk-gdp-economy-growth-recession-services-manufacturing-stock-markets-ftse-business-live

2022-05-12_06-06-25.jpg (988×649)

https://cms.zerohedge.com/s3/files/inline-images/2022-05-12_06-06-25.jpg?itok=Im4dWY5j

India blocks all wheat exports with immediate effect

https://www.cnbc.com/2022/05/14/india-blocks-all-wheat-exports-with-immediate-effect.html

Clint Ehrlich on Twitter: ""NATO expansion" is such a powerful euphemism. Would the Senate ratify a brand-new treaty that required America to go to war for Finland & Sweden? Probably not. But the "NATO" label makes it an easy sell!" / Twitter

https://twitter.com/ClintEhrlich/status/1524800611916472321?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1524800611916472321%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Ffinland-will-become-nato-backwater-russia-threatens-military-technical-measures-if-it-joins

Samuel Ramani on Twitter: "Russia's Deputy UN Ambassador Dmitry Polyanskiy threatens Sweden and Finland: "As soon as Finland and Sweden become members of NATO and military units of the alliance are there, these territories will become a possible target for the Russian military"" / Twitter

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TOPICS AND TIMESTAMPS:

Markets Pounded 0:00

Why Markets Bounced 2:36

Markets Normalizing? 4:09

Inflation Summation 5:35

Central Bank Crisis 9:01

Americans lament the state of their 401k plans as stock market plunges | Daily Mail Online

https://www.dailymail.co.uk/news/article-10810299/Americans-lament-state-401k-plans-stock-market-plunges.html

Home prices could fall in some cities following sharp increases. : NPR

https://www.npr.org/2022/05/12/1097979009/home-prices-could-fall-in-some-u-s-cities-heres-where-and-why

Wholesale inflation climbs 11% in April, remaining near 40-year high | Fox Business

https://www.foxbusiness.com/economy/wholesale-prices-producer-inflation-april-2022

Fed Chair Powell: Controlling inflation will 'include some pain' - Marketplace

https://www.marketplace.org/2022/05/12/fed-chair-jerome-powell-controlling-inflation-will-include-some-pain/

Maja Wallengren on Twitter: "BREAKING #COFFEE FROST: Intense new cold front starting to move into ALL main 2022 Arabica coffee regions in Brazil THIS week with temp potentially as low as -5 C° from southern Parana, all SM + AM to NW Cerrado + NE Matas in Minas Gerais. R $JO buyers really going to stay short? https://t.co/pPivamLzXc" / Twitter

https://twitter.com/SpillingTheBean/status/1524270909351251968

2022-05-12_12-55-16.jpg (1280×870)

https://cms.zerohedge.com/s3/files/inline-images/2022-05-12_12-55-16.jpg?itok=svtEmbxg

2022-05-12_12-37-35.jpg (743×636)

https://cms.zerohedge.com/s3/files/inline-images/2022-05-12_12-37-35.jpg?itok=w5EPNQ6F

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TOPICS AND TIMESTAMPS:

Impossible. Or Is It? 0:00

Inflation Hot 0:21

Stocks Not 2:34

Layoffs Pop 4:37

Real Estate Drop 10:45

CPI April 2022: Inflation barreled ahead at 8.3% in April from a year ago, remaining near 40-year highs

https://www.cnbc.com/2022/05/11/cpi-april-2022.html

US inflation slowed last month for the first time since August - CNN

https://www.cnn.com/2022/05/11/business/consumer-price-inflation-april/index.html

Fed’s Raphael Bostic Backs ‘Moving More’ on Rates If Inflation Persists - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-11/fed-s-bostic-backs-moving-more-on-rates-if-inflation-persists?srnd=premium-canada

BlackRock’s Star Trader Goes Short as Hedge Fund Loss Mounts - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-10/blackrock-s-star-trader-goes-net-short-as-hedge-fund-loss-mounts?sref=6uww027M

Layoffs Are Sweeping the US. See Who's Making Cuts

https://www.businessinsider.com/layoffs-sweeping-the-us-these-are-the-companies-making-cuts-2022-5

Stock Turmoil Spreads to Junk Bonds, Hurts Deals - WSJ

https://www.wsj.com/articles/stocks-turmoil-spreads-to-junk-bonds-hurts-deals-11652261581

Coinbase admits users may lose crypto if exchange goes bankrupt | Fortune

https://fortune.com/2022/05/11/coinbase-bankruptcy-crypto-assets-safe-private-key-earnings-stock/

2022-05-11_09-08-35.jpg (630×669)

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TOPICS AND TIMESTAMPS:

SandP500 0:00

Why It Flipped 0:34

Inflation Hits 4:46

Market Chaos 9:17

Fed's Waller promises to tackle inflation, says mistakes of the '70s won't be repeated

https://www.cnbc.com/2022/05/10/feds-waller-promises-to-tackle-inflation-says-mistakes-of-the-70s-wont-be-repeated.html

CPI yoy may 2022.jpg (1229×561)

https://cms.zerohedge.com/s3/files/inline-images/CPI%20yoy%20may%202022.jpg?itok=aSbaC84H

goldman inflation expectations 23.jpg (1113×518)

https://cms.zerohedge.com/s3/files/inline-images/goldman%20inflation%20expectations%2023.jpg?itok=JhQVaWRJ

Food Inflation Hits Taco Prices at Mexican Restuarant Using Price Stickers - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-10/food-inflation-hits-taco-prices-at-mexican-restuarant-using-price-stickers

Skipping meals. Racking up debt. How inflation is squeezing single parents. - CNN

https://www.cnn.com/2022/05/10/economy/single-parent-inflation-economy/index.html

Amazon stock has lost all of its gains from the pandemic

https://www.cnbc.com/2022/05/10/amazon-stock-has-lost-nearly-all-of-its-gains-from-the-pandemic.html

Household debt nears $16 trillion despite rising rates and inflation

https://www.cnbc.com/2022/05/10/household-debt-nears-16-trillion-despite-rising-rates-and-inflation.html

Partners Group (PGHN) to Buy US Rental Homes for Over $1 Billion - Bloomberg

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TOPICS AND TIMESTAMPS:

Stocks Crash 0:00

Recession Imminent 1:10

Markets Freefall 7:10

Commodity Absurdity 10:43

EXPLAINER: Recession fears grow. But how high is the risk? | AP News

https://apnews.com/article/business-united-states-economy-layoffs-prices-85ee014b63a7000ed0bd08878d9d4b20

Stock Traders See Hard Landing in Soft Data - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-09/scorched-stock-traders-starting-to-see-hard-landing-in-soft-data?srnd=premium-canada

Stock Market Today: Dow, S&P Live Updates for May 9 - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-08/u-s-futures-fall-asia-stocks-set-for-choppy-open-markets-wrap

Dollar Strength Bucks Inflation Woes - WSJ

https://www.wsj.com/articles/dollar-strength-bucks-inflation-woes-11651878863

BCOM to SPX.jpg (1280×577)

https://cms.zerohedge.com/s3/files/inline-images/BCOM%20to%20SPX.jpg?itok=RofdqKLm

2022-05-09_12-49-11.jpg (990×647)

https://cms.zerohedge.com/s3/files/inline-images/2022-05-09_12-49-11.jpg?itok=3wc7LOLV

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https://cms.zerohedge.com/s3/files/inline-images/2022-05-09_11-25-05.jpg?itok=P1qbtGKc

Tech giants lost over $1 trillion in value in last three trading days

https://www.cnbc.com/2022/05/09/tech-giants-lost-over-1-trillion-in-value-in-last-three-trading-days.html

2022-05-09_09-28-13_0.jpg (987×663)

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TOPICS AND TIMESTAMPS:

Stocks 0:00

Lost Everything 0:21

Inflation Sensation 6:05

Day Trader Army Loses All the Money It Made in Meme-Stock Era - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-08/day-trader-army-loses-all-the-money-it-made-in-meme-stock-era?srnd=premium-canada

every fed hiking cycle ends in crisis BofA April 2022 update_1.jpg (697×484)

https://cms.zerohedge.com/s3/files/inline-images/every%20fed%20hiking%20cycle%20ends%20in%20crisis%20BofA%20April%202022%20update_1.jpg?itok=99Z4hk3x

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%289%29_206.png?itok=BLhsaRki

unemp vs job openings may 2022_0.jpg (1244×600)

https://cms.zerohedge.com/s3/files/inline-images/unemp%20vs%20job%20openings%20may%202022_0.jpg?itok=IxSBFMKZ

Dashboard | Truflation

https://app.truflation.com/

Peak Inflation & Fed Policy: A Relationship Which Should Worry The Fed And Scare Investors

https://www.thecarsonreport.com/post/peak-inflation-fed-policy-a-relationship-which-should-worry-the-fed-and-scare-investors

Nearly 25 million tonnes of grain stuck in Ukraine, says UN food agency | Reuters

https://www.reuters.com/world/europe/nearly-25-mln-tonnes-grain-stuck-ukraine-un-food-agency-2022-05-06/

Western banks prepare for $10bn hit in retreat from Russia | Financial Times

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TOPICS AND TIMESTAMPS:

This Time 0:00

Volatile Volatility 0:34

Zimbabwe Again! 6:29

China Takes Another Step 9:36

Inflection Point 11:14

ProShares UltraPro QQQ ETF (TQQQ) Falls 15% in Rout After Big Inflows - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-06/billions-in-wrong-way-etf-bets-placed-just-before-thursday-rout?srnd=premium-canada

Famous Volatility ETFs Are Back After a Wild Week on Wall Street - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-07/famous-volatility-etfs-are-back-after-a-wild-week-on-wall-street?srnd=premium-canada

Advice for Navigating Stock Plunge? Depends on Your Retirement Plans - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-06/advice-for-navigating-stock-plunge-depends-on-your-retirement-plans

Zimbabwe Imposes Capital Controls to Stem Currency’s Slide - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-07/zimbabwe-imposes-capital-controls-to-stem-currency-s-slide

Warhol Monroe portrait set to smash records at New York sales

https://www.france24.com/en/live-news/20220507-warhol-monroe-portrait-set-to-smash-records-at-new-york-sales

China Orders Government, State Firms to Replace Foreign Computers - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-06/china-orders-government-state-firms-to-dump-foreign-pcs

unnamed_400.png (923×521)

https://cms.zerohedge.com/s3/files/inline-images/unnamed_400.png?itok=4IELyFWE

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TOPICS AND TIMESTAMPS:

Michael Saylor 0:00

Satoshi Nakamoto White Paper 0:15

Bitcoin Changes 2:51

Satoshi Coins 6:19

Bitcoin vs Cryptos 10:51

Bitcoin - Higher Interest Rates 18:46

Companies Now Countries Adopting 28:29

Warren Buffett 35:55

Bitcoin - Too Slow?

Interest On Crypto 45:34

Tether Controversy 50:35

NFT’s 58:02

Find Out More 1:03:22

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Knowing THIS Will Keep You Ahead!

TOPICS AND TIMESTAMPS:

It’s On 0:00

Stock Market Falls 0:29

Know THIS 4:14

Inflation Rises 6:47

Central Banks Ignore 8:04

China Prepares 11:57

Stocks are always going to react too late and too early to information

Inflation is never stopped by moderate rate hikes

Spread in between inflation and interest rates too wide

Slow economy means recession is coming most likely

If you knew there was a recession coming in 6, 12, or 18 months, how would you prepare?

Stocks fall on Friday to close out tumultuous week, Dow drops for sixth straight week

https://www.cnbc.com/2022/05/05/stock-market-futures-open-to-close-news.html

'Nowhere near the bottom,' top economist says as global markets crater

https://www.cnbc.com/2022/05/06/nowhere-near-the-bottom-top-economist-says-as-global-markets-crater.html

Soaring fertilizer prices put global food security at risk

https://www.axios.com/2022/05/06/fertilizer-prices-food-securtiy

Food Prices Hold Near Record as Ukraine War Upends Trade

https://www.yahoo.com/now/food-prices-hold-near-record-080000557.html

S&P Suffers Longest Weekly Losing Streak in Decade: Markets Wrap

https://news.yahoo.com/u-stock-bond-slump-piles-223714300.html

Powell’s Inflation Strategy Takes Fire From Ex-Top Fed Officials - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-06/powell-s-inflation-strategy-takes

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TOPICS AND TIMESTAMPS:

Breaking 0:00

Stock Market Upside Down 0:38

Insiders Not Buying 4:00

Each Puzzle Piece 4:34

Chaos Has Begun 6:21

Escalating Food Crisis 9:39

Stocks have fallen

Insiders not buying

Many have pulled some out

Interest rates higher

Money printing gone

Inflation higher

Food prices up

Food banks

Oil up

Dow tumbles 1,000 points for the worst day since 2020, Nasdaq drops 5%

https://www.cnbc.com/2022/05/04/stock-market-futures-open-to-close-news.html

E-commerce stocks plummet as consumers pull back online spending

https://www.cnbc.com/2022/05/05/e-commerce-stocks-plummet-as-consumers-pull-back-online-spending.html

Stocks Crater as Fed-Policy Jitters Rock Trading: Markets Wrap

https://finance.yahoo.com/news/stocks-bonds-jump-powell-quells-214638927.html

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

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TOPICS AND TIMESTAMPS:

That Was Easy 0:00

Rate Hike 0:29

Taper Balance Sheet 2:58

Let’s Analyze 5:32

Why? 7:45

Very Telling Quotes 10:04

Why? More 12:21

Cathie and Elon 13:11

Federal Reserve Board - Federal Reserve issues FOMC statement

https://www.federalreserve.gov/newsevents/pressreleases/monetary20220504a.htm

Federal Reserve Board - Plans for Reducing the Size of the Federal Reserve's Balance Sheet

https://www.federalreserve.gov/newsevents/pressreleases/monetary20220504b.htm

Powell Tells Americans Fed Will Fight Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-04/powell-vows-to-curb-inflation-with-hikes-that-risk-economic-pain?srnd=premium-canada

(3) Neil Irwin on Twitter: "I'm surprised stocks are up so much in response to Powell taking 75bps off the table. Seemed to me that he basically affirmed the baseline of most mainstream Fed watchers (50 bps each the next couple of meetings) rather than sending some dovish signal." / Twitter

https://twitter.com/Neil_Irwin/status/1521945695745462272

2022-05-04_10-13-57.jpg (897×493)

https://cms.zerohedge.com/s3/files/inline-images/2022-05-04_10-13-57.jpg?itok=Oci8OtVm

RBI repo rate: India central bank hikes interest rates after two years - BBC News

https://www.bbc.com/news/world-asia-india-61317082#:~:text=The%20Reserve%20Bank%20of%20India,online%20media%20briefing%20on%20Wednesday.

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TOPICS AND TIMESTAMPS:

Economic Chaos 0:00

Stock Market Madness 0:26

Everything Down 5:42

Inflation Bubble-lation 8:07

More and More 13:22

Paul Tudor Jones says he can't think of a worse financial environment for stocks or bonds right now

https://www.cnbc.com/2022/05/03/paul-tudor-jones-says-he-cant-think-of-a-worse-financial-environment-for-stocks-or-bonds-right-now.html

50% of market is in a bubble, Dan Suzuki warns as Fed gets ready to meet

https://www.cnbc.com/2022/05/02/50percent-of-market-is-in-a-bubble-dan-suzuki-warns-as-fed-gets-ready-to-meet.html

Stocks and Bonds Are Falling in Lockstep at Pace Unseen in Decades - WSJ

https://www.wsj.com/articles/stocks-and-bonds-are-falling-in-lockstep-at-pace-unseen-in-decades-11651551170

QT balance sheet vs spx.jpg (800×344)

https://cms.zerohedge.com/s3/files/inline-images/QT%20balance%20sheet%20vs%20spx.jpg?itok=KdfEVGrN

How Far the Fed Will Go on Rate Hikes? Here Are Some Under-the-Radar Gauges. | Barron's

https://www.barrons.com/articles/fed-rate-hikes-recession-51651608712

Get Ready for Another Energy Price Spike: High Electric Bills – DNyuz

https://dnyuz.com/2022/05/03/get-ready-for-another-energy-price-spike-high-electric-bills/

Global Chip Shortage’s Latest Worry: Too Few Chips for Chip-Making - WSJ

https://www.wsj.com/articles/global-chip-shortages-latest-worry-too-few-chips-for-chip-making-11651575601

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TOPICS AND TIMESTAMPS:

Big Deal 0:00

Biggest Buyer Selling 0:37

China Prepares 5:05

Crisis Above All Else 7:41

Markets Haywire 11:13

Biggest Treasury Buyer Outside U.S. Quietly Sheds Billions - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-01/biggest-treasury-buyer-outside-u-s-quietly-offloads-billions#:~:text=Estimates%20from%20BMO%20Capital%20Markets,the%20divestment%20threatens%20to%20grow.

China meets banks to discuss protecting assets from US sanctions | Financial Times

https://www.ft.com/content/45d5fcac-3e6d-420a-ac78-4b439e24b5de

like.jpg (1920×1080)

file:///Volumes/GoogleDrive/My%20Drive/GPS/like.jpg

Farmers Are Struggling to Keep Up Food Supply as Fertilizer Prices Surge - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-01/farmers-are-struggling-to-keep-up-food-supply-as-fertilizer-prices-surge

Food Banks Are Serving More People Again as Inflation Squeezes Budgets - WSJ

https://www.wsj.com/articles/food-banks-are-serving-more-people-again-as-inflation-squeezes-budgets-11651443418

Fertilizer Buyers Are Eyeing Canada to Fill Global Potash Deficit - Bloomberg

https://www.bloomberg.com/news/articles/2022-05-02/fertilizer-buyers-eyeing-canada-to-fill-global-potash-deficit?srnd=premium-canada

Devastating tornado rips through Kansas as 40 million people across US are under severe storm threat | Daily Mail Online

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TOPICS AND TIMESTAMPS:

Difficulties 0:00

Civil Unrest 0:30

Food Crisis 4:47

The Fed 10:10

Dashboard | Truflation

https://app.truflation.com/

Beijing shuts Universal Studios, bans restaurant dining in major escalation of Covid restrictions - CNN

https://edition.cnn.com/2022/05/01/china/beijing-covid-labor-day-holiday-intl-hnk/index.html

27343.jpeg (822×822)

https://cdn.statcdn.com/Infographic/images/normal/27343.jpeg

Greek workers protest at energy cost surge in May Day rallies | Reuters

https://www.reuters.com/world/europe/greek-workers-protest-energy-cost-surge-may-day-rallies-2022-05-01/

Cubans take to streets on Worker's Day for first time in three years | Reuters

https://www.reuters.com/world/americas/cubans-take-streets-workers-day-first-time-three-years-2022-05-01/

Violence erupts in Paris as May Day demonstrators throw fireworks at a McDonald's restaurant | Daily Mail Online

https://www.dailymail.co.uk/news/article-10772663/Violence-erupts-Paris-Day-demonstrators-throw-fireworks-McDonalds-restaurant.html

Inflation forces consumers to ask: Can I live without it?

https://www.cnbc.com/2022/05/01/inflation-forces-consumers-to-rethink-spending-habits.html

Hottest Inflation in Phoenix Haunts' Democrats Midterm Bid to Keep Senate - Bloomberg

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TOPICS AND TIMESTAMPS:

Worst Since 2008 0:00

Why Is This Happening? 0:47

Bear Market 6:54

Commodity Inflation 8:24

Dow tumbles 900 points and Nasdaq drops 4% to close out a brutal month

https://www.cnbc.com/2022/04/28/stock-market-futures-open-to-close-news.html

Amazon shares sink 12%, on pace for worst day in at least 8 years

https://www.cnbc.com/2022/04/29/amazon-shares-sink-11percent-on-disappointing-guidance.html

Jeff Bezos Loses $13 Billion in Hours as Amazon Shares Slump

https://www.bloombergquint.com/onweb/bezos-loses-13-billion-in-hours-as-amazon-shares-slump

The Fed's favorite inflation measure hit a fresh 40-year high - CNN

https://www.cnn.com/2022/04/29/economy/pce-inflation-march/index.html

Rising rates 'not a good recipe' for inflation and growth stocks, says Berkshire Hathaway's Sue Decker

https://www.cnbc.com/video/2022/04/29/rising-rates-not-a-good-recipe-for-inflation-and-growth-stocks-says-berkshire-hathaways-sue-decker.html?&recirc=taboolainternal

2022-04-29_05-38-40.jpg (916×698)

https://cms.zerohedge.com/s3/files/inline-images/2022-04-29_05-38-40.jpg?itok=F9TUb4ch

2022-04-29_05-33-53.jpg (917×699)

https://cms.zerohedge.com/s3/files/inline-images/2022-04-29_05-33-53.jpg?itok=FCa90TXs

nasdaq monthly change.jpg (1280×523)

https://cms.zerohedge.com/s3/files/inline-images/nasdaq%20monthly%20change.jpg?itok=Du8sZH50

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TOPICS AND TIMESTAMPS:

Ups and Downs 0:00

What the Rich Buy 0:42

Elon Musk Tesla 6:14

Old School 8:49

Borrow Against Assets 11:24

$17bn of global assets linked to 35 Russians with alleged ties to Putin | Vladimir Putin | The Guardian

https://www.theguardian.com/world/2022/mar/21/global-assets-russians-alleged-ties-putin-wealth-oligarchs-navalny

Explore the global assets of Russia's oligarchs and enablers | Russian Asset Tracker | OCCRP

https://cdn.occrp.org/projects/russian-asset-tracker/en/

1520 Jeffords St, Clearwater, FL 33756 - Azure | LoopNet.ca

https://www.loopnet.ca/Listing/1520-Jeffords-St-Clearwater-FL/25530419/

Record-Setting Leonardo da Vinci Work Was Displayed on Saudi Leader’s Yacht - WSJ

https://www.wsj.com/articles/record-setting-leonardo-da-vinci-work-was-displayed-on-saudi-leaders-yacht-11618252319#:~:text=The%20painting%2C%20Leonardo%20da%20Vinci's,people%20familiar%20with%20the%20matter.

SEC Form 4 Insider Trading Screener - - OpenInsider

http://openinsider.com/

gold coin wedding tradition - Google Search

https://www.google.com/search?q=gold+coin+wedding+tradition&oq=gold+coin+wedding+tradition&aqs=chrome..69i57j0i22i30j0i390l2.4958j0j7&sourceid=chrome&ie=UTF-8

Bill Gates is the biggest private owner of farmland in the United States. Why? | Nick Estes | The Guardian

https://www.theguardian.com/commentisfree/2021/apr/05/bill-gates-climate-crisis-farmland

SELLERX | WE BUY AND BUILD AMAZON BUSINESSES – SELLERX | WE BUY AND BUILD AMAZON BUSINESSES

https://sellerx.com/

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https://www.loanry.com/blog/wp-content/uploads/2020/01/How-a-Cash-Out-Refinance-Mortgage-Works.jpg

Margin Rates and Financing | Interactive Brokers LLC

https://www.interactivebrokers.com/en/trading/margin-rates.php

Milo | Get a mortgage with Cryptocurrency

https://www.milocredit.com/crypto/

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On the Down 0:00

Crisis Is On 0:35

Tech Stocks 5:04

Biggest Buyer Coming Back 9:32

Big Concerns 10:28

A Message To You 12:11

U.S. GDP fell at a 1.4% pace to start the year as pandemic recovery takes a hit

https://www.cnbc.com/2022/04/28/us-q1-gdp-growth.html

Yellen says more shocks likely to 'challenge the economy' | AP News

https://apnews.com/article/russia-ukraine-business-europe-economy-janet-yellen-356153601cd404a0967c26e7a50875ac

Pimco’s Kiesel, Who Called Housing Top and Trough, Turns Bearish - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-28/pimco-s-kiesel-who-called-housing-top-and-trough-turns-bearish?srnd=premium-canada

Goya CEO warns world on the brink of a food crisis | Fox Business

https://www.foxbusiness.com/economy/goya-ceo-warns-world-on-precipice-of-food-crisis

Snag_3eb3d3d2.png (1197×456)

https://cms.zerohedge.com/s3/files/inline-images/Snag_3eb3d3d2.png?itok=nZzu56nX

Lake Mead water valve is exposed for the first time amid historic drought - CNN

https://www.cnn.com/2022/04/27/us/water-intake-exposed-lake-mead-drought-climate/index.html

Amazon (AMZN) Q1 2022 earnings

https://www.cnbc.com/2022/04/28/amazon-amzn-q1-2022-earnings.html

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amzn - Google Search

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tsla - Google Search

https://www.google.com/search?q=tsla&oq=tsla&aqs=chrome.0.69i59j35i39j0i67j46i10i131i199i291i433j0i10i131i433j0i512j69i65l2.9045j1j7&sourceid=chrome&ie=UTF-8

The Trouble For Big Tech Stocks In Two Charts – The Felder Report

https://thefelderreport.com/2022/04/27/the-trouble-for-big-tech-stocks-in-two-charts/

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%282%29_311.png?itok=U3NrRqP4

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JPY/USD: Yen’s Historic Fall Signals Rewrite of Global Currency Playbook - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-28/yen-s-historic-fall-signals-rewrite-of-global-currency-playbook

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Escalation Nation 0:00

Germany Unfriends Russia 0:33

Shipping Blocks 6:25

Financially Tight 10:07

Germany Ready to Support EU Ban on Russian Oil If It’s Gradual - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-27/germany-ready-to-support-eu-ban-on-russian-oil-if-it-s-gradual

Russia cuts natural gas to 2 NATO nations in escalation | AP News

https://apnews.com/article/russia-ukraine-kyiv-business-bulgaria-moldova-2505307f5dcc882d38bab642ffce649f

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https://cdn.statcdn.com/Infographic/images/normal/27282.jpeg

Transnistria and Ukraine conflict: Is war spreading? - BBC News

https://www.bbc.com/news/world-europe-61233095

Mystery fires at sensitive facilities compound Russia’s war challenge - The Washington Post

https://www.washingtonpost.com/world/2022/04/27/mystery-fires-sensitive-facilities-compound-russias-war-challenge/

EU Warns Russian Gas Buyers That Ruble Payments Breach Sanctions - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-27/eu-tells-companies-paying-for-gas-in-rubles-breaches-sanctions?srnd=premium-canada

Supply-Chain Issues Appears to Be Easing, Says Major Shipping Company - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-27/major-shipper-sees-signs-of-supply-chain-bottlenecks-easing?srnd=premium-canada

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China’s Covid Crisis Threatens Global Supply Chain Chaos for Summer 2022 - Bloomberg

https://www.bloomberg.com/news/features/2022-04-25/china-s-covid-crisis-threatens-global-supply-chain-chaos-for-summer-2022#:~:text=Global%20Supply%20Chain%20Crisis%20Flares,facing%20months%20of%20severe%20disruption.

Stock Rout Is Fed’s ‘Best-Case Scenario’ as Powell-Put Era Ends - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-27/stock-rout-is-fed-s-best-case-scenario-as-powell-put-era-ends?srnd=premium-canada

A major recession is coming, Deutsche Bank warns - CNN

https://www.cnn.com/2022/04/26/economy/inflation-recession-economy-deutsche-bank/index.html

Is the US housing market headed for a price correction? | The Hill

https://thehill.com/opinion/finance/3466071-is-the-us-housing-market-headed-for-a-price-correction/?rl=1

Florida is the least affordable place to live in the U.S. - CBS News

https://www.cbsnews.com/news/florida-housing-least-affordable-in-the-u-s-miami-tampa-orlando-naples/

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California to raise its gas tax, already the highest in the nation | Fox Business

https://www.foxbusiness.com/economy/california-raise-gas-tax

Chronic Shortages Of A Few Items Now Will Evolve Into Chronic Shortages Of Hundreds Of Products Later In 2022 | ZeroHedge

https://www.zerohedge.com/economics/chronic-shortages-few-items-now-will-evolve-chronic-shortages-hundreds-products-later

Tesla Loses $126 Billion in Value Amid Musk Twitter Deal Funding Concern | Investing News | US News

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Big Changes 0:00

Stinky Stocks 0:36

Inflation Madness 4:36

Poland Drops Russia 9:59

Stocks sink as inflation, recession fears rattle Wall Street

https://www.yahoo.com/now/stocks-sink-inflation-recession-fears-184011387.html

World faces biggest energy shock since 1970s: World Bank

https://www.bolnews.com/latest/2022/04/world-faces-biggest-energy-shock-since-1970s-world-bank/

Shanghai closures are roiling supply chains for U.S. tech, auto firms - The Washington Post

https://www.washingtonpost.com/business/2022/04/26/shanghai-lockdown-supply-chain-cars-electronics/

A Message from our CEO and Co-Founder Vlad Tenev — Under the Hood

https://blog.robinhood.com/news/2022/4/26/a-message-from-our-ceo-and-co-founder-vlad-tenev

Trucking demand near recession levels: Bank of America - FreightWaves

https://www.freightwaves.com/news/bank-of-america-is-sounding-the-alarm-on-collapsing-freight-demand?utm_source=sfmc&utm_medium=email&utm_campaign=FW_Daily_4_26_22&utm_term=Bank+of+America+sounding+the+alarm+on+collapsing+freight+demand

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Whirlpool CEO says company is coping with inflation challenges

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TOPICS AND TIMESTAMPS:

Inflation 0:00

Europe Buys Abu Dhabi Oil 0:41

Financial Flip 5:56

Wild Markets 8:37

Russia Ukraine Fires 10:39

David Rosenberg on Twitter: "As the hawkish bravado builds over the Fed, keep in mind that the only time in history that it started a tightening campaign with the stock market this weak (as in, all the major averages languishing below the 200-day trendlines) was in …1987 (ouch). Take your umbrella with you!" / Twitter

https://twitter.com/EconguyRosie/status/1518586546366173184?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1518586546366173184%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fus-big-tech-shrugs-beijing-bloodbath-bond-yields-bullion-black-gold-battered

Inflation Got You Down? At Least You Don’t Live in Argentina. - WSJ

https://www.wsj.com/articles/inflation-got-you-down-at-least-you-dont-live-in-argentina-11650898676

Japan readies $48bn package to ease inflation pain - Nikkei Asia

https://asia.nikkei.com/Economy/Japan-readies-48bn-package-to-ease-inflation-pain

Abu Dhabi crude to head to Europe, replace Russian oil - sources | Reuters

https://www.reuters.com/business/energy/frances-totalenergies-ship-abu-dhabi-crude-europe-rare-move-sources-2022-04-25/

Oil Updates — Crude hits two-week low; Abu Dhabi crude heading to Europe; India doubles purchase of Russian oil | Arab News

https://www.arabnews.com/node/2070016/business-economy

JCPenney owners offer to buy archrival Kohl's for $8.6B

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It’s On 0:00

Running Out of Food 0:38

China Full Stop 6:24

Next Stage 8:50

Doomsday prediction says world will 'run out of food' - Daily Star

https://www.dailystar.co.uk/news/world-news/domesday-prediction-says-world-run-26781642

Shanghai erects metal barriers in fight against COVID-19 | AP News

https://apnews.com/article/covid-health-china-pandemics-shanghai-2e2a27baef0e6dd2be4d30344b890260

Bread, Debt and Politics Whip Up Volatile Mix in Tunisia - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-24/bread-debt-and-politics-whip-up-volatile-mix-in-tunisia?srnd=premium-canada

Xi’s Finance Crackdown Grows as More Than 40 Officials Ensnared - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-25/xi-s-finance-crackdown-grows-as-more-than-40-officials-ensnared?srnd=premium-canada

Tesco to ration cooking oil purchases as war in Ukraine hikes food prices | Supply chain crisis | The Guardian

https://www.theguardian.com/business/2022/apr/22/tesco-to-ration-cooking-oil-purchases-as-war-in-ukraine-hits-food-prices

Foxconn’s Key iPhone Plant Operating in Locked-Down China Region - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-24/foxconn-s-key-iphone-plant-operating-in-locked-down-china-region?srnd=premium-europe&sref=i4qXzk6d

Janis Mackey Frayer on Twitter: "Anxious vibe in #Beijing Chaoyang area where 4 mn people (incl me & my family) worry a lockdown is coming. Mass testing for everyone & long lines +

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TOPICS AND TIMESTAMPS:

It’s On 0:00

Michael Burry 0:31

Stop Inflation 1:31

Traffic Jam 5:39

It’s All Good According To Wood 8:44

Stocks Turbulence 10:51

Inflation Draining Consumers’ Savings, National Bank CEO Laurent Ferreira Says - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-22/inflation-is-draining-consumers-savings-national-bank-ceo-says?srnd=premium-canada

Bundesbank warns Russian gas embargo would cost Germany 5 per cent in lost output | Financial Times

https://www.ft.com/content/fc767abf-6fa4-4e0c-943d-f582da3d033b

Charting the Global Economy: IMF Slashes Growth Estimates - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-23/charting-the-global-economy-imf-slashes-growth-estimates?srnd=premium-canada

Supply-Chain Snarls: Montreal Port Offers No Wait Time for Container Shipping - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-22/supply-chain-snarls-keeping-you-waiting-montreal-port-has-pitch

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https://www.visualcapitalist.com/wp-content/uploads/2022/04/shanghai-port-traffic-2019vs2022-1.gif

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TOPICS AND TIMESTAMPS:

Just the Beginning 0:00

The Warnings 0:43

Emerging Economy Crisis 5:09

Inflation Escalation 11:47

Dow plunges more than 900 points for its worst day since 2020, falls for a fourth straight week

https://www.cnbc.com/2022/04/21/stock-market-futures-open-to-close-news.html

Rockefeller Foundation’s Rajiv Shah Sees ‘Massive’ Global Food Crisis - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-21/rockefeller-foundation-s-shah-sees-massive-global-food-crisis

Ukraine war: World Bank warns of 'human catastrophe' food crisis - BBC News

https://www.bbc.com/news/business-61171529

EXCLUSIVE: Food shortages magnified by string of destroyed food processing facilities - The Western Standard

https://westernstandardonline.com/2022/04/exclusive-food-shortages-magnified-by-string-of-destroyed-food-processing-facilities/

Fire contained at California food plant; evacuations remain - The Washington Post

https://www.washingtonpost.com/business/california-food-plant-fire-prompts-evacuations-for-thousands/2022/04/14/b2fb8bd4-bc14-11ec-a92d-c763de818c21_story.html

Pilot dies in plane crash into Idaho’s Gem State Processing | Idaho Statesman

https://www.idahostatesman.com/news/nation-world/national/article260423897.html

50,000 lb of food destroyed after fire ripped through Maricopa Food Pantry

https://www.azfamily.com/2022/03/29/50000-lb-food-destroyed-after-fire-ripped-through-maricopa-food-pantry/

Dr. Benjamin Braddock on Twitter: "https://t.co/C5ishgP9Um" / Twitter

https://twitter.com/GraduatedBen/status/1516853305422581760/photo/1

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Curious 0:00

What Happened in Russia? 0:34

Powell Pushes Fifty 5:23

Financial Twists 9:15

I-Don’t-Want-To-Rant-On Rant 13:04

Huge blaze sweeps through Russia's biggest chemical plant hours after 7 killed in weapon centre fire | Daily Mail Online

https://www.dailymail.co.uk/news/article-10740579/Huge-blaze-sweeps-Russias-biggest-chemical-plant-hours-7-killed-weapon-centre-fire.html

Seven killed in fire at Russian defense research institute - TASS | National Post

https://nationalpost.com/pmn/news-pmn/disaster-pmn/seven-killed-in-fire-at-russian-defense-research-institute-tass

Igor Sushko on Twitter: "🧵BREAKING: Russia - Dmitrievsky Chemical Plant burned down today on the outskirts of Moscow. This is the largest Russian manufacturer of chemical solvents. Located 250 miles EAST of Moscow. We are beginning to see a pattern develop. https://t.co/537LLI2JR7" / Twitter

https://twitter.com/igorsushko/status/1517172233629626368?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1517172233629626368%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fgeopolitical%2Flarge-deadly-fire-breaks-out-russian-defense-research-facility

Igor Sushko on Twitter: "BREAKING: Russian military research facility, apparently involved in development of at least some of the S-series surface-to-air missiles and Iskander ballistic missiles, is on fire with dead & many injured. https://t.co/Hd5MLzP8KL" / Twitter

https://twitter.com/igorsushko/status/1517145872609341440?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1517181565830254593%7Ctwgr%5E%7Ctwcon%5Es3_

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TOPICS AND TIMESTAMPS:

Biggest Change 0:00

Energy Debt 0:40

Elon Musk On Inflation 6:42

Stock Market Lie 9:48

UK Cost of Living: Rising Energy Bill to Drive Up Debt, Energy Bosses Warn - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-19/u-k-energy-bosses-warn-of-steep-increase-in-customers-debt?srnd=premium&sref=6uww027M

War in Ukraine: FAO renews appeal to bolster agriculture and provide urgent support to vulnerable rural households

https://www.fao.org/newsroom/detail/war-in-ukraine-fao-renews-appeal-to-bolster-agriculture-and-provide-urgent-support-to-vulnerable-rural-households/en

Rising Fertilizer Costs are Catching up to Rice Farmers, Threatening Supplies - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-18/food-crisis-to-worsen-as-fertilizer-costs-threaten-rice-output

China’s zero-Covid policy risks causing agricultural crisis and food shortages | Financial Times

https://www.ft.com/content/17aaf112-be52-4695-9f2d-849a50ea3c2d?segmentID=d000ce45-8c25-aa67-8d82-a8ab39602280

Italy puts 25C limit on air conditioning as Ukraine crisis forces energy rationing | Italy | The Guardian

https://www.theguardian.com/world/2022/apr/20/operation-thermostat-italy-limits-air-conditioning-amid-energy-crisis-fears

US natural gas export fever tempered by costs and climate concerns | Financial Times

https://www.ft.com/content/6275bd39-0766-4b58-91ba-bc57f03c9d69

Elon Musk: Inflation worse than reported, likely to last through 2022

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TOPICS AND TIMESTAMPS:

Huge 0:00

Oil Embargo 0:27

They’re Buying It All 5:42

Up or Down? 10:41

An EU embargo on Russian oil in the works - French minister | Reuters

https://www.reuters.com/world/an-eu-embargo-russian-oil-works-french-minister-2022-04-19/

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https://cms.zerohedge.com/s3/files/inline-images/commitment%20to%20cut.jpg?itok=dzepUMse

Supply chain braces for next shockwave as China battles COVID - FreightWaves

https://www.freightwaves.com/news/get-ready-for-the-next-supply-chain-shockwave

Stocks week ahead: The biggest risk to the global economy no one is talking about - CNN

https://www.cnn.com/2022/04/17/economy/stocks-week-ahead/index.html

Tesla’s China Workers Are Back On the Job But Sleeping in the Factory | Observer

https://observer.com/2022/04/tesla-shanghai-gigafactory-resume-production-amid-covid-lockdown/

Blackstone Bets on Campus Housing With $13 Billion Acquisition - WSJ

https://www.wsj.com/articles/blackstone-bets-on-campus-housing-with-13-billion-acquisition-11650366000?mod=djemalertNEWS

2022-04-19_05-40-47.jpg (920×541)

https://cms.zerohedge.com/s3/files/inline-images/2022-04-19_05-40-47.jpg?itok=2D72XE1B

Canada Housing Market Hit By Higher Interest Rates, With Sales Down 5.4% - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-19/higher-rates-hit-canadian-housing-market-with-sales-down-5-4?srnd=premium-canada

Canadians Borrow Against Homes Again as Covid Restrictions Lift - Bloomberg

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It’s Happening 0:00

Biggest This Century 0:35

Civil Unrest 5:37

Big Change 11:13

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%283%29_283.png?itok=tvaZ6Ro5

Goldman Sachs Sees U.S. Recession Odds at 35% in Next Two Years - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-17/goldman-sachs-sees-u-s-recession-odds-at-35-in-next-two-years

Fed’s James Bullard Says 75 Basis-Point Rate Hike Could Be Option If Needed - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-18/fed-s-bullard-says-75-basis-point-hike-could-be-option-if-needed?srnd=premium-canada

Homebuyers Discouraged by Rising Mortgage Rates, Prices, N.Y. Fed Survey Finds - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-18/home-buyers-discouraged-by-rising-rates-prices-in-ny-fed-survey?srnd=premium-canada

Price of corn hits 9-year high as surge in commodities continues

https://www.cnbc.com/2022/04/18/price-of-corn-hits-9-year-high-commodities-food-inflation.html

Pakistan Runs Out of Money to Power Homes - Bloomberg

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TOPICS AND TIMESTAMPS:

What’s Happening? 0:00

China’s Slowdown 0:39

China Commodities 5:34

Trucking Headwinds 7:27

Bitcoin Important Correlation 9:11

Inside a Shanghai Mass Quarantine Center: No Showers, Lights On 24/7 - WSJ

https://www.wsj.com/articles/inside-a-shanghai-mass-quarantine-center-no-showers-lights-on-24-7-11650187802

Shanghai Unveils Business Restart Plan on Supply-Chain Woes - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-16/shanghai-unveils-production-restart-plan-amid-supply-chain-pains?srnd=economics-vp

Chinese Home Sales Plunge 29% as Covid Bites: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-18/property-easing-seen-insufficient-for-sales-evergrande-update?srnd=economics-vp

China Raises Coal and Gas Output to Records After Prices Surge - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-18/china-raises-coal-and-gas-output-to-records-after-prices-surge

Trucking bloodbath: Truckers are preparing for downturn

https://www.freightwaves.com/news/truck-driver-bloodbath-reacts-4-2022

Bitcoin Risk-Reward Calculation is Being Upended by Rising Rates - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-17/bitcoin-risk-reward-calculation-is-being-upended-by-rising-rates

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TOPICS AND TIMESTAMPS:

Here We Go 0:00

Debt Up 0:45

Threat To Housing Market 5:18

Real Estate Pop 7:57

Tesla $4600 Target 12:28

Credit-Card Spending Belies Consumers’ Glum View of the Economy - WSJ

https://www.wsj.com/articles/credit-card-spending-belies-consumers-glum-view-of-the-economy-11650063685

Inflation Isn’t Close to Peaking. Why Prices Will Keep Rising. | Barron's

https://www.barrons.com/articles/peak-inflation-51649966350?siteid=yhoof2

Decade-High Mortgage Rates Pose Threat to Spring Housing Market - WSJ

https://www.wsj.com/articles/decade-high-mortgage-rates-pose-threat-to-spring-housing-market-11650101401

Shanghai by the numbers: China's Covid lockdowns

https://www.cnbc.com/2022/04/17/shanghai-by-the-numbers-chinas-covid-lockdowns.html

Powell May Be About to Seal Deal on a Half-Point Hike: Eco Week - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-16/powell-may-be-about-to-seal-deal-on-a-half-point-hike-eco-week

Here’s how much the same mortgage costs now, compared to last year

https://www.cnbc.com/2022/04/16/heres-how-much-the-same-mortgage-costs-now-compared-to-last-year.html

The Sky-High Pandemic Housing Market Finds Gravity Does Exist – DNyuz

https://dnyuz.com/2022/04/16/the-sky-high-pandemic-housing-market-finds-gravity-does-exist/

Will Home Prices Go Down? Real Estate Starts to Cool in Covid Boomtowns - Bloomberg

View Details

TOPICS AND TIMESTAMPS:

Big Changes 0:00

Only Just Begun 0:38

Inflation Situation 5:52

Central Bank 9:07

Elon Musk Twitter 11:17

Record 32% of homebuyers are fleeing coastal cities like San Francisco, LA, Seattle and Boston | Daily Mail Online

https://www.dailymail.co.uk/news/article-10722017/Record-32-homebuyers-fleeing-coastal-cities-like-San-Francisco-LA-Seattle-Boston.html

56653379-10722017-San_Francisco_Los_Angeles_New_York_Washington_DC_and_Seattle_top-a-15_1650041420275.jpg (962×926)

https://i.dailymail.co.uk/1s/2022/04/15/17/56653379-10722017-San_Francisco_Los_Angeles_New_York_Washington_DC_and_Seattle_top-a-15_1650041420275.jpg

56657459-10722017-While_many_are_looking_to_relocate_people_in_Seattle_were_seen_a-a-20_1650041420293.jpg (962×666)

https://i.dailymail.co.uk/1s/2022/04/15/17/56657459-10722017-While_many_are_looking_to_relocate_people_in_Seattle_were_seen_a-a-20_1650041420293.jpg

56657479-10722017-The_news_comes_after_it_was_revealed_New_York_Los_Angeles_San_Fr-a-18_1650041420289.jpg (962×674)

https://i.dailymail.co.uk/1s/2022/04/15/17/56657479-10722017-The_news_comes_after_it_was_revealed_New_York_Los_Angeles_San_Fr-a-18_1650041420289.jpg

56652611-10722017-Inflation_sky_rocketed_to_a_41_year_high_of_8_5_percent_in_March-a-21_1650041420357.jpg (962×781)

https://i.dailymail.co.uk/1s/2022/04/15/17/56652611-10722017-Inflation_sky_rocketed_to_a_41_year_high_of_8_5_percent_in_March-a-21_1650041420357.jpg

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TOPICS AND TIMESTAMPS:

Really? 0:00

Back To Work 1:03

Challenges Ahead 4:02

China Lockdowns 7:15

Energy Dependance 11:32

Retired U.S. Workers Are Returning to the Labor Market as Living Costs Rise - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-14/-unretirement-is-on-the-rise-in-u-s-as-older-workers-return

2022-04-14_12-20-35.jpg (990×643)

https://cms.zerohedge.com/s3/files/inline-images/2022-04-14_12-20-35.jpg?itok=PKaVRbIj

(1) Mohamed A. El-Erian on Twitter: "Per this one-week volatility in yields on 2- and 10-year US government bonds: It’s getting harder to make sense of what normally would be deemed such outsized daily moves. #bonds #economy #markets #EconTwitter https://t.co/nX0CE4xnlA" / Twitter

https://twitter.com/elerianm/status/1514607758343282692/photo/1

Bernstein: China's 2022 Covid lockdowns inflation risk bigger vs 2020

https://www.cnbc.com/2022/04/15/bernstein-chinas-2022-covid-lockdowns-inflation-risk-bigger-vs-2020.html

Singapore Dollar Rallies After Central Bank Ups Inflation Fight

https://finance.yahoo.com/news/singapore-mas-tightens-policy-amid-000451965.html

Putin tells Europe: You still need Russian gas but we're turning east | Reuters

https://www.reuters.com/world/europe/putin-tells-europe-you-cannot-ditch-russian-gas-were-turning-east-2022-04-14/

Yellen Challenges China in ‘Moment for Choosing’ on World Order

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TOPICS AND TIMESTAMPS:

No Way 0:00

Goldman Sells 0:40

ECB Goes For It 3:45

Demand Destruction 6:55

financial overview.jpg (1068×600)

https://cms.zerohedge.com/s3/files/inline-images/financial%20overview.jpg?itok=SKTCb5n4

Goldman selling to retail_5.jpg (1280×704)

https://cms.zerohedge.com/s3/files/inline-images/Goldman%20selling%20to%20retail_5.jpg?itok=ewm44uJ9

GS dumping continued_2.jpg (1118×627)

https://cms.zerohedge.com/s3/files/inline-images/GS%20dumping%20continued_2.jpg?itok=4rAPwQpB

GS selling even more_2.jpg (1253×698)

https://cms.zerohedge.com/s3/files/inline-images/GS%20selling%20even%20more_2.jpg?itok=4AsEY_9k

harvesting Q2 2022-04-14_9-17-03.jpg (1066×600)

https://cms.zerohedge.com/s3/files/inline-images/harvesting%20Q2%202022-04-14_9-17-03.jpg?itok=AWy9xRwV

Retail Sales Slow In March As Gas Prices, Inflation Trim Spending - TheStreet

https://www.thestreet.com/markets/retail-sales-slow-in-march-as-gas-prices-inflation-trim-spending

ECB Rate Increase in 3Q Might be 25 Basis Point Hike: Sources - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-14/ecb-officials-converging-on-quarter-point-hike-in-third-quarter

ECB on track to unwind stimulus after inflation warning | Reuters

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TOPICS AND TIMESTAMPS:

Monetary Modification 0:00

Inflation Stimulation 0:50

Global Synchronization 2:56

Economic Stagnation 6:03

Avocado Toast 10:57

Michael Burry 11:25

Producer Price Index March 2022:

https://www.cnbc.com/2022/04/13/producer-price-index-march-2022-.html

2022-04-13_05-32-38.jpg (1002×644)

https://cms.zerohedge.com/s3/files/inline-images/2022-04-13_05-32-38.jpg?itok=3W-qyeVu

Bank of Canada increases policy interest rate by 50 basis points, begins quantitative tightening - Bank of Canada

https://www.bankofcanada.ca/2022/04/fad-press-release-2022-04-13/

Argentina Raises Key Rate To 47% as Inflation Hits 20-Year High - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-13/argentina-raises-key-rate-to-47-as-inflation-hits-20-year-high

‘Calamity' may be coming, stock-market setup similar to 1999: Jeffrey Gundlach - MarketWatch

https://www.marketwatch.com/story/calamity-may-be-coming-with-stock-market-setup-similar-to-1999-jeffrey-gundlach-11649784113?siteid=yhoof2

UK Wage Growth Lags Inflation in February as Living Standards Fall - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-12/u-k-workers-see-biggest-fall-in-living-standards-in-eight-years

Airfare surged 20% over pre-pandemic levels as inflation hit vacations

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TOPICS AND TIMESTAMPS:

This Is Wild 0:00

Inflation Everywhere 0:37

Something Broke 4:23

Lockdowns Falldowns 9:03

Consumer prices rose 8.5% in March, slightly hotter than expected and the highest since 1981

https://www.cnbc.com/2022/04/12/consumer-prices-rose-8point5percent-in-march-slightly-hotter-than-expected.html

Soaring prices of online goods may flash another warning for the Fed | Financial Post

https://financialpost.com/pmn/business-pmn/soaring-prices-of-online-goods-may-flash-another-warning-for-the-fed

How to Adjust Your Brain for 8.5% Inflation - WSJ

https://www.wsj.com/articles/how-to-adjust-your-brain-for-rising-inflation-11649764867

top 5 subcomponents_0.jpg (1006×443)

https://cms.zerohedge.com/s3/files/inline-images/top%205%20subcomponents_0.jpg?itok=4Cz9hxwS

shelter rent march 2022.jpg (1018×592)

https://cms.zerohedge.com/s3/files/inline-images/shelter%20rent%20march%202022.jpg?itok=EzJVvAb2

cpi heatmap MoM april 2022.jpg (969×600)

https://cms.zerohedge.com/s3/files/inline-images/cpi%20heatmap%20MoM%20april%202022.jpg?itok=BCiBLqZO

CPI heatmap yhoy.jpg (986×638)

https://cms.zerohedge.com/s3/files/inline-images/CPI%20heatmap%20yhoy.jpg?itok=Dj5jH2Iz

war_stagflation.jpg (691×430)

View Details

TOPICS AND TIMESTAMPS:

Big Changes 0:00

What’s Happening Exactly 0:36

What Do the Rich Do? 5:23

How To Protect Wealth 8:12

Financial side only:

Protect assets by various angles.

Assess current situation. Biggest holes. Overweight in some aspects.

Know where you are in the cycle.

Follow the money.

Any major potential geopolitical events?

Look at different measures of volatility. VIX, MOVE.

Which sectors have been performing the best in current climate?

FRB: H.4.1 Release-- Factors Affecting Reserve Balances -- Thursday, April 7, 2022

https://www.federalreserve.gov/releases/h41/20220407/

Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level (WALCL) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/WALCL

Federal Funds Effective Rate (FEDFUNDS) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/FEDFUNDS

(1) How the Global Economic Collapse Will Happen (Explained In 60 Seconds) - YouTube

https://www.youtube.com/watch?v=XeUPVbVZhkA

(1) LEARN HOW TO MAKE MONEY IN THE STOCK MARKET IN 40 SECONDS - YouTube

https://www.youtube.com/watch?v=GuLIUoqx54g

Surging interest rates push mortgage demand down more than 40% from a year ago

View Details

TOPICS AND TIMESTAMPS:

The Real Deal 0:00

Real Time Inflation 0:40

This Is Getting Real 5:27

Real Money 11:48

Dashboard | Truflation

https://app.truflation.com/

Asia markets: Data shows China producer inflation surging in March

https://www.cnbc.com/2022/04/11/asia-markets-china-inflation-data-covid-in-shanghai-currencies-oil.html

Snoring Colleagues, Brushing Teeth With the Boss: Inside Shanghai’s Big Office Sleepover - WSJ

https://www.wsj.com/articles/shanghai-workers-sleep-at-the-office-as-china-extends-covid-19-lockdown-11649244601

Long term oil prices beginning to reflect the coming oil short-age – Part II

https://www.goldmoney.com/research/goldmoney-insights/long-term-oil-prices-beginning-to-reflect-the-coming-oil-short-age-part-ii

gs wage tracker.png (1104×621)

https://cms.zerohedge.com/s3/files/inline-images/gs%20wage%20tracker.png?itok=KCXxKnPK

Half of Harvests in Crop Giant Ukraine Could Be Wiped Out by War

https://www.bloombergquint.com/business/half-of-harvests-in-crop-giant-ukraine-could-be-wiped-out-by-war

energy-transitions.jpg (1200×1440)

https://www.visualcapitalist.com/wp-content/uploads/2022/04/energy-transitions.jpg

unnamed (3)_271.png (748×491)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%283%29_271.png?itok=8l50eNhi

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%281%29_288.png?itok=NJAbEGcC

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%282%29_277.png?itok=epN-6Wbj

GS oil energy.png (1280×704)

https://cms.zerohedge.com/s3/files/inline-images/GS%20oil%20energy.png?itok=S-TBWHd7

Chipotle tests tortilla chip-making robots to combat labor shortage | Fox Business

https://www.foxbusiness.com/lifestyle/chipotle-tortilla-chip-robots-labor-shortage

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TOPICS AND TIMESTAMPS:

Gloom Boom and Doom 0:00

Inflation or Deflation? 0:30

They’re A Bunch Of… 9:06

Hedge Inflation  9:57

Dishonest Leads To

Where Are We Headed? 20:20

Buy 7 Shares of Amazon 23:52

ETF’s and Top Down View  27:10

Boom Bust Cycle Intentional? 31:17

Will China Take Taiwan? 36:51

Interesting Macro Analysis 42:10

Marc Faber, editor and publisher of the Gloom Boom Doom Report. www.gloomboomdoom.com is here to discuss many topics relevant to today but historical analysis and evergreen information for investors.

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TOPICS AND TIMESTAMPS:

This Is It 0:00

Much Higher Prices 0:34

Russia Default 4:18

China’s Big Deal 5:50

Incoming Recession 12:28

Commodity Prices Could See an Additional 40% Upside, JPMorgan Says

https://markets.businessinsider.com/news/commodities/commodity-prices-oil-metals-more-upside-investor-under-allocation-jpmorgan-2022-4

Is Today’s Energy Shortage Worse Than The 1970s Oil Crisis? | OilPrice.com

https://oilprice.com/Energy/Energy-General/Is-Todays-Energy-Shortage-Worse-Than-The-1970s-Oil-Crisis.html

Russia’s First Default in a Century Looks All But Inevitable Now - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-09/russia-s-first-default-in-a-century-looks-all-but-inevitable-now

unnamed (11)_93.png (895×453)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2811%29_93.png?itok=CKqDYM34

U.S. Sanctions Russian Diamond Miner Alrosa, Producer of 30% World Rough Stones - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-08/u-s-sanctions-russian-miner-producing-30-of-world-s-diamonds

A fertilizer shortage, worsened by war in Ukraine, is driving up global food prices and scarcity

https://www.cnbc.com/2022/04/06/a-fertilizer-shortage-worsened-by-war-in-ukraine-is-driving-up-global-food-prices-and-scarcity.html

Rice for Millions Put at Risk as Fertilizer Prices Hammer Peru

https://finance.yahoo.com/news/fertilizer-squeeze-making-rice-farming-180211305.html#:~:text=(Bloomberg)%20%2D%2D%20The%20global%20fertilizer,tens%20of%20millions%20of%20people.

Inflation Hedges Are Getting Harder for Investors to Find - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-04-10/inflation-hedges-are-getting-harder-for-investors-to-find?srnd=premium-canada

Are we witnessing the beginning of de-dollarization? | The Hill

https://thehill.com/opinion/international/3262514-are-we-witnessing-the-beginning-of-de-dollarization/

Larry Summers Sees Consensus Building Toward Inevitable U.S. Recession - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-08/summers-sees-consensus-building-toward-inevitable-u-s-recession#:~:text=Former%20Treasury%20Secretary%20Lawrence%20Summers,into%20a%20recession%20next%20year.

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TOPICS AND TIMESTAMPS:

It’s On 0:00

Food Prices 0:35

Shortages 5:14

Recession Incoming 7:58

Food Chaos 11:15

Food prices soar to record levels on Ukraine war disruptions | AP News

https://apnews.com/article/russia-ukraine-business-health-europe-united-nations-fe2cc912195478f0dd861e6252c8f3b3

Global Inflation: Food Prices Jump Most on Record as War Sparks Supply Chaos - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-08/food-prices-jump-most-on-record-as-war-sparks-supply-chaos?srnd=premium-canada

Global Inflation: Food Prices Jump Most on Record as War Sparks Supply Chaos - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-08/food-prices-jump-most-on-record-as-war-sparks-supply-chaos

Parents struggle to find baby formula amid widespread shortages and rationing - CBS News

https://www.cbsnews.com/news/baby-formula-shortage-abbott-nutrition-recall-supply-chain/

Violent Inflation Riots Begin | Peak Prosperity

https://peakprosperity.com/violent-inflation-riots-begin/

2022-04-08.png (1236×645)

https://cms.zerohedge.com/s3/files/inline-images/2022-04-08.png?itok=cl5hYm-O

Interest-Rate Surge Ripples Through Economy, From Homes to Car Loans - WSJ

https://www.wsj.com/articles/interest-rate-surge-ripples-through-economy-from-homes-to-car-loans-11649426081

A "recession shock" is coming, BofA warns | Reuters

https://www.reuters.com/world/us/global-markets-flows-urgent-2022-04-08/

Record-Breaking-Auction-Sales-2021.jpg (1200×1062)

https://www.visualcapitalist.com/wp-content/uploads/2022/04/Record-Breaking-Auction-Sales-2021.jpg

Steve Hanke on Twitter: "Tuesday, in Lima, Peru, people were protesting fuel and fertilizer price hikes in San Martin Square. Take a look. https://t.co/x6LwNPunqZ" / Twitter

https://twitter.com/steve_hanke/status/1512167614612742148?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1512190742843863046%7Ctwgr%5E%7Ctwcon%5Es3_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Fglobal-food-prices-hit-new-record-ukraine-supply-shock

View Details

TOPICS AND TIMESTAMPS:

Big Flows 0:00

U.S. Dollar Done? 0:37

Bretton Woods III 4:14

EU Banning Coal 5:10

Inflation Skyrocketing 9:39

Russian Coal and Oil Paid for in Yuan to Start Flowing to China - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-07/russian-coal-and-oil-paid-for-in-yuan-to-start-flowing-to-china?sref=6uww027M

Credit Suisse’s Zoltan Pozsar Sees a World Of Problems That Money Can’t Solve - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-07/zoltan-pozsar-sees-a-world-of-problems-that-money-can-t-solve

global coal trade.jpg (1102×817)

https://cms.zerohedge.com/s3/files/inline-images/global%20coal%20trade.jpg?itok=Soh2jJmq

northwest europe coal_0.jpg (1106×817)

https://cms.zerohedge.com/s3/files/inline-images/northwest%20europe%20coal_0.jpg?itok=invMLLIn

europe coal imports_0.jpg (1102×817)

https://cms.zerohedge.com/s3/files/inline-images/europe%20coal%20imports_0.jpg?itok=HaFcoMR4

europe coal dependence.jpg (1102×811)

https://cms.zerohedge.com/s3/files/inline-images/europe%20coal%20dependence.jpg?itok=sUTn-00k

Texas’ drought is the worst in years as fire season starts | Fort Worth Star-Telegram

https://www.star-telegram.com/news/state/texas/article260135445.html

2022-04-07_10-50-32.jpg (823×542)

https://cms.zerohedge.com/s3/files/inline-images/2022-04-07_10-50-32.jpg?itok=O7FmjlhY

Fed's Bullard says interest rate policy is 'behind the curve' but 'all is not lost'

https://www.cnbc.com/2022/04/07/feds-bullard-says-interest-rate-policy-is-behind-the-curve-but-all-is-not-lost.html

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TOPICS AND TIMESTAMPS:

Inflation Incoming 0:00

Going Extreme 0:51

What Did They Say? 3:30

Fed Will Crash Markets 7:42

Safe Haven 11:21

Fed's Patrick Harker is 'acutely concerned' about inflation, sees 'deliberate' rate hikes

https://www.cnbc.com/2022/04/06/feds-patrick-harker-is-acutely-concerned-about-inflation-sees-deliberate-rate-hikes.html

Fed minutes March 2022 meetings:

https://www.cnbc.com/2022/04/06/fed-minutes-march-2022-meetings-.html

Fed Lays Out Plan to Prune Balance Sheet by $1.1 Trillion a Year - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-06/fed-lays-out-plan-to-prune-balance-sheet-by-1-1-trillion-a-year?srnd=premium-canada

Minutes of the Federal Open Market Committee, March 15-16, 2022

https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20220316.pdf

2022-04-06 (2).png (787×430)

https://cms.zerohedge.com/s3/files/inline-images/2022-04-06%20%282%29.png?itok=4rB73S2j

If Stocks Don’t Fall, the Fed Needs to Force Them - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-04-06/if-stocks-don-t-fall-the-fed-needs-to-force-them?sref=ZMFHsM5Z

Fed's Lael Brainard Shows a Hawkish Side as Inflation Darkens, Even in Germany - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-04-06/fed-s-lael-brainard-shows-a-hawkish-side-as-inflation-darkens-even-in-germany

1400x-1.png (1400×787)

https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i7FmkQ5sW4rY/v1/1400x-1.png

Yellen to Warn of ‘Enormous Economic Repercussions’ From Ukraine Invasion – DNyuz

https://dnyuz.com/2022/04/05/yellen-to-warn-of-enormous-economic-repercussions-from-ukraine-invasion/

Investing Club: We're trimming tech stocks and an automaker because it never pays to fight the Fed

https://www.cnbc.com/2022/04/06/investing-club-were-trimming-tech-stocks-and-an-automaker-because-it-never-pays-to-fight-the-fed.html

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TOPICS AND TIMESTAMPS:

Incoming 0:00

The Fed Gets Aggressive 0:41

Chaos Spreads 5:00

EU Ban Coal 6:52

Financial Fallout 9:56

Fed's Brainard sees balance sheet reduction soon and 'at a rapid pace'

https://www.cnbc.com/2022/04/05/feds-brainard-sees-balance-sheet-reduction-soon-and-at-a-rapid-pace.html

Russia's economy is beginning to crack as economists forecast sharp contractions

https://www.cnbc.com/2022/04/04/russias-economy-is-beginning-to-crack-as-economists-forecast-sharp-contractions.html

Key people from the Fed just spooked the markets — here's what they said

https://www.cnbc.com/2022/04/05/-key-people-from-the-fed-just-spooked-the-markets-heres-what-they-said.html

Fed Balance Sheet Reduction to Start as Soon as May: Lael Brainard - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-05/brainard-says-fed-to-shrink-balance-sheet-rapidly-as-soon-as-may?srnd=premium-canada

30-year fixed mortgage crosses 5%

https://www.cnbc.com/2022/04/05/30-year-fixed-mortgage-crosses-5percent-for-the-first-time-since-2013.html

Lisa Abramowicz on Twitter: ""It is not valid to interpret inverted term spreads as independent measures of impending recession," Fed research argues. https://t.co/h36LymoEZW" / Twitter

https://twitter.com/lisaabramowicz1/status/1508432989511946249?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1508433502211035138%7Ctwgr%5E%7Ctwcon%5E

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TOPICS AND TIMESTAMPS:

For Real? 0:00

Commodity Block 0:57

Debt-Flation 6:30

Economic Oddities 9:15

Solutions 13:44

Russia Threatens to Limit Vital Food Supply to ‘Friendly’ Countries Only

https://www.breitbart.com/europe/2022/04/03/global-food-crisis-russia-threatens-to-limit-vital-agri-supply-to-friendly-countries-only/

Saudi Arabia Hikes Oil Prices Further into Record Territory - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-04/saudi-arabia-hikes-oil-prices-further-into-record-territory?utm_source=google&utm_medium=bd&cmpId=google#:~:text=Saudi%20Arabia%20raised%20oil%20prices,above%20the%20benchmark%20it%20uses.

Chinese Buyers of Russian Oil Given Flexibility to Pay in Yuan - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-01/chinese-buyers-given-flexibility-to-pay-in-yuan-for-russian-oil

Treasury Cuts Off Russian Reserves in the U.S. as Ukraine War Drags On - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-05/treasury-cuts-off-russian-reserves-in-the-u-s-as-war-drags-on?srnd=premium-canada

With Inflation Not Letting Up, Shoppers Cut Back on Staples - WSJ

https://www.wsj.com/articles/with-inflation-not-letting-up-shoppers-cut-back-on-staples-11649064601

The World Is Piling on Debt as It Battles Inflation - WSJ

https://www.wsj.com/articles/the-world-is-piling-on-debt-as-it-battles-inflation-11649064601

Javier Blas on Twitter: "ELECTRICITY MARKET: Don't forget that Europe's energy problems predate Russia's invasion of Ukraine. Short-term electricity prices in France will hit on Monday

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TOPICS AND TIMESTAMPS:

Eat or Heat 0:00

Food Inflation 0:42

Money Problems 3:59

Follow the Money 9:03

Predict the Markets 11:57

Solutions 13:39

First Squawk on Twitter: "GERMAN RETAIL CHAINS TO INCREASE FOOD PRICES BY 20-50% FROM MONDAY" / Twitter

https://twitter.com/FirstSquawk/status/1510659056943321091?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1510669612127596553%7Ctwgr%5E%7Ctwcon%5Es2_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fgerman-retailers-increase-food-prices-20-50-monday

German consumers to be hit by further price hikes in supermarkets

https://www.thelocal.de/20220401/german-consumers-to-be-hit-by-further-price-hikes-in-supermarkets/

Government ‘cannot completely nullify’ pressure on energy costs, minister says

https://uk.news.yahoo.com/government-cannot-completely-nullify-pressure-082551737.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAABd2bQuS_JnuNU45b9N0OIPSPRHin75l291F5eg908sYkdWBvsJ8n7WVoQO8_DLC0pDqb6_hNNoSbBgo2hEQq20SzvH2dmlktrSeCy44H9zYWVcbomIrTzfx6R8jMVTwl7Hd2T7mnv7vLLUcVqgqa-US1HRVOr2NJwhQhy-n8KC

Shanghai asks entire city to self-test for COVID as frustration grows

https://news.yahoo.com/china-reports-1-506-covid-011033089.html

Money matters: 3 in 5 Americans admit waking up in middle of night thinking about finances - Study Finds

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TOPICS AND TIMESTAMPS:

Up or Down? 0:00

Fed’s Hard Landing 0:32

Interest Rates and Money Magic 6:55

Russia and the U.S. Dollar 8:47

Economic Slowdown 10:39

Federal Reserve Should Brace for Recession - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-04-02/federal-reserve-should-brace-for-recession

Fed’s Williams Sees Sequence of Steps to Raise Rates to Neutral - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-02/fed-s-williams-says-inflation-risk-in-u-s-is-particularly-acute?srnd=premium-canada

Fed Is Whetting Appetite for a Half-Point Rate Hike: Eco Week - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-02/fed-is-whetting-appetite-for-a-half-point-rate-hike-eco-week

Cathie Wood Says Fed Hiking Interest Rates Would Be a Mistake - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-02/cathie-wood-says-fed-hiking-interest-rates-would-be-a-mistake

Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level (WALCL) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/WALCL

FRB: H.4.1 Release-- Factors Affecting Reserve Balances -- Thursday, March 31, 2022

https://www.federalreserve.gov/releases/h41/current/

Russia sanctions threaten to erode dominance of US dollar, says IMF | Financial Times

https://www.ft.com/content/3e0760d4-8127-41db-9546-e62b6f8f5773

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TOPICS AND TIMESTAMPS:

Different This Time 0:00

Bretton Woods III 0:27

Out of Control 4:09

Nobody Is Watching This 8:33

Chart GPS 10:15

Russian to Earn $321 Billion From Oil, Gas Exports This Year, Higher Than 2021 - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-01/putin-may-collect-321-billion-windfall-if-oil-gas-keep-flowing?srnd=premium-canada

Commodities And The New World Order: What You Need To Know From Zoltan Pozsar's Bretton Woods III | the deep dive

https://thedeepdive.ca/commodities-and-the-new-world-order-what-you-need-to-know-from-zoltan-pozsars-bretton-woods-iii/#:~:text=Arising%20from%20the%20ashes%20of,energy%20supplies%2C%E2%80%9D%20he%20added.

Chicago to Offer Gas, Public Transit Cards to Combat City’s Gas Burden, Lightfoot Announces – NBC Chicago

https://www.nbcchicago.com/news/local/chicago-to-offer-gas-public-transit-cards-to-combat-citys-gas-burden-lightfoot-announces/2796170/

Cheese Pizza Slice Costs More Than a NYC Subway Ride

https://www.bloomberg.com/graphics/2022-pizza-principle-transit-fare-price/

Why I believe a freight recession is imminent - FreightWaves

https://www.freightwaves.com/news/why-i-believe-a-freight-recession-is-imminent

War in Ukraine pushes Middle East and North Africa deeper into hunger as food prices reach alarming highs | World Food Programme

https://www.wfp.org/news/ukraine-pushes-middle-east-and-north-africa-deeper-hunger-food-prices-reach-alarming-hights

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TOPICS AND TIMESTAMPS:

What’s Going To Happen? 0:00

U.S. Hegemony Diminished? 0:41

Ruble Rubble? 5:44

Stagflation Situation 6:44

Supply Chain 10:28

Extreme Market Volatility 11:47

China's CIPS Payment System Can't Help Russia Banks Cut Off From SWIFT - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-14/why-china-s-payment-system-can-t-easily-save-russia-quicktake

Russia Offers SWIFT Payment System Alternative to India for Buying Oil in Rubles - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-30/russia-proposes-swift-alternative-to-india-for-ruble-payments

U.S. Criticizes India on Russia Talks as Lavrov Visits Delhi - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-31/u-s-criticizes-india-over-russia-talks-as-lavrov-visits-delhi

The Ruble Regains 100% of Its Loss After Russia Invaded Ukraine, Why? - Mish Talk - Global Economic Trend Analysis

https://mishtalk.com/economics/the-ruble-regains-100-of-its-loss-after-russia-invaded-ukraine-why

Russian Palladium and Platinum – Too Important to Sanction

https://www.bullionstar.com/blogs/ronan-manly/russian-palladium-and-platinum-too-important-to-sanction/

Russia's ruble rebound raises questions of sanctions' impact | AP News

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TOPICS AND TIMESTAMPS:

Nothing Like This 0:00

Historic Shock 0:31

Wear A Sweater 2:27

Bond Market Tell 8:48

China Russia Alliance 13:10

BlackRock President Says 'Entitled Generation' Learning About Shortages - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-29/blackrock-s-kapito-says-scarcity-inflation-is-driving-economy

Germans told to wear a sweater to cope with soaring energy prices — RT World News

https://www.rt.com/news/552839-germans-sweater-energy-prices-russia/

1 in 5 American workers runs out of money before payday, survey finds

https://www.cnbc.com/2022/03/30/1-in-5-american-workers-runs-out-of-money-before-payday-survey-finds-.html

Britons face ‘historic shock’ to their incomes, Bank of England governor warns | Financial Times

https://www.ft.com/content/1b303855-cc54-4e4b-83f6-d0f3e764b6cf

Shanghai expands COVID lockdown as new daily cases surge by a third | Reuters

https://www.reuters.com/world/china/shanghai-expands-lockdown-more-areas-new-local-cases-hit-5982-2022-03-30/

Germany and Austria plan for gas rationing over payment stand-off with Russia | Financial Times

https://www.ft.com/content/0706d6f4-6668-4f67-ab1c-d535d847caf7?emailId=62440a801492b200040a6e12&segmentId=3d08be62-315f-7330-5bbd-af33dc531acb

Brand Loyalty Takes a Hit From Inflation, Shortages - WSJ

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TOPICS AND TIMESTAMPS:

Inflation Smackdown 0:00

Recession Incoming 0:36

Predict the Stock Market 5:45

Most Accurate Signal 9:01

Financial Markets 10:57

Correction: Bill Dudley. President, Federal Reserve Bank of New York, 2009–2018

Soaring Prices Are Changing the Way People Eat

https://www.bloombergquint.com/global-economics/rising-food-prices-could-spell-social-unrest-demand-destruction-and-less-bacon

Is a Recession Coming? The Fed Has Made It Inevitable - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-03-29/is-a-recession-coming-the-fed-has-made-it-inevitable

8/9. That's the Fed’s record on triggering a recession while trying to fix inflation. - POLITICO

https://www.politico.com/news/2022/03/29/federal-reserve-recession-inflation-rates-00021119

Fed-Balance-Sheet-vs-SP500-032222.png (958×568)

https://realinvestmentadvice.com/wp-content/uploads/2022/03/Fed-Balance-Sheet-vs-SP500-032222.png

central-bank-bond-holds-as-a-percent-of-issuance.png (383×360)

https://thesoundingline.com/wp-content/uploads/2021/12/central-bank-bond-holds-as-a-percent-of-issuance.png

M2 money stock.png (747×416)

https://cms.zerohedge.com/s3/files/inline-images/M2%20money%20stock.png?itok=AJSMd990

japan+edf+4.jpg (596×380)

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TOPICS AND TIMESTAMPS:

Stop, Drop, and Roll 0:00

When Everything Shuts 0:46

U.S. Consumer Breaks 5:45

Jim Cramer Said What? 12:08

Shanghai imposes lockdown in effort to control omicron outbreak | TheHill

https://thehill.com/policy/international/599957-shanghai-imposes-lockdown-in-effort-to-control-omicron-outbreak?rl=1

Wall Street’s Office Return Is Reviving Local Cafes

https://www.bloomberg.com/graphics/pret-index/?srnd=premium

Treasury Slide Sees 5-30 Spread Invert for First Time Since 2006 - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-28/treasury-slide-sees-5-30-spread-invert-for-first-time-since-2006

unnamed - 2022-03-28T211353.503.jpg (512×331)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20-%202022-03-28T211353.503.jpg?itok=SseRgINJ

Wall Street Should Start Worrying About U.S. Consumers - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-03-28/wall-street-should-start-worrying-about-u-s-consumers

El-Erian warns of 'cost of living crisis,' says Fed rate hikes could cause recession

https://www.cnbc.com/2022/03/28/el-erian-warns-of-cost-of-living-crisis-says-fed-rate-hikes-could-cause-recession.html

Rising Food Prices Could Spell Social Unrest, Demand Destruction and Less Bacon - Bloomberg

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TOPICS AND TIMESTAMPS:

So Demanding 0:00

Demand Destruction 0:44

Stocks Gone Haywire 7:34

China Slowdown 12:04

RV’s 13:00

A World That’s More Expensive Is Starting to Destroy Demand - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-27/a-world-that-s-more-expensive-is-starting-to-destroy-demand?srnd=premium-canada

Global Commodity Trading Houses Latest News: March 26, 2022 - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-26/shaken-by-spiking-commodities-trading-houses-adapt-to-survive?srnd=premium-canada

High-Velocity Market Swings Have Roots in Economic Boom Thesis - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-26/high-velocity-market-swings-have-roots-in-economic-boom-thesis

The Riskiest Bets in the Stock Market Are the Most Popular - WSJ

https://www.wsj.com/articles/the-riskiest-bets-in-the-stock-market-are-the-most-popular-11648329082

China Economy Faces Worst Slowdown Since Pandemic, Nomura Says - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-26/china-economy-faces-worst-slowdown-since-pandemic-nomura-says?sref=i4qXzk6d

Latest RV Shipment Report Shows New February High | RVIA

https://www.rvia.org/news-insights/latest-rv-shipment-report-shows-new-february-high

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TOPICS AND TIMESTAMPS:

Big Moves 0:00

Up and Up 0:38

Mortgage Too Far 8:55

Commodities Boom Over? 11:38

27110.jpeg (1200×1200)

https://cdn.statcdn.com/Infographic/images/normal/27110.jpeg

Real Estate Investing: Homeowners Use Cash-Out Refis to Buy Rentals - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-25/real-estate-investing-homeowners-use-cash-out-refis-to-buy-rentals?srnd=premium-canada

Small Trucking Companies Are Getting Squeezed by Soaring Diesel Prices - WSJ

https://www.wsj.com/articles/small-trucking-companies-are-getting-squeezed-by-soaring-diesel-prices-11648200601?mod=hp_lista_pos2

Sell Stocks on Inflation and Russia War, Calstrs CIO Ailman Says - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-25/sell-stocks-on-inflation-and-russia-war-calstrs-cio-ailman-says

Homebuyers Hit With U.S. Mortgage Rates Surging Most Since 1994 - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-25/homebuyers-hit-with-u-s-mortgage-rates-surging-most-since-1994

New York Had Greatest Population Drop of Any Major County Last Year – NBC New York

https://www.nbcnewyork.com/news/local/manhattan-lost-6-9-of-population-in-2021-the-most-of-any-major-u-s-county/3616010/

Lumber Rally Cools With Transport Snarls Easing, Buyers Balking - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-25/lumber-rally-cools-with-transport-snarls-easing-buyers-balking

Column: EU steps back from impractical Russia oil embargo | Reuter

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TOPICS AND TIMESTAMPS:

Don’t Ignore 0:00

Fed Goes For It 0:59

Don’t Fight the Fed? 7:19

Russia’s Gold 7:57

Real Estate Debt 11:19

2022-03-25_12-17-00.jpg (965×622)

https://cms.zerohedge.com/s3/files/inline-images/2022-03-25_12-17-00.jpg?itok=ZZoHPDdB

Short-Term Yield Curve Gives Fed Cover to Go Max Hawkish - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-25/a-powell-backed-yield-curve-gives-fed-cover-to-go-max-hawkish?srnd=premium-canada

Hawkish Bank of Canada Speech Puts Half-Point Rate Hike in Play - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-25/bank-of-canada-sees-households-in-better-shape-to-handle-hikes?srnd=premium-canada

2022-03-25_12-12-39.jpg (965×619)

https://cms.zerohedge.com/s3/files/inline-images/2022-03-25_12-12-39.jpg?itok=2XJQ_Rzn

2022-03-25_12-45-20.jpg (941×626)

https://cms.zerohedge.com/s3/files/inline-images/2022-03-25_12-45-20.jpg?itok=qaWesDMo

go stop fed.jpg (1261×591)

https://cms.zerohedge.com/s3/files/inline-images/go%20stop%20fed.jpg?itok=7TMdClxy

Information on the purchase of gold by the Bank of Russia on the domestic market | Bank of Russia

http://www.cbr.ru/press/PR/?file=25032022_192430DKP25032022_182539.htm

FACT SHEET: United States and Allies and Partners Impose Additional Costs on Russia | The White House

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TOPICS AND TIMESTAMPS:

Faster Than Expected 0:00

Best Recession Indicator 0:45

Never Ever 6:00

Russia Steps In 7:05

No More Coffee 8:54

Most Expensive Dinner 13:44

Yield Curve Inversion usually takes place a year before recession. However, inflation rates at this level indicate a faster onset.

2Y fwd 2s10s.jpg (1261×619)

https://cms.zerohedge.com/s3/files/inline-images/2Y%20fwd%202s10s.jpg?itok=xmF-9mSy

curve inversions more pronounced 1970s.jpg (554×427)

https://cms.zerohedge.com/s3/files/inline-images/curve%20inversions%20more%20pronounced%201970s.jpg?itok=uMH9SDrs

every fed hike in past 10 years_1.jpg (649×497)

https://cms.zerohedge.com/s3/files/inline-images/every%20fed%20hike%20in%20past%2010%20years_1.jpg?itok=duZs3VLL

Nickel Tycoon Xiang Guangda Covered Part of His Big Short Position This Week - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-24/nickel-tycoon-covered-part-of-his-big-short-position-this-week

every hiking cycles ends in crisis DB update_1.jpg (1033×595)

https://cms.zerohedge.com/s3/files/inline-images/every%20hiking%20cycles%20ends%20in%20crisis%20DB%20update_1.jpg?itok=zbV6EFUo

Russia puts floor under stock market selloff as trading resumes - BNN Bloomberg

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TOPICS AND TIMESTAMPS:

Bad To Worse 0:00

Oil Importance 0:48

Markets Collapsing 2:47

Watch Bonds Carefully 9:04

Real Estate Key Indications 11:34

Oil Price Rise ‘Trickles Down to Everything,’ Even Your Potato Salad to Go - WSJ

https://www.wsj.com/articles/oil-price-rise-trickles-down-to-everything-even-your-potato-salad-to-go-11648033200

Trafigura’s finance chief warns of commodity industry stress | Financial Times

https://www.ft.com/content/264173c2-794e-423b-b345-60868265d92b

Javier Blas on Twitter: "The 4-page letter from lobby group the European Federation of Energy Traders pleading emergency liquidity support in full (with my own highlights). EFET represents top trading houses, oil companies and utilities (think the likes of Vitol, BP, Trafigura, Uniper, Engie...) #OOTT https://t.co/cVxzlqrJrO" / Twitter

https://twitter.com/JavierBlas/status/1504182020649504775/photo/2

Clifford Asness on Twitter: "The ⁦@LME_news⁩ is now a criminal enterprise hiding behind manifest incompetence. Don’t be fooled by the horrendous stupidity below. That’s a mask. Think of all their epic incompetence as the robe Vito Genoese wore while wandering the streets incoherently. https://t.co/uRR6WHeVdQ" / Twitter

https://twitter.com/CliffordAsness/status/1506659022274895875/photo/1

Global Bond Index Loses $2.6 Trillion in Record Slide From Peak - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-23/global-bond-losses-deepen-to-11-from-2021-high-most-on-record#:~:text=The%20Bloomberg%20Global%20Aggregate%20Index,the%20financial%20crisis%20in%202008.

2022-03-23_13-16-03.jpg (963×626)

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TOPICS AND TIMESTAMPS:

Faster Than Expected 0:00

Moment We’ve Waited For 0:38

Recession or Not 8:10

Let’s Not Forget 10:42

The One Thing 11:54

Fed Officials Lay Out Case for Further Rate Rises - WSJ

https://www.wsj.com/articles/feds-bullard-says-big-rate-increases-lie-ahead-for-economy-11647958416?mod=hp_listb_pos3

Fed Officials Line Up With Jerome Powell in Backing Rate Hikes - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-22/fed-officials-line-up-with-powell-in-backing-rate-hikes#:~:text=Bullard%20estimates%20the%20rate%20at,probably%20the%20best%20analogy%20here.%E2%80%9D

Argentina Raises Key Rate to 44.5% as Inflation Heats Up

https://ca.finance.yahoo.com/news/argentina-raises-key-rate-44-233011018.html

Los Angeles becomes 1st in US to reach $6 gas average

https://www.fox5ny.com/news/los-angeles-is-1st-major-city-in-u-s-to-reach-6-gas-average

Traders warn of looming global diesel shortage | Financial Times

https://www.ft.com/content/31f73f95-d914-46a1-b610-0c7fc5da493c

Carl Icahn says there 'very well could be a recession or even worse'

https://www.cnbc.com/2022/03/22/carl-icahn-says-there-very-well-could-be-a-recession-or-even-worse.html?utm_term=Autofeed&utm_medium=Social&utm_content=Main&utm_source=Twitter#Echobox=1647980014

2022-03-22_12-21-33.jpg (964×623)

https://cms.zerohedge.com/s3/files/inline-images/2022-03-22_12-21-33.jpg?itok=BYaaYo--

financial assets vs real assets March 2022.jpg (690×485)

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TOPICS AND TIMESTAMPS:

The Scenario 0:00

Fed Talks Aggressive 0:42

Ban Everything 4:42

Recession Indication 11:39

2-4 months before cycle peak

Powell says 'inflation is much too high' and the Fed will take 'necessary steps' to address

https://www.cnbc.com/2022/03/21/powell-says-inflation-is-much-too-high-and-the-fed-will-take-necessary-steps-to-address.html

Powell says Fed will hike further and faster if necessary | AP News

https://apnews.com/article/business-prices-inflation-jerome-powell-e27343094b7863b02ee571eb32b5e23b

Bostic Says Fed Could Do Half-Point March Hike If Needed - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-30/fed-may-opt-for-50-point-rise-due-to-inflation-bostic-tells-ft#:~:text=The%20Federal%20Reserve%20could%20opt,Financial%20Times%20in%20an%20interview.

Crude jumps more than 7% as EU mulls Russian oil ban

https://www.cnbc.com/2022/03/21/oil-markets-european-union-russia-saudi-refinery-output.html

Russia’s Proposed Ban On Uranium Exports Sends Stocks Soaring | OilPrice.com

https://oilprice.com/Energy/Energy-General/Russias-Proposed-Ban-On-Uranium-Exports-Sends-Stocks-Soaring.html

World’s Top Alumina Supplier Australia Bans Exports to Russia - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-20/world-s-top-alumina-supplier-australia-bans-exports-to-russia

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TOPICS AND TIMESTAMPS:

Recession Talk 0:00

Kazakhstan 0:47

Commodities and Droughts 2:35

Markets Seizing Up 9:21

Crack the U.S. Economy (Didn’t even get a chance to discuss)

Bryan MacDonald on Twitter: "More video of City Hall on fire in Almaty. Meanwhile, a state of emergency has been declared in the Kazakh capital, Nur-Sultan (formerly Astana). https://t.co/z86WThMT3W" / Twitter

https://twitter.com/27khv/status/1478680479457071107?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1478683823135150080%7Ctwgr%5E%7Ctwcon%5Es2_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fgeopolitical%2Fkazakhstan-protesters-storm-torch-government-buildings-shots-fired-after-cabinet

Bryan MacDonald on Twitter: "Protestors have now reportedly seized Almaty Airport, despite passengers apparently being told the army was in control earlier, according to local media. Employees are allegedly being evacuated, while all flights have been canceled. https://t.co/ereYrwUPxM" / Twitter

https://twitter.com/27khv/status/1478747084337692673?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1478747084337692673%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fgeopolitical%2Fkazakhstan-protesters-storm-torch-government-buildings-shots-fired-after-cabinet

zerohedge on Twitter: "Kazakhstan produces 42% of global uranium. It mined more uranium than Canada, Australia, and Namibia combined, which are the #2, #3 and #4 producers. https://t.co/bkxXx1LYKr https://t.co/77P53iP3ky" / Twitter

https://twitter.com/zerohedge/status/1478570237251436547/photo/1

Russia’s War in Ukraine Is Creating World Supply Problems, Driving Up Prices

https://www.bloomberg.com/graphics/2022-russia-commodities-shortage/

Soaring Prices for Everything in the Food Supply Chain Means More Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-19/soaring-prices-for-everything-in-the-food-supply-chain-means-more-inflation?srnd=premium-canada

Spring Outlook: Drought to expand amid warmer conditions | National Oceanic and Atmospheric Administration

https://www.noaa.gov/news/spring-outlook-drought-to-expand-amid-warmer-conditions

Current Map | U.S. Drought Monitor

https://droughtmonitor.unl.edu/

LME: The World’s Biggest Commodities Markets Are Starting to Seize Up - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-18/the-world-s-biggest-commodities-markets-are-starting-to-seize-up?srnd=premium-canada

China Put Can Be Game Changer for Stock Market After Global Rout - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-19/china-put-can-be-game-changer-for-stock-market-after-global-rout?srnd=premium-canada

Charting the Global Economy: Fed Lifts Rates as Inflation Builds - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-19/charting-the-global-economy-fed-lifts-rates-as-inflation-builds?srnd=premium-canada

Emergency measures can quickly cut global oil demand by 2.7 million barrels a day, reducing the risk of a damaging supply crunch - News - IEA

https://www.iea.org/news/emergency-measures-can-quickly-cut-global-oil-demand-by-2-7-million-barrels-a-day-reducing-the-risk-of-a-damaging-supply-crunch

Bill Gross warns Fed rate rises will ‘crack the US economy’ | Financial Times

https://www.ft.com/content/5ab01f85-bcc3-4dd7-b2ff-31195425be43

27030.jpeg (1200×1200)

https://cdn.statcdn.com/Infographic/images/normal/27030.jpeg

Self-Driving Trucks Could Replace 90% of Long-Haul Jobs - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-19/self-driving-trucks-could-replace-90-of-long-haul-jobs

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TOPICS AND TIMESTAMPS:

What’s Happening 0:00

Where Do We Find A Safe Place? 0:55

A Look Around the World 3:30

What To Look For Specifically 13:03

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TOPICS AND TIMESTAMPS:

Debt Will Be Unpayable 0:00

Fed Gets Hawkish 0:55

Too Expensive 6:10

Recession Signal 12:07

Bullard says Fed moving too slowly to quell high inflation and putting economy at risk - MarketWatch

https://www.marketwatch.com/story/bullard-says-fed-risks-credibility-by-moving-too-slowly-to-quell-high-inflation-11647602657

Fed Governor Waller says half-point rate hikes could be needed as 'inflation is raging'

https://www.cnbc.com/2022/03/18/fed-governor-waller-says-half-point-rate-hikes-could-be-needed-to-tame-inflation.html

Fed’s Waller Explains Move to Favor Less Aggressive Rate Hike At FOMC Meeting - WSJ

https://www.wsj.com/articles/feds-bullard-explains-fomc-dissent-warns-on-credibility-risks-11647604875/

Fed Hawks Seek Half-Point Interest-Rate Hikes With Data ‘Screaming’ Action - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-18/fed-hawks-seek-half-point-hikes-amid-data-screaming-action

U.S. Pre-owned Home Sales Decline to a Six-Month Low - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-18/sales-of-u-s-previously-owned-homes-decline-to-a-six-month-low#:~:text=Sales%20of%20previously%20owned%20U.S.,high%20prices%20deterred%20potential%20buyers.

Shoppers Reach Their Limits on Some Price Increases - WSJ

https://www.wsj.com/articles/shoppers-reach-their-limits-on-some-price-increases-11647509580?mod=hp_lead_pos5

Janet Mills, Maine governor, proposes $850 inflation-relief checks - Washington Times

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TOPICS AND TIMESTAMPS:

What’s the Deal? 0:00

Stock Market 0:28

Stagflation 5:19

The Fed 6:27

Quit Your Job 9:25

Hedge Funds Win 13:41

Steve Deppe, CMT on Twitter: "I didn't have time to share this yesterday but I find it hysterical. The S&P 500 hasn't gained 2%+ on back to back days all that often. But, it managed to do it on 3/15 & 3/16 here in 2022. And it managed to do it on 3/15 and 3/16 in 2000 too. We live in a simulation." / Twitter

https://twitter.com/SJD10304/status/1504518229745561602?s=20&t=_j0xiZfWxMSRnFXuJtfJQw

5s10s 2022-03-17_7-18-53_0.jpg (1280×618)

https://cms.zerohedge.com/s3/files/inline-images/5s10s%202022-03-17_7-18-53_0.jpg?itok=J8CKlIqF

Alibaba, Tencent Retreat After Two-Day Rally - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-18/chinese-stocks-retreat-after-biggest-two-day-rally-since-1998?srnd=premium-canada

2022-03-17_12-37-22.jpg (966×624)

https://cms.zerohedge.com/s3/files/inline-images/2022-03-17_12-37-22.jpg?itok=9jFzKeAy

The Fed needs to get a lot tougher to stop soaring inflation

https://nypost.com/2022/03/16/the-fed-needs-to-get-a-lot-tougher-to-stop-soaring-inflation/

Bond Traders Stunned by Hawkish Fed Are Sounding Growth Alarm

https://finance.yahoo.com/news/bond-traders-stunned-hawkish-fed-000428923.html

unnamed (2)_230.png (824×454)

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TOPICS AND TIMESTAMPS:

Recession 0:00

Interest Rates 0:41

Shortages 5:53

China Friendly To Ukraine? 11:19

(4) Viraj Patel on Twitter: "Dovish hike from the BoE. Markets are pricing in a UK recession in just over a year and BoE probably realising they could be adding to these risks. Think we’re getting close to a pause in the hiking cycle with “wait and see” likely to see how UK economy adjusts $GBP https://t.co/jTDmLr8IRX" / Twitter

https://twitter.com/VPatelFX/status/1504428943079792641/photo/1

Bank Rate increased to 0.75% - March 2022 | Bank of England

https://www.bankofengland.co.uk/monetary-policy-summary-and-minutes/2022/march-2022?sf162230440=1

Brazil hikes key interest rate ninth straight time

https://news.yahoo.com/brazil-hikes-key-interest-rate-221710071.html

Central banks, summary of current interest rates

https://www.global-rates.com/en/interest-rates/central-banks/central-banks.aspx

Russia’s Inflation Rate Surpasses Annual Target in Two Weeks - The Moscow Times

https://www.themoscowtimes.com/2022/03/16/russias-inflation-rate-surpasses-annual-target-in-two-weeks-a76969

-1x-1_11.jpg (1200×675)

https://cms.zerohedge.com/s3/files/inline-images/-1x-1_11.jpg?itok=kMSVh_aw

Russia’s Inflation Shock Is Giving Way to Soviet-Style Shortages - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-16/russia-s-inflation-shock-is-giving-way-to-soviet-style-shortages?sref=6uww027M

Fertilizer Sanctions Split Farm Superpowers as Costs Surge - Bloombergv

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TOPICS AND TIMESTAMPS:

It’s On 0:00

Bond Market Mayhem 0:36

China Market Chaos 9:02

Recession Turmoil 11:17

intraday composite.jpg (613×791)

https://cms.zerohedge.com/s3/files/inline-images/intraday%20composite.jpg?itok=ZeLrbxhW

Jerome Powell Assures Americans Economy Won’t Tip Into Recession - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-16/powell-ramps-up-inflation-fight-in-economy-tough-enough-to-cope?srnd=premium-canada

5s10s inverts 5y10, 2022-03-16_14-35-35.jpg (1272×651)

https://cms.zerohedge.com/s3/files/inline-images/5s10s%20inverts%205y10%2C%202022-03-16_14-35-35.jpg?itok=8R8sZ7xh

2s10s 3.16.jpg (1266×667)

https://cms.zerohedge.com/s3/files/inline-images/2s10s%203.16.jpg?itok=bL-Rp3_e

Bond Traders See Red Flag After Hawkish Fed Hikes Rates - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-17/bond-traders-stunned-by-a-hawkish-fed-are-sounding-growth-alarms

1240x-1.png (1240×697)

https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iUSOZ8oa8DCc/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

Fed funds vs CPI.jpg (1267×668)

https://cms.zerohedge.com/s3/files/inline-images/Fed%20funds%20vs%20CPI.jpg?itok=5WkeQFve

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TOPICS AND TIMESTAMPS:

It Happened 0:00

What’s Up? 0:22

Markets React 3:44

What’s Down? 5:08

The Deeper Knowledge 9:49

Fed expects to increase 7 times this year

Fed expects balance sheet reduction to be faster than previous cycle

Inflation was higher than expected

Federal Reserve meeting:

https://www.cnbc.com/2022/03/16/federal-reserve-meeting.html

Federal Reserve Board - Federal Reserve issues FOMC statement

https://www.federalreserve.gov/newsevents/pressreleases/monetary20220316a.htm

The Money GPS - YouTube

https://www.youtube.com/c/TheMoneyGPS/community

BS shrinkage.jpg (733×417)

https://cms.zerohedge.com/s3/files/inline-images/BS%20shrinkage.jpg?itok=cnHrwtj1

FMS cash levels march 2022.jpg (686×395)

https://cms.zerohedge.com/s3/files/inline-images/FMS%20cash%20levels%20march%202022.jpg?itok=Ozdu391e

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TOPICS AND TIMESTAMPS:

Linchpin 0:00

Saudi China Link 0:42

Russian Debt Default 4:09

Semiconductor Shortage Again 10:59

Saudi Arabia Considers Accepting Yuan Instead of Dollars for Chinese Oil Sales - WSJ

https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

What to expect as Russia warns of historic debt default | Financial Times

https://www.ft.com/content/9ed033f2-eaa4-4cce-974d-78592a3075af

Explainer: How Russia’s war in Ukraine is shuffling US alliances in Latin America | International | denvergazette.com

https://denvergazette.com/ap/international/explainer-how-russia-s-war-in-ukraine-is-shuffling-us-alliances-in-latin-america/article_f09839a2-4046-5971-8341-3720ad3364d4.html

War in Ukraine disrupts key supply chains - and lives | AP News

https://apnews.com/article/russia-ukraine-technology-business-europe-texas-2d6a87d8b0af4b4b4872a1b8fd0f276d

China Covid Outbreak Has World Economy Bracing for Supply-Chain Crisis - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-15/world-economy-braces-for-supply-hit-as-china-battles-covid-again

China COVID lockdown: Country locks down 51 million amid worst coronavirus crisis since 2020 Wuhan outbreak - ABC7 Los Angeles

https://abc7.com/covid-china-locks-down-9-million-lockdown-outbreak/11650602/

Inflation surge, war cloud Fed's interest rate trajectory | Reuters

https://www.reuters.com/world/us/inflation-surge-war-cloud-feds-interest-rate-trajectory-2022-03-15/

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TOPICS AND TIMESTAMPS:

China 0:00

Stock Market 0:26

Financial Mess 4:47

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https://cms.zerohedge.com/s3/files/inline-images/HS%201%20day%20change%202022-03-14_7-45-05_0.jpg?itok=-n0b_0M0

HSCE 1 day_0.jpg (1271×643)

https://cms.zerohedge.com/s3/files/inline-images/HSCE%201%20day_0.jpg?itok=AeBkt58y

golden dragon march 14.jpg (1271×660)

https://cms.zerohedge.com/s3/files/inline-images/golden%20dragon%20march%2014.jpg?itok=p48iEbjm

China property dev junk bonds.jpg (1269×656)

https://cms.zerohedge.com/s3/files/inline-images/China%20property%20dev%20junk%20bonds.jpg?itok=eGr8Xsg4

Tencent Faces Possible Record Fine for Anti-Money-Laundering Violations - WSJ

https://www.wsj.com/articles/tencent-faces-possible-record-fine-for-anti-money-laundering-violations-11647242561

Margin-Debt-Pct-DPI-vs-Fed-Funds-022022.png (1029×572)

https://realinvestmentadvice.com/wp-content/uploads/2022/02/Margin-Debt-Pct-DPI-vs-Fed-Funds-022022.png

Margin-Debt-As-Pct-Of-DPI.png (1033×574)

https://realinvestmentadvice.com/wp-content/uploads/2022/02/Margin-Debt-As-Pct-Of-DPI.png

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TOPICS AND TIMESTAMPS:

Here We Go Again 0:00

Prices Sky High 0:53

China Lock Down 2:59

Russia Ban Exports 6:14

India and Russia 8:22

Argentina Ban 10:50

db dis 3.jpg (1034×594)

https://cms.zerohedge.com/s3/files/inline-images/db%20dis%203.jpg?itok=5ONMRdUh

european carbon prices.jpg (1034×590)

https://cms.zerohedge.com/s3/files/inline-images/european%20carbon%20prices.jpg?itok=-Wy4Ltqt

Wheat Futures Are the Hottest Stock on Wall Street

https://www.vice.com/en/article/k7wyew/wheat-futures-are-the-hottest-stock-on-wall-street

weekly price change in wheat.jpg (1034×592)

https://cms.zerohedge.com/s3/files/inline-images/weekly%20price%20change%20in%20wheat.jpg?itok=JafLAkk9

long term real adjuisted price of wheat.jpg (1035×581)

https://cms.zerohedge.com/s3/files/inline-images/long%20term%20real%20adjuisted%20price%20of%20wheat.jpg?itok=J5fTODfI

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https://cms.zerohedge.com/s3/files/inline-images/weekly%20movement.jpg?itok=7tzE_EZy

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TOPICS AND TIMESTAMPS:

Here We Go 0:00

Food Prices 0:50

China’s Lockdown 4:35

China’s Stocks 8:17

Слуцкий заявил о существенном прогрессе в переговорах России и Украины - РИА Новости, 13.03.2022

https://ria.ru/20220313/progress-1777935859.html

Russia seeks military equipment and aid from China, U.S. officials say

https://www.msn.com/en-us/news/world/russia-seeks-military-equipment-and-aid-from-china-us-officials-say/ar-AAV0LDf?ocid=uxbndlbing

Obstacles to supplies of Russian products will have grave consequences worldwide — Putin - Business & Economy - TASS

https://tass.com/economy/1420139?utm_source=b.shenxunchat.com&utm_medium=referral&utm_campaign=b.shenxunchat.com&utm_referrer=b.shenxunchat.com

Russian invasion of Ukraine impacting farmers with fertilizer - ABC30 Fresno

https://abc30.com/russia-ukraine-fertilizer/11641518/

Russia-Ukraine war worsens fertilizer supply issues, potential widespread famine on the horizon, experts say | Fox Business

https://www.foxbusiness.com/markets/russia-ukraine-war-worsens-fertilizer-supply-issues-potential-widespread-famine-experts

US officials say Russia has asked China for military help in Ukraine | Financial Times

https://www.ft.com/content/30850470-8c8c-4b53-aa39-01497064a7b7?emailId=622e462deb4b2800041a485c&segmentId=ce31c7f5-c2de-09db-abdc-f2fd624da608

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TOPICS AND TIMESTAMPS:

Risks 0:00

Recession 0:37

China’s Evergrande 4:27

Inflation 5:52

Buy the Dip? 7:55

Recession Risks Are Piling Up And Investors Need to Get Ready - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-12/recession-risks-are-piling-up-and-investors-need-to-get-ready

World’s Central Banks Set Policy for Economies Shaken by the War - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-12/world-s-central-banks-set-policy-for-economies-shaken-by-the-war?srnd=premium-canada

unnamed (7)_182.png (1280×851)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%287%29_182.png?itok=BWvUWfCt

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%281%29_230.png?itok=vvpAETs8

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Country must be a creditor nation

Must be able to survive hardship

Must have food supplies

Must have domestic consumption

TOPICS AND TIMESTAMPS:

Big Moves 0:00

What Did China Know? 0:40

Markets Spiral Down 8:09

Shrinkflation 13:55

EXCLUSIVE Russia's Surgut works with China to allow oil sales to go on | Reuters

https://www.reuters.com/business/energy/exclusive-russias-surgut-allows-oil-sales-china-without-credit-guarantees-2022-03-11/

One Reason for Rising Food Prices? Chinese Hoarding. - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-01-05/one-reason-for-rising-food-prices-chinese-hoarding

China hoards over half the world's grain, pushing up global prices - Nikkei Asia

https://asia.nikkei.com/Spotlight/Datawatch/China-hoards-over-half-the-world-s-grain-pushing-up-global-prices

Russia’s Invasion Of Ukraine Will Benefit China | OilPrice.com

https://oilprice.com/Energy/Energy-General/Russias-Invasion-Of-Ukraine-Will-Benefit-China.html

Flour rationing in Lebanon, grain hoarding in Hungary: How the Ukraine war is lurching the globe toward a new food crisis

https://www.msn.com/en-us/news/world/flour-rationing-in-lebanon-grain-hoarding-in-hungary-how-the-ukraine-war-is-lurching-the-globe-toward-a-new-food-crisis/ar-AAUURhT

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TOPICS AND TIMESTAMPS:

Point of No Return 0:00

Michael Burry 0:43

21 Months 2:06

Recession Incoming 8:24

CPI inflation February 2022:

https://www.cnbc.com/2022/03/10/cpi-inflation-february-2022-.html

Michael Burry Archive (@BurryArchive) / Twitter

https://twitter.com/BurryArchive/status/1501817043015843843/photo/1

Gas theft on the rise as gas prices skyrocket

https://www.foxla.com/news/gas-theft-on-the-rise-as-gas-prices-skyrocket

White House expects inflation will 'substantially' increase in coming months | Washington Examiner

https://www.washingtonexaminer.com/news/white-house/white-house-expects-inflation-will-substantially-increase-in-coming-months

2022-03-10_05-32-47.jpg (859×459)

https://cms.zerohedge.com/s3/files/inline-images/2022-03-10_05-32-47.jpg?itok=f5verKa3

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https://cms.zerohedge.com/s3/files/inline-images/2022-03-10_05-35-52.jpg?itok=tnP6_RVM

2022-03-10_05-35-52.jpg (861×460)

https://cms.zerohedge.com/s3/files/inline-images/2022-03-10_05-35-52.jpg?itok=tnP6_RVM

2022-03-10_05-39-06.jpg (866×447)

https://cms.zerohedge.com/s3/files/inline-images/2022-03-10_05-39-06.jpg?itok=zhIlyg7W

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TOPICS AND TIMESTAMPS:

Up and Up 0:00

Will Work For Food 0:24

A New-Old Crisis 9:45

It’s Feeling Like the 1970s Again at Gas Pumps and Grocery Stores

https://www.bloombergquint.com/technology/it-s-feeling-like-the-1970s-again-at-gas-pumps-and-grocery-stores

Food crisis grows as spiralling prices spark export bans | Reuters

https://www.reuters.com/world/food-crisis-grows-spiralling-prices-spark-export-bans-2022-03-09/

Food Protectionism Grows as Indonesia Curbs Palm Oil Exports - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-09/indonesia-tightens-palm-oil-exports-as-food-protectionism-grows

Where's the Beef? U.S. Backlash Looms as Inflation Puts Steak Out of Reach - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-09/u-s-beef-backlash-looms-as-inflation-puts-steak-out-of-reach

Iraqis protest rise in food prices, officials blame Ukraine war | Russia-Ukraine war News | Al Jazeera

https://www.aljazeera.com/news/2022/3/9/iraq-protest-food-prices-russia-ukraine-war

CASE_ENERGYBRIEF_CRISIS.pdf

http://caseforconsumers.org/wp-content/uploads/2022/02/CASE_ENERGYBRIEF_CRISIS.pdf

2022-03-09 (1).png (1252×544)

https://cms.zerohedge.com/s3/files/inline-images/2022-03-09%20%281%29.png?itok=7cUgYG_j

Gary Stevenson on Twitter: "The wheat price is up 65% in a week. Oil is through $127 a barrel. The effects on poverty and cost of living in this country will be enormous. People will

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TOPICS AND TIMESTAMPS:

Here We Go 0:00

The Next Level 0:39

China Coming Through 8:26

Investment Aspects 12:31

Russia’s Rating Cut by Fitch, Seeing ‘Imminent’ Bond Default on War in Ukraine - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-08/fitch-downgrades-russia-rating-seeing-imminent-bond-default?srnd=premium-canada

China Warns U.S. Over Forming Pacific NATO, Backing Taiwan - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-07/china-urges-world-not-to-add-fuel-to-fire-in-war-in-ukraine

China Considers Buying Stakes in Russian Energy, Commodity Firms - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-08/china-considers-buying-stakes-in-russian-energy-commodity-firms?srnd=premium&sref=i4qXzk6d

BCOMIN Quote - Bloomberg Industrial Metals Subindex Index - Bloomberg Markets

https://www.bloomberg.com/quote/BCOMIN:IND

Hundreds of Ships Trapped by Ukraine War, Endangering Sailors and Global Trade - WSJ

https://www.wsj.com/articles/ukraine-war-ships-stranded-sailors-global-supply-chain-11646754357

2s10s flat_1.jpg (1253×554)

https://cms.zerohedge.com/s3/files/inline-images/2s10s%20flat_1.jpg?itok=6OOii9Qp

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%289%29_132.png?itok=Z2f7nvLJ

Tightening financial conditions sound alarm for world economy | Reuters

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TOPICS AND TIMESTAMPS:

It’s On 0:00

Banning Oil 0:28

Oil To 300 1:31

China To the Rescue 2:20

Nickel Goes Berserk 5:33

Shrinkflation 9:22

Biden says U.S. will ban Russian oil imports in response to Putin's invasion of Ukraine

https://www.cnbc.com/2022/03/08/us-expected-to-announce-ban-on-russian-oil-as-soon-as-today-nbc-news-reports.html

Shell, BP to Withdraw From Russian Oil, Gas - WSJ

https://www.wsj.com/articles/shell-to-withdraw-from-russian-oil-and-gas-amid-ukraine-war-11646737271

Russia warns of $300 oil if ban goes ahead, threatens to cut off European gas

https://www.cnbc.com/2022/03/08/russia-warns-of-300-oil-if-ban-goes-ahead-threatens-to-cut-off-european-gas.html

China Considers Buying Stakes in Russian Energy, Commodity Firms - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-08/china-considers-buying-stakes-in-russian-energy-commodity-firms#:~:text=An%20investment%20by%20China%20could,over%20the%20last%20five%20years.

china tsy exitws.jpg (1153×650)

https://cms.zerohedge.com/s3/files/inline-images/china%20tsy%20exitws.jpg?itok=bOAlimv7

China's Xi conveys to France, Germany opposition to Russia sanctions

https://english.kyodonews.net/news/2022/03/5ba3b86e97ce-urgent-chinas-xi-conveys-to-france-germany-opposition-to-russia-sanctions.html

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TOPICS AND TIMESTAMPS:

Here We Go 0:00

Onward and Upward 0:34

Record Gas 5:32

Spare A Nickel? 6:28

Art Vandelay the Importer/Exporter 10:07

Traders Are Betting Crude Oil Prices May Pass $200 This Month - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-07/oil-traders-are-betting-prices-may-pass-200-a-barrel-this-month

From Oil to Nickel to Wheat, Commodities Mayhem in Five Charts - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-07/from-oil-to-nickel-to-wheat-commodities-mayhem-in-five-charts?srnd=premium-canada

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https://cms.zerohedge.com/s3/files/inline-images/2022-03-07-1.png?itok=EhvxA9-8

AAA Gas Prices

https://gasprices.aaa.com/

Jim Bianco biancoresearch.eth on Twitter: "1/2 The war started 11 days ago, and the national average of gas prices is up 52 cents over this period, far and away the biggest such move. Now only four cents away from a new all-time high. https://t.co/RaPGEbVJnt" / Twitter

https://twitter.com/biancoresearch/status/1500832822784843784/photo/1

Nickel Spikes 60%: Here’s Why That Matters and Who Will Be Hit - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-07/nickel-spikes-60-here-s-why-that-matters-and-who-will-be-hit

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https://cms.zerohedge.com/s3/files/inline-images/wheat%203.7.jpg?itok=WaR0ogNv

Ukraine war 'catastrophic for global food' - BBC News

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TOPICS AND TIMESTAMPS:

Wrong Way 0:00

Beyond Belief 0:37

Russian Pivot 7:20

Ripple Effect 9:35

Solution 12:47

Food prices jump 20.7% yr/yr to hit record high in Feb, U.N. agency says | Reuters

https://www.reuters.com/world/food-prices-hit-record-high-february-un-agency-says-2022-03-04/?taid=62237c2407024b0001560037

Oil Tops $130 a Barrel as Russian Attacks Escalate - WSJ

https://www.wsj.com/articles/oil-buyers-paying-record-premiums-for-prompt-deliveries-11646518865

U.S. crude oil briefly tops $130 a barrel, a 13-year high on possible Western ban of Russian oil

https://www.cnbc.com/2022/03/06/us-crude-oil-jumps-to-125-a-barrel-a-13-year-high-on-possible-western-ban-of-russian-oil.html

Gold Price

https://goldprice.org/

FAO Food Price Index rises to record high in February

https://www.fao.org/newsroom/detail/fao-food-price-index-rises-to-record-high-in-february/en

commodity prices in China.jpg (1272×585)

https://cms.zerohedge.com/s3/files/inline-images/commodity%20prices%20in%20China.jpg?itok=s-dca1ns

Russian banks rush to switch to Chinese card system

https://finance.yahoo.com/news/russian-banks-rush-switch-chinese-075456219.html

Russian Banks Turn to China as Visa, Mastercard Cut Business - Bloomberg

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TOPICS AND TIMESTAMPS:

Jam Packed 0:00

Haywire Markets 0:47

Buy the Russian Dip? 7:50

What’s Up 13:48

Putin says Western sanctions are akin to declaration of war | Reuters

https://www.reuters.com/world/europe/putin-says-western-sanctions-are-akin-declaration-war-2022-03-05/

Russia Energy Chaos Triggers the Biggest Market Shock in Decades - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-05/russia-energy-chaos-triggers-the-biggest-market-shock-in-decades?srnd=premium-canada

Putin Seeks to Avert Defaults With Ruble Payments to Creditors - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-05/putin-seeks-to-avert-defaults-with-ruble-payments-to-creditors?srnd=premium-canada

Stock Market’s ‘Denial Trade’ on Russian Invasion Is Buckling - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-05/stock-market-s-denial-trade-on-russian-invasion-is-buckling?srnd=premium-canada

Russia Stock Market Controversy: EToro Blindsides Traders With Magnit Sale - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-05/russia-stock-market-controversy-etoro-blindsides-traders-with-magnit-sale?srnd=premium-canada

Divesting From Russia: How Will Funds, Index Managers Leave After Sanctions? - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-04/how-dumping-russia-is-creating-chaos-for-index-funds-quicktake?srnd=premium-canada

Bond Traders Primed for Wild Swings With Inflation, War in Focus - Bloomberg

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TOPICS AND TIMESTAMPS:

Down 0:00

Europe Takes A Hit 0:44

Leading To Recession 2:32

Geopolitical Aspects 10:45

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(1) zerohedge on Twitter: "European stocks just suffered their largest outflows on record in the week to March 2 https://t.co/qIW8o3Bgkt" / Twitter

https://twitter.com/zerohedge/status/1499733097696448514/photo/1

(1) Jim Bianco biancoresearch.eth on Twitter: "Not every recession is led by a 50% rise in crude. But every 50% rise in crude has led a recession. https://t.co/PN3vWuzQj9" / Twitter

https://twitter.com/biancoresearch/status/1499385705591709698/photo/1

Ukraine War Plunges Auto Makers Into New Supply-Chain Crisis - WSJ

https://www.wsj.com/articles/ukraine-war-plunges-auto-makers-into-new-supply-chain-crisis-11646309152

What's the Average Mortgage Payment? Monthly Cost Hits Record for 30-Year Loan - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-04/what-s-the-average-mortgage-payment-monthly-cost-hits-record-for-30-year-loan?srnd=premium-canada

Big Money Unloads Stocks as Day Traders Buy in Spiraling Market - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-04/big-money-is-unloading-to-day-traders-in-spiraling-stock-market?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

Unfolding 0:00

$200 Oil? 0:50

Domino Effect 8:40

CBDC 12:05

$200 oil - Google Search

https://www.google.com/search?q=%24200+oil&sxsrf=APq-WBudRohalBf9lct-fGKNdyFO1uvd6A:1646374833487&source=lnms&tbm=nws&sa=X&ved=2ahUKEwitxveY6Kv2AhXskYkEHdaqCy8Q_AUoAnoECCgQBA&biw=3008&bih=1588&dpr=2

Goldman (GS) and JPMorgan (JPM) Purchases Russia’s Cheap Corporate Debt - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-03/wall-street-is-already-pouncing-on-russia-s-cheap-corporate-debt

Russian stocks erased from indexes as Putin’s Ukraine invasion makes them ‘uninvestable’ | Fortune

https://fortune.com/2022/03/03/russia-firms-erased-msci-ftse-russell-stock-indexes-putin-ukraine-invasion-uninvestable/

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(2) Javier Blas on Twitter: "NO BUYERS: Russian flagship Urals crude plunges to a fresh record large discount of minus $22.7-a-barrel to benchmark Dated Brent. Even at such a huge discount, oil trader Trafigura found no bidders | #OOTT #Ukraine https://t.co/vtg0MsjQji" / Twitter

https://twitter.com/JavierBlas/status/1499443979183607809/photo/1

Australia Seeks to Fill the Coal Gap as Key Buyers Shun Russia - BNN Bloomberg

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TOPICS AND TIMESTAMPS:

Uncertainty 0:00

Current Chaos 0:44

Inflation Hesitation 5:32

Stocks Reaction 9:52

Some Russian bank customers have been cut off from Apple Pay and Google Pay - The Verge

https://www.theverge.com/2022/2/26/22952191/russian-bank-customers-apple-pay-google-pay-financial-sanctions-ukraine

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https://cms.zerohedge.com/s3/files/inline-images/24YTO7IBBBNBJEU2ZCE7MIXQVY.png?itok=yk4UQssA

Bitcoin sanctions could be next as DOJ unveils crypto crackdown plans

https://www.cnbc.com/2022/03/02/bitcoin-sanctions-could-be-next-as-doj-unveils-crypto-crackdown-plans.html

Europe Gas Rises 60% With Traders Backing Away From Russia Deals - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-02/european-gas-extends-rally-into-third-day-on-fears-over-supply#:~:text=European%20natural%20gas%20surged%20to,as%2060%25%2C%20before%20easing.

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White House Quietly Calls On U.S. Oil Companies To Increase Production | OilPrice.com

https://oilprice.com/Energy/Crude-Oil/White-House-Quietly-Calls-On-US-Oil-Companies-To-Increase-Production.html

Economic dangers from Russia's invasion ripple across globe | AP News

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TOPICS AND TIMESTAMPS:

Spiral Down 0:00

Technical Default 0:49

Oil and Inflation 6:50

Chip Shortage Round 2 13:38

Russia Bans Coupon Payment to Foreigners on $29 Billion in Bonds - Bloomberg

https://www.bloomberg.com/news/articles/2022-03-01/russia-bans-transfer-of-ruble-bond-coupon-payments-to-foreigners

Russian Ruble Is Now Worth Less Than 1 U.S. Cent | Time

https://time.com/6152156/russian-ruble-plunges/

Russia's War on Ukraine Could Triple Ocean Shipping Rates Say Experts

https://www.businessinsider.com/russia-war-ukraine-could-triple-ocean-shipping-rates-experts-2022-3

World's largest container lines suspend shipping to Russia | Financial Post

https://financialpost.com/pmn/business-pmn/worlds-largest-container-lines-suspend-shipping-to-russia

Russia / Ukraine update | Maersk

https://www.maersk.com/news/articles/2022/02/24/russia-ukraine-situation-update

Ukraine’s ports to stay closed until Russian invasion ends – maritime administration | Reuters

https://www.reuters.com/world/ukraines-ports-stay-closed-until-russian-invasion-ends-maritime-administration-2022-02-28/

U.S. oil price surges 11% to $106 a barrel, a 7-year high prompted by Russia's assault on Ukraine

https://www.cnbc.com/2022/03/01/us-oil-jumps-to-7-year-high-above-101-a-barrel-as-russian-assault-prompts-supply-shortage-fears.html

$10 toothpaste? U.S. household goods makers face blowback on price hikes | Reuters

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TOPICS AND TIMESTAMPS:

It’s On 0:00

Bad To Worse 0:48

Contagion 7:40

Stocks Will Rise? 10:37

Russian stocks ETF falls 30% as crisis in Ukraine continues

https://www.cnbc.com/2022/02/28/russian-stocks-etf-falls-25percent-as-crisis-in-ukraine-continues.html

‘The damage is done’: Russians face economic point of no return | Russia | The Guardian

https://www.theguardian.com/world/2022/feb/28/the-damage-is-done-russians-face-economic-point-of-no-return

Which U.S., European Companies Are Pulling Out of Russia After Ukraine Invasion? - Bloomberg

https://www.bloomberg.com/news/features/2022-02-28/which-u-s-european-companies-are-pulling-out-of-russia-after-ukraine-invasion?srnd=premium-canada

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Elina Ribakova 🇺🇦 on Twitter: "1/ The @bank_of_russia in funeral black today Emergency measures: - rate up to 20% - FX/inflation negative loop - limited ability to use reserves (no interventions today) - liquidity and credit support to banks - 80% obligatory conversion of export proceeds https://t.co/HHEUMpNkfz" / Twitter

https://twitter.com/elinaribakova/status/1498287241923379201?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1498287831864782848%7Ctwgr%5E%7Ctwcon%5Es2_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fus-bans-transactions-russian-central-bank-freezing-nearly-half-russias-630bn-reserves

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TOPICS AND TIMESTAMPS:

Huge 0:00

Big Boost 0:45

Order Out Of Chaos 2:45

China 8:25

The Rule Of 55 9:50

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

SWIFT Ban on Russia Means the Fed May Need to Ready Dollars

https://ca.finance.yahoo.com/news/swift-ban-means-fed-may-174940811.html

Currencies Roiled as Russia Sanctions Ripple in Global Markets - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-27/traders-brace-after-russia-sanctions-stepped-up-ratings-cut?srnd=premium&sref=ZMFHsM5Z

(1) Nikos Chrysoloras on Twitter: "We seem to be tailspinning into chaos. I have covered crises before, but nothing comes even close: 1) BP decided to take a hit of as much as $25 billion, just to leave Russia immediately. https://t.co/p1szC1GRuj" / Twitter

https://twitter.com/nchrysoloras/status/1498055618913001481

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TOPICS AND TIMESTAMPS:

New World 0:00

Real Or Not? 0:54

Government Action 6:30

Stocks Will React 12:56

War in Ukraine: Updates for Feb. 26, 2022: Russia Attacks - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-26/russia-vetoes-un-resolution-as-china-abstains-ukraine-update?srnd=premium-canada

War in Ukraine: Updates for Feb. 26, 2022: Russia Attacks - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-26/russia-vetoes-un-resolution-as-china-abstains-ukraine-update

Charting the Global Economy: War Driving Inflation, Growth Risks - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-26/charting-the-global-economy-war-driving-inflation-growth-risks?srnd=premium-canada

Exclusive: Italians, Russians Met Before War Over Business Deals - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-26/italy-sought-russian-deals-shortly-before-putin-invaded-ukraine

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https://cms.zerohedge.com/s3/files/inline-images/2022-02-25_07-59-35.jpg?itok=YpN-BtCG

Joint Statement on further restrictive economic measures

https://ec.europa.eu/commission/presscorner/detail/en/statement_22_1423

(2) Javier Blas on Twitter: "BREAKING: EU, US, UK and Canada announce that "selected" Russian banks will be disconnected from the SWIFT banking system. The statement doesn't indicate names of banks, or whether this will stop oil and gas payments (my guess is payments will continue) #OOTT #ONGT #Ukraine https://t.co/IngAC9O8j3" / Twitter

https://twitter.com/JavierBlas/status/1497700006647709700/photo/1

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TOPICS AND TIMESTAMPS:

How 0:00

Inflation Escalation 1:24

China Factor 4:50

Big Details 11:45

Key inflation gauge hit 6.1% in January, highest since 1982 | AP News

https://apnews.com/article/russia-ukraine-business-europe-prices-inflation-e44ad9b2088aa352015868a4f6b17785

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https://cms.zerohedge.com/s3/files/inline-images/2022-02-25_05-31-11.jpg?itok=FMNj7iOQ

Geopolitical Risk Could Sideline The Fed - RIA

https://realinvestmentadvice.com/geopolitical-risk-could-sideline-the-fed/

Los Angeles County gas prices continue to rise to record levels - ABC7 Los Angeles

https://abc7.com/gas-prices-over-6-dollars/11599980/

Chinese State Banks Restrict Financing for Russian Commodities - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-25/chinese-state-banks-restrict-financing-for-russian-commodities

Does China Support Russia? Xi Asks Putin to Negotiate With Ukraine in Phone Call - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-25/china-s-xi-urges-putin-to-negotiate-with-ukraine-in-phone-call

Key Russian Oil Shipping Rate Triples After Ukraine Invasion - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-25/key-russian-oil-shipping-rate-triples-after-ukraine-invasion

Lavrov, Putin Sanctions: EU Set to Freeze Personal Assets Over Ukraine - Bloomberg

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TOPICS AND TIMESTAMPS:

EXPOSED 0:00

WHO STANDS TO GAIN? 0:48

GEOPOLITICAL AND FINANCIAL 5:43

KEEP AN EYE ON 11:35

Kiev 'to fall by the weekend' as troops encircle capital after taking Chernobyl despite EU sanctions | Daily Mail Online

https://www.dailymail.co.uk/news/article-10549113/Kiev-fall-weekend-troops-encircle-capital-taking-Chernobyl-despite-EU-sanctions.html

UPDATE 5-European finance reacts to Ukraine with cyber warnings, bond freezes

https://ca.finance.yahoo.com/news/1-european-finance-reacts-ukraine-082755829.html

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TOPICS AND TIMESTAMPS:

Here we go 0:00

COMMODITIES 0:16

RUSSIA 0:40

OIL 2:08

CENTRAL BANKS 6:40

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

Gold Price

https://goldprice.org/

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Vitol CEO Sees Oil Above $100 for a ‘Prolonged Period’ This Year - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-20/vitol-ceo-sees-oil-above-100-for-a-prolonged-period-this-year?sref=6uww027M

Frackers Push Into Once-Dead Shale Patches as Oil Nears $100 a Barrel - WSJ

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TOPICS AND TIMESTAMPS:

Let’s Go 0:00

CALM? 0:40

FINANCIAL MARKETS 9:17

FACTOR OF SUPPORT 13:44

U.S. Biden, Russia Putin Agree In Principle to Macron's Ukraine Summit Proposal - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-21/biden-putin-agree-in-principle-to-summit-proposal-france-says

Shock gas, grocery price hikes spur states to pursue tax relief | Personal Finance | hastingstribune.com

https://www.hastingstribune.com/ap/personal_finance/shock-gas-grocery-price-hikes-spur-states-to-pursue-tax-relief/article_eaec6926-843c-5661-a2c5-1881320075c4.html

What CEOs Are Saying: ‘Even Wealthier Families Become More Price-Sensitive’ - WSJ

https://www.wsj.com/articles/what-ceos-are-saying-even-wealthier-families-become-more-price-sensitive-11645362000

When Private Equity Becomes Your Landlord — ProPublica

https://www.propublica.org/article/when-private-equity-becomes-your-landlord

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Slow-Motion Central Bankers Put Their Maestro Status on the Line - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-20/slow-motion-central-bankers-put-their-maestro-status-on-the-line

Here Are Some of the Charts That Appeared on Bloomberg This Week - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-19/charting-global-economy-inflation-in-asia-stays-relatively-cool

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TOPICS AND TIMESTAMPS:

Adapt 0:00

IN AND OUT 0:58

COMMODITIES 3:55

MARKET VOLATILITY 10:01

Supply chain signals: New-container prices and production finally peak | TAPA - APAC

https://tapa-apac.org/supply-chain-signals-new-container-prices-and-production-finally-peak/

New-container prices and production finally peak | Haulage News

https://thehaulagenews.com/new-container-prices-and-production-finally-peak/

Inflation: Customers 'balking' at produce prices, says food importer

https://finance.yahoo.com/news/inflation-customers-balking-at-produce-prices-says-food-importer-145713671.html

Bank of America: 'Recession Risks Rising,' Putting Stocks at Risk Too - TheStreet

https://www.thestreet.com/investing/bofa-recession-risks-rising-stocks?puc=yahoo&cm_ven=YAHOO

Real Estate Investors Are Buying a Record Share of U.S. Homes

https://www.redfin.com/news/investor-home-purchases-q4-2021/

Gold Stocks Poised to Dethrone Top-Performing Oil in U.S., Canada - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-18/gold-stocks-dethrone-top-performing-oil-amid-bearish-forecasts

Lumber Extends Rally on Supply, ‘Unprecedented’ Transport Snags - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-16/lumber-extends-rally-on-supply-unprecedented-transport-snags

Nasdaq Sinks Into Death Cross After 15% Drop From November Peak - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-18/nasdaq-sinks-into-death-cross-after-15-drop-from-november-peak

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TOPICS AND TIMESTAMPS:

Past and Future 0:00

THE PUT 0:46

ASSET PRICES 4:25

REAL ESTATE 8:45

(3) Liz Ann Sonders on Twitter: "Latest ⁦@BankofAmerica⁩ Global Fund Manager Survey shows investors now believe Fed “put” is hovering around 3700 (for S&P 500) https://t.co/OH1ZPZcIqf" / Twitter

https://twitter.com/LizAnnSonders/status/1493926548809920513/photo/1

(3) Holger Zschaepitz on Twitter: "The #Fed is still buying bonds even though US inflation has risen to 7.5%, the highest level since 1982. Fed balance sheet rose by another $33bn to hit fresh ATH at $8.91tn. Total assets now equal to 37% of US's GDP vs #ECB's 82% and BoJ's 134%. https://t.co/1WEOMS93jq" / Twitter

https://twitter.com/Schuldensuehner/status/1494673859517480960/photo/1

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(3) Charlie Bilello on Twitter: "The US Housing Boom continues with Building Permits rising to their highest level since May 2006... Charting via @ycharts https://t.co/63XmHTsqMc" / Twitter

https://twitter.com/charliebilello/status/1494526950953607185/photo/1

Would You Buy a Tiny Home? London Microflat Up for Auction Sale at $68,000 - Bloomberg

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TOPICS AND TIMESTAMPS:

Here We Go 0:00

ZOLTAN WARNS 0:50

GOLD 6:49

INFLATION NATION 10:47

Fed Needs to Hike to Slow Inflation Without Recession: Credit Suisse - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-17/fed-needs-to-hike-mortgage-costs-for-soft-landing-pozsar-says

Shocker From Fed Repo Oracle Zoltan Poszar: Powell Must Crash The Market | ZeroHedge

https://www.zerohedge.com/markets/fed-repo-oracle-zoltan-poszar-explains-why-powell-must-crash-market

Fed's Bullard: Inflation 'could get out of control,' calls for action

https://www.cnbc.com/2022/02/17/feds-bullard-says-inflation-could-get-out-of-control-so-action-is-needed-now.html

Steve Matthews on Twitter: ""There is a 50-year history that the Fed never hikes rates once the fed funds rate has risen above the five-year yield. That point could come before the end of 2022, and suggests that it will be very difficult to continue." --@JohnAuthers, @BOpinion https://t.co/UuaoXgOBcK https://t.co/YtBTdgnOZC" / Twitter

https://twitter.com/SteveMatthews12/status/1493934652272394240/photo/1

Gold Price

https://goldprice.org/

Gold has remained steady as stocks and bitcoin have plunged

https://www.cnbc.com/2022/02/07/gold-has-remained-steady-as-stocks-and-bitcoin-have-plunged.html

2022-02-17_12-55-42.jpg (954×549)

https://cms.zerohedge.com/s3/files/inline-images/2022-02-17_12-55-42.jpg?itok=K5MHM6ZX

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TOPICS AND TIMESTAMPS:

Believe It Or Not 0:00

FED PULLING OUT 0:26

2018 REPEAT? 8:23

FOMC Minutes: Fed Officials Saw Rate Hike Soon, Watching for Faster Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-16/fed-officials-saw-rate-hike-soon-watching-for-faster-inflation?srnd=premium-canada

The Fed - Monetary Policy:

https://www.federalreserve.gov/monetarypolicy/fomcminutes20220126.htm

2 reasons Americans just dove into credit card debt faster than they have in 22 years

https://www.msn.com/en-in/money/news/2-reasons-americans-just-dove-into-credit-card-debt-faster-than-they-have-in-22-years/ar-AATHLju

2022-02-16_05-45-57.jpg (995×549)

https://cms.zerohedge.com/s3/files/inline-images/2022-02-16_05-45-57.jpg?itok=ss6nITcb

image - 2022-02-16T053912.224.png (1205×656)

https://cms.zerohedge.com/s3/files/inline-images/image%20-%202022-02-16T053912.224.png?itok=j-h6XoXK

How Magical Thinking Led America To $30 Trillion In Debt

https://www.forbes.com/sites/andrewtisch/2022/02/15/how-magical-thinking-led-america-to-30-trillion-in-debt/?sh=34ac24ad6118

Great Rotation Into Stock Funds From Bonds Risks a 2018-Style Collapse - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-16/the-great-rotation-into-stock-funds-risks-a-2018-style-collapse?srnd=premium-canada

Lumber Extends Rally on Supply, ‘Unprecedented’ Transport Snags - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-16/lumber-extends-rally-on-supply-unprecedented-transport-snags?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

Liquidity 0:00

ECONOMIC DYSTOPIA 0:33

MARKET SWINGS

4 Bed, 3 Bath, No Garage Door: The Unlikely Woes Holding Up Home Building – DNyuz

https://dnyuz.com/2022/02/15/4-bed-3-bath-no-garage-door-the-unlikely-woes-holding-up-home-building/

Producer price index January 2022:

https://www.cnbc.com/2022/02/15/producer-price-index-january-2022-.html

Chipotle reveals avocado supply 'challenge' after US halts imports from Mexico

https://nypost.com/2022/02/15/chipotle-reveals-avocado-supply-challenge-after-us-halts-imports-from-mexico/?utm_source=NYPTwitter&utm_campaign=SocialFlow&utm_medium=SocialFlow

Walmart stashes $20 rib eye steaks behind metal cages amid rising crime rates across the U.S. | Daily Mail Online

https://www.dailymail.co.uk/femail/article-10503817/Walmart-stashes-20-rib-eye-steaks-metal-cages-amid-rising-crime-rates-U-S.html

World Bank economist warns of dangers of ignoring growing debt - Business & Finance - Business Recorder

https://www.brecorder.com/news/40154627/world-bank-economist-warns-of-dangers-of-ignoring-growing-debt

The Fed Missed Inflation. Can Jay Powell Tame It Without Causing a Recession? - WSJ

https://www.wsj.com/articles/behind-the-feds-slow-pivot-to-tackling-inflation-11644930180

unnamed (11)_55.png (684×433)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2811%29_55.png?itok=cT8hqXyA

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TOPICS AND TIMESTAMPS:

Eyes On the Fed 0:00

FED CATCH UP 0:34

ONE SMALL ISSUE 6:14

Fed's Bullard says the central bank's 'credibility is on the line,' needs to 'front-load' rate hikes

https://www.cnbc.com/2022/02/14/bullard-say-the-fed-needs-to-front-load-tightening-because-inflation-is-possibly-accelerating.html

Squawk Box on Twitter: ""We've been surprised to the upsde on #inflation. This is a lot of inflation in the US economy ... our credibility is on the line here and we do have to react to data," says @stlouisfed President Jim Bullard tells @steveliesman. https://t.co/nUw79Vo6zB" / Twitter

https://twitter.com/SquawkCNBC/status/1493217938224078853?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1493217938224078853%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fstocks-bonds-sink-bullard-reiterates-hawkish-stance-rate-hike-odds-rebound

Federal Reserve officials call for a measured response to inflation. - The New York Times

https://www.nytimes.com/2022/02/14/business/federal-reserve-rates-inflation.html

Survey of Consumer Expectations - FEDERAL RESERVE BANK of NEW YORK

https://www.newyorkfed.org/microeconomics/sce#/inflexp-3

MS fed pivot.jpg (654×390)

https://cms.zerohedge.com/s3/files/inline-images/MS%20fed%20pivot.jpg?itok=pPlaQkLU

China Market Watchers See PBOC Cutting Interest Rates in Coming Months - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-15/china-market-watchers-see-pboc-cutting-rates-in-coming-months?srnd=premium-canada

The Top 1% Own 32.1% of Total Wealth, Bottom 50% Own 2.5% - Mish Talk - Global Economic Trend Analysis

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TOPICS AND TIMESTAMPS:

Tick Tock 0:00

$100 CRUDE OIL 0:47

WHAT WILL HAPPEN? 7:27

FOLLOW THE MONEY 11:01

$100 Crude Oil Price Threatens to Compound World Economy’s Inflation Shock - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-13/-100-oil-threatens-to-compound-world-economy-s-inflation-shock

Fed Rush to Catch Up on Inflation Raises U.S. Recession Risks - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-12/fed-rush-to-catch-up-on-inflation-raises-u-s-recession-risks

Does the Fed Still Believe in the Efficacy of Monetary Policy?

https://www.thecarsonreport.com/post/does-the-fed-still-believe-in-the-efficacy-of-monetary-policy

Inflation Was Hottest in Atlanta, Mildest in San Francisco in 2021 - WSJ

https://www.wsj.com/articles/inflation-was-hottest-in-atlanta-mildest-in-san-francisco-in-2021-11644748200

Inflation Is Everywhere, Including Places You Might Not Expect - WSJ

https://www.wsj.com/articles/inflation-is-everywhere-including-places-you-might-not-expect-11644748202

Hawkish Fed Cast Aside as Large U.S. Stocks Get Record Weekly Inflow - BNN Bloomberg

https://www.bnnbloomberg.ca/hawkish-fed-cast-aside-as-large-u-s-stocks-get-record-weekly-inflow-1.1722028

Stock Markets Today: ECB is cautious, Fed speculation, Ukraine negotiations - Bloomberg

https://www.bloomberg.com/news/newsletters/2022-02-11/stock-markets-today-ecb-is-cautious-fed-speculation-ukraine-negotiations

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TOPICS AND TIMESTAMPS:

Trillions Printed 0:00

END RESULT 0:52

REAL ESTATE 7:25

ALUMINUM GONE? 10:50

More than a third of Britons cannot afford to heat their home to a comfortable level | YouGov

https://yougov.co.uk/topics/politics/articles-reports/2022/01/26/more-third-britons-cannot-afford-heat-their-home-c

Two Years Into Pandemic, Shoppers Are Still Hoarding - WSJ

https://www.wsj.com/articles/two-years-into-pandemic-shoppers-are-still-hoarding-11644253233

Canadian oil barrels head out of the U.S. Gulf in record numbers | Reuters

https://www.reuters.com/business/energy/canadian-oil-barrels-head-out-us-gulf-record-numbers-2022-02-11/

U.S. officials worried about Chinese control of American drug supply

https://www.nbcnews.com/health/health-care/u-s-officials-worried-about-chinese-control-american-%20drug-supply-n1052376

Snag_89f74892.png (994×664)

https://cms.zerohedge.com/s3/files/inline-images/Snag_89f74892.png?itok=1xH9a_A0

Housing Market Update: Homebuyers’ Monthly Payments Up 25% to Record High

https://www.redfin.com/news/housing-market-update-record-high-monthly-mortgage/

2022-02-10_16-26-24.jpg (983×611)

https://cms.zerohedge.com/s3/files/inline-images/2022-02-10_16-26-24.jpg?itok=S51Q0Anh

2022-02-10_16-29-30.jpg (964×709)

https://cms.zerohedge.com/s3/files/inline-images/2022-02-10_16-29-30.jpg?itok=NIChn8cH

Punta Gorda, Florida Tops List Of Biggest Jump In Home Prices – CBS Miami

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Shhhh 0:00

FED SECRET 0:38

MARKETS GONE WILD 6:01

CONSUMER PRESSURE 9:28

Federal Reserve Board - Closed Board Meeting - February 14, 2022

https://www.federalreserve.gov/aboutthefed/boardmeetings/20220214closed.htm

2022-02-11_08-28-58.jpg (956×567)

https://cms.zerohedge.com/s3/files/inline-images/2022-02-11_08-28-58.jpg?itok=6w2PqK-b

Treasury Securities Operational Details - FEDERAL RESERVE BANK of NEW YORK

https://www.newyorkfed.org/markets/domestic-market-operations/monetary-policy-implementation/treasury-securities/treasury-securities-operational-details

A 'firestorm' of hawkish Fed speculation erupts following strong U.S. inflation reading - MarketWatch

https://www.marketwatch.com/story/a-firestorm-of-hawkish-fed-speculation-erupts-following-strong-u-s-inflation-reading-11644588034

Fed Not Yet Favoring Half-Point Interest Rate Hike or Emergency Move - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-11/fed-doesn-t-yet-favor-a-half-point-hike-or-an-emergency-move

Fed's Bullard does not think a half-point rate hike 'really helps us' -Reuters interview | Reuters

https://www.reuters.com/business/feds-bullard-does-not-think-half-point-rate-hike-really-helps-us-reuters-2022-02-01/

The Fed is still likely to take a measured approach to rate hikes despite calls for bigger action

https://www.cnbc.com/2022/02/11/the-fed-is-likely-to-still-take-a-measured-approach-to-rate-hikes-despite-calls-for-bigger-action.html?utm_term=Autofeed&utm_medium=Social&utm_content=Main&utm_source=Twitter#Echobox=1644585527

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TOPICS AND TIMESTAMPS:

Big Moves 0:00

INFLATION STIMULATION 0:56

CHINA’S PIVOT 12:07

Fed's James Bullard Supports Rate Hikes of Full Point by July - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-10/fed-s-bullard-backs-supersized-hike-seeks-full-point-by-july-1

Higher Inflation Is Probably Costing You $250 a Month - WSJ

https://www.wsj.com/articles/higher-inflation-is-probably-costing-you-250-a-month-11644489000

BOJ Acts to Bring Down Bond Yields as It Holds to Dovish Policy - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-10/boj-seeks-to-rein-in-yields-with-unlimited-fixed-rate-purchases

US inflation highest in 40 years, with no letup in sight | AP News

https://apnews.com/article/business-long-beach-inflation-prices-consumer-prices-d412bcce554693de469765b34351773d

10-year Treasury yield tops 2% for the first time since 2019 after hot inflation

https://www.cnbc.com/2022/02/10/us-bonds-treasury-yields-climb-ahead-of-inflation-data.html

January 2022 CPI: Inflation rises 7.5% over the past year, even more than expected

https://www.cnbc.com/2022/02/10/january-2022-cpi-inflation-rises-7point5percent-over-the-past-year-even-more-than-expected.html

What economists are saying as inflation soars by the most in 40 years

https://finance.yahoo.com/news/what-economists-are-saying-as-inflation-soars-by-the-most-in-40-years-173830951.html

Inflation Report Forces Federal Reserve to Raise Interest Rates - Bloomberg

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TOPICS AND TIMESTAMPS:

Wiped Out 0:00

INFLATION CALM? 0:46

SHIPPING PEAK 4:44

BIG RALLY 10:32

underlying CPI move.jpg (715×472)

https://cms.zerohedge.com/s3/files/inline-images/underlying%20CPI%20move.jpg?itok=2lsLB3S7

unnamed (10)_70.png (839×490)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2810%29_70.png?itok=9hUiaNHs

S&P 500 Map

https://finviz.com/map.ashx?t=sec

Inflation-Stoking Supply-Chain Crisis Is Set to Ease in Second Half of 2022 - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-09/inflation-stoking-supply-crunch-is-set-to-ease-in-second-half

Snag_7e543a92.png (1143×482)

https://cms.zerohedge.com/s3/files/inline-images/Snag_7e543a92.png?itok=mjrawOWx

Glimmer of hope: Has the ship gridlock off ports finally peaked? - FreightWaves

https://www.freightwaves.com/news/glimmer-of-hope-has-the-ship-gridlock-off-ports-finally-peaked

Frustration grows as Ambassador Bridge protest disrupts cross-border trucking, supply chain - FreightWaves

https://www.freightwaves.com/news/frustration-grows-as-ambassador-bridge-protest-disrupts-cross-border-trucking-supply-chain

Coffee Prices Hit Highest in a Decade - Bloomberg

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TOPICS AND TIMESTAMPS:

Big or Small? 0:00

THE LITTLE GUY 0:44

OIL 5:37

THE BIG GUYS 9:00

The most small businesses since 1974 are raising prices due to inflation, NFIB says - MarketWatch

https://www.marketwatch.com/story/the-most-small-businesses-since-1974-are-raising-prices-due-to-inflation-nfib-says-11644318260

Worst to come for food price rises, Tesco boss says - BBC News

https://www.bbc.com/news/business-60279019

U.S. Trade Deficit Swells to Record in 2021 on Surge in Imports - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-08/u-s-trade-deficit-swells-to-record-in-2021-on-imports-surge

EXCLUSIVE Qatar seeks EU guarantees emergency gas stays within EU - source | Reuters

https://www.reuters.com/business/energy/exclusive-qatar-seeks-eu-guarantees-emergency-gas-stays-within-eu-source-2022-01-31/

26768.jpeg (1200×1200)

https://cdn.statcdn.com/Infographic/images/normal/26768.jpeg

Europe remains top destination for U.S. LNG for second month running | Reuters

https://www.reuters.com/business/energy/europe-remains-top-destination-us-lng-second-month-running-2022-02-01/

2022-02-08_12-14-50.jpg (935×566)

https://cms.zerohedge.com/s3/files/inline-images/2022-02-08_12-14-50.jpg?itok=3YFQ0xh8

Glut of U.S. LNG Ships Headed to Europe Sends Freight Rates Below Zero - Bloomberg

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TOPICS AND TIMESTAMPS:

Shocker 0:00

PAYCHECK TO PAYCHECK 0:45

EURO GONE WILD 6:08

MARKET CALM? 7:52

Hard times: 7 in 10 Americans say they're living paycheck to paycheck now - Study Finds

https://www.studyfinds.org/living-paycheck-to-paycheck/

Canada House Market Grows Stronger Despite Looming Interest Rate Hikes - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-07/faith-in-canada-housing-gains-deepens-despite-looming-rate-hikes?srnd=premium-canada

KPMG Canada Adds Bitcoin (BTC), Ethereum (ETH) to Corporate Balance Sheet - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-07/kpmg-canada-adds-bitcoin-ethereum-to-corporate-balance-sheet?srnd=premium-canada

RBA Could Hike Interest Rates Anytime From June, ANZ Economists Say - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-08/rba-meetings-live-from-june-commonwealth-anz-economists-say?srnd=premium-canada

China Battles to Contain Coal Price Surge as Dependency Worsens - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-08/china-battles-to-contain-coal-price-surge-as-dependency-worsens?srnd=premium-canada

Tyson Foods Scores an Earnings Beat on Higher Meat Prices. The Stock Jumps. | Barron's

https://www.barrons.com/articles/tyson-foods-tsn-stock-earnings-revenue-51644233200

household financial outlook.jpg (855×295)

https://cms.zerohedge.com/s3/files/inline-images/household%20financial%20outlook.jpg?itok=gEWnz1G-

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TOPICS AND TIMESTAMPS:

The Tsunami 0:00

CENTRAL BANK ACTION 0:54

MAJOR INFLOWS 6:21

U.S. Inflation Is Probably About to Spike Yet Again: Eco Week - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-05/u-s-inflation-is-probably-about-to-spike-yet-again-eco-week

Oil Fluctuates as Red-Hot Rally Cools After Seven Weekly Gains - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-06/oil-s-red-hot-rally-takes-a-breather-after-seven-weekly-gains

ECB’s Knot Sees Interest-Rate Hike as Early as October - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-06/ecb-s-knot-sees-interest-rate-hike-as-early-as-october#:~:text=European%20Central%20Bank%20Governing%20Council,as%20in%20the%20fourth%20quarter.&text=Knot%2C%20one%20of%20the%20ECB's,4%25%20for%20much%20of%202022.

Visualizing the State of Global Debt, by Country

https://www.visualcapitalist.com/wp-content/uploads/2022/01/government-debt-by-country-2022.html

OTR Truck Driving Jobs | Top Pay - Midwest Carriers

https://drivemidwest.com/otr-truck-driving-jobs/

There's ‘no relief in sight’ for high trucking costs: BofA

https://ca.finance.yahoo.com/news/bof-a-no-relief-in-sight-for-high-trucking-costs-195333782.html

Ford to suspend or cut output at 8 of its factories due to chip shortage | Reuters

https://www.reuters.com/business/autos-transportation/ford-suspend-or-cut-output-8-its-factories-due-chip-shortage-2022-02-05/

Bridgewater Sees Market Turmoil on ‘Aggressive’ Fed Tightening - Bloomberg

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Hide It’s Coming 0:00

COST OF LIVING 0:50

EASY MONEY GONE 5:21

ECONOMY DOWN 12:45

Gas prices reach record highs in Orange and Los Angeles counties - CBS News

https://www.cbsnews.com/news/gas-price-orange-county-los-angeles-county-record-high/

Facebook, other technology stocks hit hard in Wall Street reckoning - The Washington Post

https://www.washingtonpost.com/business/2022/02/05/facebook-meta-technology-stocks/

Column: U.S. gas diplomacy won't avert price spike if Russian supplies interrupted | Reuters

https://www.reuters.com/business/energy/us-gas-diplomacy-wont-avert-price-spike-if-russian-supplies-interrupted-kemp-2022-02-03/

(1) Ed Conway on Twitter: "🚨NEW 🚨 Bank of England says UK households must brace themselves for the biggest annual fall in their standard of living since comparable records began three decades ago, as it: - Raises interest rates to 0.5% - Says inflation will surpass 7% - Slashes GDP forecast" / Twitter

https://twitter.com/EdConwaySky/status/1489208574962249738?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1489208574962249738%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fpolitical%2Fbrits-told-reduce-living-standards-govt-spends-millions-day-housing-refugees-hotels

Goodbye Easy Money as Hawkish Central Banks Speed Up Rate Hikes - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-05/goodbye-easy-money-as-hawkish-central-banks-speed-up-rate-hikes

What the ‘men’s underwear index’ says about the state of the economy

https://www.smh.com.au/national/what-the-men-s-underwear-index-says-about-the-state-of-the-economy-20210924-p58uez.html

Adults Back in Charge of Stock Market as Fed Awakens Big Money - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-05/adults-back-in-charge-of-stock-market-as-fed-awakens-big-money

ISm new orders boFA.jpg (572×409)

https://cms.zerohedge.com/s3/files/inline-images/ISm%20new%20orders%20boFA.jpg?itok=LbTODXeL

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TOPICS AND TIMESTAMPS:

It’s On 0:00

JOBS LIE 0:48

RATES UP 6:44

CHANGES COMING 12:58

US Jobs Report January 2022: Follow Live Updates - Bloomberg

https://www.bloomberg.com/news/live-blog/2022-01-27/u-s-payroll-report-for-january?srnd=premium

dec jan adjustments.jpg (1031×592)

https://cms.zerohedge.com/s3/files/inline-images/dec%20jan%20adjustments.jpg?itok=98kbHQjx

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https://cms.zerohedge.com/s3/files/inline-images/smoothing%20seasonal.jpg?itok=D28GaXFg

Shoppers Are Caught Off Guard as Prices on Everyday Items Change More Often - WSJ

https://www.wsj.com/articles/shoppers-are-caught-off-guard-as-prices-on-everyday-items-change-more-often-11643970606

unnamed (2)_168.png (673×321)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%282%29_168.png?itok=qDos4qFC

Chancellor's statement to the House - Energy Price Cap - GOV.UK

https://www.gov.uk/government/speeches/chancellors-statement-to-the-house-energy-price-cap

unnamed (9)_97.png (674×502)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%289%29_97.png?itok=V6KO-YBi

Fed to start rate hikes with a bang? Not likely | Reuters

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TOPICS AND TIMESTAMPS:

It’s Epic 0:00

PRICES 0:49

CYCLE DOWN 4:55

EUROPE’S PIVOT 9:03

$GPS INSIGHTS

HAVE 2 PORTFOLIOS: 1 LONG, 1 SWING

INVEST IN WHAT’S MOVING

CENTRAL BANK MOVES ARE KEY

Global Inflation: World Food Prices Climbs Closer Toward Record High - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-03/world-food-prices-are-climbing-closer-toward-a-record-high

Don't get carried away: BoE chief Andrew Bailey tells markets

https://www.cnbc.com/2022/02/03/dont-get-carried-away-boe-chief-tells-markets-after-second-rate-hike.html

U.S. oil prices top $90 a barrel for the first time since 2014

https://www.cnbc.com/2022/02/03/us-oil-prices-top-90-a-barrel-for-the-first-time-since-2014.html

Housing wealth is setting new records for both owners and sellers

https://www.cnbc.com/2022/02/03/housing-wealth-is-setting-new-records-for-both-owners-and-sellers.html

length of business cycle.jpg (730×404)

https://cms.zerohedge.com/s3/files/inline-images/length%20of%20business%20cycle.jpg?itok=oUlQL5hA

rec 1_0.jpg (1029×544)

https://cms.zerohedge.com/s3/files/inline-images/rec%201_0.jpg?itok=OP2ckUN6

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https://cms.zerohedge.com/s3/files/inline-images/lead%20time%20from%202s10s%20inverting.jpg?itok=6wW2UrXT

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https://cms.zerohedge.com/s3/files/inline-images/M2%20money%20supply_1.jpg?itok=g7jo9NUh

Lagarde Pivots on ECB Hikes as Switch in Guidance Seen Soon - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-03/lagarde-reveals-ecb-inflation-worry-with-focus-on-next-meetings?utm_source=google&utm_medium=bd&cmpId=google#:~:text=%E2%80%9CCompared%20with%20our%20expectations%20in,near%20term%2C%E2%80%9D%20Lagarde%20said.&text=Euro%2DZone%20Inflation%20Unexpectedly%20Hits,That%20Isn't%20Quite%20Tightening

Monetary policy decisions

https://www.ecb.europa.eu/press/pr/date/2021/html/ecb.mp211216~1b6d3a1fd8.en.html

Bank Rate increased to 0.5% - February 2022 | Bank of England

https://www.bankofengland.co.uk/monetary-policy-summary-and-minutes/2022/february-2022

2022-02-03_16-45-34.jpg (934×543)

https://cms.zerohedge.com/s3/files/inline-images/2022-02-03_16-45-34.jpg?itok=GpUxgRgK

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https://cms.zerohedge.com/s3/files/inline-images/2022-02-03_07-03-25.jpg?itok=utxZR2BT

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TOPICS AND TIMESTAMPS:

Too Late? 0:00

REAL EFFECTS 0:40

PORTFOLIO EFFECTS 3:05

commodity index surge 1970s.jpg (726×383)

https://cms.zerohedge.com/s3/files/inline-images/commodity%20index%20surge%201970s.jpg?itok=23G4hb5g

euro area inflation feb 2022_0.jpg (1280×649)

https://cms.zerohedge.com/s3/files/inline-images/euro%20area%20inflation%20feb%202022_0.jpg?itok=nQv2ChVe

energy inflation recorcd.jpg (803×499)

https://cms.zerohedge.com/s3/files/inline-images/energy%20inflation%20recorcd.jpg?itok=nclCwUn1

Shipping giants under fire for record profits, fees as pandemic continues | TheHill

https://thehill.com/business-a-lobbying/592397-shipping-giants-under-fire-for-record-profits-fees-as-pandemic-continues?rl=1

26727.jpeg (1200×1200)

https://cdn.statcdn.com/Infographic/images/normal/26727.jpeg

Strategist David Roche warns of a 'turning point' toward a bear market

https://www.cnbc.com/2022/02/02/strategist-david-roche-warns-of-a-turning-point-toward-a-bear-market.html?recirc=taboolainternal

Facebook-parent Meta (FB) Q4 2021 earnings

https://www.cnbc.com/2022/02/02/facebook-parent-meta-fb-q4-2021-earnings.html

Pinterest, Snap and Twitter fall after Facebook earnings disappoint

https://www.cnbc.com/2022/02/02/pinterest-snap-and-twitter-fall-after-facebook-earnings-disappoint.html

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TOPICS AND TIMESTAMPS:

Here We Are 0:00

$30 TRILLION 0:45

CENTRAL BANK QE 6:00

ECONOMIC MISALIGNMENT 8:22

National debt surpasses $30 trillion due to COVID, government spending

https://www.usatoday.com/story/news/politics/2022/02/01/national-debt-covid-government-spending/9239402002/?gnt-cfr=1

National debt surpasses $30 trillion for the first time

https://www.msn.com/en-us/money/markets/national-debt-surpasses-30-trillion-for-the-first-time/ar-AATnlcL

26729.jpeg (1200×1200)

https://cdn.statcdn.com/Infographic/images/normal/26729.jpeg

After a huge year for growth, the U.S. economy is about to slam into a wall

https://www.cnbc.com/2022/02/01/after-a-huge-year-for-growth-the-us-economy-is-about-to-slam-into-a-wall.html

Consumer Pessimism Grows as Inflation Accelerates - WSJ

https://www.wsj.com/articles/consumers-get-more-pessimistic-as-inflation-looms-11643711412

Superyacht Sales Jumped 77% Last Year as Inventories Shrank

https://www.bloombergquint.com/business/superyacht-sales-jumped-77-last-year-as-inventories-shrank

Solar Geoengineering: What If We Blotted Out the Sun? - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-02-01/solar-geoengineering-what-if-we-blotted-out-the-sun?srnd=premium-canada

Fed Won’t Be Rushed in Its Hiking Path by Wall Street Frenzy - Bloomberg

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TOPICS AND TIMESTAMPS:

Buy the Dip 0:00

SPENDING? NO SPENDING 0:44

WHERE TO INVEST 5:47

MARKET VOLATILITY 9:13

expanded child tax credit.jpg (788×529)

https://cms.zerohedge.com/s3/files/inline-images/expanded%20child%20tax%20credit.jpg?itok=G4f64x53

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https://cms.zerohedge.com/s3/files/inline-images/pullback%20in%20virus%20spending.jpg?itok=WMXvCve3

Fed's Barkin says businesses would welcome higher interest rates

https://www.cnbc.com/2022/01/31/feds-barkin-says-businesses-would-welcome-higher-interest-rates.html#:~:text=%E2%80%9CThey'd%20like%20us%20to,of%20several%20Fed%20speakers%20Monday.

inf68.jpg (1241×1987)

https://www.strategic-culture.org/wp-content/uploads/2022/01/inf68.jpg

$90 Oil Is Only The Beginning | OilPrice.com

https://oilprice.com/Energy/Oil-Prices/90-Oil-Is-Only-The-Beginning.html

fire and ice_2.jpg (1035×622)

https://cms.zerohedge.com/s3/files/inline-images/fire%20and%20ice_2.jpg?itok=YwvD-60o

Wall Street braces for more volatility as brutal January draws to a close

https://www.msn.com/en-us/money/markets/wall-street-braces-for-more-volatility-as-brutal-january-draws-to-a-close/ar-AATkxso?ocid=uxbndlbing

defensive leadership.jpg (623×43

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TOPICS AND TIMESTAMPS:

Get It On 0:00

FED SHOCK 0:43

DOLLAR MADNESS 7:44

CHINA’S TURN 12:20

Fed's Bostic tells the FT the central bank could hike rates by a half-point if needed

https://www.cnbc.com/2022/01/30/feds-bostic-tells-the-ft-the-central-bank-could-hike-rates-by-a-half-point-if-needed.html

Fed could use half-point rate rises if needed, says official | Financial Times

https://www.ft.com/content/5f6fae25-de70-4977-aeb7-271fa3af5bc3

zerohedge on Twitter: "Monetary policy 4 parts https://t.co/eibcu5nNKo" / Twitter

https://twitter.com/zerohedge/status/1487070831436046343/photo/1

dove hawk jan 2022.jpg (892×356)

https://cms.zerohedge.com/s3/files/inline-images/dove%20hawk%20jan%202022.jpg?itok=KvyrSIQl

Dollar hits highest level since 2020 as traders brace for Fed rate rises | Financial Times

https://www.ft.com/content/77987542-8dd2-4201-b9a9-20a87fa8c647

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https://cms.zerohedge.com/s3/files/inline-images/unnamed_222.png?itok=BXFbwdqw

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https://cms.zerohedge.com/s3/files/inline-images/china%20pmis%20jan%202022.jpg?itok=q9KDVZGZ

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https://cms.zerohedge.com/s3/files/inline-images/caixing%20PMI.jpg?itok=CNLy92Bb

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TOPICS AND TIMESTAMPS:

End of the Road 0:00

BIG STEPS 0:44

INFLATION STIMULATION 4:43

MARKET UPHEAVAL 8:55

Quantitative Tightening Looms For Markets on Hawkish Fed - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-29/quantitative-tightening-looms-for-markets-as-fed-turns-hawkish?srnd=premium

U.S. Federal Reserve Interest Rate Rises in 2022? Goldman Sachs Says 5 - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-29/goldman-sachs-predicts-fed-will-raise-rates-five-times-this-year?srnd=premium

Hog Futures Hit Six-Month High on California Pork Rule Delay - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-25/hog-futures-hit-six-month-high-on-delay-to-california-pork-rule

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https://cms.zerohedge.com/s3/files/inline-images/top%20ten%20ESG%20holdings.jpg?itok=5waPm79O

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https://cms.zerohedge.com/s3/files/inline-images/top%20ten%20ESG%20holdings%20Europe.jpg?itok=GPGrRvJj

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https://cms.zerohedge.com/s3/files/inline-images/unnamed_221.png?itok=gEHrJe0U

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%281%29_165.png?itok=3xujTWhj

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TOPICS AND TIMESTAMPS:

What’s Happening? 0:00

POLARIZING 0:23

TRUDEAU 4:44

Trucker Vaccine Rule Brings Polarizing Protest to Canada’s Capital

https://www.bloombergquint.com/politics/trucker-jab-rule-brings-polarizing-protest-to-canada-s-capital

Мike - 🇨🇦 fringe minority 🇨🇦 on Twitter: "Aerial view of the Freedom Truckers near Winnipeg. The massive convoy is now over 70km long. It's the largest convoy in HISTORY. #TruckersForFreedoi #TruckerConvoy2022 #FreedomConvoy2022 https://t.co/1cP0XAAapj" / Twitter

https://twitter.com/mike092013/status/1487156826189746192?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1487156826189746192%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fpolitical%2Fworlds-largest-truck-convoy-arrives-ottawa-protest-medical-tyranny

Trucks roll into Ottawa for protest against Canada's vaccine mandates | Reuters

https://www.reuters.com/article/us-health-coronavirus-canada-trucking/ottawa-set-for-massive-protest-against-canadas-vaccine-mandates-idUSKBN2K308U

Trucker Jab Rule Brings Polarizing Protest to Canada’s Capital - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-29/trucker-jab-rule-brings-polarizing-protest-to-canada-s-capital?srnd=premium

Thousands in Canada Protest COVID-19 Vaccine Mandates for Truckers

https://www.businessinsider.com/thousands-canada-protest-covid-19-vaccine-mandates-truckers-justin-trudeau-2022-1

Elon Musk Tweets 'Canadian Truckers Rule' Amid Ottawa Vaccine Protest - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-27/musk-lauds-vaccine-rule-protest-convoy-barreling-toward-trudeau

Jim Burnett on Twitter: "A lot of strange coverage by the media on this thing but this one wins the prize. https://t.co/bLauTjI9NG" / Twitter

https://twitter.com/jamesfburnett/status/1487467556743127045?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1487467556743127045%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fpolitical%2Fworlds-largest-truck-convoy-arrives-ottawa-protest-medical-tyranny

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TOPICS AND TIMESTAMPS:

Jerome 0:00

CONSUME(R) 0:38

RISING EVERYTHING 7:00

MAJOR SIGNALS 9:11

U.S. Consumer Spending Drops, Price Index Up Most Since 1982 - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-28/u-s-consumer-spending-drops-price-index-up-most-since-1982#:~:text=The%20median%20forecasts%20in%20a,a%20pickup%20in%20services%20outlays.

‘Farms Are Failing’ as Fertilizer Prices Drive Up Cost of Food - WSJ

https://www.wsj.com/articles/farms-are-failing-as-fertilizer-prices-drive-up-cost-of-food-11642770182

image - 2022-01-28T053922.657.png (1280×940)

https://cms.zerohedge.com/s3/files/inline-images/image%20-%202022-01-28T053922.657.png?itok=D4eT0Htk

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https://cms.zerohedge.com/s3/files/inline-images/2022-01-28_05-37-36.jpg?itok=XpV3TxO9

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https://cms.zerohedge.com/s3/files/inline-images/2022-01-28_08-59-07.jpg?itok=F5BHefeY

like.jpg (1920×1080)

file:///Volumes/GoogleDrive/My%20Drive/GPS/like.jpg

Oil Markets Bullish As Brent Breaks $90 | OilPrice.com

https://oilprice.com/Energy/Energy-General/Oil-Markets-Bullish-As-Brent-Breaks-90.html

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https://cms.zerohedge.com/s3/files/inline-images/2022-01-28_11-36-35.jpg?itok=qp7RTnGy

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TOPICS AND TIMESTAMPS:

This Is It 0:00

DOUBLE BUBBLE 0:47

FED BLUNDER 8:23

NEXT SHORTAGE 13:40

Gold Price

https://goldprice.org/

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

unnamed (7)_121.png (1280×839)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%287%29_121.png?itok=oNUoTjP2

Macro Charts on Twitter: "Investor sentiment is at historic pessimism. Worse than MARCH 2020. Worse than DECEMBER 2018. Even in 2008 – similar spikes led to violent Bear Market rallies. And lastly – when investors finally got this negative, the 2000-2002 Tech Crash was over. https://t.co/o1fhONVIHC" / Twitter

https://twitter.com/MacroCharts/status/1486670324351463428/photo/1

Mac10 on Twitter: "The Tesla bubble is over. Somehow Elon nailed the top. https://t.co/r3klYrmNbZ" / Twitter

https://twitter.com/SuburbanDrone/status/1486736729151266816/photo/1

Chinese Fund Managers Heed State Call to Invest After Stocks Stumble - WSJ

https://www.wsj.com/articles/chinese-fund-managers-heed-state-call-to-invest-after-stocks-stumble-11643280263?mod=rss_markets_main

2022-01-27_11-18-51.jpg (1004×543)

https://cms.zerohedge.com/s3/files/inline-images/2022-01-27_11-18-51.jpg?itok=-rixNL9j

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TOPICS AND TIMESTAMPS:

It’s A Big Day 0:00

THE FED 0:40

THE MARKETS 7:44

THE ECONOMY 9:59

Fed likely to hike rates in March as Powell vows sustained inflation fight | Reuters

https://www.reuters.com/business/finance/inflation-fighting-fed-likely-flag-march-interest-rate-hike-2022-01-26/

Fed 'expects' it will soon be appropriate to raise interest-rates - MarketWatch

https://www.marketwatch.com/story/fed-expects-it-will-soon-be-appropriate-to-raise-interest-rates-11643223873

Goodbye, Mr. Gradual, Hello Mr. Nimble: Fed Chair Powell tears up rate-hike script | Reuters

https://www.reuters.com/business/goodbye-mr-gradual-hello-mr-nimble-fed-chair-powell-tears-up-rate-hike-script-2022-01-26/

2022-01-26_10-19-32.jpg (993×562)

https://cms.zerohedge.com/s3/files/inline-images/2022-01-26_10-19-32.jpg?itok=Tfrsgorv

Mohamed A. El-Erian on Twitter: ".#Fed signals Start of a hiking cycle "soon" (read March) Asset purchases (QE) to end in early March Nothing new on balance sheet reduction (QT) Per my Monday @FT post: It's what I expected but not what I think they should have done Fed falls further behind economic developments" / Twitter

https://twitter.com/elerianm/status/1486416135398600706?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1486416135398600706%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Feconomics%2Ffed-warns-soon-be-appropriate-raise-rates-qe-ends-march

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TOPICS AND TIMESTAMPS:

This Is It 0:00

FED’S BIG DAY 0:49

BIG SWINGS 4:56

ASIA 10:35

The Federal Reserve is likely to signal a March rate hike

https://www.cnbc.com/2022/01/25/the-federal-reserve-is-likely-to-signal-a-march-rate-hike.html

How Jerome Powell may try to calm the market's frazzled nerves - MarketWatch

https://www.marketwatch.com/story/how-jerome-powell-may-try-to-calm-the-markets-frazzled-nerves-11643051800

FJyQLIVWQAM5XK0.jpg (785×647)

https://cms.zerohedge.com/s3/files/inline-images/FJyQLIVWQAM5XK0.jpg?itok=keCAkyER

unnamed_208.png (1280×863)

https://cms.zerohedge.com/s3/files/inline-images/unnamed_208.png?itok=CNo80-uc

Strategists Predict Trouble for U.S. Stocks After Massive U-Turn - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-25/-head-fake-and-fed-put-potential-what-strategists-are-saying

unnamed (9)_87.png (769×426)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%289%29_87.png?itok=x0e8tSFT

nasdaq new lows_0.jpg (1269×611)

https://cms.zerohedge.com/s3/files/inline-images/nasdaq%20new%20lows_0.jpg?itok=frabLP7X

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TOPICS AND TIMESTAMPS:

Wow 0:00

UP OR DOWN? 0:42

WILD RIDE 8:25

FED IN CONTROL 11:23

Stocks mount stunning comeback on Monday with Dow closing in the green after earlier 1,000-point loss

https://www.cnbc.com/2022/01/23/stock-market-futures-open-to-close-news.html

Wall Street plunges through ‘white knuckle’ zone before closing slightly higher - The Washington Post

https://www.washingtonpost.com/business/2022/01/24/stock-market-today-correction/

Bitcoin climbs into positive territory after falling below $33,000

https://www.cnbc.com/2022/01/24/bitcoin-ether-fall-as-130-billion-wiped-off-cryptocurrency-markets-.html

U.S. economy slows sharply during omicron wave, Markit surveys show - MarketWatch

https://www.marketwatch.com/story/u-s-economy-hits-the-brakes-in-january-during-omicron-wave-markit-surveys-show-11643035960

https://www.markiteconomics.com/Public/Home/PressRelease/c4392f13105a4995984fc407bfac69e9

Worried Traders in Dash for Stock Liquidity as Selloff Worsens - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-24/worried-traders-in-dash-for-stock-liquidity-as-selloff-worsens?srnd=premium-canada

Bloomberg - Bloomberg

https://www.bloomberg.com/canada

S&P 500 (SPX) Having Worst Start to Year Ever - Bloomberg

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TOPICS AND TIMESTAMPS:

Spiral Down 0:00

ECONOMIC HEADWINDS 0:44

CHARTS GALORE 4:01

REAL ESTATE MADNESS 13:25

U.S. Food Supply Is Under Pressure, From Plants to Store Shelves - WSJ

https://www.wsj.com/articles/from-plants-to-store-shelves-u-s-food-supply-is-under-pressure-11642933805

omicron threatens.jpg (819×394)

https://cms.zerohedge.com/s3/files/inline-images/omicron%20threatens.jpg?itok=T_oko1j1

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https://cms.zerohedge.com/s3/files/inline-images/data%20have%20disappointed_0.jpg?itok=5ELAWsR3

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https://cms.zerohedge.com/s3/files/inline-images/fed%20to%20shrink%20BS.jpg?itok=Lh_WPeWH

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https://cms.zerohedge.com/s3/files/inline-images/GS%20financial%20conditions%20jan%202022.jpg?itok=rQ5ou-Bs

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TOPICS AND TIMESTAMPS:

Spiral Down 0:00

ECONOMIC HEADWINDS 0:44

CHARTS GALORE 4:01

REAL ESTATE MADNESS 13:25

U.S. Food Supply Is Under Pressure, From Plants to Store Shelves - WSJ

https://www.wsj.com/articles/from-plants-to-store-shelves-u-s-food-supply-is-under-pressure-11642933805

omicron threatens.jpg (819×394)

https://cms.zerohedge.com/s3/files/inline-images/omicron%20threatens.jpg?itok=T_oko1j1

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https://cms.zerohedge.com/s3/files/inline-images/data%20have%20disappointed_0.jpg?itok=5ELAWsR3

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https://cms.zerohedge.com/s3/files/inline-images/fed%20to%20shrink%20BS.jpg?itok=Lh_WPeWH

GS financial conditions jan 2022.jpg (819×370)

https://cms.zerohedge.com/s3/files/inline-images/GS%20financial%20conditions%20jan%202022.jpg?itok=rQ5ou-Bs

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%287%29_114.png?itok=CYI6LkQr

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TOPICS AND TIMESTAMPS:

Investors 0:00

SMASHED 0:37

LOOK OUT 9:03

The SPAC Ship Is Sinking. Investors Want Their Money Back. - WSJ

https://www.wsj.com/articles/the-spac-ship-is-sinking-investors-want-their-money-back-11642761012?mod=trending_now_news_3

How Much Did Billionaires Lose This Week? Jeff Bezos Shed $20B - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-21/bezos-loses-20-billion-in-brutal-week-for-tech-billionaires

Morgan Stanley’s Slimmon Warns Against Buying Growth-Stock Dip - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-22/morgan-stanley-s-slimmon-warns-against-buying-growth-stock-dip?srnd=premium-canada

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https://cms.zerohedge.com/s3/files/inline-images/change%20in%20fed%20balance%20sheet.jpg?itok=pdufudE2

2022-market-selloff-pandemic-stocks-1.png (2400×2400)

https://www.visualcapitalist.com/wp-content/uploads/2022/01/2022-market-selloff-pandemic-stocks-1.png

(1) Mike Novogratz on Twitter: "2600 $Eth would be the next support. Hoping and thinking it holds. Unfortunately Russel has like 14 percent more to go before it bottoms. Won’t be a straight line down. This will be a year where people realize being an investor is a difficult job." / Twitter

https://twitter.com/novogratz/status/1484623242564354055?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1484623242564354055%7Ctwgr%5E%7Ctwcon%5Es1_&

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TOPICS AND TIMESTAMPS:

Bubbles Galore 0:00

50% OFF 0:55

CASH EVAPORATION 6:25

Grantham's Super Bubble Leading To Doomsday Forgets The Fed Put | ZeroHedge

https://www.zerohedge.com/markets/granthams-super-bubble-leading-doomsday-forgets-fed-put

stock market superbubbles_0.jpg (796×502)

https://cms.zerohedge.com/s3/files/inline-images/stock%20market%20superbubbles_0.jpg?itok=t06eJl-v

‘Good luck! We’ll all need it’: U.S. market approaches end of ‘superbubble,’ says Jeremy Grantham - MarketWatch

https://www.marketwatch.com/story/good-luck-well-all-need-it-u-s-market-approaches-end-of-superbubble-says-jeremy-grantham-11642723516

Ken Fisher on Twitter: "Here is world stock market performance following each cycle’s first Federal Reserve interest rate hike. Obviously, this should scare the bejabbers out of…..somebody. 🙂 https://t.co/fcAhpOTc9t" / Twitter

https://twitter.com/KennethLFisher/status/1483585498593566723

Pandemic darlings face the boot as investors eye return to normal life | Reuters

https://www.reuters.com/business/finance/global-markets-stayhome-stocks-2022-01-21/

Yellen says Fed, Biden administration will take steps to control inflation | Reuters

https://www.reuters.com/business/yellen-says-fed-biden-administration-will-take-steps-control-inflation-2022-01-20/

Crypto Crash Erases $1 Trillion in Value; Bitcoin (BTC), Ether (ETH) Prices Drop - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-21/crypto-meltdown-erases-more-than-1-trillion-in-market-value

Nasdaq 100’s Unrelenting Declines Ring a Dot-Com Bust Alarm Bell - Bloomberg

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TOPICS AND TIMESTAMPS:

Tailspin 0:00

PAIN OR GAIN 0:22

FED OR THE FEDS 7:38

Jeremy Grantham Sees Stocks in ‘Super Bubble,’ Says Selloff Has Started - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-20/grantham-doubles-down-on-crash-call-says-selloff-has-started

Netflix, Inc. (NFLX) Stock Price, News, Quote & History - Yahoo Finance

https://finance.yahoo.com/quote/NFLX/

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Surging Real Yields Jar Markets Eyeing End of Easy-Money Era - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-20/surging-real-yields-rattle-markets-eyeing-end-of-easy-money-era

Lacy Hunt: Negative Real Rates Are a Strong Recession Warning - Mish Talk - Global Economic Trend Analysis

https://mishtalk.com/economics/lacy-hunt-negative-real-rates-are-a-strong-recession-warning

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https://mishtalk.com/.image/c_limit%2Ccs_srgb%2Cq_auto:good%2Cw_628/MTg2ODEyMDM0Mjk2MzI1NjE1/real-yields-1870-2021.webp

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TOPICS AND TIMESTAMPS:

Who Was Right? 0:00

GOLDMAN SOLD 0:54

OIL RISING 3:18

ENERGY CHANGES 9:46

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https://cms.zerohedge.com/s3/files/inline-images/higer%20oil%20price.jpg?itok=A9Fs-vtn

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https://cms.zerohedge.com/s3/files/inline-images/2022-01-18_08-46-51.jpg?itok=VkfYoxln

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

Oil Prices Hit Seven-Year High on Rising Geopolitical Tensions - WSJ

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TOPICS AND TIMESTAMPS:

One or the Other 0:00

MASS INEQUALITY 0:50

THIS CHANGE 7:57

NOT LINEAR 12:14

Super-rich thrive as COVID-19 pushes millions into poverty

http://news.trust.org/item/20220116235806-x0sea

Oxfam on Covid inequality, tax rich to pay for vaccines, protect climate

https://www.cnbc.com/2022/01/17/oxfam-on-covid-inequality-tax-rich-to-pay-for-vaccines-protect-climate.html

‘Roaring 20s’ after the pandemic? Big banks warn be careful what you wish for

https://www.cnbc.com/2021/01/27/roaring-20s-after-the-pandemic-big-banks-warn-be-careful-what-you-wish-for.html

Sadiq Khan plots to hit motorists in London with 'pay per mile' charges | Daily Mail Online

https://www.dailymail.co.uk/news/article-10412367/Sadiq-Khan-plots-hit-motorists-London-pay-mile-charges.html

California weighing proposal that could double its taxes | Fox Business

https://www.foxbusiness.com/economy/california-proposal-double-taxes

Economists Say Bank of Canada to Begin Hiking Rates Next Week - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-17/economists-put-canada-rate-hike-in-play-for-next-week?srnd=premium-canada

Central Bank Tightening Wagers Are All the Rage From ECB to Fed - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-17/central-bank-tightening-wagers-are-all-the-rage-from-ecb-to-fed?srnd=premium-canada

BOJ Stands Pat, Changes Long-Held View on Inflation Risks - Bloomberg

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TOPICS AND TIMESTAMPS:

Y2022K 0:00

REGULATION 1:25

CONTROL 6:43

CHARTS 13:42

Big Tech Braces for a Wave of Regulation - WSJ

https://www.wsj.com/articles/big-tech-braces-for-wave-of-regulation-11642131732

Google, Amazon, Meta and Microsoft Weave a Fiber-Optic Web of Power - WSJ

https://www.wsj.com/articles/google-amazon-meta-and-microsoft-weave-a-fiber-optic-web-of-power-11642222824

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TOPICS AND TIMESTAMPS:

What Will Happen? 0:00

CREDIBILITY 1:11

HISTORY 5:06

CHARTS GALORE 7:47

Fed Needs Half-Point Rate Hike to Regain Credibility: Ackman - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-15/fed-could-restore-credibility-with-50-basis-point-hike-ackman

Bill Ackman on Twitter: "While it has become conventional wisdom that the @federalreserve will raise rates 3 to 4 times this year to mitigate inflation, the market expects 25 bp increments. The unresolved elephant in the room is the loss of the Fed’s perceived credibility as an inflation fighter and" / Twitter

https://twitter.com/BillAckman/status/1482449525595943045?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1482449525595943045%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.bloomberg.com%2Fnews%2Farticles%2F2022-01-15%2Ffed-could-restore-credibility-with-50-basis-point-hike-ackman

David Rosenberg on Twitter: "Inflation is 7% and the last time this happened, we had a double-dip recession. Prior to the pandemic, 5%+ inflation presaged all seven recessions over the past sixty years. Les jeux sont faits. #Economy #Inflation #DavidRosenberg #RosenbergResearch #RRMacro https://t.co/ZXXjCARL9D" / Twitter

https://twitter.com/EconguyRosie/status/1481661301126483971?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1481661301126483971%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fhow-goldman-convincing-its-clients-not-freak-out-about-fed-rate-hikes

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TOPICS AND TIMESTAMPS:

The Slide 0:00

INFLATIONARY DEFLATION 1:10

ASSET DIRECTION 5:40

TRILLIONS AND TRILLIONS 11:09

U.S. retail sales slid last month amid inflation, Omicron hits - BNN Bloomberg

https://www.bnnbloomberg.ca/u-s-retail-sales-slide-sharply-as-inflation-weighs-on-consumers-1.1707640

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https://cms.zerohedge.com/s3/files/inline-images/2022-01-14_07-05-05.jpg?itok=DmfEZ47n

Bond Market Forecasts Bad Economic News - WSJ

https://www.wsj.com/articles/bond-market-forecasts-bad-economy-11642098186

Henry Kaufman, 1970s Wall Street Dr. Doom, Blasts Powell on Inflation - BNN Bloomberg

https://www.bnnbloomberg.ca/henry-kaufman-1970s-wall-street-dr-doom-blasts-powell-on-inflation-1.1707272

Will Oil Prices Rise More? Merchant Commodity Fund's Doug King Sees $200/Barrel - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-13/commodity-trader-king-eyes-200-oil-after-record-hedge-fund-gain?sref=ZMFHsM5Z

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https://cms.zerohedge.com/s3/files/inline-images/2022-01-14_10-29-02.jpg?itok=l-a2xhQK

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TOPICS AND TIMESTAMPS:

Plan B 0:00

WHAT’S HAPPENING? 0:51

WHICH STOCKS BENEFIT? 3:11

ECONOMIC MISFORTUNE 8:20

Fed's Clarida: Policy normalization in 2022 is consistent with framework | Reuters

https://www.reuters.com/article/marketsNews/idUSL1N2TT298?il=0

Stock Market Today: Dow, S&P Live Updates for Jan. 13, 2022 - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-12/asia-stocks-seen-steady-dollar-sinks-after-cpi-markets-wrap

Federal Reserve will jackup interest rates 10 times before 2025: Goldman Sachs

https://finance.yahoo.com/news/federal-reserve-will-jackup-interest-rates-10-times-before-2025-goldman-sachs-131416174.html

Warren Buffett says these are the best stocks to own when inflation spikes — with consumer prices at a 40-year high, it's time to follow his lead

https://finance.yahoo.com/news/warren-buffett-says-best-stocks-195200409.html

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%282%29_119.png?itok=g75Cicb_

Best Stocks: Buy the Dip, Strategists From Goldman Sachs to UBS Say - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-11/goldman-sachs-to-ubs-wealth-strategists-say-buy-dip-in-stocks

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TOPICS AND TIMESTAMPS:

Don’t Worry Be Happy 0:00

FED SAID WHAT? 1:01

INFLATION BREAKDOWN 4:27

$200 OIL? 8:33

Fed's Mester would back March rate hike to fight inflation | Reuters

https://www.reuters.com/world/us/feds-mester-says-she-would-support-march-rate-hike-battle-persistent-inflation-2022-01-11/

Fed's Bostic says three hikes, fast balance sheet runoff needed for inflation fight | Reuters

https://www.reuters.com/business/feds-bostic-says-three-hikes-fast-balance-sheet-runoff-needed-inflation-fight-2022-01-11/

Fed’s Daly Joins Camp That Sees Rate Liftoff as Early as March

https://ca.finance.yahoo.com/news/mester-says-shrink-fed-balance-171336823.html

U.S. central bankers set sights on March rate hike | Reuters

https://www.reuters.com/business/feds-daly-us-interest-rate-hikes-could-start-march-2022-01-12/

Fed’s Powell Says Economy No Longer Needs Aggressive Stimulus - WSJ

https://www.wsj.com/articles/powell-confirmation-hearing-could-shed-more-light-on-plans-to-contain-inflation-11641897004

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https://cms.zerohedge.com/s3/files/inline-images/2022-01-12_05-31-55.jpg?itok=4qzZLqoQ

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https://cms.zerohedge.com/s3/files/inline-images/image%20-%202022-01-12T054057.006.png?itok=f4UGMoJM

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TOPICS AND TIMESTAMPS:

Big Changes 0:00

EMPTY SHELVES 0:49

DEBT AND INTEREST 6:32

ENERGY PRICES 10:01

Shoppers 'astounded' by thinning grocery store supplies: 'It's just empty shelves' | Fox News

https://www.foxnews.com/us/shoppers-astounded-empty-shelves

Fed's Powell: High inflation poses a threat to job market | AP News

https://apnews.com/article/joe-biden-business-prices-inflation-jerome-powell-9521329e7a977c78f7765784112e5c63

Fed’s Powell Says Economy No Longer Needs Aggressive Stimulus - WSJ

https://www.wsj.com/articles/powell-confirmation-hearing-could-shed-more-light-on-plans-to-contain-inflation-11641897004

Gundlach Sees ‘Recessionary Pressure’ Building With Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-11/gundlach-sees-recessionary-pressure-building-with-inflation

Amid rising prices, U.S. households fall deeper in debt

https://www.cnbc.com/2022/01/11/amid-rising-prices-us-households-fall-deeper-in-debt.html

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RBC CEO David McKay Calls for ‘Rapid Action’ on Rates to Tame Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-11/rbc-s-mckay-calls-for-rapid-action-on-rates-to-tame-inflation?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

What’s It Going To Be? 0:00

BE PREPARED 0:37

THE BIG SHIFT 2:45

FOLLOW THE MONEY 5:29

MONEY OUTFLOWS 11:19

$GPS INSIGHTS

HIGHER INTEREST RATES, LESS SPENDING

OVEREXPOSED AND OVERLEVERAGED

Inflation up, virus down as priorities in US: AP-NORC poll | AP News

https://apnews.com/article/coronavirus-pandemic-joe-biden-business-health-elections-bb16c5c52e2bf719ec8a0c5415aaf66c

Jamie Dimon sees the best economic growth in decades, more than 4 Fed rate hikes this year

https://www.cnbc.com/2022/01/10/jamie-dimon-sees-the-best-economic-growth-in-decades-more-than-4-fed-rate-hikes-this-year.html

Higher interest rates upset stock market as hot inflation tests the Fed

https://www.cnbc.com/2022/01/10/higher-interest-rates-test-stock-market-as-hot-inflation-tests-the-fed.html

Column: Oil bulls increasingly confident as Omicron risk fades: Kemp | Reuters

https://www.reuters.com/markets/funds/oil-bulls-increasingly-confident-omicron-risk-fades-kemp-2022-01-10/

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TOPICS AND TIMESTAMPS:

Where We’re At 0:00

WHAT WILL HAPPEN? 0:42

ECONOMIC HEADWINDS 3:37

STOCKS CATCH ON 6:35

NO GROWTH 9:39

$GPS INSIGHTS

MARKETS OVERREACT TO THE DOWNSIDE

REBALANCING OF PORTFOLIOS

ASSETS CAN MOVE HIGHER FOR A PERIOD

Oil Prices for Jan. 07, 2022: Brent Crude, WTI - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-06/oil-heads-for-third-weekly-advance-as-constraints-tighten-market

U.S. Futures, Asia Stocks Fluctuate on Bond Rout: Markets Wrap

https://ca.finance.yahoo.com/news/stocks-seen-steady-bond-volatility-214251161.html

Goldman Now Expects Four Fed Hikes, Sees Faster Runoff in 2022 - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-10/goldman-now-expects-four-fed-hikes-sees-faster-runoff-in-2022

Fed Unites Left and Right in Warning It’s Behind Inflation Curve - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-09/fed-unites-left-and-right-in-warning-it-s-behind-inflation-curve?srnd=premium-canada

Canada's Oil Sands Exports to Asia Reach Record With New Link - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-07/canadian-exports-of-crude-from-the-u-s-hit-a-record-last-month?srnd=premium-canada

Record Vegetable Oil Prices Risk Even Faster Inflation - Bloomberg

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This is the Most Critical Moment For Crypto

TOPICS AND TIMESTAMPS:

The Big Challenge 0:00

CRYPTO FALLS 0:42

THE CATALYST 3:19

WHAT’S HAPPENING? 10:16

$GPS INSIGHTS:

DON’T OVEREXPOSE YOURSELF TO 1 ASSET CLASS

HEDGE AGAINST INFLATION BY BUYING REAL ASSETS

BUY AT TODAY’S PRICES TO LOCK IN

Bitcoin (XBT) Slides Again Toward $40,000 - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-08/bitcoin-s-swoon-deepens-as-bears-begin-to-test-40-000-threshold?srnd=premium-canada

Bitcoin (BTC) ETF Goes From Boom to Bust After a Record U.S. Debut - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-07/bitcoin-etf-goes-from-boom-to-bust-after-a-record-u-s-debut

Documenting Bitcoin 📄 on Twitter: "Jan, 8th 2021: $40,800 Jan, 8th 2022: $40,800 Seems like a pretty stable currency." / Twitter

https://twitter.com/DocumentingBTC/status/1479928889128505345?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1479928889128505345%7Ctwgr%5Ehb_1_7%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fbitcoin-more-oversold-during-may-2021-crash-amid-furious-weekend-mauling

Bitcoin Fear and Greed Index on Twitter: "Bitcoin Fear and Greed Index is 10 — Extreme Fear Current price: $41,837 https://t.co/bXDAnSFX0H" / Twitter

https://twitter.com/BitcoinFear/status/1479777430831308802/photo/1

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TOPICS AND TIMESTAMPS:

Ruined 0:00

MARKET CRISIS 0:34

WEAKNESS AND FEAR 5:25

FED BUY STOCKS 8:52

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https://cms.zerohedge.com/s3/files/inline-images/2022-01-06_11-48-42.jpg?itok=Mswn5ABs

Fed rate view brightens European bank stock outlook | Reuters

https://www.reuters.com/markets/europe/fed-rate-view-brightens-european-bank-stock-outlook-2022-01-06/

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Will Investors Go Along With a Weaker ‘Fed Put’? - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-01-06/will-investors-go-along-with-a-weaker-fed-put?srnd=premium-europe

The Fed is scaring markets with the triple threat of policy tightening

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TOPICS AND TIMESTAMPS:

Oops Fed Did It Again 0:00

MARKETS REACTION 0:37

MONEY FLEEING 7:15

MORE STIMULUS 10:00

Interest-Rate Worries Batter Stock Market - WSJ

https://www.wsj.com/articles/global-stock-markets-dow-update-01-05-2022-11641374345

Fed Minutes Flag Chance of Earlier Hikes, Balance-Sheet Rundown - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-05/fed-minutes-flag-chance-of-earlier-hikes-balance-sheet-rundown?utm_campaign=socialflow-organic&utm_source=twitter&cmpid=socialflow-twitter-business&utm_content=business&utm_medium=social

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Minutes of the Federal Open Market Committee, December 14-15, 2021

https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20211215.pdf

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TOPICS AND TIMESTAMPS:

Business As Usual  0:00

INFLATION SENSATION 0:44

WHO’S WINNING? 2:07

PARTY OVER? 9:56

Little Caesars raises price of famous $5 pizza for first time

https://nypost.com/2022/01/04/little-caesars-raises-price-of-famous-5-pizza-for-first-time/

The average monthly rent in Austin is now $1,500. Prices are rising at the fastest pace ever. | KUT Radio, Austin's NPR Station

https://www.kut.org/austin/2021-10-08/the-average-monthly-rent-in-austin-is-now-1-500-prices-are-rising-at-the-fastest-pace-ever

Tech and finance firms buying up homes doesn’t bode well for everyone else - The Washington Post

https://www.washingtonpost.com/outlook/2022/01/04/corporate-landlords-silicon-valley/

The Changing World Order: The New Paradigm

https://www.linkedin.com/pulse/changing-world-order-new-paradigm-ray-dalio/

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https://cms.zerohedge.com/s3/files/inline-images/market%20breadth%20fallen%20sharply_0.jpg?itok=uMm0GWEC

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TOPICS AND TIMESTAMPS:

Unusual Times 0:00

MELT UP 0:36

INFLATION EVERYWHERE 4:13

CURRENCY WOES 10:01

Markets and economy brace as the Fed's first hike could come in two months

https://www.cnbc.com/2022/01/03/markets-and-the-economy-brace-as-the-feds-first-hike-could-come-in-two-months.html

Cramer: Don't rule out a strong 2022 stock rally after 2021's gains

https://www.cnbc.com/2022/01/03/cramer-dont-rule-out-a-strong-2022-stock-rally-after-2021s-gains.html?recirc=taboolainternal

$29,000 for an Average Used Car? Would-Be Buyers Are Aghast | Business News | US News

https://www.usnews.com/news/business/articles/2022-01-03/29-000-for-an-average-used-car-would-be-buyers-are-aghast

Chinese Developers Had Annual Drop in Property Sales Last Year - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-04/chinese-developers-had-annual-drop-in-property-sales-last-year?srnd=premium-canada

Dealmaking surges past $5.8tn to highest levels on record | Financial Times

https://www.ft.com/content/6dfdd78a-e229-4524-a400-144396524eb6?shareType=nongift

51d060f7a3314d1b8bb8d948e035d4c7

https://www.markiteconomics.com/Public/Home/PressRelease/51d060f7a3314d1b8bb8d948e035d4c7

Apple's $3 trillion market cap shows value of share buybacks, dividend

https://www.cnbc.com/2022/01/03/apples-3-trillion-market-cap-shows-value-of-share-buybacks-dividend.html

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TOPICS AND TIMESTAMPS:

Unfolding 0:00

EVER-GRANDE PROBLEMS 0:52

MARKET MADNESS 4:58

CBDC 12:40

Property Stocks Sink After Demolition Order: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-03/shares-suspended-from-trading-in-hong-kong-evergrande-update

Shares Halted After Hainan Demolition Report: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-03/shares-suspended-from-trading-in-hong-kong-evergrande-update?srnd=premium-canada

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Furniture giant IKEA raises prices as supply chain woes persist | Reuters

https://www.reuters.com/markets/commodities/furniture-giant-ikea-raises-prices-supply-chain-woes-persist-2021-12-30/

Stock futures rise ahead of first trading day of 2022

https://www.cnbc.com/2022/01/02/futures-stock-market-news-open-to-close.html

How BlackRock Made ESG the Hottest Ticket on Wall Street - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-31/how-blackrock-s-invisible-hand-helped-make-esg-a-hot-ticket

Sven Henrich on Twitter: "Never forget. https://t.co/zUb1HoT5bB" / Twitter

https://twitter.com/NorthmanTrader/status/1372167316557955075?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1372167316557955075%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fnorthmantrader.com%2F2022%2F01%2F02%2Fhandicapping-the-2022-market-casino%2F

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TOPICS AND TIMESTAMPS:

Wild Ride This Year 0:00

ADAPT 0:58

HOUSING 5:52

ASSET CHANGE 11:27

Pricey Chicken Puts Thighs on Restaurant Menus - WSJ

https://www.wsj.com/articles/pricey-chicken-puts-thighs-on-restaurant-menus-11641045602

Futurologist predicts 2022 to be 'tormented year' as robots take jobs and water runs out - Mirror Online

https://www.mirror.co.uk/news/uk-news/futurologist-predicts-2022-tormented-year-25830226

U.S. Housing Crisis Will Only Get Worse as the Population Shrinks - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-12-31/u-s-housing-crisis-will-only-get-worse-as-the-population-shrinks

U.S. Housing Crisis Will Only Get Worse as the Population Shrinks - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-12-31/u-s-housing-crisis-will-only-get-worse-as-the-population-shrinks

Billionaires Dalio, Peterffy Embrace Bitcoin (BTC), Ethereum as Inflation Hedge - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-01/billionaires-dalio-peterffy-embrace-bitcoin-ethereum-as-inflation-hedge

Red-Hot Housing Market Fuels Mortgage Borrowing Record - WSJ

https://www.wsj.com/articles/red-hot-housing-market-fuels-mortgage-borrowing-record-11641033003

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TOPICS AND TIMESTAMPS:

Know This 0:00

WHAT HAPPENED IN 2021? 0:43

WHAT TO LOOK FOR 3:37

FUTURE TRENDS 9:00

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https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_07-48-58.jpg?itok=VGf8m3Vt

Commodities Notch Their Best Year Since Financial Crisis Rebound - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-31/commodities-have-their-best-year-since-financial-crisis-rebound?srnd=premium-canada

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https://cms.zerohedge.com/s3/files/inline-images/2021-12-31_07-50-33.jpg?itok=7sKOvd3H

Canadian Stocks Close Out Best Year Since 2009, Led by Energy - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-31/s-p-tsx-index-falls-0-3-shopify-leads-decline-kxuw3tre?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

What’s Going On? 0:00

NATURAL RESOURCES 0:47

MIDDLE CLASS 4:42

STOCKS A LOCK? 10:31

China's Water Shortage Is Scary for India, Thailand, Vietnam - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-12-29/china-s-water-shortage-is-scary-for-india-thailand-vietnam

China Fires Up New Giant Coal Power Plant in Face of Calls for Cuts

https://www.theepochtimes.com/china-fires-up-new-giant-coal-power-plant-in-face-of-calls-for-cuts_4183280.html?utm_source=partner&utm_campaign=ZeroHedge

Rystad Energy - 2021 global oil and gas discoveries projected to sink to lowest level in 75 years

https://www.rystadenergy.com/newsevents/news/press-releases/2021-global-oil-and-gas-discoveries-projected-to-sink-to-lowest-level-in-75-years2/

Economists warn of inflation inequality as poor get slammed by rising prices

https://www.cnbc.com/2021/12/29/economists-warn-of-inflation-inequality-in-2022.html

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https://cms.zerohedge.com/s3/files/inline-images/2021-12-30_05-37-31.jpg?itok=dXYKRlH0

Yellow cabdrivers in New York struggle to stay alive as the pandemic rages on - CNN

https://www.cnn.com/2021/01/09/us/yellow-taxi-drivers-new-york-covid/index.html

The key to Fed rate hikes? It may be the 2022 paychecks of Americans

https://www.cnbc.com/2021/12/30/the-key-to-fed-rate-hikes-it-may-be-the-2022-paychecks-of-americans.html

Libor to take firm step towards oblivion on New Year’s Day | Financial Times

https://www.ft.com/content/c13dd5fd-6de3-45f4-b7c5-9e91c76e813a

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TOPICS AND TIMESTAMPS:

Shocker 0:00

ENERGY HIGH 0:55

CHINA IMPACT 5:18

ASSET REACTION 8:38

British energy bills to remain high until 2023, suppliers warn | Financial Times

https://www.ft.com/content/9a0a1d6d-3dad-4175-b12a-c61dda6766a9

European Gas Prices Surge Above 100 Euros With Eyes on Russia - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-30/european-gas-prices-jump-ahead-of-auctions-for-more-russian-fuel

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

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https://internationalman.com/wp-content/uploads/2021/12/4.jpg

Farmer reveals the 'terrifying' reality of Australia's urea shortage

https://www.msn.com/en-au/news/australia/farmer-reveals-the-terrifying-reality-of-australia-s-urea-shortage/ar-AARGHto

Uganda Finds China’s Leverage Is in the Fine Print of Its Lending - WSJ

https://www.wsj.com/articles/uganda-finds-chinas-leverage-is-in-the-fine-print-of-its-lending-11640601003?mod=hp_lead_pos13

Dollar’s Best Days Look Numbered as Funds Rush to Front-Run Fed - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-28/dollar-s-best-days-look-numbered-as-funds-rush-to-front-run-fed

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TOPICS AND TIMESTAMPS:

What’s Going On? 0:00

THE PAST 0:36

THE PRESENT 1:21

THE FUTURE 5:45

China tells citizens to stockpile food as Covid controls are tightened | Financial Times

https://www.ft.com/content/f3f0414f-97a2-4c5a-8a7d-da9e0e91d892

China hoards over half the world's grain, pushing up global prices - Nikkei Asia

https://asia.nikkei.com/Spotlight/Datawatch/China-hoards-over-half-the-world-s-grain-pushing-up-global-prices

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OODA Loop - China hoards over half the world's grain, pushing up global prices

https://www.oodaloop.com/briefs/2021/12/28/china-hoards-over-half-the-worlds-grain-pushing-up-global-prices/

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https://cms.zerohedge.com/s3/files/inline-images/2021-12-27_14-43-13.png?itok=PnkaHw6b

Michael Snyder Blog | Is China Hoarding Food, Gold And Other Commodities In Anticipation Of A Global Collapse | Talkmarkets

https://talkmarkets.com/content/global-markets/is-china-hoarding-food-gold-and-other-commodities-in-anticipation-of-a-global-collapse?post=230028

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TOPICS AND TIMESTAMPS:

Up or down? 0:00

NO PUMP 0:49

BIG DUMP 2:37

OIL JUMP 5:40

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%289%29_57.png?itok=KFuHqu61

T Rowe Price chief warns of ‘free-form risk-taking’ in buoyant markets | Financial Times

https://www.ft.com/content/e1d8146a-e940-49b5-95dd-042250353428

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Gas Tankers Hauling U.S. Fuel Crowding Europe-Bound Sea Lanes - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-27/gas-tankers-hauling-u-s-fuel-crowding-europe-bound-sea-lanes

MarineTraffic: Global Ship Tracking Intelligence | AIS Marine Traffic

https://www.marinetraffic.com/en/ais/home/centerx:-41.3/centery:37.4/zoom:5

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https://cms.zerohedge.com/s3/files/inline-images/Snag_f7ab80e.png?itok=c5-3CrJL

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

The new rules of Monopoly - POLITICO

https://www.politico.com/news/2021/12/27/monopoly-antitrust-new-rules-tech-525161

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TOPICS AND TIMESTAMPS:

Middle Class Gone 0:00

WHAT’S UP? 0:42

EVERYTHING BUBBLE 3:46

REAL ESTATE TROUBLE 10:19

Global economy to top $100-trillion in 2022 for first time, report says - The Globe and Mail

https://www.theglobeandmail.com/business/article-world-economy-to-top-100-trillion-in-2022-for-first-time-report-says/

Santa Claus Rally watch: What to know this week

https://ca.finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html

Meme Madness, 68 New Highs: Superlatives Abound in 26% S&P Rally - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-26/meme-madness-68-new-highs-superlatives-abound-in-26-s-p-rally

Bubblicious used car prices rising faster than bitcoin, Jim Bianco warns

https://www.cnbc.com/2021/12/26/bubblicious-used-car-prices-rising-faster-than-bitcoin-jim-bianco-warns-.html

RV Shipments Set A New November Record | RVIA

https://www.rvia.org/news-insights/rv-shipments-set-new-november-record

Inflation in the 1970s Traumatized a Generation. Here's Why. - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-12-26/inflation-in-the-1970s-traumatized-a-generation-here-s-why

Transcript: Larry Summers Gets His ‘Told You So’ Moment on Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-23/transcript-larry-summers-gets-his-told-you-so-moment-on-inflation?sref=i4qXzk6d

LNG shipping’s wild ride: Record, plunge, new record, new plunge

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TOPICS AND TIMESTAMPS:

It’s Getting Wild 0:00

U.S. RESCUE 0:41

INFLATION EXAGGERATION 6:44

STOP RISING PRICES 10:20

European Gas Plunges as Recent Rally Lures Flotilla of U.S. LNG

https://ca.finance.yahoo.com/news/european-gas-plunges-20-rally-110905611.html

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iNcNkpVshlms/v0/1000x-1.png

U.S. Natural Gas Tumbles on Bearish Winter Weather Outlook - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-23/u-s-natgas-falls-as-milder-weather-trims-stockpile-withdrawals

Texas refinery blast could help push gas prices above $4 a gallon - CNN

https://www.cnn.com/2021/12/23/energy/gas-prices-texas-refinery-blast/index.html

Energy Beats Broader Market for the First Time in Five Years - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-22/energy-beats-ex-energy-for-the-first-time-in-five-years?srnd=premium-canada

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https://cms.zerohedge.com/s3/files/inline-images/unnamed_68.jpg?itok=gF3tJy3N

Inflation Trader Who Nailed 2021 Call Sees Risk of 7% U.S. CPI - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-23/inflation-trader-sees-risk-of-u-s-cpi-topping-7-in-early-2022?srnd=premium-canada

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https://cms.zerohedge.com/s3/files/inline-images/2021-12-23_05-31-07.jpg?itok=XvzP3IJ8

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TOPICS AND TIMESTAMPS:

Wild Ride 0:00

MARGIN NOT MARGARINE 0:47

DOUBLE BUBBLE 5:04

GAS-FLATION 9:24

United States Inflation Rate | 2021 Data | 2022 Forecast | 1914-2020 Historical

https://tradingeconomics.com/united-states/inflation-cpi

Stock Market Leverage Spikes, Margin Debt Up 42% YoY. Fed Warns about High Leverage Ratio of “Younger Retail Investors” | Wolf Street

https://wolfstreet.com/2021/11/18/stock-market-leverage-spikes-margin-debt-up-42-yoy-fed-warns-about-high-leverage-ratio-of-younger-retail-investors/

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Macy's Targeted by Meme Activists - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-11-04/macy-s-targeted-by-meme-activists

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TOPICS AND TIMESTAMPS:

Out of Control 0:00

INSIDERS SELLING 0:43

INDICATORS SCREAMING 3:03

INFLATION SAILING 9:02

Musk Offloads $528 Million of Tesla Shares as 10% Stake Unwinds - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-22/musk-offloads-528-million-of-tesla-shares-as-10-stake-unwinds?srnd=premium

Mark Zuckerberg, Elon Musk, Jeff Bezos Sell Stock as Billionaires Cash Out - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-14/musk-bezos-lead-the-charge-of-u-s-billionaires-selling-shares?srnd=premium

NBA's Steph Curry Sells $333 NFT Sneakers You Can 'Wear' Across Metaverses - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-22/steph-curry-s-333-digital-shoes-straddle-metaverses?srnd=premium

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Latest sell-off could result in rally to new highs, Oppenheimer says

https://www.cnbc.com/2021/12/21/latest-sell-off-could-result-in-rally-to-new-highs-oppenheimer-says.html

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TOPICS AND TIMESTAMPS:

Anything But 0:00

MARKET MAYHEM 0:39

BIG CASH 3:59

FOR YOU 8:57

Stock Market Today: Dow, S&P Live Updates for Dec 20 - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-19/stocks-set-for-mixed-open-on-policy-risks-omicron-markets-wrap?srnd=premium-canada

Elon Musk Says He Will Pay More Than $11 Billion in Taxes This Year - WSJ

https://www.wsj.com/articles/elon-musk-says-he-will-pay-more-than-11-billion-in-taxes-this-year-11640001132

Current Inflation Rate Set to Spoil Holiday Season for Struggling Families - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-16/inflation-set-to-spoil-holidays-for-struggling-u-s-families

Cathie Wood’s 40% Return Prediction Draws Rebuke After Ark’s (ARKK) Rough Year - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-20/cathie-wood-s-40-return-prediction-draws-rebuke-after-ark-s-arkk-rough-year?srnd=premium-canada

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https://cms.zerohedge.com/s3/files/inline-images/defensives%20have%20taken%20over.jpg?itok=k3GdKaY5

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TOPICS AND TIMESTAMPS:

Big Change 0:00

CHINA BIG MOVES 1:00

LUMBER 9:10

CATHIE NO BUBBLE 11:25

China's central bank cuts 1-year loan prime rate

https://www.cnbc.com/2021/12/20/chinas-central-bank-cuts-1-year-loan-prime-rate.html

Chinese Banks Cut Borrowing Cost For First Time In 20 Months - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-20/chinese-banks-cut-borrowing-costs-for-first-time-in-20-months?srnd=premium-canada

Chinese Estates Plunges by Record After Privatization Collapses - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-20/chinese-estates-plunges-by-record-after-privatization-collapses-kxe123tr?srnd=premium-canada

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https://cms.zerohedge.com/s3/files/inline-images/china%20credit.png?itok=Xkw2mJpc

Kaisa Tumbles; China Backs Property Deals: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-20/kaisa-resumes-trading-shimao-sells-assets-evergrande-update

Day Trader Risks Pile Up for Millions Buying India Stocks - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-19/risks-pile-up-for-millions-of-day-traders-buying-india-stocks?srnd=premium-canada

Sky-High Lumber Prices Are Back - WSJ

https://www.wsj.com/articles/sky-high-lumber-prices-are-back-11639842879

Supply-Chain Mess Threatens Holiday Sales, From Hot Sauce to Board Games - WSJ

https://www.wsj.com/articles/supply-chain-mess-threatens-holiday-sales-from-hot-sauce-to-board-games-11639909803

Candy Cane shortage caused by COVID and supply chain issues

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TOPICS AND TIMESTAMPS:

Not Good 0:00

EURO MESS 0:50

FOLLOW THE MONEY 10:20

CASH IS KING? 12:31

8ca5b3e40df61441d45440c2c7a8267e82824981061bd86f8ce6307.38419238.jpg (1122×364)

https://assets.zerohedge.com/s3fs-public/2021-12/8ca5b3e40df61441d45440c2c7a8267e82824981061bd86f8ce6307.38419238.jpg

Europe Car Sales Plunged 17% to Record Low for Month of November - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-17/europe-car-sales-plunged-17-to-record-low-for-month-of-november?utm_medium=social&utm_source=twitter&cmpid%3D=socialflow-twitter-markets&utm_campaign=socialflow-organic&utm_content=markets

Holger Zschaepitz on Twitter: "#France has taken the lead for the title of Europe's debt king. The country has accumulated debts of €2.76tn, €400bn alone since the beginning of 2020. And before the presidential elections next spring, France is unlikely to let itself be stripped of the title of debt king. https://t.co/HEjAfVicDm" / Twitter

https://twitter.com/Schuldensuehner/status/1472228016885403650/photo/1

Joost van Andel on Twitter: "@Schuldensuehner These are the numbers from the 2nd quarter 2021. Most likely Lagarde's decision is dependent from the spread between the German Bund and Italy 10 year bond yield. Now 128,3 BP. https://t.co/KOCsCCGIQF" / Twitter

https://twitter.com/AndeljVan/status/1472230433114963972/photo/1

02b122c739658d9b94cfbc4c5e3548db167804365861bdd5b96c9d56.88722476.jpg (750×440)

https://assets.zerohedge.com/s3fs-public/2021-12/02b122c739658d9b94cfbc4c5e3548db167804365861bdd5b96c9d56.88722476.jpg

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TOPICS AND TIMESTAMPS:

Volatile To Say the Least 0:00

LIKE A ROCK 0:49

BUBBLELICIOUS 5:51

WHO WINS? (Answer: Financials)

Dow tumbles more than 500 points to end a volatile week, S&P 500 sheds 1%

https://www.cnbc.com/2021/12/16/stock-futures-inch-higher-following-tech-sector-sell-off-.html

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https://cms.zerohedge.com/s3/files/inline-images/2021-12-17_12-27-54.jpg?itok=t8MPMGEM

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https://cms.zerohedge.com/s3/files/inline-images/2021-12-17_13-03-31.jpg?itok=oRy1ZKd9

Stocks Week in Review: Wild Swings Get Wilder (SPX) - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-17/wilder-swings-are-the-only-reliable-trend-in-the-stock-market?utm_source=google&utm_medium=bd&cmpId=google

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https://cms.zerohedge.com/s3/files/inline-images/net%20worth%20higher%20tied%20in%20to%20stock%20market.jpg?itok=CWpYKc9K

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%284%29_75.png?itok=V5rSoSoD

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%285%29_71.png?itok=uPh44jok

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TOPICS AND TIMESTAMPS:

Down We Go 0:00

ECONOMIC FALLOUT 0:50

COMMODITIES 10:06

CHINA’S CRISIS 11:44

Healthcare crisis: 1 in 3 are skipping vital medical care due to the cost - Study Finds

https://www.studyfinds.org/skipping-vital-medical-care-cost/

Amid huge shortage, new truck drivers train for some of supply chain's toughest jobs

https://www.chron.com/business/article/Amid-huge-shortage-new-truck-drivers-train-for-16706379.php

The Unraveling – NorthmanTrader

https://northmantrader.com/2021/12/16/the-unraveling/

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https://i0.wp.com/northmantrader.com/wp-content/uploads/2021/12/real-rates.png?ssl=1

Gold Price

https://goldprice.org/

Germany Says No Decision on Nord Stream 2 Natural Gas Pipeline Before July - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-16/german-regulator-says-no-decision-on-nord-stream-2-before-july

Money Manager Vanishes With $313 Million From China Builder - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-16/money-manager-with-313-million-from-china-developer-disappears?utm_source=google&utm_medium=bd&cmpId=google&sref=6uww027M%C2%A0

Shimao Bonds Rally on Regulator’s Support: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-17/chinese-property-tycoons-lose-46-billion-evergrande-update?srnd=fixed-income

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TOPICS AND TIMESTAMPS:

The Fed 0:00

WHAT HAPPENED 0:29

WHY IT HAPPENED 4:45

WHAT WILL HAPPEN 9:25

MULTIPLE NEGATIVE DAYS RECENTLY

MARKETS ANTICIPATED EVERYTHING

MOST FED DAYS ARE POSITIVE

YEAR END/SANTA RALLY

CTA’S (ALGORITHMS) POSITIONED LONG

IF MARKETS FALL, FED TO RESCUE

POLICY MISTAKE MEANS QUICK REVERSAL

BUT MAYBE IT’S A PLUG PULL

Fed will aggressively dial back its bond buying, sees three rate hikes next year

https://www.cnbc.com/2021/12/15/fed-will-aggressively-dial-back-its-monthly-bond-buying-sees-three-rate-hikes-next-year.html

Federal Reserve Board - Federal Reserve issues FOMC statement

https://www.federalreserve.gov/newsevents/pressreleases/monetary20211215a.htm

Why the Fed feels now is time to tighten credit more quickly | AP News

https://apnews.com/article/business-economy-inflation-unemployment-af12682d4329625566aaedcd17fb3782

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https://cms.zerohedge.com/s3/files/inline-images/liftoff%201.png?itok=1R8tyHQk

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TOPICS AND TIMESTAMPS:

Big Day 0:00

FED SURPRISE 0:41

WHERE ARE WE? 4:34

IRRATIONAL EXUBERANCE 9:24

Powell's Stance Will Set Pace for Inflation Hawks to Wrap Up 2021 - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-12-15/powell-s-stance-will-set-pace-for-inflation-hawks-to-wrap-up-2021?srnd=premium-canada

The Fed Meets Amid Faster Inflation and Prepares to React - The New York Times

https://www.nytimes.com/2021/12/14/business/economy/fed-meeting-inflation.html

Wholesale prices measure rose 9.6% in November from a year ago, the fastest pace on record

https://www.cnbc.com/2021/12/14/wholesale-prices-measure-rises-9point6percent-in-november-from-a-year-ago-the-fastest-pace-on-record.html

Fed Policy Is Seen as the Main Risk for Equity Markets Next Year - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-14/world-s-money-guardians-fret-central-banks-may-ruin-stocks-party?srnd=premium-canada

3-Month London Interbank Offered Rate (LIBOR), based on U.S. Dollar (USD3MTD156N) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/USD3MTD156N

Bank of England plans to remove interest rate rule for mortgages | Bank of England | The Guardian

https://www.theguardian.com/business/2021/dec/13/bank-of-england-plans-to-remove-interest-rate-check-for-mortgages

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Markets are turned upside down and why? Well, we’re in for a very big week.

TOPICS AND TIMESTAMPS:

What’s Going On? 0:00

HIGHER HIGHS 0:57

BEST ASSETS 9:00

UPSIDE DOWN 12:20

Stock-Market Bravado Tested as Bonds Flash Fed Policy Danger - BNN Bloomberg

https://www.bnnbloomberg.ca/stock-market-bravado-tested-as-bonds-flash-fed-policy-danger-1.1694378

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https://cms.zerohedge.com/s3/files/inline-images/Snag_32d57957.png?itok=YSqHzeAM

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https://cms.zerohedge.com/s3/files/inline-images/unnamed-1_14.jpg?itok=sZMPJwHQ

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https://cms.zerohedge.com/s3/files/inline-images/FOMC%20double%20to%2030bn%20per%20month_0.jpg?itok=eZ6YKt8c

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https://cms.zerohedge.com/s3/files/inline-images/global%20m2%20growth%20MS.jpg?itok=hIHVOA8o

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https://cms.zerohedge.com/s3/files/inline-images/global%20money%20supply%20m2%20MS.jpg?itok=y4SLN1a-

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https://cms.zerohedge.com/s3/files/inline-images/net%20worth%20higher%20tied%20in%20to%20stock%20market.jpg?itok=CWpYKc9K

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This is The Money GPS and I want to welcome you in to get what you’re looking for right now.

TOPICS AND TIMESTAMPS:

Unveil 0:00

WORST CALL EVER 0:48

SLOW DOWN 6:10

FUTURE 13:10

Transcript: Mohamed El-Erian on "Face the Nation," December 12, 2021 - CBS News

https://www.cbsnews.com/news/transcript-mohamed-el-erian-face-the-nation-12-12-2021/

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https://assets.zerohedge.com/s3fs-public/inline-images/china%20required.jpg?itok=GM0YjR59

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https://cms.zerohedge.com/s3/files/inline-images/china%20vs%20US%20banking%20assets.jpg?itok=Pz79SB3h

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https://cms.zerohedge.com/s3/files/inline-images/credit%20impulse%20vs%20base%20metals.jpg?itok=C1sml9M-

China vehicle sales fall for seventh month in prolonged chip shortage | Reuters

https://www.reuters.com/markets/asia/china-vehicle-sales-fall-91-november-industry-body-2021-12-10/

VW CEO Fears Chips Will Be in Short Supply for Years to Come - Bloomberg

https://www.bloomberg.com/news/articles/2021-09-05/mercedes-boss-warns-chip-shortage-won-t-just-go-away-next-year?sref=ZVajCYcV

Don’t Discount Bond Vigilantes, Says Economist Who Named Them - Bloomberg

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There is no chance of reversing inflation. It’s far too late. So what does that mean for you?

TOPICS AND TIMESTAMPS:

It’s Too Late 0:00

THE TRAP 0:54

CATCH 22 4:17

UPSIDE DOWN 13:59

Massive U.S. Debts Could ‘Trap’ Powell as Fed Fights Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-11/massive-u-s-debts-could-trap-powell-as-fed-fights-inflation

Massive U.S. Debts Could ‘Trap’ Powell as Fed Fights Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-11/massive-u-s-debts-could-trap-powell-as-fed-fights-inflation

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Fed, Bond Markets on Collision Path on View of Rate Cycle - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-11/fed-hikes-seen-starting-with-yield-curve-flattest-in-generation?srnd=premium-canada

Lumber Soars to Six-Month High as Buyers Scurry to Find Wood - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-10/lumber-soars-to-six-month-high-as-buyers-scurry-to-find-wood

The Week in Stocks: Dip Buyer Drive Best Rally in 10 Months - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-10/dip-buyers-scoring-historic-win-in-stocks-that-defy-bond-warning

Central Bank Divide: Gap Widens on Tackling Inflation, Growth - Bloomberg

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As everyone anticipates a Black Swan to cause a crisis, one is going on before our very eyes.

TOPICS AND TIMESTAMPS:

Black Swan (Goose)? 0:00

FED INFLATION 0:57

INSIDERS SELL 8:46

UPS AND DOWNS 11:33

Rising Inflation Keeps Pressure on Fed to Dial Back Stimulus Faster - WSJ

https://www.wsj.com/articles/rising-inflation-keeps-pressure-on-fed-to-dial-back-stimulus-faster-11639146024

The Fed - Chart: Balance Sheet of Households and Nonprofit Organizations, 1952 - 2021

https://www.federalreserve.gov/releases/z1/dataviz/z1/balance_sheet/chart/#units:usd

U.S. Inflation Hit a 39-Year High in November - WSJ

https://www.wsj.com/articles/us-inflation-consumer-price-index-november-2021-11639088867

Southern California’s Container-Ship Backlog Moves Farther Out to Sea - WSJ

https://www.wsj.com/articles/southern-californias-container-ship-backlog-moves-farther-out-to-sea-11639132381

How Democrats' social spending framework could cost $4.1 trillion

https://www.cnbc.com/video/2021/11/03/how-democrats-social-spending-framework-could-cost-4-point-1-trillion.html

Taylor Rule Utility - Federal Reserve Bank of Atlanta

https://www.atlantafed.org/cqer/research/taylor-rule

Elon Musk, Other Leaders Sell Stock at Historic Levels as Market Soars, Tax Changes Loom - WSJ

https://www.wsj.com/articles/elon-musk-other-leaders-sell-stock-at-historic-levels-as-market-soars-tax-changes-loom-11639089782

When The Smart Money Says ‘Sold To You’ – The Felder Report

https://thefelderreport.com/2021/12/08/when-the-smart-money-says-sold-to-you/

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The time has arrived. China’s $62 trillion property market is now fully exposed.

TOPICS AND TIMESTAMPS:

$62 Trillion 0:00

EVERGRANDE DEFAULTS 1:04

DEBT RECKONING 4:23

MORE FOLLOW 9:33

11 real estate companies defaulted on their bonds this year.

Beyond Evergrande, China’s Property Market Faces a $5 Trillion Reckoning - WSJ

https://www.wsj.com/articles/beyond-evergrande-chinas-property-market-faces-a-5-trillion-reckoning-11633882048?mod=series_chinaevergrande

China Evergrande Has Defaulted on Its Debt, Fitch Says - The New York Times

https://www.nytimes.com/2021/12/09/business/china-evergrande-default.html

China Cuts RRR as Evergrande and Kaisa Face Deadlines - The New York Times

https://www.nytimes.com/2021/12/06/business/china-evergrande-kaisa-property.html?action=click&module=RelatedLinks&pgtype=Article

Evergrande, Kaisa cut by Fitch to default after missed payment deadlines | Reuters

https://www.reuters.com/business/chinas-kaisa-kicks-off-12-bln-debt-restructuring-after-missing-pay-date-source-2021-12-09/

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https://cms.zerohedge.com/s3/files/inline-images/china%20property%20market%20world%27s%20largest%20asset_4.jpg?itok=ivhMUDRM

China Beige Book on Twitter: "Direct fallout won't be the problem. It's having a billion Chinese watch this play out, then expecting them to spend afterward." / Twitter

https://twitter.com/ChinaBeigeBook/status/1468768640917020674

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Always remember, you will own nothing and be happy. Now smile, they’re always watching.

TOPICS AND TIMESTAMPS:

Be Happy 0:00

CHANGING TIMES 0:51

METAVERSE 7:12

MILLIONS FOR THAT? 8:45

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https://cms.zerohedge.com/s3/files/inline-images/2021-12-08_11-58-41.jpg?itok=5ufkW-6W

What’s tougher? Finding drivers or trailers? - FreightWaves

https://www.freightwaves.com/news/whats-tougher-finding-drivers-or-trailers

'It's just crazy': 12 major cities hit all-time homicide records - ABC News

https://abcnews.go.com/US/12-major-us-cities-top-annual-homicide-records/story?id=81466453

What Instant Delivery Services Could Do to Cities - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-07/what-instant-delivery-services-could-do-to-cities?srnd=premium-canada

MeaTech 3D Reports Breakthrough in Cultured Steak Production - MeaTech %

https://meatech3d.com/meatech-3d-reports-breakthrough-in-cultured-steak-production/

Getting Married in the Metaverse – DNyuz

https://dnyuz.com/2021/12/08/getting-married-in-the-metaverse/

cCjzu6OZIUDWowadzexCHNBTmjH.jpg (780×439)

https://www.themoviedb.org/t/p/w780/cCjzu6OZIUDWowadzexCHNBTmjH.jpg

(11) Republic Realm on Twitter: ".@JanineYorio on @CNN with @richardquest on how buying digital real estate now is like buying land in Manhattan when it was still forest and farmland. Watch clip here: https://t.co/CBnPdNNEeB" / Twitter

https://twitter.com/joinrepublic_re/status/1468280732460228612?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1468280732460228612%7Ctwgr%5E%7Ctwcon%5Es

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The biggest buyer of stocks has an insatiable appetite for more, at any cost.

TOPICS AND TIMESTAMPS:

Insatiable Appetite 0:00

ECONOMIC DEBT BOOM 0:39

CRUNCH TIME 8:10

BIGGEST STOCK BUYER 9:50

AmEx (AXP) Sees Holiday Spending Soaring as Omicron Fails to Bite - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-07/amex-sees-holiday-spending-soaring-as-omicron-fails-to-bite

Posthaste: Canadians embarked on a $193B mortgage binge during the pandemic. Now comes the reckoning | Financial Post

https://financialpost.com/executive/posthaste-canadians-embarked-on-a-193b-mortgage-binge-during-the-pandemic-now-comes-the-reckoning

How making $300,000 in San Francisco can still mean you're living paycheck-to-paycheck

https://www.sfgate.com/local/article/How-making-300-000-in-San-Francisco-can-still-16679396.php

Vacant piece of land less than 30 centimetres wide hits the Toronto market and it's attracting attention | CTV News

https://toronto.ctvnews.ca/vacant-piece-of-land-less-than-30-centimetres-wide-hits-the-toronto-market-and-it-s-attracting-attention-1.5694423

Gundlach Sees ‘Rough Waters’ for Market as Fed Pursues Taper - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-07/gundlach-sees-rough-waters-for-markets-as-fed-pursues-taper

Crude Oil News | OilPrice.com

https://oilprice.com/Energy/Crude-Oil/

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The situation in China continues to unfold and it just took a turn for the worse.

TOPICS AND TIMESTAMPS:

China’s Thorn 0:00

EVERGRANDE UNFOLDING 0:49

INFLATION’S GRIP 9:51

COAL FOR CHRISTMAS 12:38

Evergrande Moves Toward Restructuring as Debt Deadlines Loom - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-05/china-braces-for-evergrande-restructuring-after-months-of-tumult?utm_source=google&utm_medium=bd&cmpId=google

Evergrande Moves Toward Restructuring as Debt Deadlines Loom - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-05/china-braces-for-evergrande-restructuring-after-months-of-tumult?srnd=premium-canada

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Debt Restructuring Looms; Kaisa Bond Deadline: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-06/restructuring-looms-kaisa-payment-deadline-evergrande-update

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iUVdBUIYLE3Y/v4/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

Repeat Chinese Defaulter Sunshine 100 Misses Another Payment - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-05/china-developer-sunshine-100-defaults-on-170-million-of-bonds

China-Africa Summit Should Be Wake-Up Call for West - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-12-05/china-africa-summit-should-be-wake-up-call-for-west?srnd=premium-canada

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TOPICS AND TIMESTAMPS:

Gerald Celente - Trends Journal 0:00

Forever debt? 0:20

UBI - Universal Basic Income 2:58

Money out of the banks? 5:28

MF Global 10:56

Is the Fed creating a crisis? 15:33

Prepare on a fixed income? 20:44

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When your money can’t buy anything, what will you do?

TOPICS AND TIMESTAMPS:

Your Money 0:00

ECONOMIC CRISIS 0:59

INSIDERS SELLING 6:48

CHINA’S HOLD 12:14

Turkey’s Economic Turmoil Sends Desperation and Inflation Soaring - WSJ

https://www.wsj.com/articles/turkey-erdogan-inflation-currency-lira-protests-economy-11638477508

IMF warns of 'economic collapse' unless G20 extends debt relief

https://news.yahoo.com/imf-warns-economic-collapse-unless-161920058.html

FAO Food Price Index | World Food Situation | Food and Agriculture Organization of the United Nations

https://www.fao.org/worldfoodsituation/foodpricesindex/en/

unnamed_64.jpg (1280×784)

https://cms.zerohedge.com/s3/files/inline-images/unnamed_64.jpg?itok=q7FILRS7

California Will Curtail Water to Farms, Cities as Drought Worsens in 2022 - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-01/california-to-cut-water-to-farms-and-cities-as-drought-worsens

California | U.S. Drought Monitor

https://droughtmonitor.unl.edu/CurrentMap/StateDroughtMonitor.aspx?CA

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https://cms.zerohedge.com/s3/files/inline-images/bfm1BED.jpg?itok=CPd9UFpo

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What the world is experiencing today is unlike any other period of time. Prepare accordingly.

TOPICS AND TIMESTAMPS:

It’s Wild 0:00

CRAZIER THAN 2000 0:41

ECONOMIC HARDSHIP 7:29

CATS ARE LYING 10:35

Market now is ‘crazier than the dot-com era’, says Berkshire Hathaway vice chairman Charlie Munger

https://www.theaustralian.com.au/business/markets/market-now-is-crazier-than-the-dotcom-era-says-berkshire-hathaway-vice-chairman-charlie-munger/news-story/57f87655d1d16575a371925be7cffa8b

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https://cms.zerohedge.com/s3/files/inline-images/cross%20asset%20vol%2012.2.jpg?itok=dplludcv

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https://cms.zerohedge.com/s3/files/inline-images/2021-12-01_9-24-20_0.jpg?itok=YLzVhCte

Andrew Thrasher, CMT on Twitter: "The average Nasdaq 100 stock is down 17%. The spread between the average stock & the index is now wider than the peak in 2000. $QQQ https://t.co/kNuKe8N884" / Twitter

https://twitter.com/AndrewThrasher/status/1466411547002089481?s=20

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

Gas Traders Worry Prices Could Plunge After Volatile Winter - Bloomberg

https://www.bloomberg.com/news/articles/2021-12-02/buckle-up-for-another-turbulent-year-in-the-natural-gas-market

On The Money — Powell, Yellen face pressure on inflation

https://news.yahoo.com/money-powell-yellen-face-pressure-003316049.html

Inflation Causing Hardship for 45% of U.S. Households

https://news.gallup.com/poll/357731/inflation-causing-hardship-households.aspx

Billionaire Ray Dalio predicts there is a 30% chance of US Civil War in the next 10 years | Daily Mail Online

https://www.dailymail.co.uk/news/article-10267619/Billionaire-Ray-Dalio-predicts-30-chance-Civil-War-10-years.html

Xeneta: Long-Term Ocean Freight Rates Are Soaring

https://maritime-executive.com/article/xeneta-long-term-ocean-freight-rates-are-soaring

The New York Times on Twitter: "Videos and GIFs of cute animals — usually cats — have gone viral for almost as long as the internet has been around. But now this trick for building audiences is being used by people and organizations peddling misinformation, researchers say. https://t.co/xw7MqEaSz1" / Twitter

https://twitter.com/nytimes/status/1466051463206080517?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1466051463206080517%7Ctwgr%5Ehb_0_7%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fpolitical%2Fnew-york-times-complains-cat-videos-are-being-used-spread-misinformation

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The endless supply of mania and panic cannot be overstated. And the markets are going wild.

TOPICS AND TIMESTAMPS:

Going Wild 0:00

ENDLESS VOLATILITY 0:52

OVERDONE 4:34

DEBT COLLECTOR 12:51

Dow finishes 460 points lower in major reversal triggered by first U.S. omicron case

https://www.cnbc.com/2021/11/30/stock-market-futures-open-to-close-news.html

Powell's pivot on inflation turns the trader pandemic playbook on its head

https://www.cnbc.com/2021/12/01/powells-pivot-on-inflation-turns-the-trader-pandemic-playbook-on-its-head.html

CEOs and insiders sell a record $69 billion of their stock

https://www.cnbc.com/2021/12/01/ceos-and-insiders-sell-a-record-69-billion-of-their-stock.html

Is A Stock Market Crash Like 2000 Possible? - RIA

https://realinvestmentadvice.com/is-a-stock-market-crash-like-2000-possible

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https://realinvestmentadvice.com/wp-content/uploads/2021/11/6-2.png

Are These The Charts That Spooked Jerome Powell? | Global Macro Monitor

https://global-macro-monitor.com/2021/11/30/are-these-the-charts-that-spooked-jerome-powell/

Janet Yellen: Spending Will 'Actually Reduce' Deficits

https://www.mediaite.com/news/treasury-secretary-yellen-claims-bidens-1-75-trillion-spending-plan-will-actually-reduce-annual-deficits/

97ef7f52dbc74699885602c699684099

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Transitory is gone, never to be uttered by the Fed again. So what does this mean?

TOPICS AND TIMESTAMPS:

The Plug 0:00

FED’S BIG SHIFT 0:37

TURNING POINT 6:30

PERMANENT 9:44

Dow drops 650 points on growing omicron fears, Powell taper comments

https://www.cnbc.com/2021/11/29/stock-market-futures-open-to-close-news.html

Hawkish Powell Tilt, Omicron Mount - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-30/waves-of-volatility-whipsaw-markets-on-powell-tilt-omicron-risk?srnd=premium-canada

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ip4RneZ4UDSc/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i3FdWLi4EP4M/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

Federal Reserve: Jerome Powell Floats Early End to Bond-Buy Tapering - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-30/powell-says-appopriate-to-weigh-earlier-end-to-bond-buy-tapering?srnd=premium-canada

Jerome Powell Ditches “Transitory” Inflation Tag, Paves Way for Rate Hike - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-30/powell-ditches-transitory-inflation-tag-paves-way-for-rate-hike?srnd=premium-canada

Hawkish Jerome Powell Is a Force Markets Haven’t Faced in Three Years - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-30/hawkish-powell-is-a-force-markets-haven-t-faced-in-three-years

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TOPICS AND TIMESTAMPS:

Ups and Downs 0:00

CONTAGION DESTABILIZATION 0:40

FINANCIAL UNCERTAINTIES 5:09

Dow futures tumble in reversal from Monday's rebound

https://www.cnbc.com/2021/11/29/stock-market-futures-open-to-close-news.html

Fed Chair Powell says omicron variant poses risk to economy, complicates inflation

https://www.cnbc.com/2021/11/29/fed-chair-powell-says-omicron-variant-poses-risk-to-economy-complicates-inflation.html

Markets Face Weeks of Uncertainty in Wait for Virus Answers - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-28/markets-face-weeks-of-uncertainty-in-wait-for-omicron-answers

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https://cms.zerohedge.com/s3/files/inline-images/encore%201.jpg?itok=QCpstzqW

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https://cms.zerohedge.com/s3/files/inline-images/europe%20value%20gains.jpg?itok=b1kc-Bpy

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https://cms.zerohedge.com/s3/files/inline-images/omicron%20poll%20DB.jpg?itok=MAM7hqOq

California ship pileup still piling up — but out of sight, over horizon

https://www.freightwaves.com/news/california-pileup-still-piling-up-but-out-of-sight-over-horizon

Brands No Longer See Metaverse-Like Worlds as Abstract Gimmicks - WSJ

https://www.wsj.com/articles/brands-no-longer-see-metaverse-like-worlds-as-abstract-gimmicks-11638190802

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TOPICS AND TIMESTAMPS:

Rumbling 0:00

CHINA’S PUSH 0:31

BIG MONEY LOSS 3:36

INSIDERS SELLING 5:38

China Urges Local Governments to Spend to Counter Economic Slump - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-25/china-urges-local-governments-to-spend-more-to-counter-slump

China Developers Face $1.3 Billion in December Bond Payments - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-28/china-s-developers-face-1-3-billion-in-december-bond-payments

china property restrictions.jpg (1280×779)

https://cms.zerohedge.com/s3/files/inline-images/china%20property%20restrictions.jpg?itok=4XSqYS58

Chengdu Is First Chinese City to Relax Rules for Property Developers - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-25/major-chinese-city-becomes-first-to-relax-rules-for-developers?sref=6uww027M

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iNrWJ1KntaPA/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

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https://cms.zerohedge.com/s3/files/inline-images/GS%20equity%20fundamental%20nov%2028.jpg?itok=sUw4UDuh

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TOPICS AND TIMESTAMPS:

Bump or Cliff? 0:00

NEW LOCKDOWNS? 0:22

WILL MARKETS REACT? 4:24

CUT OFF 7:17

Dow falls 900 points for worst day of year on fears of new Covid variant, S&P 500 drops 2%

https://www.cnbc.com/2021/11/26/stock-futures-open-to-close-market-news.html

Inflation and the Fed is the Focus for Bond Traders - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-27/bond-traders-focused-on-inflation-fight-even-amid-omicron-fear?srnd=premium-canada

Dow Jones Futures: Market Rally Awaits Omicron Variant News After Covid Sell-Off; What To Do Now | Investor's Business Daily

https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-covid-variant-fears-slam-stock-market-rally-pfizer-moderna-jump-tesla-rival-li-auto-on-tap/

Omicron News: Markets Have a Lot to Unwind Should Covid Scare Stick - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-27/melt-up-markets-have-a-lot-to-unwind-should-covid-scare-stick?srnd=premium-canada

Huckleberries in Short Supply Amid Booming Demand, Weak Harvests - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-24/huckleberries-in-short-supply-amid-booming-demand-weak-harvests?srnd=premium-canada

‘There’s going to be an incredible shortage’: Not much joy for Christmas tree shoppers this year | The Star

https://www.thestar.com/news/gta/2021/11/24/theres-going-to-be-an-incredible-shortage-not-much-joy-for-christmas-tree-shoppers-this-year.html

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Markets dropped heavily as concerns of new economic slowdown amid restrictions.

TOPICS AND TIMESTAMPS:

Again? 0:00

MARKETS SEE RED 0:37

WINNERS & LOSERS 6:43

NO TAPER? 9:50

Dow falls 900 points for worst day of year on fears of new Covid variant, S&P 500 drops 2%

https://www.cnbc.com/2021/11/26/stock-futures-open-to-close-market-news.html

Bostic Plays Down Risk From New Variant, Is Open to Faster Taper - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-26/bostic-plays-down-risk-from-new-variant-is-open-to-faster-taper?srnd=premium-canada

Oil drops 13% in worst day of 2021, breaks below $70 as new Covid variant sparks global demand concerns

https://www.cnbc.com/2021/11/26/oil-tumbles-5percent-as-new-covid-variant-sparks-global-demand-concerns.html

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

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https://cms.zerohedge.com/s3/files/inline-images/brent%201%20day%20change.jpg?itok=FaA_SBS8

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https://cms.zerohedge.com/s3/files/inline-images/4%20mbd%20hit%20to%20demand.jpg?itok=NZuSBJxI

Antitrust Tech Bills Gain Bipartisan Momentum in Senate - WSJ

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Many are wondering if everything is so great, why can’t I make ends meet?

TOPICS AND TIMESTAMPS:

SECURE? 0:00

FOOD INSECURITY 0:09

SOCIAL INSECURITY 3:04

ENERGY INTENSITY 6:10

$GPS INSIGHTS

1 BUY IN BULK, SPLIT WITH FRIENDS/FAMILY

2 FIND LOCAL DISTRIBUTORS/FOOD TERMINALS TO SOURCE CHEAPER

3 MANY RESTAURANTS NEED HELP, WORK OUT A DEAL

High prices, food insecurity crimps Thanksgiving dinners - Los Angeles Times

https://www.latimes.com/business/story/2021-11-25/thanksgiving-food-insecurity-higher-prices-housing-costs-los-angeles-food-banks

Holiday shopping ‘hell’: workers brace for unruly customers and labor strikes | Black Friday | The Guardian

https://www.theguardian.com/business/2021/nov/24/holiday-shopping-hell-workers-brace-for-unruly-customers-and-labor-strikes

Social Security Steams Closer to Crisis - by Brian McGlinchey - Stark Realities with Brian McGlinchey

https://starkrealities.substack.com/p/social-security-steams-closer-to

Higher and higher: Used truck price inflation shows no signs of abating - FreightWaves

https://www.freightwaves.com/news/higher-and-higher-used-truck-price-inflation-shows-no-signs-of-abating

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The global economic collapse is not a singular circumstance. It’s an asynchronous series of events.

TOPICS AND TIMESTAMPS:

Asynchronous 0:00

FOOD PRICES 0:11

INFLATION SENSATION 2:23

POSITIVE CHANGES 10:29

U.S. weekly jobless claims hit 52-year low, economy ...

https://news.trust.org/item/20211124144203-brx3i

Weekly jobless claims post stunning decline to 199,000, lowest level since 1969

https://www.cnbc.com/2021/11/24/us-jobless-claims-fall-to-just-199000-the-lowest-level-since-1969.html

Thanksgiving Fix: Ocean Spray Can Shortage Prompts Switch to Fresh Cranberries - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-22/ocean-spray-can-shortage-prompts-switch-to-fresh-cranberries

Wine up 15% in a day, chicken by 10%. The price Turks are paying for country's currency collapse | Business News | Sky News

https://news.sky.com/story/wine-up-15-in-a-day-chicken-by-10-the-price-we-are-paying-for-turkeys-currency-collapse-12477649

Dollar Tree, Inc. Reports Results for the Third Quarter Fiscal 2021 | Dollar Tree

https://www.dollartreeinfo.com/news-releases/news-release-details/dollar-tree-inc-reports-results-third-quarter-fiscal-2021

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TOPICS AND TIMESTAMPS:

The Next Phase 0:00

LOWER STANDARDS 1:03

STAGE SET 7:55

COLD 11:47

$GPS INSIGHTS

1 COLD WEATHER IS HAPPENING QUICKER AND INTENSE THAN USUAL

2 CROP FAILURES, PRICE HIKES, SUPPLY PROBLEMS ALL BRING UP ”SOLUTIONS”

3 THOSE IN CONTROL SUGGEST YOU LEARN TO LIVE WITHOUT

What Jerome Powell as Fed Chair Means for Stocks, Crypto, Housing, Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-22/what-jerome-powell-as-fed-chair-means-for-stocks-crypto-housing-inflation?srnd=premium-canada

Monthly US Inflation To Return To 0.2-0.3 Pct In Second Half Of 2022: Yellen | Barron's

https://www.barrons.com/news/monthly-us-inflation-to-return-to-0-2-0-3-pct-in-second-half-of-2022-yellen-01637630706

Farm Bureau: Survey Shows Thanksgiving Dinner Cost Up 14%

https://www.fb.org/newsroom/farm-bureau-survey-shows-thanksgiving-dinner-cost-up-14

Thanksgiving turkey more expensive this year due to shortage

https://www.kxxv.com/brazos/thanksgiving-turkey-more-expensive-this-year-due-to-shortage

(5) St. Louis Fed on Twitter: "From the FRED Blog: A Thanksgiving dinner serving of poultry costs $1.42. A soybean-based dinner serving with the same amount of calories costs 66 cents and provides almost twice as much protein https://t.co/qmyjwZd7aU https://t.co/pHv3ZR9o6u" / Twitter

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TOPICS AND TIMESTAMPS:

Every Day 0:00

MARKET MAYHEM 0:45

DISTORTIONS 7:40

$GPS INSIGHTS

1 MARKETS ARE OVERVALUED BY NEARLY EVERY METRIC

2 MARKETS DO NOT FALL BECAUSE OF OVERVALUATION ALONE

3 WATCH VERY CLOSELY, INVEST WITH PRUDENCE. INFLATION PRIMARY

share of government debt held by "price sensitive" investors - what the ECB dubbed dubbed the Free Float

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https://cms.zerohedge.com/s3/files/inline-images/actual%20and%20fair%20values.jpg?itok=iHkXzu4I

Market is melting up to new records, but 2022 looks rough: Wells Fargo

https://www.cnbc.com/2021/10/31/market-is-melting-up-to-new-records-but-2022-looks-rough-wells-fargo.html

Market is a bad inflation report away from correction: Jeremy Siegel

https://www.cnbc.com/2021/11/21/market-is-a-bad-inflation-report-away-from-correction-jeremy-siegel.html

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TOPICS AND TIMESTAMPS:

Freedom 75? 0:00

PENSION FIASCO 0:59

COMPANIES PRICES 7:16

YOUR COFFEE 9:30

$GPS INSIGHTS

1 PENSIONS ARE RESORTING TO LEVERAGE TO ACHIEVE RETURNS

2 PENSIONS HAVE NO POSSIBLE WAY TO ACTUALLY PAY UP

3 DON’T RELY ON FIXED INCOME. REDUCE EXPENSES, INCREASE INCOME

The State Pension Funding Gap: Plans Have Stabilized in Wake of Pandemic | The Pew Charitable Trusts

https://www.pewtrusts.org/en/research-and-analysis/issue-briefs/2021/09/the-state-pension-funding-gap-plans-have-stabilized-in-wake-of-pandemic

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https://www.pewtrusts.org/-/media/data-visualizations/infographics/2021/09/state-pension-funding-gap/the_state_pension_funding_gap_650px_figure4.png?mw=2580&hash=C552F0CD69101A0A89A09619974911FA

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https://www.pewtrusts.org/-/media/data-visualizations/infographics/2021/09/state-pension-funding-gap/the_state_pension_funding_gap_650px_figure6b.png?mw=2580&hash=172E539DAED7D2BC5E0C479356C7D5BF

Pritzker Administration sloughs off Illinois pension liabilities passing $500 billion mark, dissembles on pension crisis again – Wirepoints | Wirepoints

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TOPICS AND TIMESTAMPS:

It’s Happening 0:00

INFLATION NATION 0:54

DOWN FROM HERE? 7:36

GONE TOO FAR 11:09

$GPS INSIGHTS

1 WHENEVER PRICES RISE, PEOPLE REVOLT

2 REFUSE TO ACKNOWLEDGE PROBLEMS ACCURATELY

3 PROTECT YOUR INVESTMENTS AND ENVIRONMENT

Soaring Fuel Prices Stoke Rush to Stockpile Firewood Across U.S. - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-20/americans-load-up-on-firewood-as-home-heating-costs-skyrocket?srnd=premium-canada

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ijX32CEMNVC8/v1/1400x-1.png

U.S. Inflation: Which Categories Have Been Hit the Hardest?

https://www.visualcapitalist.com/u-s-inflation-which-categories-have-been-hit-the-hardest/

Used Vehicle Value Index

https://publish.manheim.com/en/services/consulting/used-vehicle-value-index.html

Peak season over: Container-ship arrivals in Southern California fall - FreightWaves

https://www.freightwaves.com/news/peak-season-over-container-ship-arrivals-to-southern-california-sink

SK Hynix halts Chinese chip plant upgrade over U.S. restrictions - Nikkei Asia

https://asia.nikkei.com/Business/Tech/Semiconductors/SK-Hynix-halts-Chinese-chip-plant-upgrade-over-U.S.-restrictions?utm_campaign=GL_asia_daily&utm_medium=email&utm_source=NA_newsletter&utm_content=article_link&del_type=1&pub_date=20211119190000&seq_num=8&si=79447

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https://cms.zerohedge.com/s3/files/inline-images/PEG%20chart_0.jpg?itok=hpw7XP3S

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https://cdn.statcdn.com/Infographic/images/normal/26210.jpeg

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Today, people are devastated by the effects of inflation. Only 1 thing can disrupt it.

TOPICS AND TIMESTAMPS:

Unfolding 0:00

THE ONE THING 0:41

DISRUPTIONS 5:50

CHANGING TIMES 13:19

$GPS INSIGHTS

1 A RECESSION OR STRONGER CAN REDUCE DEMAND, SLOW INFLATION

2 HIGHER INTEREST RATES CAN FACILITATE SAVINGS AND PRUDENCE

3 BECOME AS SELF SUFFICIENT AS POSSIBLE TO REDUCE IMPACT

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https://cms.zerohedge.com/s3/files/inline-images/spot%20inflation%2020%25.jpg?itok=-2_eHr-K

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https://cms.zerohedge.com/s3/files/inline-images/10Y%20real%20yields.jpg?itok=wRPOyBnS

Fed May Discuss Taper Pace at December Meeting, Clarida Says - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-19/fed-may-discuss-taper-pace-at-december-meeting-clarida-says?srnd=economics-vp

Federal Reserve's Christopher Waller Favors Faster Taper - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-19/fed-s-waller-favors-faster-taper-on-job-gains-inflation-surge

As inflation surges, Fed to debate faster taper, earlier rate hikes | Reuters

https://www.reuters.com/article/businessNews/idUSKBN2I422F

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https://cms.zerohedge.com/s3/files/inline-images/DC%20%601.jpg?itok=1Zh80KQj

China’s Big Commodity Inflation Scare Is Easing -- For Now - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-19/china-s-big-commodity-inflation-scare-is-easing-for-now?srnd=premium-canada

Vancouver Is Completely Cut Off by Land After Deadly Storm - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-17/you-can-t-get-to-vancouver-by-car-or-train-after-epic-storm

Vancouver Sees Fuel Rations, Highway Ban as Flood Impact Spreads - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-19/british-columbia-flooding-causes-fuel-shortages-at-some-stations?srnd=premium-canada

2021-2022 WRA Draft

https://www.nerc.com/pa/RAPA/ra/Reliability%20Assessments%20DL/NERC_WRA_2021.pdf

How to make a billion when your ships are stuck at anchor - FreightWaves

https://www.freightwaves.com/news/how-to-make-a-billion-when-your-ships-are-stuck-at-anchor

Ford, GM Step Into Chip Business - WSJ

https://www.wsj.com/articles/ford-enters-semiconductor-business-amid-chip-shortage-impact-11637242202?mod=djemalertNEWS

China blasts Australian 'saber wielding' with nuclear submarine deal

https://www.presstv.ir/Detail/2021/11/19/670946/Chinese-diplomat-Wang-Xining-saber-wielder-AUKUS-alliance-submarines-

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A storm is coming, inflation is rising, and the public is unprepared. What will be your fate?

TOPICS AND TIMESTAMPS:

The Storm 0:00

DEEP FREEZE 0:49

SKY HIGH 4:41

ENERGY CHANGE 10:12

$GPS INSIGHTS

1 STIMULUS AND ECONOMIC HEADWINDS HAVE PUSHED PRICES UP

2 WEATHER EVENTS ARE CREATING MAJOR DISRUPTIONS

3 MAKE PREPARATIONS TODAY. FOOD. ENERGY. AND A PLAN.

Exclusive: China reserve bureau working on crude oil release | Reuters

https://www.reuters.com/business/energy/exclusive-china-reserve-bureau-working-crude-oil-release-2021-11-18/

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https://cms.zerohedge.com/s3/files/inline-images/cold.jpg?itok=osBk7yKC

Vancouver Is Completely Cut Off by Land After Deadly Storm - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-17/you-can-t-get-to-vancouver-by-car-or-train-after-epic-storm?srnd=premium-canada

Storms at Canada’s Biggest Port Leave Grain Stuck in Prairies - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-18/storms-at-canada-s-biggest-port-leaves-grain-stuck-in-prairies?srnd=premium-canada

Thanksgiving dinner will cost 14% more this year, annual survey finds - Portland Press Herald

https://www.pressherald.com/2021/11/18/thanksgiving-dinner-will-cost-14-more-this-year-annual-survey-finds/

Inflation has 88% of Americans worried. Here's how they will cut back

https://www.cnbc.com/2021/11/18/inflation-has-88percent-of-americans-worried-heres-how-they-will-cut-back.html

John Deere UAW Members Ratify a 6-Year Agreement With Substantial Gains | UAW

https://uaw.org/john-deere-uaw-members-ratify-6-year-agreement-substantial-gains/

CVS store closures: To shut about 300 stores a year over next three years

https://www.cnbc.com/2021/11/18/cvs-store-closures-to-shut-about-300-stores-a-year-over-next-three-years.html

Starbucks, Amazon open cashier-less store in Manhattan

https://www.fox5ny.com/news/starbucks-amazon-open-cashier-less-store-in-manhattan

What Is World's Craziest Real Estate Market? Renters Pay Heavy Price in Berlin - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-18/what-is-world-s-craziest-real-estate-market-renters-pay-heavy-price-in-berlin

More chief executives join the 'Great Resignation' | Reuters

https://www.reuters.com/business/more-chief-executives-join-great-resignation-2021-11-18/

solar-power-by-country.jpg (1200×1846)

https://elements.visualcapitalist.com/wp-content/uploads/2021/11/solar-power-by-country.jpg

Sweetgreen (SG) Stock Doubles Valuation in Trading Debut After IPO - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-18/salad-chain-sweetgreen-doubles-valuation-in-trading-debut

like.jpg (1920×1080)

file:///Volumes/GoogleDrive/My%20Drive/GPS/like.jpg

Venezuela Turns to Flashy Casinos, SUVs and U.S. Dollars for an Economic Boost - WSJ

https://www.wsj.com/articles/venezuela-turns-to-flashy-casinos-suvs-and-u-s-dollars-for-an-economic-boost-11637247602

bfmE047.jpg (986×623)

https://cms.zerohedge.com/s3/files/inline-images/bfmE047.jpg?itok=Hvnn2dQ1

View Details

TOPICS AND TIMESTAMPS:

Making Sense 0:00

TEMPORARY? 0:41

GETTING HIGH 6:46

INVESTOR PLAYBOOK 11:57

$GPS INSIGHTS

1 NARRATIVE OF TRANSITORY INFLATION MUST PERSIST TO JUSTIFY RISK

2 HIGHER INFLATION MEANS HIGHER INTEREST RATES, WEAK STOCKS

3 BETTER TO BE PREPARED ALWAYS, ASSETS AND SITUATION

Powell’s Five Inflation Benchmarks Are Starting to Flash Amber - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-17/powell-s-five-inflation-benchmarks-are-starting-to-flash-amber

Greed outpacing fear in world markets, Goldman Sachs CEO says | Reuters

https://www.reuters.com/business/finance/greed-outpacing-fear-world-markets-goldman-sachs-ceo-says-2021-11-17/#:~:text=%22I%20think%20markets%20generally%20when,Solomon%20told%20the%20Singapore%20event.

Goldman Sachs CEO Says Market Greed Is Now Outpacing Fear - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-17/goldman-s-solomon-warns-pandemic-exit-could-get-bumpy

(4) Paul Krugman on Twitter: "Trying to clarify my own thoughts on inflation. I got inflation wrong; I didn't see the current surge coming. But why? I didn't think the fiscal stimulus early this year would boost demand as much as Summers et al predicted ... and, in fact, so far it hasn't 1/" / Twitter

View Details

TOPICS AND TIMESTAMPS:

Very Different 0:00

WHAT SPENDING? 0:46

STOKING INFLATION 4:48

ENERGY COSTS 11:46

$GPS INSIGHTS

1 GOVERNMENTS ARE CREATING THIS VERY CRISIS

2 INFLATION CANNOT BE STOPPED ONCE IT RISES (AND IGNORED)

3 ASSESS YOUR SITUATION, INVEST AND PREPARE FOR HIGHER INFLATION

Current Inflation Rate Set to Spoil Holiday Season for Struggling Families - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-16/inflation-set-to-spoil-holidays-for-struggling-u-s-families

Wall Street is set for biggest bonus increases since 2009

https://www.cnbc.com/2021/11/16/wall-street-is-set-for-biggest-bonuses-since-great-recession-report.html

bfm58B1.jpg (1003×628)

https://cms.zerohedge.com/s3/files/inline-images/bfm58B1.jpg?itok=CYc8WVUT

Fed’s Bullard Urges More Hawkish Policy to Offset Inflation Rise - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-16/fed-s-bullard-urges-more-hawkish-policy-to-offset-inflation-rise

Justin Trudeau’s Spending Plans Risk Stoking Inflation in Canada, Scotia Says - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-16/trudeau-risks-stoking-inflation-with-stimulus-plans-scotia-says

Supermarkets Alter Layouts, Use Decoys to Fill Gaps Left by Shortages - WSJ

View Details

TOPICS AND TIMESTAMPS:

It’s Happening 0:00

BIG MISTAKE 0:30

TRAINING WHEELS 10:45

NO RETURN 13:47

$GPS INSIGHTS

1 MARKETS BELIEVE THE FED WILL TIGHTEN AND BONDS ARE WATCHING

2 INFLATION IS NOT TEMPORARY AND PEOPLE ARE NOT KEEPING UP

3 IGNORE THE NOISE AND FOCUS ON YOUR PERSONAL SITUATION

Fed is losing credibility over its inflation narrative, Mohamed El-Erian says

https://www.cnbc.com/2021/11/15/mohamed-el-erian-says-fed-is-losing-credibility-over-its-inflation-narrative.html

core inflation gs.jpg (810×389)

https://cms.zerohedge.com/s3/files/inline-images/core%20inflation%20gs.jpg?itok=clYeSwmR

Federal Reserve Put Itself Between a Rock and a Hard Place - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-11-15/federal-reserve-put-itself-between-a-rock-and-a-hard-place?sref=ZMFHsM5Z

Ex-Fed Officials Dudley, Lacker See Rates Rising to at Least 3% - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-15/dudley-sees-fed-raising-rate-target-to-3-4-to-fight-inflation

Inflation emerges as defining economic challenge of Biden presidency, with no obvious solution at hand

https://www.msn.com/en-us/money/markets/inflation-emerges-as-defining-economic-challenge-of-biden-presidency-with-no-obvious-solution-at-hand/ar-AAQGIoE

Market Bets on a Fed Interest-Rate Mistake - WSJ

https://www.wsj.com/articles/market-bets-on-a-fed-interest-rate-mistake-11636977780?mod=latest_headlines

Bank of Canada Is ‘Closer’ to Raising Rates, Macklem Says - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-15/bank-of-canada-getting-closer-to-raising-rates-macklem-says?srnd=premium-canada

bfmE476_0.jpg (1003×625)

https://cms.zerohedge.com/s3/files/inline-images/bfmE476_0.jpg?itok=MFozdsfk

norm growth.jpg (1280×854)

https://cms.zerohedge.com/s3/files/inline-images/norm%20growth.jpg?itok=7cbgOg2G

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https://cms.zerohedge.com/s3/files/inline-images/training%20wheels%20come%20off%201.jpg?itok=4yziSDGn

Stock-market-call-and-put-option-volume.png (1185×446)

https://realinvestmentadvice.com/wp-content/uploads/2021/11/Stock-market-call-and-put-option-volume.png

NAAIM-Index-Above-97.png (1067×594)

https://realinvestmentadvice.com/wp-content/uploads/2021/11/NAAIM-Index-Above-97.png

Heavy Rains Shut Railroad Tracks Near Canada’s Biggest Port - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-15/heavy-rains-shut-railroad-tracks-near-canada-s-biggest-port?srnd=premium-canada

It’s Finally Getting Cold and Europe Doesn’t Have Enough Gas - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-12/it-s-finally-getting-cold-and-europe-doesn-t-have-enough-gas?sref=6uww027M

Record Surge Of Gas Prices At The Pump Reach New Heights – CBS San Francisco

https://sanfrancisco.cbslocal.com/2021/11/15/record-surge-of-gas-prices-at-the-pump-reach-new-heights/

View Details

TOPICS AND TIMESTAMPS:

Bigger 0:00

CHINA CREDIT 0:56

RISKS 6:31

OVERWHELMED 10:51

$GPS INSIGHTS

1 CHINA CREDIT IMPULSE TOP INDICATOR SHOWING MORE SLOWDOWN

2 VERY DIFFERENT POLICY THAN MOST OTHER COUNTRIES SPARKS QUESTIONS

3 BE PREPARED FOR ANY POSSIBLE OUTCOME AS BEST YOU CAN

bfm9027.jpg (1003×540)

https://cms.zerohedge.com/s3/files/inline-images/bfm9027.jpg?itok=4rt8sbjs

bfm2ABC.jpg (1003×892)

https://cms.zerohedge.com/s3/files/inline-images/bfm2ABC.jpg?itok=Zu_LPJoh

Mystery of China’s Huge Dollar Surplus Baffles Global Markets - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-04/mystery-of-china-s-huge-dollar-surplus-baffles-global-markets

A warning from Chinese bonds | Financial Times

https://www.ft.com/content/7953a046-c4c2-4377-85b3-44acec1f938b

Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level (WALCL) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/WALCL

FRB: H.4.1 Release-- Factors Affecting Reserve Balances -- Friday, November 12, 2021

https://www.federalreserve.gov/releases/h41/20211112/

Treasury Securities Operational Details - FEDERAL RESERVE BANK of NEW YORK

https://www.newyorkfed.org/markets/domestic-market-operations/monetary-policy-implementation/treasury-securities/treasury-securities-operational-details#current-schedule

Homes Now Typically Sell in a Week, Forcing Buyers to Take Risks - WSJ

https://www.wsj.com/articles/homes-typically-sell-in-a-week-forcing-buyers-to-take-risks-11636632000

Inflation Surge Whips Up Market Froth - WSJ

https://www.wsj.com/articles/inflation-surge-whips-up-market-froth-11636817049?mod=hp_lead_pos3

Clock ticks closer to midnight for overwhelmed California ports

https://www.freightwaves.com/news/clock-ticks-closer-to-midnight-for-overwhelmed-california-ports

Crunch at Ports May Mean Crisis for Family Farms – DNyuz

https://dnyuz.com/2021/11/14/crunch-at-ports-may-mean-crisis-for-family-farms/

Supermarkets Alter Layouts, Use Decoys to Fill Gaps Left by Shortages - WSJ

https://www.wsj.com/articles/supermarkets-alter-layouts-use-decoys-to-fill-gaps-left-by-shortages-11636894800

(1) Elon Musk on Twitter: "@SenSanders I keep forgetting that you’re still alive" / Twitter

https://twitter.com/elonmusk/status/1459891238384115722?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1459891238384115722%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fi-keep-forgetting-youre-still-alive-musk-taunts-bernie-sanders-asks-if-he-should-sell-more

How the White House is Planning to Ease the Global Chip Shortage - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-13/white-house-spurns-intel-plan-to-boost-chip-production-in-china?sref=6uww027M

bfmEA24.jpg (987×542)

https://cms.zerohedge.com/s3/files/inline-images/bfmEA24.jpg?itok=f9Y61kCq

bfm89DB_0.jpg (987×537)

https://cms.zerohedge.com/s3/files/inline-images/bfm89DB_0.jpg?itok=KV8OISAT

View Details

TOPICS AND TIMESTAMPS:

Life Changing 0:00

FINANCIAL MARKETS 0:52

ECONOMIC CHAOS 5:23

SET THE STAGE 10:33

$GPS INSIGHTS

1 THE ECONOMY (NOT STOCKS) HAS BEEN WEAKENING FOR YEARS

2 HISTORY HAS SHOWN DEBT LEADS TO BATTLES BETWEEN NATIONS

3 PREPAREDNESS IS MORE ESSENTIAL NOW THAN EVER

Elon Musk sold about $6.9 billion in Tesla stock this week

https://www.cnbc.com/2021/11/13/elon-musk-sells-another-1point2-billion-of-tesla-stock.html

Tim Cook nets $355 million after selling Apple shares worth $750 million he received in a performance payout | Markets Insider

https://markets.businessinsider.com/news/stocks/tim-cook-apple-stock-performance-payout-share-award-sale-2021-8

Statement Regarding Treasury Securities, Agency Mortgage-Backed Securities, and Agency Commercial Mortgage-Backed Securities Operations - FEDERAL RESERVE BANK of NEW YORK

https://www.newyorkfed.org/markets/opolicy/operating_policy_211103

Treasury Securities Operational Details - FEDERAL RESERVE BANK of NEW YORK

https://www.newyorkfed.org/markets/domestic-market-operations/monetary-policy-implementation/treasury-securities/treasury-securities-operational-details

U.S. Port Congestion Pushes Record Wait Times as Ships Keep Rolling In - Bloomberg

View Details

TOPICS AND TIMESTAMPS:

Big Changes 0:00

RISE OF ROBOTS 0:35

RECORD QUITS 9:32

INFLATION QUESTION 11:25

$GPS INSIGHTS

1 MANY ARE QUITTING WANTING MORE MONEY. BUSINESSES HIRE ROBOTS

2 AS INFLATION PICKS UP, GETTING BY BECOMES MORE DIFFICULT

3 LEARN NEW SKILLS, HAVE PASSIVE INCOME, HAVE MULTIPLE STREAMS

America is hiring a record number of robots - CNN

https://www.cnn.com/2021/11/12/tech/robot-automation/index.html

The Metaverse Is the Ultimate Surveillance Tool

https://www.vice.com/en/article/bvnxbm/the-metaverse-is-the-ultimate-surveillance-tool

Rise of the Robots Speeds Up in Pandemic With U.S. Labor Scarce - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-06/rise-of-the-robots-speeds-up-in-pandemic-with-u-s-labor-scarce

Rise of the Robots Speeds Up in Pandemic With U.S. Labor Scarce - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-06/rise-of-the-robots-speeds-up-in-pandemic-with-u-s-labor-scarce

Walmart is using fully driverless trucks to ramp up its online grocery business

https://www.cnbc.com/2021/11/08/walmart-is-using-fully-driverless-trucks-to-ramp-up-its-online-grocery-business.html

Deere Strike Sows Worry in Farm Country - WSJ

View Details

TOPICS AND TIMESTAMPS:

Without Warning 0:00

DONE BY STEALTH 0:46

POSITIVE TREND 4:45

PASSING GAS 13:10

$GPS INSIGHTS

1 INFLATION IS A STEALTH TAX AND IT MUST BE UNDERSTOOD

2 WE MUST TAKE STEPS TO MITIGATE THIS TRUE LOSS

3 SOME BUSINESSES CAN ACTUALLY BENEFIT FROM INFLATION

Ray Dalio Comments on Inflation: Rising Portfolios Don't Mean Increasing Wealth - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-11/dalio-warns-about-declining-real-wealth-amid-raging-inflation?srnd=premium-canada

Summers Says Markets Braced for Stagnation and ‘Japanization’ - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-10/summers-says-markets-braced-for-stagnation-and-japanization

The stock market is happy; the bond market is showing worry

https://apnews.com/article/business-5fa9cd69a09996c3ccace84942476e8f

Gold Spot Prices Rise Following 15-Month Downtrend - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-11/gold-s-back-in-vogue-with-bulls-loving-faster-inflation-again

Wheat Nears 9-Year High on Mounting Supply and Inflation Fears - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-11/wheat-climbs-to-9-year-high-threatening-more-food-inflation?srnd=premium-canada

Treasuries Resume Slide on Concern Inflation to Force Fed’s Hand - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-12/treasuries-resume-selloff-on-worry-inflation-to-force-fed-s-hand?srnd=premium-canada

America's grocery bills are surging and there's no relief in sight - CNN

https://www.cnn.com/2021/11/10/business/grocery-prices-inflation-meat/index.html

Inflation-Pinched Shoppers Are Turning To Discount Stores Ahead Of The Holidays

https://www.fa-mag.com/news/inflation-pinched-shoppers-are-turning-to-discount-stores-ahead-of-the-holidays-64839.html

View Details

TOPICS AND TIMESTAMPS:

Out of Whack 0:00

INFLATION DENIAL 0:51

REAL ESTATE ATM 8:55

IMPOSSIBLE HEIGHTS 13:23

$GPS INSIGHTS

1 IGNORE THE MAINSTREAM, INFLATION IS HERE NOW, POSITION ACCORDINGLY

2 TAKE CONTROL OF INVESTMENTS AND PAYMENTS

3 CONSOLIDATE DEBT, GET RID OF BAD DEBT, RENEGOTIATE

Yellen Says Fed Wouldn’t Allow Repeat of 1970s-Level Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-09/yellen-says-fed-wouldn-t-allow-repeat-of-1970s-level-inflation

Inflation 'transitory but not short-lived': Macklem | CTV News

https://www.ctvnews.ca/mobile/politics/bank-of-canada-governor-says-inflation-transitory-but-not-short-lived-1.5655043

Consumer price index October: Biggest inflation surge in more than 30 years

https://www.cnbc.com/2021/11/10/consumer-price-index-october.html

U.S. Inflation Hit 30-Year High in October as Consumer Prices Jump 6.2% - WSJ

https://www.wsj.com/articles/us-inflation-consumer-price-index-october-2021-11636491959

Cost of Electricity Climbs Most Since 2009 in U.S. - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-10/energy-inflation-to-bring-higher-u-s-heating-bills-this-winter

Maine residents brace for power rate hikes over 60%

https://apnews.com/article/coronavirus-pandemic-business-utilities-portland-legislature-9ea76763b8b70aaabcf7965eaf21dcdf

US Inflation: Prices Rise Faster in Atlanta, St. Louis, Phoenix - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-10/inflation-in-atlanta-tops-major-u-s-cities-with-7-9-price-hike

Inflation has taken away all the wage gains for workers and then some

https://www.cnbc.com/2021/11/10/inflation-has-taken-away-all-the-wage-gains-for-workers-and-then-some.html

$GPS Insights.png (1920×1080)

file:///Volumes/GoogleDrive/My%20Drive/GPS/$GPS%20Insights.png

Hot US Housing Market Drives Home Equity Loans and Cash Out Refinancing Binge - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-08/home-equity-loan-rates-incentivize-homeowners-to-invest-in-renovations-stocks?sref=ZMFHsM5Z

Supply chain crisis gives shipping industry record profits, foes - Los Angeles Times

https://www.latimes.com/world-nation/story/2021-11-10/china-global-shipping-supply-chain-crisis

View Details

TOPICS AND TIMESTAMPS:

Engulfed 0:00

BIG COLD 0:40

INFLATION NATION 3:10

OIL RESERVES 10:21

$GPS INSIGHTS

1 WEATHER WILL PLAY A MAJOR ROLE IN FOOD AND ENERGY PRICES

2 GLOBAL DEBT LOAD MAY RISE AS CONSUMERS FACE PRESSURE

3 UNREST WILL BECOME A FACTOR, OFFSET BY STIMULUS?

D.C. Suffers Coldest Start To November In A Decade, Violent Arctic Plunge To Engulf The ENTIRE United States, + The Link Between Sunspots And Weather - Electroverse

https://electroverse.net/d-c-suffers-coldest-start-to-nov-arctic-plunge-to-engulf-us-sunspots-and-weather/

Exceptional Cold Wave Engulfs 90% Of China-Beijing Sees Snow 23 Days Earlier Than Usual, North Africa Suffers Rare November Flurries, + Continent-Spanning Polar Cold Sweeps Australia - Electroverse

https://electroverse.net/cold-wave-engulfs-china-beijing-sees-snow-23-days-early-north-africa-suffers-nov-flurries-polar-cold-sweeps-australia/

US household debt climbed to a new record of $15.24 trillion last quarter - CNN

https://www.cnn.com/2021/11/09/economy/fed-household-debt-inflation/index.html

Food Inflation Pushes Up Pot Roast Prices in Canada - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-08/a-pot-roast-can-set-you-back-100-as-meatflation-hits-shoppers

Thanksgiving Dinner Staples Are Low in Stock Thanks to Supply-Chain Issues - WSJ

https://www.wsj.com/articles/thanksgiving-dinner-staples-might-be-hard-to-find-thanks-to-supply-chain-issues-11636453800

Producer prices rise 8.6%, matching September record high

https://apnews.com/article/business-producer-prices-prices-inflation-economy-56eee45eace6035280f7d3b0fe932bdc

bfm89D1.jpg (1003×534)

https://cms.zerohedge.com/s3/files/inline-images/bfm89D1.jpg?itok=5essgd7x

Americans Blow Off Fed Propaganda Inflation is “Temporary” | Wolf Street

https://wolfstreet.com/2021/11/08/americans-blow-off-fed-propaganda-that-inflation-is-just-temporary/

CHART 1.png (1158×748)

View Details

TOPICS AND TIMESTAMPS:

Beginning To Unfold 0:00

BUBBLELICIOUS 0:51

ENERGY CRISIS 7:02

BUYING CHINA 14:07

$GPS INSIGHTS

1 A CRISIS OF EPIC PROPORTIONS HAS COME ABOUT CAUSED BY DEVALUATION

2 DEBASING A CURRENCY HAS A TRACK RECORD OF ZERO

3 HEDGE INFLATION, DON’T HOLD TRUE SAVINGS IN CASH

Financial Stability Report

https://www.federalreserve.gov/publications/files/financial-stability-report-20211108.pdf

most cieted shocks.jpg (823×1194)

https://cms.zerohedge.com/s3/files/inline-images/most%20cieted%20shocks.jpg?itok=Lj6mGjb5

Bubble Fears Are Rising as Financial Conditions Flash Boom Times - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-08/bubble-fears-are-rising-as-financial-conditions-flash-boom-times

Fed Financial Stability Report Warns Risky-Asset Prices Are Rising - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-08/fed-warns-risky-asset-prices-are-rising-adding-to-crash-worries?srnd=markets-vp

Fed Flags China Concerns as Deadline Looms: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-09/fed-flags-china-concerns-as-selloff-spreads-evergrande-update?srnd=fixed-income

Fed says China's real estate troubles could spill over to the U.S.

https://www.cnbc.com/2021/11/09/fed-says-chinas-real-estate-troubles-could-spill-over-to-the-us.html

Conflict In North Africa Threatens Gas Supply To Europe | OilPrice.com

https://oilprice.com/Geopolitics/Africa/Conflict-In-North-Africa-Threatens-Gas-Supply-To-Europe.html

nat gas goldman.jpg (905×786)

https://cms.zerohedge.com/s3/files/inline-images/nat%20gas%20goldman.jpg?itok=qc-p3ega

European Gas Market Supplied by Russia: Latest News for Winter 2021 - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-07/russia-keeps-grip-on-europe-s-gas-market-despite-putin-s-pledge

gs shelter 2.jpg (642×384)

https://cms.zerohedge.com/s3/files/inline-images/gs%20shelter%202.jpg?itok=E6HLMdbP

Winter Heating Bills Loom as the Next Inflation Threat – DNyuz

https://dnyuz.com/2021/11/08/winter-heating-bills-loom-as-the-next-inflation-threat/

Art Is Among the Hottest Markets on Earth - WSJ

https://www.wsj.com/articles/art-is-among-the-hottest-markets-on-earth-11636380000

Consumers Trade Rib-Eye for Ground Beef as Grocery Prices Rise - WSJ

https://www.wsj.com/articles/consumers-trade-rib-eye-for-ground-beef-as-grocery-prices-rise-11636376400

Used car market gets even more bizarre - Axios

https://www.axios.com/used-car-market-prices-dbea46f6-f8b3-42fe-b972-ece6c0f96de1.html

Used Vehicle Value Index

https://publish.manheim.com/en/services/consulting/used-vehicle-value-index.html

Goldman Bets That Fears of Chinese Real Estate Debt Are Overdone - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-08/goldman-bets-that-fears-of-chinese-real-estate-debt-are-overdone?srnd=fixed-income

China property market may see more pain, though Evergrande crisis may ease

https://www.cnbc.com/2021/11/09/china-property-market-may-see-more-pain-though-evergrande-crisis-may-ease.html

Chinese Developer Controlled by Government Is Latest to Plunge - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-08/chinese-developer-controlled-by-government-is-latest-to-plunge

Fed Flags China Concerns as Deadline Looms: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-09/fed-flags-china-concerns-as-selloff-spreads-evergrande-update?srnd=fixed-income

Bitcoin ($BTC USD), Ether ($ETH) Lead Crypto to $3 Trillion Market Cap - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-08/crypto-world-hits-3-trillion-market-cap-as-ether-bitcoin-gain

View Details

TOPICS AND TIMESTAMPS:

The Next Phase 0:00

CHINA REAL ESTATE 1:55

TRADE WOES 3:58

SUPPLY AND DEMAND 8:01

$GPS INSIGHTS

1 MAJOR DEVELOPMENTS INSIDE CHINA ARE GEARING UP

2 EVERGRANDE PROBLEMS SPREADING TO PROPERTY SECTOR

3 MARKETS WILL ALWAYS IGNORE RISK UNTIL TOO LATE

Market Focus Moves to Stronger Property Firms: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-08/market-focus-moves-to-stronger-property-firms-evergrande-update?srnd=premium-canada

China Bond Rout Shifts From Evergrande to Other Big Developers - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-08/china-bond-rout-shifts-from-evergrande-to-other-big-developers?srnd=premium-canada

China Posts Record Trade Surplus in October as Exports Surge - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-07/china-posts-robust-export-growth-in-october-beats-estimate

1240x-1.png (1240×697)

https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iMlj1t4W9gNQ/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

US trade deficit record.jpg (1260×643)

https://cms.zerohedge.com/s3/files/inline-images/US%20trade%20deficit%20record.jpg?itok=rM43A0bq

View Details

TOPICS AND TIMESTAMPS:

Huge 0:00

$100 TRILLION 0:50

BREAKING BOTTLENECKS 4:45

INFLATION VS STOCKS 10:14

$GPS INSIGHTS

1 THERE HAS NEVER BEEN AN INFLATIONARY WAVE LIKE THIS

2 LOOK INTO THE SECTORS AND BUSINESSES WHICH CAN BENEFIT

3 INVESTORS CAN TAKE NOTES ON WHERE THE TRILLIONS ARE MOVING

Keynote Remarks by Secretary of the Treasury Janet L. Yellen at COP26 in Glasgow, Scotland at the Finance Day Opening Event | U.S. Department of the Treasury

https://home.treasury.gov/news/press-releases/jy0457

Everything In The $1 Trillion Infrastructure Bill: New Roads, Electric School Buses, Great Lakes Restoration And More

https://www.forbes.com/sites/jonathanponciano/2021/11/05/everything-in-the-1-trillion-infrastructure-bill-new-roads-electric-school-buses-great-lakes-restoration-and-more/?sh=15a66db95a1a

Smaller U.S. Ports Pitch for Cargo as California’s Logjams Swell - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-05/smaller-u-s-ports-pitch-for-cargo-as-california-s-logjams-swell

Visualized: Congestion at America's Busiest Port

https://www.visualcapitalist.com/visualizing-congestion-at-americas-busiest-port/?utm_source=Visual+Capitalist+Infographics+%28All%29&utm_campaign=d1fa1b9b4d-EMAIL&utm_medium=email&utm_term=0_31b4d09e8a-d1fa1b9b4d-44234197

Port of New York and New Jersey reports slower growth pace after 13 months - Container News

https://container-news.com/port-of-new-york-and-new-jersey-reports-slower-growth-pace-after-13-months/

Restaurant prices could see double-digit increases in the coming year — and it’s not because the owners are greedy | The Star

https://www.thestar.com/business/2021/11/05/restaurants-prices-could-see-double-digit-increases-in-the-coming-year-and-its-not-because-the-owners-are-greedy.html?utm_source=Twitter&utm_medium=SocialMedia&utm_campaign=BreakingNews&utm_content=restaurantprices

Help Really Wanted: No Degree, Work Experience or Background Checks - WSJ

https://www.wsj.com/articles/help-really-wanted-no-degree-work-experience-or-background-checks-11636196307

History Suggests That Stocks Won't Like Inflation - RIA

https://realinvestmentadvice.com/history-suggests-that-stocks-wont-like-inflation/

Tesla (TSLA) Surpasses a Whole Index Worth of Energy Industry Leaders - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-05/tesla-surpasses-a-whole-index-worth-of-energy-industry-leaders?srnd=premium-canada

Buffett’s Cash Pile Tops Record With $149.2 Billion On Hand - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-06/buffett-s-cash-pile-tops-record-with-149-2-billion-on-hand

China Evergrande, Strapped for Cash, Offloads Its Jets - WSJ

https://www.wsj.com/articles/china-evergrande-strapped-for-cash-offloads-its-jets-11636104601

Elon Musk on Twitter: "Much is made lately of unrealized gains being a means of tax avoidance, so I propose selling 10% of my Tesla stock. Do you support this?" / Twitter

https://twitter.com/elonmusk/status/1457064697782489088?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1457064697782489088%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fmajority-saying-yes-after-elon-musk-asks-twitter-if-he-should-sell-10-his-tesla-stock

View Details

TOPICS AND TIMESTAMPS:

Digging Deep 0:00

THE TRUTH 0:46

WHAT’S COMING 4:20

FINANCIAL EXTREMES 8:19

$GPS INSIGHTS

1 UNEMPLOYMENT STATISTICS DO NOT REFLECT REALITY

2 PEOPLE ARE QUITTING OR BEING FORCED TO LEAVE

3 MILLIONS OF PEOPLE NEED GOVERNMENT SUPPORT, STIMULUS

Jobs report November 2021

https://www.cnbc.com/2021/11/05/jobs-report-november-2021.html

100,450,000: More Than 100 Million Not in Labor Force for 14th Straight Month; No Job, Not Looking | CNSNews

https://www.cnsnews.com/article/national/susan-jones/100450000-more-100-million-not-labor-force-14th-straight-month-no-job

Labor Shortages Reach the North Pole - WSJ

https://www.wsj.com/articles/labor-shortages-reach-the-north-pole-11636111800

student loans credit card debt.jpg (923×629)

https://cms.zerohedge.com/s3/files/inline-images/student%20loans%20credit%20card%20debt.jpg?itok=2P2UvXho

Cars Cost More Than Ever With Sales Slumps Amid Shortages - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-05/cars-cost-more-than-ever-with-sales-slumps-amid-shortages?srnd=premium-canada

Storm Season at Sea Poses Latest Threat in Supply Chain Nightmares - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-05/latest-threat-in-supply-chain-nightmares-is-storm-season-at-sea

US Power Grid Is Just Another Casino for Energy Traders - Bloomberg

https://www.bloomberg.com/news/features/2021-11-05/why-is-my-electric-bill-so-high-energy-traders-bets-could-be-the-culprit?srnd=premium-canada

US Power Grid Is Just Another Casino for Energy Traders - Bloomberg

https://www.bloomberg.com/news/features/2021-11-05/why-is-my-electric-bill-so-high-energy-traders-bets-could-be-the-culprit?srnd=premium-canada

Credit Suisse Revamps Business in Post-Archegos Overhaul - WSJ

https://www.wsj.com/articles/credit-suisse-revamps-business-in-post-archegos-overhaul-11636010427?st=zv3a1s5j70hy544&reflink=article_copyURL_share

Gas and Coal Will Be Tightest Since 2014 This Winter, Duke Says - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-04/duke-says-gas-and-coal-this-winter-will-be-tightest-since-2014

Snag_13883623.png (1138×466)

https://cms.zerohedge.com/s3/files/inline-images/Snag_13883623.png?itok=7UzBk2_Q

Canada Goose’s Homemade Strategy Sidesteps Supply-Chain Snarls - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-05/canada-goose-s-homemade-strategy-sidesteps-supply-chain-snarls?srnd=premium-canada

image (53).png (569×405)

https://cms.zerohedge.com/s3/files/inline-images/image%20%2853%29.png?itok=Uu3YWQIu

image (54).png (593×453)

https://cms.zerohedge.com/s3/files/inline-images/image%20%2854%29.png?itok=3Q52KFEi

View Details

TOPICS AND TIMESTAMPS:

The Catalyst 0:00

NEXT EVERGRANDE 1:06

CHAOTIC COLD 5:40

AFTER FOOD INFLATION 8:41

$GPS INSIGHTS

1 COUNTER PARTY RISK IS THE ISSUE WHICH CAUSED HAVOC IN 2008

2 LOCKDOWNS ARE HAPPENING AGAIN SPROUTING CONCERN

3 WORRY ABOUT MASS STARVATION AND RIOTS IS TOP PRIORITY

China debt concerns: Property developer Kaisa halts Hong Kong trading

https://www.cnbc.com/2021/11/05/china-debt-concerns-property-developer-kaisa-halts-hong-kong-trading.html

kaisa 1638.jpg (1261×659)

https://cms.zerohedge.com/s3/files/inline-images/kaisa%201638.jpg?itok=E4dHG7Hx

Chinese developer Kaisa unit misses payment, debt worries mount | Reuters

https://www.reuters.com/business/chinese-developer-kaisa-plunges-poor-oct-sales-add-liquidity-worries-2021-11-04/

china junk bond yields 11.4.jpg (1260×639)

https://cms.zerohedge.com/s3/files/inline-images/china%20junk%20bond%20yields%2011.4.jpg?itok=6mjv8XsT

Cold air forecast to sweep from north - Chinadaily.com.cn

http://global.chinadaily.com.cn/a/202111/05/WS61848656a310cdd39bc737ae.html

Snag_132eb5f7.png (1143×470)

https://cms.zerohedge.com/s3/files/inline-images/Snag_132eb5f7.png?itok=ttkBPDXL

Pay attention to cold and warm! The temperature in the central and eastern parts of this winter is generally colder-Xinhua English.news.cn

http://www.news.cn/local/2021-11/04/c_1128029887.htm

From Wheat to Vegetable Oils, Food Prices Climb 3% Near Record High - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-04/global-food-prices-extend-surge-to-pile-on-inflation-pressure

1240x-1.png (1240×697)

https://assets.bwbx.io/images/users/iqjWHBFdfxIU/idQsJe7srzrI/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

Higher Fertilizer Prices Mean More Food Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-03/higher-fertilizer-prices-mean-more-food-inflation

Meat 'sticker shock' looms as US$3,000 bonuses fail to end worker shortfall - BNN Bloomberg

https://www.bnnbloomberg.ca/meat-sticker-shock-looms-as-3-000-bonuses-fail-to-end-worker-shortfall-1.1676898

Evergrande Has a Grim Lesson for China’s Path on Climate - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-11-04/evergrande-has-a-grim-lesson-for-china-s-path-on-climate?srnd=premium-canada

View Details

TOPICS AND TIMESTAMPS:

Transitory Allegory 0:00

DRIVERS? 0:47

COMMODITIES HIGH 7:46

FED TAPER 12:14

$GPS INSIGHTS

1 MARKETS ANTICIPATE INFLATION TO BE TRANSITORY

2 THOSE PAYING ATTENTION KNOW THAT INFLATION IS NEVER TEMPORARY

3 IF INFLATION IS HERE TO STAY, MAKE ADJUSTMENTS TO PORTFOLIO

Inflation down by 2nd or 3rd quarter

We took a step back from transitory (clarify meaning)

“We completely understand what they’re going through” referring to riding food and energy prices

Where Are All the Truck Drivers? Shortage Adds to Delivery Delays - WSJ

https://www.wsj.com/articles/truck-driver-shortage-supply-chain-issues-logistics-11635950481

Lack of drivers hamstringing supply chain recovery - FreightWaves

https://www.freightwaves.com/news/lack-of-drivers-hamstringing-supply-chain-recovery

Truckers tired of taking blame for congestion crisis at California ports - FreightWaves

https://freightwaves.com/news/truckers-tired-of-taking-blame-for-congestion-crisis-at-california-ports

58,900 long-dwelling containers now on penalty clock in LA, Long Beach - FreightWaves

https://www.freightwaves.com/news/58900-long-dwelling-containers-now-on-penalty-clock-in-la-long-beach

Shipping shares in sea of red as broader stock market rises

https://www.freightwaves.com/news/shipping-shares-in-sea-of-red-as-broader-stock-market-rises

Fertilizer Maker Nutrien’s (NTR) ‘Greatest Challenge’ Is Filling Demand - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-02/top-fertilizer-firm-s-greatest-challenge-is-filling-demand?srnd=premium-canada

uranium 2021-11-03_15-29-03.jpg (1259×616)

https://cms.zerohedge.com/s3/files/inline-images/uranium%202021-11-03_15-29-03.jpg?itok=2-81crSN

Mondelez to raise prices by 7% in 2022

https://www.cnbc.com/2021/11/02/mondelez-to-raise-prices-by-7percent-in-2022.html

China’s Economy Faces New Downward Pressures, Premier Li Says - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-02/china-s-economy-faces-new-downward-pressures-premier-li-says

China Climate Goals Hinge on $440 Billion Nuclear Power Plan to Rival U.S. - Bloomberg

https://www.bloomberg.com/news/features/2021-11-02/china-climate-goals-hinge-on-440-billion-nuclear-power-plan-to-rival-u-s?sref=6uww027M

Federal Reserve Board - Federal Reserve issues FOMC statement

https://www.federalreserve.gov/newsevents/pressreleases/monetary20211103a.htm

Fed Dials Back Bond Purchases, Plots End to Stimulus by June - WSJ

https://www.wsj.com/articles/fed-dials-back-bond-purchases-plots-end-to-stimulus-by-june-11635962417

View Details

TOPICS AND TIMESTAMPS:

The Unravelling 0:00

STOCKPILING 0:42

FINANCIAL CONTAGION 6:33

POWER PROBLEMS 9:14

$GPS INSIGHTS

1 CHINA IS UNABLE TO DEAL WITH MOUNTING PRESSURE

2 GROWTH AT ALL COSTS TAKE ITS TOLL LONG TERM

3 BEWARE FINANCIAL CONTAGION AND COUNTERPARTY RISK

China wants to do business and create relationships with countries all over the world, but is extra close with countries who are at odds with the US. This is very strategic.

China wants to create Belt and Road

China wants their own internet, communications, and financial systems to reduce dependency on the US but to also allow other countries to get on board.

China wants “defence” dominance on land but also in space.

China Urges Stockpiling on Winter Food Supply, Prompting Online Worry - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-02/chinese-warning-to-stock-food-causes-worried-online-chatter

China Urges Stockpiling on Winter Food Supply, Prompting Online Worry - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-02/chinese-warning-to-stock-food-causes-worried-online-chatter

China's 'Satellite Crusher': 'Space Pearl Harbor' Is Coming :: Gatestone Institute

https://www.gatestoneinstitute.org/17907/china-satellite-crusher

View Details

TOPICS AND TIMESTAMPS:

Topsy Turvy 0:00

CIVIL UNREST 0:52

FED DILEMMA 7:21

STOCK MANIA 11:59

$GPS INSIGHTS

1 WHILE STOCKS ARE GOING STRAIGHT UP, EXPENSES ARE TOO

2 MILLIONS HAVE BEEN UNABLE TO KEEP UP WITH INFLATION

3 KEEP A CLOSE EYE ON INTEREST RATES

Supermarkets Play Supply-Chain ‘Whack-a-Mole’ to Keep Products on Shelves - WSJ

https://www.wsj.com/articles/supermarkets-play-supply-chain-whack-a-mole-to-keep-products-on-shelves-11635672603

A New Market Emerges for Online Delivery: 10-Minute Groceries - WSJ

https://www.wsj.com/articles/a-new-market-emerges-for-online-delivery-10-minute-groceries-11635764400

Javier Blas on Twitter: "COMMODITY INFLATION: Add European milling wheat to your inflation watch. Front-month European wheat prices (Matif) about to hit an all-time high, currently just a couple of euros below the peak set in 2008 | #OATT https://t.co/HjfWMyE1Y2" / Twitter

https://twitter.com/JavierBlas/status/1455202656423657479?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1455202656423657479%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Fwheat-soars-85-year-high-robust-demand-tightening-supplies

unnamed_55.jpg (1280×726)

https://cms.zerohedge.com/s3/files/inline-images/unnamed_55.jpg?itok=yD6VVtDV

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View Details

TOPICS AND TIMESTAMPS:

Up Up Up 0:00

INFLATION UP 0:36

COAL UP 6:57

CRYPTO UP 11:33

$GPS INSIGHTS

1 CENTRAL BANKS BEGINNING TO TIGHTEN. PRESSURE ON RISK ASSETS

2 MONEY MAY ROTATE WITHIN MAJOR INSTITUTIONS SO WATCH OUT

3 INVEST WITH THE TREND BUT NOT THE HYPE

apartment list vs oed sept 2021_2.jpg (890×612)

https://cms.zerohedge.com/s3/files/inline-images/apartment%20list%20vs%20oed%20sept%202021_2.jpg?itok=JAwZwStD

core PCE to remain above 3%.jpg (950×603)

https://cms.zerohedge.com/s3/files/inline-images/core%20PCE%20to%20remain%20above%203%25.jpg?itok=G3mLkJ5U

fed to start tapering mid nov.jpg (929×603)

https://cms.zerohedge.com/s3/files/inline-images/fed%20to%20start%20tapering%20mid%20nov.jpg?itok=bV09GShW

What Federal Reserve tapering means for markets - MarketWatch

https://www.marketwatch.com/story/what-federal-reserve-tapering-means-for-markets-11635599209?siteid=yhoof2

Three Days Will Reveal Global Alert Level on Inflation: Eco Week

https://finance.yahoo.com/news/three-days-reveal-global-alert-200000541.html

U.S. Coal Sold Out for 2022 as Demand Rises on Surging Natural Gas Prices - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-28/u-s-coal-miners-sold-out-for-2022-as-utility-demand-surges

2021-10-30_10-42-30.png (1249×636)

https://cms.zerohedge.com/s3/files/inline-images/2021-10-30_10-42-30.png?itok=4dfVe3V_

Coal Piles at 24-Year Low at U.S. Utilities on Demand Surge - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/coal-piles-drop-to-24-year-low-at-u-s-utilities-on-demand-surge

Russia nat gas to europe 10.31.jpg (1260×665)

https://cms.zerohedge.com/s3/files/inline-images/Russia%20nat%20gas%20to%20europe%2010.31.jpg?itok=uM6XAlFa

Zillow Is Selling 93% of Phoenix Homes for Less Than It Paid

https://www.businessinsider.com/zillow-offers-ibuyer-sell-phoenix-homes-at-a-loss-2021-10

ASIC gives bitcoin ETFs a tentative green light

https://www.businessinsider.com.au/asic-greenlights-bitcoin-etf

View Details

TOPICS AND TIMESTAMPS:

For Millions 0:00

NO RETIREMENT 0:41

ENERGY CRUNCH 5:43

BIG ECONOMIC SHIFT 9:03

$GPS INSIGHTS

1 INFLATION EATING AWAY AT SAVINGS AND MOST INVESTMENTS

2 STIMULUS IS LOSING ITS EFFECT, CREATING INEVITABLE CRISIS

3 CREATE YOUR OWN BACKUP AND PREPAREDNESS PLAN NOW

Pandemic has disrupted retirement plans for 35% of Americans, study says

https://www.cnbc.com/2021/10/12/pandemic-has-disrupted-retirement-plans-for-35percent-of-americans-study-says.html

Nearly 1 in 3 adults get financial help from their parents post-Covid

https://www.cnbc.com/2021/10/30/nearly-1-in-3-adults-get-financial-help-from-their-parents-post-covid.html

Markets could be challenged in the week ahead as the Fed prepares to reverse easy policy

https://www.cnbc.com/2021/10/29/markets-could-be-challenged-in-the-week-ahead-as-the-fed-prepares-to-reverse-easy-policy.html

Texas Energy Blackout Risks: Grid Remains Vulnerable to Outages - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-30/texas-energy-grid-remains-vulnerable-to-winter-blackouts

While coal makes a comeback, reduced supplies stoke fears over electrical grids | Business News | ArcaMax Publishing

https://www.arcamax.com/business/businessnews/s-2588379?fs

Oil From Canada Collapses at U.S. Hub as Refiners Shun Heavy Crude - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-28/canadian-oil-collapses-at-u-s-hub-as-refiners-shun-heavy-crude

GlobalFoundries CEO: We're sold out of semiconductor chip capacity through 2023

https://www.cnbc.com/2021/10/30/globalfoundries-ceo-were-sold-out-of-semiconductor-chip-capacity-through-2023.html

Carriers must move 60K containers out of LA/LB by Halloween - FreightWaves

https://www.freightwaves.com/news/carriers-must-move-60k-containers-out-of-la-lb-by-halloween

America’s Supply Chain Collides With California’s Nimbyism - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-10-25/america-s-supply-chain-collides-with-california-s-nimbyism?sref=X9N3NABa

China’s Factory Activity Shrinks in October for Second Month - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-31/china-october-manufacturing-pmi-at-49-2-est-49-7?srnd=premium-canada

Trade Deals and Tariffs in EU, U.S.: Latest News and Updates - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-30/u-s-eu-near-trade-deal-to-remove-steel-aluminum-tariffs?sref=i4qXzk6d

The New Government Basic Income - WSJ

https://www.wsj.com/articles/the-new-government-family-income-child-tax-credit-entitlement-democrats-congress-11632336787?mod=article_inline

AirBnB in City of London: Price Rising Above Pre-Pandemic Level - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-30/the-cost-of-renting-an-airbnb-in-the-city-of-london-is-soaring?srnd=premium-canada

First Bitcoin. Then GameStop. Now Tiny Tungsten Cubes. - WSJ

https://www.wsj.com/articles/tungsten-cubes-bitcoin-gamestop-crypto-investors-11635431036?st=cz9yf8ycruqt9z2&reflink=desktopwebshare_permalink

View Details

TOPICS AND TIMESTAMPS:

Up or Down? 0:00

INFLATION SHOCK 0:37

WAGES UP 7:58

ENERGY CRISIS 11:23

$GPS INSIGHTS

1 WHILE MANY SUGGESTED INFLATION WOULD BE GONE, IT’S STILL HERE

2 AVERAGE INDIVIDUALS DON’T HOW TO KEEP UP, LOSING OUT

3 LOOK AT ITEMS THAT YOU SEE RISING THROUGH A DIFFERENT LENS.

Treasury Secretary Yellen says spending bills will be anti-inflationary, lowering important costs

https://www.cnbc.com/2021/10/29/treasury-secretary-yellen-says-spending-bills-will-be-anti-inflationary-lowering-important-costs.html

Worldwide Exchange on Twitter: ""I think supply chain issues are holding our economy back somewhat...it will take a while to boost supply." @SecYellen discusses the impact of the supply chain crunch on the American and global economy, and tells @SaraEisen when to expect some relief: https://t.co/yyzrsOSlmL" / Twitter

https://twitter.com/CNBCWEX/status/1454014907754688512?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1454014907754688512%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fjanet-yellen-flip-flops-insists-bidens-bbb-plan-will-actually-help-suppress-inflation

zerohedge on Twitter: "Big finance experts: Q1 2021: There is inflation, but it's transitory Q3 2021: Ok, inflation isn't transitory, but there is no stagflation Q1 2022: Ok, there is stagflation, but this time is different and we are definitely not in the 1970s" / Twitter

https://twitter.com/zerohedge/status/1451503334230265857?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1451503334230265857%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fjanet-yellen-flip-flops-insists-bidens-bbb-plan-will-actually-help-suppress-inflation

Inflation notches a fresh 30-year high as measured by the Fed's favorite gauge

https://www.cnbc.com/2021/10/29/inflation-notches-a-fresh-30-year-high-as-measured-by-the-feds-favorite-gauge.html

neddy5601 on Twitter: "@BillAckman How does raising rates fix a supply chain issue? Supply chain issues have never been the cause of long term inflation" / Twitter

https://twitter.com/neddy5601/status/1454125412964093957

$GPS Insights.png (1920×1080)

file:///Volumes/GoogleDrive/My%20Drive/GPS/$GPS%20Insights.png

US wages jump by the most in records dating back 20 years

https://apnews.com/article/business-wages-salaries-increase-8ce98ea3bcc14c4810eb5a1111e1df49

image (34)_2.png (1280×931)

https://cms.zerohedge.com/s3/files/inline-images/image%20%2834%29_2.png?itok=v790ei2f

image (36)_2.png (908×603)

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LNG demand to rise 25-50% by 2030, fastest growing hydrocarbon - Morgan Stanley | Reuters

https://www.reuters.com/article/asia-lng-idUKL1N2RL0KO

India's top gas importer sees LNG price surge spurring long-term contracts | Reuters

https://www.reuters.com/business/energy/indias-top-gas-importer-sees-l

View Details

TOPICS AND TIMESTAMPS:

The Unfolding 0:00

SLOWER THAN SLOW 0:37

CRISIS AFTER CRISIS 2:35

COMPANIES REACT 12:51

$GPS INSIGHTS

1 WE HAVE NEVER SEEN THIS MANY PROBLEMS AT ONCE

2 THERE ARE NO RESOLUTIONS AVAILABLE ON A GLOBAL SCALE

3 PREPARE INDIVIDUALLY, INFLATION MINDSET

Economic growth rate slows to 2% as supply chain issues take toll

https://www.cnbc.com/2021/10/28/us-gross-domestic-product-increases-at-2point0percent-annualized-pace-in-q3-vs-2point8percent-estimate.html

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https://cms.zerohedge.com/s3/files/inline-images/GDP%20Q3%202021%20components.jpg?itok=UWK4SRiq

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https://cms.zerohedge.com/s3/files/inline-images/spending%20on%20motor%20vehicles%20and%20parts.jpg?itok=cQpRjk_L

U.S. posts weakest growth of pandemic recovery - BNN Bloomberg

https://www.bnnbloomberg.ca/u-s-posts-weakest-growth-of-pandemic-recovery-on-supply-woes-1.1673343

Global Food Prices Set To Soar As The Oil And Gas Crunch Continues | OilPrice.com

https://oilprice.com/Energy/Energy-General/Global-Food-Prices-Set-To-Soar-As-The-Oil-And-Gas-Crunch-Continues.html

Global Chip Shortage ‘Is Far From Over’ as Wait Times Get Longer - WSJ

https://www.wsj.com/articles/global-chip-shortage-is-far-from-over-as-wait-times-get-longer-11635413402

Chip Crunch Hits Customers Like ‘Never’ Before Year Into Crisis - BNN Bloomberg

https://www.bnnbloomberg.ca/chip-crunch-hits-customers-like-never-before-year-into-crisis-1.1673207

Used car market in chaos as prices soar - The Washington Post

https://www.washingtonpost.com/us-policy/2021/10/28/used-car-prices-chip-shortage/

Interest Rates Aren’t the Only Weapon in Global Inflation Fight - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-28/interest-rates-aren-t-the-only-weapon-in-global-inflation-fight

Petrol prices hit 142.94p per litre, data shows - beating record set in 2012 | Business News | Sky News

https://news.sky.com/story/truly-dark-day-for-drivers-as-petrol-prices-hit-record-high-in-uk-12444079

Global Oil Demand Is Soaring and Refiners Are Reaping the Profit - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-28/global-oil-demand-is-soaring-and-refiners-are-reaping-the-profit

Shippers fear ‘catastrophic’ fallout from ‘crazy’ California port fees

https://www.freightwaves.com/news/shippers-fear-catastrophic-fallout-from-crazy-california-port-fees

Hilton CEO Thanks Fed, Says Hotel Rates Can Rise With Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-27/hilton-ceo-thanks-fed-says-hotel-rates-can-rise-with-inflation

McDonald's franchisees blame hiring challenges on unemployment benefits, and warn that an 'inflationary time bomb' will force them to hike Big Mac prices | Markets Insider

https://markets.businessinsider.com/news/stocks/mcdonalds-franchisees-blame-labor-shortage-on-unemployment-benefits-2021-5

Christmas Tree Shortage? Yes. Turkey Shortage? Unlikely For California – CBS Sacramento

https://sacramento.cbslocal.com/2021/10/28/christmas-tree-turkey-shortage-unlikely-california/

Apple (AAPL) Q4 2021 earnings

https://www.cnbc.com/2021/10/28/apple-aapl-q4-2021-earnings.html

Apple (AAPL) Stock Falls as Supply Chain Crunch Hurts iPhone Maker’s Sales - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-28/apple-tumbles-after-supply-crunch-hurts-iphone-maker-s-sales

Amazon Earnings Suffer as Growth Slows, Costs Rise - WSJ

https://www.wsj.com/articles/amazon-amzn-q3-earnings-report-2021-11635378329

View Details

TOPICS AND TIMESTAMPS:

More and More 0:00

OIL FOREVER HIGH 0:34

HIKES 7:33

MARKETS WILD 10:52

$GPS INSIGHTS

1 IF OIL MAINTAINS VERY HIGH PRICES, ECONOMY WILL SLOW.

2 HEDGE AGAINST INFLATION BEFORE IT BECOMES IMPOSSIBLE

3 WATCH CENTRAL BANK ACTIVITY GLOBALLY FOR SIGNALS

BP CEO: Oil prices will stay 'lower for longer'

https://www.cnbc.com/2015/04/21/bp-ceo-oil-prices-will-stay-lower-for-longer.html

Goldman sees 'sustained high prices' for oil in the coming year

https://www.cnbc.com/2021/10/14/goldman-sees-sustained-high-prices-for-oil-in-the-coming-year.html

A Global Oil Shortage Is Inevitable | OilPrice.com

https://oilprice.com/Energy/Crude-Oil/A-Global-Oil-Shortage-Is-Inevitable.html

Coal Piles at 24-Year Low at U.S. Utilities on Demand Surge - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/coal-piles-drop-to-24-year-low-at-u-s-utilities-on-demand-surge

Australia's exports to China are jumping despite their trade fight

https://www.cnbc.com/2021/10/28/australias-exports-to-china-are-jumping-despite-their-trade-fight.html#:~:text=The%20value%20of%20Australia's%20exports,to%20research%20firm%20Oxford%20Economics.

Gazprom’s low gas storage levels fuel questions over Russia’s supply to Europe | Financial Times

https://www.ft.com/content/576a96f7-e41d-4068-a61b-f74f2b2d3b81

U.S. Merchandise-Trade Gap Widens to Record as Exports Decline - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-27/u-s-merchandise-trade-gap-widens-to-record-as-exports-decline

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Bank of Canada Accelerates Potential Timing of Rate Hikes - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-27/bank-of-canada-accelerates-potential-timing-of-rate-hikes?srnd=premium-canada

Canadian Dollar’s Steep Rally Questioned as Fed Meeting Looms - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-27/canadian-dollar-s-steep-rally-questioned-as-fed-meeting-looms?srnd=premium-canada

Brazil Central Bank Hikes Rates 150 Points, Most in 20 Years - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-27/brazil-lifts-rate-by-150-points-as-bolsonaro-plans-more-spending?srnd=premium-canada

View Details

TOPICS AND TIMESTAMPS:

Landslide 0:00

EVEN MORE DEFAULTS 0:45

UNREST 7:42

FORBEARANCE 13:07

$GPS INSIGHTS

1 ANOTHER DEFAULT IN CHINA. PROPERTY DEVELOPERS FACE DIFFICULTY

2 CRISIS INTENSIFIES MEANING FINANCIAL SYSTEM AT RISK

3 INVESTORS MUST WATCH ALLOCATION TO HIGH RISK BETS

Alibaba Down $344 Billion, World's Biggest Wipeout, Year Since Jack Ma Speech - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-25/alibaba-s-value-drop-tops-the-world-one-year-after-ma-s-speech

Alibaba founder Ma spotted in Mallorca in rare trip abroad after China scrutiny | Reuters

https://www.reuters.com/business/alibaba-founder-ma-spotted-mallorca-rare-trip-abroad-after-china-scrutiny-2021-10-20/

China Urges Evergrande's Billionaire Founder to Pay Debt With Personal Wealth - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/china-urges-evergrande-founder-to-pay-debt-with-personal-wealth?srnd=economics-vp#:~:text=The%20demand%20that%20Hui%20tap,in%20the%20real%20estate%20market.

Record China Defaults in Focus as Modern Land Joins the List - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/chinese-developer-modern-land-misses-payment-on-dollar-bond

Chinese Developer Modern Land Fails to Repay $250 Million U.S. Dollar Bond - WSJ

https://www.wsj.com/articles/chinese-developer-modern-land-fails-to-repay-250-million-u-s-dollar-bond-11635222852

Fitch Downgrades Modern Land to Restricted Default After Missed Payments

https://www.fitchratings.com/research/corporate-finance/fitch-downgrades-modern-land-to-restricted-default-after-missed-payments-26-10-2021

China Evergrande shares fall on persistent pressure from debt travails | Reuters

https://www.reuters.com/business/shares-china-evergrande-fall-early-trade-2021-10-27/

Blackstone’s Schwarzman Says Energy Squeeze Will Trigger Unrest - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/blackstone-s-schwarzman-says-energy-squeeze-will-trigger-unrest?sref=ZMFHsM5Z

Pricey Lumber Is Back Boosted by Supply Cuts, Labor Shortage - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/expensive-lumber-is-back-boosted-by-supply-cuts-labor-shortages?srnd=premium-canada

Mystical Hold of ‘Transitory’ Tempts Huge Fed Policy Error - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-10-25/mystical-hold-of-transitory-tempts-huge-fed-policy-error

Bank of Canada on Cusp of Capping Stimulus: Decision Guide - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-26/bank-of-canada-on-cusp-of-capping-stimulus-decision-guide?srnd=premium-canada

Robusta Gains for Fifth Straight Day as Vietnam Logjam Remains - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-25/robusta-gains-for-fifth-straight-day-as-vietnam-logjam-rem

View Details

TOPICS AND TIMESTAMPS:

Times Are Changing 0:00

PERMANENT INFLATION 0:33

FULL STOP 5:41

DISRUPTIONS AND DEFLATION 10:33

$GPS INSIGHTS

1 INDUSTRIES ARE AT RISK OF COMPLETELY SHUTTING DOWN

2 PRICES COULD GO PARABOLIC AS A RESULT

3 COMMODITIES, MOST BULLISH TRADE DESPITE BEING OVERBOUGHT

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Kimberly-Clark Stock Falls on Cuts to Revenue, Earnings Forecasts | Barron's

https://www.barrons.com/articles/kimberly-clark-stock-inflation-earning-51635172414

Shoppers Find Discounts Are in Short Supply This Holiday Season - WSJ

https://www.wsj.com/articles/shoppers-find-discounts-are-in-short-supply-this-holiday-season-11635154202

Prepare for Propane Sticker Shock - WSJ

https://www.wsj.com/articles/prepare-for-propane-sticker-shock-11635026109

Biden has few options to combat surging gas prices amid inflation fears

https://www.cnbc.com/2021/10/25/biden-has-few-options-to-combat-surging-gas-prices-amid-inflation-fears.html

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Magnesium Buyers Warn Crunch Threatens Millions of European Jobs - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-22/magnesium-buyers-warn-crunch-threatens-millions-of-european-jobs

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Shanghai stocks boosted by environmental protection firms; property stocks down | Reuters

https://www.reuters.com/article/china-stocks-midday-idCNL1N2RL085

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https://cms.zerohedge.com/s3/files/inline-images/housing%20slump.jpg?itok=O9jYmVq8

China energy crisis: Beijing not likely to lift coal ban on Australia

https://www.cnbc.com/2021/10/26/china-energy-crisis-beijing-not-likely-to-lift-coal-ban-on-australia.html#:~:text=China%20is%20facing%20its%20worst,anytime%20soon%2C%20analysts%20told%20CNBC.

Micron DRAM Plant In Taiwan Disrupted by Earthquake | Barron's

https://www.barrons.com/articles/micron-stock-taiwan-51635181972

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A man spent most of his covid-19 business loan on one item, feds say: A $57,789 Pokémon card

https://www.greenwichtime.com/news/article/A-man-spent-most-of-his-covid-19-business-loan-on-16560641.php

View Details

TOPICS AND TIMESTAMPS:

Could It Be? 0:00

1970’S OR 2020’S? 0:34

CRISIS AND SOLUTIONS 4:14

CHINA SLOWDOWN 10:33

$GPS INSIGHTS

1 IN ADDITION TO SUPPLY CHAIN PROBLEMS, HISTORIC MONEY PRINTING

2 MASS SPECULATION FROM RETAIL INVESTORS

3 FED HAS NOTHING LEFT EXCEPT ENDLESS CONFETTI CREATION

Paul Tudor Jones says inflation could be worse than feared, biggest threat to markets and society

https://www.cnbc.com/2021/10/20/paul-tudor-jones-says-inflation-could-be-worse-than-feared-biggest-threat-to-markets-and-society.html

Is Stagflation Coming Back? Economist Sees Parallels With the 1970s—and Big Differences. | Barron's

https://www.barrons.com/articles/stagflation-1970s-economy-51634916550

A Stock Market Malaise With the Shadow of ’70s-Style Stagflation - The New York Times

https://www.nytimes.com/2021/10/13/business/stocks-inflation-stagflation.html

U.S. Inflation Forecast: Janet Yellen Expects High Level Into 2022 - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-24/yellen-expects-high-inflation-through-mid-2022-before-easing

Copper’s Wild Week Throws Spotlight on Straining World Economy - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-24/copper-s-wild-week-throws-spotlight-on-straining-world-economy?srnd=premium-canada

Palm Oil Surges to Fresh All-Time High on Edible Oils Shortage | Financial Post

https://financialpost.com/pmn/business-pmn/palm-oil-surges-to-fresh-all-time-high-on-edible-oils-shortage

Ryan Petersen on Twitter: "Yesterday I rented a boat and took the leader of one of Flexport's partners in Long Beach on a 3 hour of the port complex. Here's a thread about what I learned." / Twitter

https://twitter.com/typesfast/status/1451543776992845834

Flexport: Trans-Pacific deteriorating, brace for shipping ‘tsunami’ - FreightWaves

https://www.freightwaves.com/news/flexport-trans-pacific-deteriorating-brace-for-shipping-tsunami

Shadow inflation: Shipping costs are up way more than you think

https://www.freightwaves.com/news/shadow-inflation-shipping-costs-are-up-way-more-than-you-think

COP26 Should Scrutinize ADB-Backed Coal Plan for Southeast Asia - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-10-24/cop26-should-scrutinize-adb-backed-coal-plan-for-southeast-asia?srnd=premium-canada

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https://cms.zerohedge.com/s3/files/inline-images/goldman%20contaction%20vs%20ppi%20surge.jpg?itok=iT2S9RCH

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https://cms.zerohedge.com/s3/files/inline-images/Goldman%20China%20GDP%20table.jpg?itok=Ge1taI7L

Chinese Economy Risks Deeper Slowdown Than Markets Realize - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-23/chinese-economy-risks-deeper-slowdown-than-markets-realize

View Details

TOPICS AND TIMESTAMPS:

Could It Happen? 0:00

HYPERINFLATION 0:30

GOOD NEWS 7:40

WILD AND WACKY 11:49

$GPS INSIGHTS

1 THE PROSPECT OF HYPERINFLATION IS INCREASING

2 REGARDLESS, HIGH INFLATION IS HERE AND WILL GET WORSE

3 OWNING REAL ASSETS CAN HEDGE INFLATION, HELP TO PROTECT

(1) jack⚡️ on Twitter: "Hyperinflation is going to change everything. It’s happening." / Twitter

https://twitter.com/jack/status/1451733913961783299

Twitter and Square CEO Jack Dorsey says 'hyperinflation' will happen soon in the U.S. and the world

https://www.cnbc.com/2021/10/23/twitter-and-square-ceo-jack-dorsey-says-hyperinflation-will-happen-soon-in-the-us-and-the-world.html

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Consumer Prices on Daily Items Could Get Even Higher From Accelerated Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-22/think-everything-s-expensive-now-wait-until-you-see-what-s-next

Understanding … PMI suppliers' delivery times: A widely used indicator of supply delays, capacity constraints and price pressures | IHS Markit

https://ihsmarkit.com/research-analysis/understanding--pmi-suppliers-delivery-times-a-widely-used-indicator-of-supply-delays-capacity-constraints-and-price-pressures-Jul21.html

Ranked: The World’s Biggest Real Estate Bubbles in 2021

https://www.visualcapitalist.com/worlds-biggest-real-estate-bubbles-in-2021/

UBS Global Real Estate Bubble Index 2021 | UBS Global

https://www.ubs.com/global/en/wealth-management/insights/2021/global-real-estate-bubble-index.html

grebi-2021.pdf

High Inflation Creates Tax Winners and Losers. What Are You? - WSJ

https://www.wsj.com/articles/high-inflation-creates-tax-winners-and-losers-what-are-you-11634981401

Shipping News and Supply Lines: Latest Update on 'National Emergency' - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-23/long-beach-eases-container-rules-to-tackle-national-emergency?srnd=premium-canada

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Why Australia Could (And Should) Become A Major Nuclear Power Producer | OilPrice.com

https://oilprice.com/Alternative-Energy/Nuclear-Power/Why-The-Worlds-Top-Uranium-Producer-Isnt-A-Nuclear-Power-Heavyweight.html

Gold’s Inflation-Haven Appeal Means ‘Violent’ Run-Up May Be Ahead - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-22/ex-goldcorp-chiefs-see-violent-bullion-runup-on-inflation-risk

(1) USCGPacificNorthwest on Twitter: "#BreakingNews Coast Guard crews are monitoring several adrift shipping containers 43 miles west of the Straits of Juan de Fuca entrance. An inbound vessel lost approx. 40 containers when the ship listed to its side due to rough seas. Check back for updates. https://t.co/GInKf8M0sB" / Twitter

https://twitter.com/USCGPacificNW/status/1451668652567121920?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1451668652567121920%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2F40-shipping-containers-adrift-us-pacific-coast-after-vessel-hit-rough-seas

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https://cms.zerohedge.com/s3/files/inline-images/freightr%20pricing.jpg?itok=uLs9D3MA

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https://cms.zerohedge.com/s3/files/inline-images/container%20ship%20rates.jpg?itok=RrMjqLVR

Housing Market Shows Cracks With Price Cuts in Pandemic Boomtowns

https://finurah.com/2021/10/22/housing-market-shows-cracks-with-price-cuts-in-pandemic-boomtowns/

View Details

TOPICS AND TIMESTAMPS:

The Great Divide 0:00

RICH VS. POOR 0:36

BETTER OR WORSE 7:49

POCKETS NOT BLANKETS 12:55

$GPS INSIGHTS

1 MOST PEOPLE ARE GOING TO BE HEAVILY BURDENED BY RISING PRICES

2 DEPENDING HOW LONG HEAVY INFLATION LASTS, ASSET SALES MAY FOLLOW

3 KEEP A CLOSE WATCH, PREPARE, AND INVEST WITH PRUDENCE

Santa Claus Is Coming—But He’ll Skip Some Stores - WSJ

https://www.wsj.com/articles/santa-claus-is-comingbut-hell-skip-some-stores-11634895005

Deloitte: Holiday spending to rise but not among all consumers | Chain Store Age

https://chainstoreage.com/deloitte-holiday-spending-rise-not-among-all-consumers?oly_enc_id=5134A9753601B5Y&utm_source=omeda&utm_medium=email&utm_campaign=NL_CSA+Day+Breaker&utm_keyword=

Deloitte: Holiday spending to rise but not among all consumers | Chain Store Age

https://chainstoreage.com/deloitte-holiday-spending-rise-not-among-all-consumers?oly_enc_id=5134A9753601B5Y&utm_source=omeda&utm_medium=email&utm_campaign=NL_CSA+Day+Breaker&utm_keyword=

Energy boss claims 20 more suppliers face bankruptcy over '£5bn' price cap bill | Business News | Sky News

https://news.sky.com/story/energy-boss-demands-price-cap-reform-as-firms-face-5bn-bill-for-market-mess-12439866

Champagne sales surge close to levels seen before Covid pandemic

https://www.cnbc.com/2021/10/22/champagne-sales-surge-close-to-levels-seen-before-covid-pandemic.html

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https://cms.zerohedge.com/s3/files/inline-images/total%20card%20spending%202_0.jpg?itok=174MFEm4

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https://cms.zerohedge.com/s3/files/inline-images/regional%20divide%20states%20spending.jpg?itok=q-ryE5NP

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https://cms.zerohedge.com/s3/files/inline-images/total%20card%20spending%20bofa_0.jpg?itok=9NHdf7JZ

Jeffrey Gundlach says inflation will stay above 4% through 2022

https://www.cnbc.com/2021/10/22/jeffrey-gundlach-says-inflation-will-stay-above-4percent-through-2022.html

Update: $26B worth of cargo stuck on container ships off California

https://www.freightwaves.com/news/22b-worth-of-cargo-is-now-stuck-on-container-ships-off-california

Tighter Warehouse Space Adds to the Supply-Chain Squeeze - WSJ

https://www.wsj.com/articles/tighter-warehouse-space-adds-to-the-supply-chain-squeeze-11634896801

Global supply chain crisis could easily last through February | Fortune

https://fortune.com/2021/10/21/forget-christmas-global-supply-chain-crisis-february-2022/

Long Beach Port Chief: ‘Shop Early’ as Snarls to Last All Year - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-21/long-beach-port-chief-shop-early-as-snarls-to-last-all-yea

View Details

TOPICS AND TIMESTAMPS:

What Would Happen? 0:00

RUNNING OUT? 0:42

FED ADMITS 7:43

CHINA - U.S. TANGO 12:20

$GPS INSIGHTS

1 CERTAIN COMMODITIES MAY BE DIFFICULT TO ACTUALLY BUY AT ALL

2 PRICES MAY GO BERSERK AS A RESULT

3 INVEST ACCORDING TO OBVIOUS SITUATIONS OUT OF CONTROL

Quarles: “Transitory doesn’t necessarily mean short-lived”

https://www.bloomberg.com/news/articles/2021-10-21/u-s-oil-stockpiles-are-plunging-while-energy-crisis-drives-up-demand

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

What Happens When the World’s Key Metal Exchange Has No Metal? - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-20/what-happens-when-the-world-s-key-metal-exchange-has-no-metal

Unilever Goes All-Out on Pricing as Inflation Accelerates - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-21/unilever-s-asian-sales-suffer-from-renewed-covid-outbreaks

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%2011.06.38%20AM.jpg?itok=oa7z7jld

Backlog of cargo ships at southern California ports reaches an all-time high | Supply chain crisis | The Guardian

https://www.theguardian.com/business/2021/oct/20/supply-chain-crisis-california-ports-cargo-ships

CA town sees gas prices hit over $7.50 a gallon - ABC7 Los Angeles

https://abc7.com/highest-gas-prices-in-the-country-gorda-ca-california-price-of/11149187/

Fed to ban policymakers from owning individual stocks, restrict trading following controversy

https://www.cnbc.com/2021/10/21/fed-to-ban-policymakers-from-owning-individual-stocks-restrict-trading-following-controversy.html

Federal Reserve Board - Federal Reserve Board announces a broad set of new rules that will prohibit the purchase of individual securities, restrict active trading, and increase the timeliness of reporting and public disclosure by Federal Reserve policymakers and senior staff

https://www.federalreserve.gov/newsevents/pressreleases/other20211021b.htm

Fed Ethics Office Warned Officials to Curb Unnecessary Trading During Rescue – DNyuz

https://dnyuz.com/2021/10/21/fed-ethics-office-warned-officials-to-curb-unnecessary-trading-during-rescue/

Fed's Raphael Bostic sees interest rate hike coming amid inflation

https://www.cnbc.com/2021/10/21/feds-raphael-bostic-sees-interest-rate-hike-coming-amid-inflation.html

Fed’s Quarles Urges November Taper and Warns of Inflation Risks - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-20/fed-s-quarles-urges-november-taper-and-warns-of-inflation-risks

A Conversation with US Federal Reserve Member Randal Quarles

https://milkeninstitute.org/video/randal-quarles-US-federal-reserve-conversation

China may move toward easy monetary policy, but must tread carefully

https://www.cnbc.com/2021/10/22/china-may-move-toward-easy-monetary-policy-but-must-tread-carefully.html

Evergrande has made $83.5 million bond interest payment: Chinese media

https://www.cnbc.com/2021/10/22/evergrande-has-made-83point5-million-bond-interest-payment-chinese-media.html

Sam Altman's Worldcoin wants to scan your eyes in exchange for crypto

https://www.cnbc.com/2021/10/21/sam-altmans-worldcoin-wants-to-scan-your-eyes-in-exchange-for-crypto.html

View Details

China Evergrande shares drop after Hopson asset deal falls through

https://www.cnbc.com/2021/10/21/china-evergrande-shares-drop-after-hopson-asset-deal-falls-through.html

China economy: Property sector must shrink to be stable, says prof

https://www.cnbc.com/2021/10/21/china-economy-property-sector-must-shrink-to-be-stable-says-prof.html

Chinese Developer Sinic Defaults as Evergrande Contagion Spreads - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-20/chinese-developer-sinic-defaults-as-evergrande-contagion-spreads?srnd=fixed-income

China Evergrande shelves stake sale, Kaisa clattered by downgrade | Reuters

https://www.reuters.com/world/china/chinese-property-bonds-firm-after-kaisa-sunac-make-coupon-payments-2021-10-19/

China Markets Bonds; Property Sector Shrinks: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/yuan-payment-due-china-to-sell-dollar-bonds-evergrande-update

China Home Sales Slump 17% as Evergrande Saga Deters Buyers - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-18/china-home-sales-plunge-17-as-evergrande-crisis-deters-buyers

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https://cms.zerohedge.com/s3/files/inline-images/china%20gs%20houses%201.jpg?itok=8vELZkxb

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https://cms.zerohedge.com/s3/files/inline-images/china%20gs%20houses%202.jpg?itok=EMLd2M9M

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iNZOWq5Wz6J8/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

China’s Curbs on Fertilizer Exports to Worsen Global Price Shock - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/china-s-curbs-on-fertilizer-exports-to-worsen-global-price-shock

China Weighs Coal Market Intervention to End Stunning Rally - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/china-weighs-coal-market-intervention-to-end-stunning-rally

China’s magnesium shortage threatens global car industry | Financial Times

https://www.ft.com/content/1611e936-08a5-4654-987e-664f50133a4b

View Details

TOPICS AND TIMESTAMPS:

Major Developments 0:00

RUSSIA & EUROPE 0:26

ENERGY CRUNCH 3:11

BROKEN CHAIN 7:42

$GPS INSIGHTS

1 EUROPEANS ARE PAYING HIGHEST ENERGY PRICES ON RECORD

2 RUSSIA WANTS THE NORD STREAM 2 PIPELINE IN OPERATION

3 SOME COMMODITIES COULD SURGE DURING THE NEXT FEW MONTHS

European Gas Crisis: Russia Signals It Won't Up Supplies Without Nord Stream 2 - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/russia-signals-europe-won-t-get-extra-gas-without-nord-stream-2

key pipelines via russia.jpg (1176×801)

https://cms.zerohedge.com/s3/files/inline-images/key%20pipelines%20via%20russia.jpg?itok=XjiJIChV

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https://cms.zerohedge.com/s3/files/inline-images/yamal%2010.19.jpg?itok=K_b8hmM2

Energy crunch hits global recovery as winter approaches

https://apnews.com/article/coronavirus-pandemic-lifestyle-business-russia-health-70b97e36da53f62eba588b44f2b394bc

UK to put nuclear power at heart of net zero emissions strategy | Financial Times

https://www.ft.com/content/e6426194-21e6-49c4-9520-97c337b350fd

Procter & Gamble to Raise Prices on More Staples - WSJ

https://www.wsj.com/articles/procter-gamble-to-raise-prices-on-more-staples-11634641561

‘People Are Hoarding’: Food Shortages Pop Up on Supply-Chain Woe - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/food-shortages-crop-up-again-as-supply-chain-headaches-worsen

‘People Are Hoarding’: Food Shortages Pop Up on Supply-Chain Woe - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/food-shortages-crop-up-again-as-supply-chain-headaches-worsen

Supply Chain Delays Could Soon Leave Wine Glasses Empty – CBS Sacramento

https://sacramento.cbslocal.com/2021/10/16/supply-chain-delays-could-soon-leave-wine-glasses-empty/

Shipping Containers That Spent Weeks Aboard Ships Stuck At Ports Now Being Dumped In Nearby Neighborhoods – CBS Los Angeles

https://losangeles.cbslocal.com/2021/10/18/cargo-ship-bottleneck-port-la-long-beach/

Are supply chain disruptions the beginning of the end of globalization? | TheHill

https://thehill.com/opinion/international/577239-are-supply-chain-disruptions-the-beginning-of-the-end-of-globalization?rl=1

Lazy crane operators making $250,000 a year exacerbating port crisis, truckers say | Washington Examiner

https://www.washingtonexaminer.com/policy/economy/lazy-crane-operators-making-250-000-a-year-exacerbating-port-crisis-truckers-say

Blame Consumers for America's 'Everything Shortage'

https://www.businessinsider.com/america-isnt-running-out-of-everything-supply-chain-2021-10

Supply chain issues mean toilet paper, coffee, chicken hard to find

https://www.usatoday.com/story/money/2021/10/15/grocery-shortage-toilet-paper-coffee-chicken-hard-find/8455259002/

Food prices will go up ‘tremendously’: Billionaire supermarket owner | Fox Business

https://www.foxbusiness.com/money/food-prices-up-tremendously-billionaire-supermarket-owner

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https://cms.zerohedge.com/s3/files/inline-images/Snag_191f9b74_0.png?itok=0DfEm4cN

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https://cms.zerohedge.com/s3/files/inline-images/Snag_192856de.png?itok=L7MU0mle

China Weighs Coal Market Intervention to End Stunning Rally - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-19/china-weighs-coal-market-intervention-to-end-stunning-rally

GDPNow - Federal Reserve Bank of Atlanta

https://www.atlantafed.org/cqer/research/gdpnow.aspx?utm_medium=email&utm_source=mailchimp&utm_campaign=cqer-research

View Details

TOPICS AND TIMESTAMPS:

Unrest 0:00

RESIGNATION NATION 0:41

$200 OIL? 8:04

NEXT BIG THING 10:06

$GPS INSIGHTS

1 MILLIONS QUIT THEIR JOBS FOR VARIOUS REASONS, NOW GLOBAL.

2 EMPLOYMENT HAS ENCOUNTERED A PARADIGM SHIFT, MANY LEVELS.

3 WORKERS CAN DEMAND MORE PAY OR SWITCH EMPLOYERS TO GET IT.

Tight U.S. job market triggers strikes for more pay | Reuters

https://www.reuters.com/world/us/enoughs-enough-tight-us-job-market-triggers-strikes-more-pay-2021-10-18/

As Starbucks Workers Seek a Union, Company Officials Converge on Stores - The New York Times

https://www.nytimes.com/2021/10/18/business/economy/starbucks-union-buffalo.html

Cars Are Making Money Like Homes—For Now - WSJ

https://www.wsj.com/articles/cars-are-making-money-like-homesfor-now-11634547319

The 'Great Resignation' goes global

https://www.greenwichtime.com/news/article/The-Great-Resignation-goes-global-16541578.php

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https://cms.zerohedge.com/s3/files/inline-images/bfmEFDB.jpg?itok=sLzBUca0

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https://cms.zerohedge.com/s3/files/inline-images/bfm4B84.jpg?itok=q1xXpbGT

‘Crazy’ Bets on $200 Oil Invade the Options Market - WSJ

https://www.wsj.com/articles/crazy-bets-on-200-oil-invade-the-options-market-11634463002

Kazatomprom Announces Investment in Physical Uranium Fund

https://kazatomprom.kz/en/media/view/kazatomprom_obyavlyaet_ob_investirovanii_v_fond_fizicheskogo_urana

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https://cdn.statcdn.com/Infographic/images/normal/25922.jpeg

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https://cms.zerohedge.com/s3/files/inline-images/bfm5052.jpg?itok=32Os2ueF

China's power woes may worsen as demand surges amid coal supply lag | Reuters

https://www.reuters.com/world/china/chinas-power-woes-may-worsen-demand-surges-amid-coal-supply-lag-2021-10-18/

View Details

TOPICS AND TIMESTAMPS:

Story Isn’t Over 0:00

CHINA’S FINE LINE 0:32

COAL COMEBACK 7:45

ZILLOW STOPS (Next Video)

$GPS INSIGHTS

1 CHINA ECONOMY CONTINUES TO SLOW DOWN DESPITE MEGA INVESTMENT

2 ENERGY CRISIS PLUS SUPPLY CHAIN CREATING MAJOR INFLATION PROBLEM

3 PEOPLE MUST BEGIN MAJOR PREPARATIONS TO HEDGE INFLATION

China economy: Third-quarter GDP data grows 4.9%, missing expectations

https://www.cnbc.com/2021/10/18/china-economy-third-quarter-gdp-data-grows-4point9percent-missing-expectations.html

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https://cms.zerohedge.com/s3/files/inline-images/bfm1DC1.jpg?itok=ckwtzdcm

China Warns Indebted Developers like Fantasia and Evergrande: Pay What's Due - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-10-17/china-warns-indebted-developers-like-fantasia-and-evergrande-pay-what-s-due?srnd=premium-canada

China Property and Energy Crises Deliver Blow to GDP Growth - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-18/china-s-gdp-growth-slows-as-property-and-energy-crises-hurt?srnd=premium-canada

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Power crunch: China has little choice but increase coal use, analysts say

https://www.cnbc.com/2021/10/18/power-crunch-china-has-little-choice-but-increase-coal-use-analysts-say.html#:~:text=China%20Economy-,Faced%20with%20a%20power%20crisis%2C%20China%20may%20have%20'little%20choice,to%20ramp%20up%20coal%20consumption&text=Boosting%20coal%20supply%20cannot%20be,long%20term%2C%20said%20Morgan%20Stanley.

U.K. Coal-Power Output Rises to One-Month High on Low Wind - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-15/u-k-coal-power-generation-rises-to-one-month-high-as-wind-fades

Drax could delay retirement of UK coal power plants if requested | Financial Times

https://www.ft.com/content/c3fb3e96-713b-41da-8ab6-3b582940d97c

Where Are All the Shipping and Port Delays Globally? - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-17/port-gridlock-stretches-supply-lines-thin-in-blow-for-economies

View Details

TOPICS AND TIMESTAMPS:

Getting Real 0:00

$62 TRILLION MESS 0:27

UNTHINKABLE 8:05

REAL ESTATE 11:33

$GPS INSIGHTS

1 $62 TRILLION MEGA VALUABLE TOO BIG TO FAIL SITUATION

2 MORE MONEY NEEDS TO COME THROUGH TO KEEP THIS ALIVE

3 INVESTORS MUCH WATCH EXPOSURE TO FINANCIAL SYSTEM

FBNmpi-WYAE3DHs (812×467)

https://pbs.twimg.com/media/FBNmpi-WYAE3DHs?format=jpg&name=900x900

Global Economy Week Ahead: China Reeling From Successive Punches - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-16/china-s-economy-is-reeling-from-successive-punches-eco-week

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ilKgDeB.k7lw/v2/1240x-1.png

China Stock Market: Down Is Still Up for Foreign Investors - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-16/down-is-still-up-for-foreign-investors-piling-into-china?srnd=premium-canada

China USD junk bonds2021-10-16_12-30-02.jpg (1268×695)

https://cms.zerohedge.com/s3/files/inline-images/China%20USD%20junk%20bonds2021-10-16_12-30-02.jpg?itok=hg3TcDhE

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https://cms.zerohedge.com/s3/files/inline-images/china%20property.jpg?itok=KP5o_5nc

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https://cms.zerohedge.com/s3/files/inline-images/construction%20less%20than%2030%25.jpg?itok=Xwd_ELk4

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https://cms.zerohedge.com/s3/files/inline-images/construction%20demand%20china%20econ%20activity.jpg?itok=H7cU46k3

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https://cms.zerohedge.com/s3/files/inline-images/China%20HY%20property%20developer.jpg?itok=iaUJMLmA

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https://cms.zerohedge.com/s3/files/inline-images/maturity%20schedule%201.jpg?itok=wLXRp1wP

New wave of strikes at Deere, Kellogg will test worker power - Axios

https://www.axios.com/new-wave-of-strikes-worker-power-07f5df47-8825-4e76-a951-c8812d686d94.html

Car Parts Shortages Are Hitting U.S. Garages, Creating Weeks-Long Delays - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-16/car-parts-shortages-are-hitting-u-s-garages-creating-weeks-long-delays

Unhappy with prices, ranchers look to build own meat plants

https://apnews.com/article/ranchers-look-to-build-their-own-meat-plants-d95ef3d2aee8e80aa5aca6d06ffa50a4

Global Fuel Crisis Could Thwart Shift to Renewable Energy - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-10-16/global-fuel-crisis-could-thwart-shift-to-renewable-energy?srnd=premium-canada

How Christmas Shopping Is Threatened by Broken Supply Chains - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-14/how-supply-chains-broke-sparking-global-shortages-quicktake?srnd=premium-canada

North American crane count decrease signals uncertainty | Construction Dive

https://www.constructiondive.com/news/north-american-crane-count-decrease-signals-uncertainty/607983/?:%202021-10-11%20Construction%20Dive%20Newsletter%20%5Bissue:37262%5D

Single-family Investor Activity Surges in the Second Quarter - CoreLogic®

https://www.corelogic.com/intelligence/single-family-investor-activity-surges-in-the-second-quarter/

Why Buying a Second Home Is Real Estate’s Newest Trend - Bloomberg

https://www.bloomberg.com/news/features/2021-10-15/why-buying-a-second-home-is-real-estate-s-newest-trend

Fewer in US turn to food banks, but millions still in need

https://apnews.com/article/coronavirus-pandemic-lifestyle-united-states-health-hunger-2c509e7

View Details

TOPICS AND TIMESTAMPS:

Breaking It Down 0:00

CONSUMER STRUGGLE 0:35

EMPTY SHELVES 3:26

INDIA AND CHINA 9:14

$GPS INSIGHTS

1 INFLATION IS EVERYWHERE AS MORE MONEY NEEDED FOR BASICS

2 BIGGEST WORRY IS FOOD AVAILABILITY AND RISING COST

3 BUY AT TODAY’S PRICE TO LOCK IN COST AND SECURE POSITION

U.S. consumer sentiment slips to near decade lows as confidence in Biden policies 'significantly' declines - MarketWatch

https://www.marketwatch.com/story/u-s-consumer-sentiment-slips-to-near-record-lows-as-confidence-in-biden-policies-significantly-declines-11634307758

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https://i.dailymail.co.uk/1s/2021/10/15/06/49124949-10094485-Prices_are_up_on_a_wide_range_of_key_goods_as_high_inflation_con-a-71_1634276433640.jpg

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https://i.dailymail.co.uk/1s/2021/10/15/10/48301145-10094485-image-a-34_1634288898537.jpg

Biden is ridiculed online as #EmptyShelvesJoe as frustrated shoppers complain about shortages | Daily Mail Online

https://www.dailymail.co.uk/news/article-10094485/Biden-ridiculed-online-EmptyShelvesJoe-frustrated-shoppers-complain-shortages.html

Flooding in West China Destroys Agricultural Production

https://www.theepochtimes.com/flooding-in-west-china-destroys-agricultural-production_4050113.html?utm_source=partner&utm_campaign=ZeroHedge

Maersk Diverts Ships From Busy U.K. Ports Short on Truckers - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-12/maersk-diverts-ships-from-jammed-u-k-ports-short-on-truckers

Wild Weather Sparks Ship Backlog From Shenzhen to Singapore - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-14/wild-weather-sparks-ship-backlog-from-shenzhen-to-singapore?srnd=markets-vp

Aluminum Makers Sound the Alarm About U.S. Magnesium Shortage - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-14/aluminum-makers-sound-the-alarm-about-u-s-magnesium-shortage

India's October power shortage worst since March 2016 | Reuters

https://www.reuters.com/world/india/indias-october-power-supply-deficit-worst-since-march-2016-2021-10-13/

(11) Javier Blas on Twitter: "For those who don't follow the coal sector closely, Coal India calls itself the world's largest coal miner, and digs 80% of all coal in India. Beyond supplying coal-fired power plants, it serves non-power customers like steel, cement and other big industrial operations" / Twitter

https://twitter.com/JavierBlas/status/1448602118714179594?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1448602118714179594%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Findias-energy-crunch-worsens-power-supply-deficit-worst-march-2016

China coal prices hit record highs, early winter chill adds to energy woes | Reuters

https://www.reuters.com/business/energy/china-coal-prices-hit-record-highs-early-winter-chill-adds-energy-woes-2021-10-15/

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https://cms.zerohedge.com/s3/files/inline-images/L6E77OJIX5KUTK47QLZRBY75MM.jpg?itok=I-L2KqW7

View Details

TOPICS AND TIMESTAMPS:

Big Developments 0:00

LOSING IT ALL 0:30sda

THE SECRET 8:25

INFLATION SITUATION 10:59

$GPS INSIGHTS

1 DEBT IS SKYROCKETING, STIMULUS FADED. BAD COMBO

2 HIGHER INFLATION NEEDS HIGHER INTEREST RATES

3 PEOPLE MUST TAKE STEPS TO REDUCE BAD DEBT

Ford Removes Minimum Credit Score For 84-Month Loans - CarsDirect

https://www.carsdirect.com/deals-articles/ford-removes-minimum-credit-score-for-84-month-loans

Almost 20% of U.S. Households Lost Entire Savings During Covid - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-13/almost-20-of-u-s-households-lost-entire-savings-during-covid?sref=6uww027M

Short-Term Energy Outlook

https://www.eia.gov/outlooks/steo/special/winter/2021_Winter_Fuels.pdf

Foreclosures surge 67% as Covid mortgage bailouts expire

https://www.cnbc.com/2021/10/14/foreclosures-surge-67percent-as-covid-mortgage-bailouts-expire.html

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https://cms.zerohedge.com/s3/files/inline-images/bfm5339_1.jpg?itok=gqqkTaiA

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https://cms.zerohedge.com/s3/files/inline-images/bfm32FD.jpg?itok=jjXFrkfY

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https://cms.zerohedge.com/s3/files/inline-images/bfm60C9.jpg?itok=unT8kH4Q

Fed should pursue faster taper, inflation levels "concerning" -Bullard | Reuters

https://www.reuters.com/article/usa-fed-bullard-idUKKBN2H41MP

Fed’s Embarrassing Ethics Scandal Spurs Calls for More Oversight - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-14/fed-s-embarrassing-ethics-scandal-spurs-calls-for-more-oversight

1200x-1.png (1200×759)

https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iK8MN4t6OYZo/v0/1200x-1.png

Price pinch: global economy caught in perfect storm | Reuters

https://www.reuters.com/business/price-pinch-global-economy-caught-perfect-storm-2021-10-14/

Britain's chicken king says the 20-year binge on cheap food is over | Reuters

https://www.reuters.com/world/uk/britains-binge-cheap-food-is-over-biggest-chicken-producer-says-2021-10-14/

‘Everything Has Gone Sky High’: From Groceries To Gas, Prices Skyrocketing And Could Get Worse – CBS Boston

https://boston.cbslocal.com/2021/10/14/consumer-prices-rising-covid-pandemic/

US wholesale prices rose record 8.6% over 12 months

https://apnews.com/article/business-producer-prices-prices-inflation-728488dd62aec4d09527c7ba9779944f

10,000 John Deere workers on strike after rejecting contract - The Washington Post

https://www.washingtonpost.com/business/2021/10/14/john-deere-workers-strike/

CRB-BLS Commodity Index

https://www.mrci.com/client/crbbls.php

cmdty_BLS_Commodity_Price_Index_Methodology.pdf

https://www.barchart.com/cmdty/media/pdfs/cmdty_BLS_Commodity_Price_Index_Methodology.pdf

Average New Car Sells for Over $45,000 in September | Kelley Blue Book

https://www.kbb.com/car-news/average-new-car-sells-for-over-45000-in-september/

View Details

TOPICS AND TIMESTAMPS:

Hmmm That’s Odd 0:00

2 ANOMALIES 0:35

UNTAPPED TRANSPORT 7:38

INFLATION CREATION 9:04

$GPS INSIGHTS

1 FIGURES DO NOT ADD UP AND THAT CREATES A BIG CONCERN

2 INFLATION IS PUSHING MOST PEOPLE TO FEEL HARD TIMES

3 INVESTORS CAN HOLD REAL ASSETS, DIVERSIFY, AND BE AGILE

bfm7D43.jpg (942×573)

https://cms.zerohedge.com/s3/files/inline-images/bfm7D43.jpg?itok=Ol71qUwK

Consumer prices rise more than expected as energy costs surge

https://www.cnbc.com/2021/10/13/the-consumer-price-index-rose-5point4percent-year-over-year-in-september-vs-5point3percent-estimate.html

Winter heating bills set to jump as inflation hits home

https://apnews.com/article/business-prices-inflation-28e1231bdb445d482bb2d2e25dff1983

Prices continue to rise—here's what's getting the most expensive

https://www.cnbc.com/2021/10/13/prices-continue-to-riseheres-whats-getting-the-most-expensive.html

2021-10-13 (1).png (1265×648)

https://cms.zerohedge.com/s3/files/inline-images/2021-10-13%20%281%29.png?itok=FfNfBrZU

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https://cms.zerohedge.com/s3/files/inline-images/2021-10-13%20%283%29.png?itok=h7vUACo9

Microsoft Word - National Report_Oct2021-FINAL.docx

https://media.npr.org/assets/img/2021/10/08/national-report-101221-final.pdf

Untapped potential: Far too little freight on US waterways, experts say - FreightWaves

https://www.freightwaves.com/news/far-too-little-freight-on-us-waterways-experts-say

BARGE-101@2x.jpg (1224×1033)

https://s29755.pcdn.co/wp-content/uploads/2021/10/BARGE-101@2x.jpg

'There will be things that people can't get,' at Christmas, White House warns | Reuters

https://www.reuters.com/world/us/americans-may-not-get-some-christmas-treats-white-house-officials-warn-2021-10-12/

White House: Walmart, FedEx, UPS to go 24/7 to address supply bottlenecks | TheHill

https://thehill.com/homenews/administration/576463-white-house-says-walmart-fedex-ups-will-move-to-24-7-model-to-address?rl=1

A Stock Market Malaise With the Shadow of ’70s-Style Stagflation – DNyuz

https://dnyuz.com/2021/10/13/a-stock-market-malaise-with-the-shadow-of-70s-style-stagflation/

Column: Beset by coal shortages, India’s power grid struggles to meet demand: Kemp | Reuters

https://www.reuters.com/business/energy/beset-by-coal-shortages-indias-power-grid-struggles-meet-demand-kemp-2021-10-12/

China liberalises coal-fired power pricing to tackle energy crisis | Reuters

https://www.reuters.com/world/china/china-liberalise-thermal-power-pricing-tackle-energy-crisis-2021-10-12/

China property shares pummelled as Evergrande impact widens | Reuters

https://www.reuters.com/world/china/china-property-shares-pummelled-evergrande-impact-widens-2021-10-14/

Big boost for Social Security benefits as inflation rises

https://apnews.com/article/social-security-cola-increase-4f2cd7b763371b91923227be883e367e?utm_source=Twitter&utm_campaign=SocialFlow&utm_medium=AP

Fed says it could begin 'gradual tapering process' by mid-November

https://www.cnbc.com/2021/10/13/federal-reserve-releases-minutes-from-its-september-policy-meeting.html

Singapore central bank tightens policy in surprise move | Reuters

https://www.reuters.com/article/singapore-cenbank/singapore-central-bank-tightens-policy-in-surprise-move-idUSP8N2N4014

Federal Reserve Taper Could Start in Mid-Nov. or Dec.: FOMC Minutes - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-13/fed-officials-saw-taper-starting-in-mid-november-or-mid-december

View Details

TOPICS AND TIMESTAMPS:

The Hangover 0:00

FED GETS READY 0:38

INFLATION SENSATION 7:05

NEXT BIG THING 12:07

$GPS INSIGHTS

1 FED ACTIVELY PREPARING MARKETS FOR TAPER

2 TAPER DOESN’T HAVE IMMEDIATE NEGATIVE IMPACT. REDUCES RISK TAKING.

3 MORE INFLATION MEANS WE MUST TAKE ACTION STEPS NOW.

The Current Inflation Episode: Have We Met Our FAIT? - October 12, 2021 - Federal Reserve Bank of Atlanta

https://www.atlantafed.org/news/speeches/2021/10/12/bostic-the-current-inflation-episode

Atlanta Fed chief says US jobs slowdown should not derail taper timeline | Financial Times

https://www.ft.com/content/84743f7a-59ca-4451-882b-7b89fdae23d6

Fed's Bullard says bond purchases should be tapered quickly in case rate hikes are needed

https://www.cnbc.com/2021/10/12/feds-bullard-says-bond-purchases-should-be-tapered-quickly-in-case-rate-hikes-are-needed.html#:~:text=St.%20Louis%20Federal%20Reserve%20President,its%20monthly%20bond%2Dbuying%20program.

Fed policymakers hone in on November taper timeline | Reuters

https://www.reuters.com/article/usa-fed-clarida-idUSKBN2H21I4

Consumers' Inflation Expectations Remain Elevated for the Short- and Medium-Term - FEDERAL RESERVE BANK of NEW YORK

https://www.newyorkfed.org/newsevents/news/research/2021/20211012

IMF warns of need to be ‘very, very vigilant’ over rising inflation risks | Financial Times

https://www.ft.com/content/f73d584f-fb2a-4a2f-ab8a-fa759031fa59?emailId=61658688776f0d0004cf255d

Europe’s No. 1 Meat Processor Says Steaks Will Soon Be Champagne-Like Luxury - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-12/europe-s-no-1-meat-processor-says-steaks-will-be-like-champagne

Gas prices hit $5 in Manhattan

https://www.fox5ny.com/news/gas-prices-hit-5-in-manhattan

Shipt is an underappreciated growth engine for Target's sales, analyst says

https://www.cnbc.com/2021/10/12/shipt-is-an-underappreciated-growth-engine-for-targets-sales-analyst-says.html

Hedge funds snap up uranium in bet on green energy shift | Financial Times

https://www.ft.com/content/e4a7c920-a5da-4c00-8994-d2bef944e81c

Sharp surge in energy prices threatens economic recovery and is already slowing growth

https://www.cnbc.com/2021/10/12/sharp-surge-in-energy-prices-threatens-economic-recovery-and-is-already-slowing-growth.html

Snow weather: Brits face November freeze as 'polar vortex collapse' to send temperatures PLUMMETING

https://www.the-sun.com/news/3831989/snow-uk-weather-britain-november-temperatures-cold/

Kompasu Typhoon Warning Closes China's Shenzhen Port, Hitting Supply Chains - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-12/worst-ship-traffic-jam-since-august-outside-top-chinese-port

Premarket stocks: $80 oil is here. Is $100 next? - CNN

https://www.cnn.com/2021/10/12/investing/premarket-stocks-trading/index.html

'Desperate for tires.' Components shortage roils U.S. harvest | Reuters

https://www.reuters.com/world/the-great-reboot/desperate-tires-components-shortage-roils-us-harvest-2021-10-12/

View Details

TOPICS AND TIMESTAMPS:

The Extreme 0:00

CHINA’S NEW CRISIS 0:39

EVERGRANDE CONTAGION 5:52

INFLATION STATION 10:19

$GPS INSIGHTS

1 CHINA’S PROBLEMS CANNOT BE CONTAINED EASILY

2 SUPER LOW INTEREST RATES CREATE ISSUES THAT CAN’T BE RESOLVED

3 FUNDAMENTAL CRISES NEED RESOLUTION ON A PERSONAL LEVEL

china thermal coal 10.11.jpg (1240×694)

https://cms.zerohedge.com/s3/files/inline-images/china%20thermal%20coal%2010.11.jpg?itok=93jA0PZA

china therma coal futs.jpg (1237×694)

https://cms.zerohedge.com/s3/files/inline-images/china%20therma%20coal%20futs.jpg?itok=yhgQSpQL

china coal futs vs ppi.jpg (1236×693)

https://cms.zerohedge.com/s3/files/inline-images/china%20coal%20futs%20vs%20ppi.jpg?itok=vyTnddIB

china barometer.jpg (802×1052)

https://cms.zerohedge.com/s3/files/inline-images/china%20barometer.jpg?itok=FHnPynR5

China Coal Futures Surge to Record as Flood Swamps Mine Hub - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-11/china-coal-futures-surge-to-record-amid-flooding-in-key-mine-hub

1400x-1.png (1400×1112)

https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iuipgk.BERtM/v0/1400x-1.png

China's Energy Crisis Deepens With Coal Soaring, Flooding in Mining Region - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-12/coal-hits-another-record-in-china-as-floods-deepen-energy-crisis

China’s power crisis prompts warning from rust-belt despite efforts to boost coal supply, manage electricity | South China Morning Post

https://www.scmp.com/economy/china-economy/article/3151934/chinas-power-crisis-prompts-warning-rust-belt-despite-efforts

Evergrande crisis: developer Modern Land (China) seeks debt extension, to repay US$87.5 million early | South China Morning Post

https://www.scmp.com/business/banking-finance/article/3151913/evergrande-crisis-developer-modern-land-china-seeks-debt

China's bond markets slump again as new Evergrande deadline passes | Reuters

https://www.reuters.com/world/china/china-evergrande-bondholders-brace-mondays-coupon-deadline-2021-10-11/

Bondholders Didn’t Receive Interest Payments: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-11/investors-scour-property-sector-for-stress-evergrande-update

crude steel production.jpg (593×409)

https://cms.zerohedge.com/s3/files/inline-images/crude%20steel%20production.jpg?itok=ciefNmpi

Xi Jinping Scrutinizes Chinese Financial Institutions’ Ties With Private Firms - WSJ

https://www.wsj.com/articles/xi-jinping-scrutinizes-chinese-financial-institutions-ties-with-private-firms-11633972484?mod=hp_lead_pos6

Michael Burry Archive (@BurryArchive) / Twitter

https://twitter.com/BurryArchive/status/1445891161277837312/photo/1

Kraft Heinz says people must get used to higher food prices - BBC News

https://www.bbc.com/news/business-58847275

Gas prices skyrocket as the global energy crisis worsens - CNN

https://www.cnn.com/2021/10/11/business/gas-prices-oil-opec/index.html

Yet another worry: Price of ship fuel is now highest since 2014

https://www.freightwaves.com/news/yet-another-worry-price-of-ship-fuel-is-now-highest-since-2014

Snag_1247bc35.png (914×455)

https://cms.zerohedge.com/s3/files/inline-images/Snag_1247bc35.png?itok=rDPAeCEJ

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https://cms.zerohedge.com/s3/files/inline-images/Snag_127a87bf.png?itok=bV-Pm-y-

Some Colorado River farmers are paid to leave fields dry - Los Angeles Times

https://www.latimes.com/environment/story/2021-10-10/colorado-river-california-farmers-dry-fields-fallow-drought

View Details

TOPICS AND TIMESTAMPS:

More Power 0:00

U.S. GRID DOWN? 0:41

COAL COMEBACK 7:30

DEEPER LOOK 11:34

$GPS INSIGHTS

1 GLOBALLY COMPOUNDING PROBLEMS HAVE RESULTED IN HIGHER PRICES

2 ENERGY HAS BEEN A CONCERN WHICH IS NOW TURNING TO THE U.S.

3 HAVE SOME SORT OF BACKUP IN PLACE BEFORE WINTER

Global Energy Crisis Threatens to Hit U.S. Electricity Grids This Winter - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-07/energy-crisis-may-trigger-u-s-winter-blackouts-xcoal-ceo-says

Global Energy Crisis Threatens to Hit U.S. Electricity Grids This Winter - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-07/energy-crisis-may-trigger-u-s-winter-blackouts-xcoal-ceo-says

America Is Running Out of Everything

https://www.msn.com/en-us/money/news/america-is-choking-under-an-e2-80-98everything-shortage-e2-80-99/ar-AAPeokg

World food prices hit 10-year peak -FAO

https://news.trust.org/item/20211007084335-s8h2o

Just 180 More Days Until Your Oven Arrives: Appliance Delays Cause Havoc - WSJ

https://www.wsj.com/articles/oven-fridge-home-appliance-delays-kitchen-renovation-11633557751

Toys May Be Harder To Get In Time For Holidays Due To Global Supply Chain Delays – CBS Dallas / Fort Worth

https://dfw.cbslocal.com/2021/10/06/toys-holidays-global-supply-chain-delays/

Diaper shortage hits US amid COVID-19 pandemic, supply chain issues

https://www.fox5ny.com/news/diaper-shortage-hits-us-amid-covid-19-pandemic-supply-chain-issues

Mining Jobs: U.S. Coal Companies Can’t Find the Workers to Fill Pits - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-06/coal-producers-in-u-s-lack-miners-to-meet-surging-global-demand

Oil Rallies After U.S. Signals No Plans to Tap Crude Reserves - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-06/oil-holds-drop-from-seven-year-high-as-energy-crunch-fears-ease

Kellogg (K) Prepares to Restart Idled U.S. Plants Amid Worker Strike - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-06/kellogg-prepares-to-restart-idled-u-s-plants-amid-worker-strike

ManheimUsedVehicleValueIndex-LineGraph.png (2866×3157)

https://publish.manheim.com/content/dam/consulting/ManheimUsedVehicleValueIndex-LineGraph.png

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https://cms.zerohedge.com/s3/files/inline-images/route%202021-10-07_7-18-50.jpg?itok=kNtStXlD

The world is questioning Washington’s competence, fearing prospect of U.S. default

https://www.msn.com/en-us/money/news/the-world-is-questioning-washington-e2-80-99s-competence-fearing-prospect-of-us-default/ar-AAPdNBY

Small crack in pipeline may have delayed oil spill detection

https://apnews.com/article/business-europe-california-environment-and-nature-0e3d71b1f161822bb157ce8d73dbbd11

US submarine hits underwater object in South China Sea - CNNPolitics

https://www.cnn.com/2021/10/07/politics/us-submarine-collision-south-china-sea/index.html

View Details

TOPICS AND TIMESTAMPS:

Big Steps 0:00

RISKY BUSINESS 0:37

THE KEY? 2:30

WILD TRENDS 11:32

$GPS INSIGHTS

1 PRICES OF ENERGY HAVE REACHED CRITICAL LEVEL

2 UNDER CURRENT POLICIES, PRICES ARE LIKELY TO INCREASE

3 WATCH CLOSELY TO UNDERSTAND THE INFLATIONARY MADNESS UNFOLD

Democrats, Republicans agree to short-term debt limit increase - Roll Call

https://www.rollcall.com/2021/10/06/manchin-forget-about-filibuster-carve-out-for-debt-limit-bill/

ADP National Employment Report

https://adpemploymentreport.com/

Coal Shortages Push Up Prices, Weigh on Economies - WSJ

https://www.wsj.com/articles/coal-shortages-push-up-prices-weigh-on-economies-11633525885

European Industry Buckles Under a Worsening Energy Squeeze - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-06/european-industry-is-buckling-under-a-worsening-energy-squeeze

(2) John Kemp on Twitter: "EU28 GAS PRICES will continue climbing until the market sees signs of actual demand-destruction - most likely announcements of temporary factory closures, longer holiday shutdowns over Christmas, and reductions in street lighting and commercial building thermostat targets" / Twitter

https://twitter.com/JKempEnergy/status/1445677823247585282?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1445682317234638854%7Ctwgr%5E%7Ctwcon%5Es3_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Fjust-ridiculous-european-natgas-jumps-40-eu-politicians-panic

Gas Eases After 60% Surge as Putin Offers to Stabilize Market - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-06/europe-gas-extends-record-rally-with-surge-above-130-euros

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i6Ey7TxyGy2Q/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

UN agency warns of looming global water crisis | TheHill

https://thehill.com/policy/energy-environment/575530-un-agency-warns-of-looming-global-water-crisis?rl=1

Experts Say Prices At Grocery Stores Will Continue To Rise For Over A Year – CBS Los Angeles

https://losangeles.cbslocal.com/2021/10/05/grocery-store-prices/

Dry bulk shipping rates hit $80,000 per day as buyers scramble for coal

https://www.freightwaves.com/news/dry-bulk-shipping-rates-hit-80000-per-day-as-buyers-scramble-for-coal

dealer inventories record low.jpg (592×443)

https://cms.zerohedge.com/s3/files/inline-images/dealer%20inventories%20record%20low.jpg?itok=92fWrWPT

Blinken Urges China to Act Responsibly in Evergrande Crisis - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-06/blinken-urges-china-to-act-responsibly-in-evergrande-crisis?srnd=markets-vp

ECB Said to Study New Bond-Buying Plan for When Crisis Tool Ends - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-06/ecb-said-to-study-new-bond-buying-plan-for-when-crisis-tool-ends

(2) Eric Balchunas on Twitter: "Yes, the SEC has kicked can on bitcoin ETF approval BUT that is for the physically-backed ones under '33 Act. The futures ETFs filed under the '40 Act (which Genz loves) are very much alive and likely on schedule (we think 75% chance approved in Oct). Here's our odds: https://t.co/DUEvRANvO7" / Twitter

https://twitter.com/EricBalchunas/status/1444283405949181955?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1444283405949181955%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcrypto%2Fcryptos-are-suddenly-exploding-higher

View Details

TOPICS AND TIMESTAMPS:

Heating Up 0:00

ASSET RUSH 0:43

INFLATION HEAT 2:56

MARKET MADNESS 10:35

$GPS INSIGHTS

1 MORE MONEY HAS RUSHED INTO COMMODITIES BY BIG INVESTORS

2 PRICE BOOM ATTRACTS MORE INCENTIVE FOR RESOURCE HARVESTING

3 STAY AHEAD OF THE TREND BUT NOT OVERLY LEVERAGED

(1) Michael Burry Archive on Twitter: "https://t.co/LcMtHTszlH" / Twitter

https://twitter.com/BurryArchive/status/1443061217669664771/photo/2

Strategist on oil prices in winter, China and Europe energy crisis

https://www.cnbc.com/2021/10/06/strategist-on-oil-prices-in-winter-china-and-europe-energy-crisis.html

Column: Hedge funds flock to oil as energy shortages worsen: Kemp | Reuters

https://www.reuters.com/business/energy/hedge-funds-flock-oil-energy-shortages-worsen-kemp-2021-10-04/

bfm1D9D.jpg (1015×569)

https://cms.zerohedge.com/s3/files/inline-images/bfm1D9D.jpg?itok=SjbH_sAr

Smaller Products, Rising Prices: Shrinkflation Hitting Grocery Store Shelves – WCCO | CBS Minnesota

https://minnesota.cbslocal.com/2021/10/05/smaller-products-rising-prices-shrinkflation-hitting-grocery-store-shelves/

New Zealand Raises Rates to Tame Inflation With More to Come - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-06/new-zealand-raises-rates-to-tame-inflation-signals-more-to-come?srnd=fixed-income

Stagflation Fears Are Overstated, Except in Britain's Renaissance - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-10-05/stagflation-fears-are-overstated-except-in-britain-s-renaissance?srnd=opinion

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https://s3.cointelegraph.com/uploads/2021-10/5fcdc346-f361-443a-a614-5faa6f9157b2.png

UPDATE 1-Poland's central bank wants to buy 100 tonnes of gold, governor says | Reuters

https://www.reuters.com/article/poland-gold-glapinski-idUSL1N2LD11D

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https://cms.zerohedge.com/s3/files/inline-images/SPX%20vs%2010y.jpg?itok=-AbEF4SO

Manhattan Homebuyers Send Sales Soaring to Best in Three Decades - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-05/manhattan-homebuyers-send-sales-soaring-to-best-in-three-decades

This veteran analyst hears echoes of the 1929 crash in today’s stock market - MarketWatch

https://www.marketwatch.com/story/why-this-veteran-analyst-sees-stocks-headed-for-the-biggest-bear-market-since-the-great-depression-11633432477

Buy the dip has failed. Here’s what investors need to do next, says Morgan Stanley. - MarketWatch

https://www.marketwatch.com/story/buy-the-dip-has-failed-heres-what-investors-need-to-do-next-says-morgan-stanley-11633346628?mod=mw_more_headlines

U.S. Trade Deficit Widened to Record in August as Imports Rebound - WSJ

https://www.wsj.com/articles/u-s-trade-deficit-widens-to-record-august-as-imports-rebound-11633438717

China unloads Australian coal despite import ban amid power shortage | Financial Times

https://www.ft.com/content/eae7454f-60de-4b76-a2b5-b61a2b63ee47

China’s Developers Priced for Meltdown as Contagion Risk Spreads - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-05/china-dollar-junk-bonds-set-for-worst-drop-since-at-least-2013

The IRS Wants to Look at Your Bank Account - WSJ

https://www.wsj.com/articles/internal-revenue-service-irs-rettig-yellen-brady-bank-account-tax-proposal-revenue-privacy-data-breach-11633287461

Scrutiny Intensifies on Federal Reserve After Trades Revealed - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-05/scrutiny-intensifies-on-federal-reserve-after-trades-revealed

View Details

TOPICS AND TIMESTAMPS:

The Unfolding 0:00

ENERGY CRISIS 0:54

MARGIN CALLS 10:07

HUGE SHIFTS 13:23

$GPS INSIGHTS

1 LOW INVENTORY, HIGH DEMAND, LOW SUPPLY, AND OUTAGES

2 INFLATION WILL REMAIN, LEAVING SAVERS DESTROYED

3 HEDGE AGAINST INFLATION AS BEST YOU CAN

Oil at 7-year high after OPEC+ decides on cautious increase

https://apnews.com/article/coronavirus-pandemic-business-economy-prices-opec-54c606517408481b9f99895b168a07cb

Bloomberg Commodities Index Hits Record High - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-04/commodities-index-hits-record-as-world-rebound-meets-shortages?srnd=premium-canada

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i6mdjYc4EBUs/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

Dubai Port Operator DP World Sees Lasting Supply Disruptions - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-01/dubai-port-operator-dp-world-sees-lasting-supply-disruptions?srnd=markets-vp

Power crunch looms in India as coal stocks reach crisis point | Financial Times

https://www.ft.com/content/a3ca4eaa-9ecc-4a81-ad53-4902fae4bd61

bfm4DA5_0.jpg (1015×571)

https://cms.zerohedge.com/s3/files/inline-images/bfm4DA5_0.jpg?itok=odsRxmhY

Amazon (AMZN) Stock Turns Negative For Year - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-04/amazon-turns-negative-for-2021-as-higher-yields-add-to-pressure

1240x-1.png (1240×697)

https://assets.bwbx.io/images/users/iqjWHBFdfxIU/il_Rs7oZAaac/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

Exclusive: Commodity traders face big margin calls as gas prices soar | Reuters

https://www.reuters.com/business/energy/exclusive-commodity-traders-face-big-margin-calls-gas-prices-soar-2021-10-04/

Commodity traders face big margin calls as gas prices soar | Financial Post

https://financialpost.com/pmn/business-pmn/commodity-traders-face-big-margin-calls-as-gas-prices-soar-2#:~:text=the%20sources%20said.-,Commodity%20traders%20face%20big%20margin%20calls%20as%20gas%20prices%20soar,their%20profits%2C%20the%20sources%20said.

ARERA - Energy: Government intervention reduces the impact of increases, + 29.8% for electricity and + 14.4% for gas. Zero impact on families in difficulty

https://www.arera.it/it/com_stampa/21/210928agg.htm

Silicon’s 300% Surge Throws Another Price Shock at the World - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-01/silicon-s-300-surge-throws-another-price-shock-at-the-world

Texas Company Offers Truckers $14K a Week During Tough Times for the Trucking Industry | Engaging Car News, Reviews, and Content You Need to See – alt_driver

https://altdriver.com/country/texas-company-offers-drivers-14k-a-week-during-truck-driver-shortage/

Nord Stream 2 operator starts gas filling of first string - Business & Economy - TASS

https://tass.com/economy/1345509

Fed Prepares to Launch Review of Possible Central Bank Digital Currency - WSJ

https://www.wsj.com/articles/fed-prepares-to-launch-review-of-possible-central-bank-digital-currency-11633339800

cbdcs.jpg (930×731)

https://cms.zerohedge.com/s3/files/inline-images/cbdcs.jpg?itok=XN6TAl7Z

Statement by Philip Lowe, Governor: Monetary Policy Decision | Media Releases | RBA

https://www.rba.gov.au/media-releases/2021/mr-21-22.html

View Details

TOPICS AND TIMESTAMPS:

EVERGRANDE HALT 0:39

PERMANENT INFLATION 7:21

GETTING MESSY 13:41

$GPS INSIGHTS

1 EVERGRANDE HAS 40-50% OFF BALANCE SHEET DEBT

2 FINANCIAL CONTAGION AND SHADOW BANKING HIDE BENEATH SURFACE

3 INVESTORS MUST PREPARE FOR SPILLOVER EFFECTS, JUST IN CASE

Share Trading Suspended as Debt Test Looms: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-04/share-trading-suspended-as-debt-test-looms-evergrande-update?sref=Yg3sQEZ2&utm_source=twitter&cmpid=socialflow-twitter-business&utm_content=business&utm_campaign=socialflow-organic&utm_medium=social

Sunk costs: business failures from the Titanic to Evergrande | The Economist

https://www.economist.com/1843/2021/10/01/sunk-costs-business-failures-from-the-titanic-to-evergrande

Evergrande, Property Management Unit Share Trading Halted - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-04/evergrande-property-management-unit-suspend-hong-kong-trading

China Steps Up Efforts to Ring-Fence Evergrande, Not Save It - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-03/china-steps-up-efforts-to-ring-fence-evergrande-not-to-save-it?srnd=all

China GDP revised_0.jpg (796×503)

https://cms.zerohedge.com/s3/files/inline-images/China%20GDP%20revised_0.jpg?itok=Ln9tjwXJ

U.S. could be heading into an ‘era’ of high inflation that produces paltry, or even negative, real returns on safe assets, analyst warns - MarketWatch

https://www.marketwatch.com/story/u-s-could-be-heading-into-an-era-of-high-inflation-that-produces-paltry-or-even-negative-real-returns-on-safe-assets-analyst-warns-11633016799

ship 6.jpg (800×572)

https://cms.zerohedge.com/s3/files/inline-images/ship%206.jpg?itok=sfM_6d6z

THOMSON REUTERS PRESENTATION TEMPLATE

https://fingfx.thomsonreuters.com/gfx/ce/zjpqkjzympx/EUROPE%20GAS%20AND%20ELECTRICITY%20PRICES.pdf

Energy Crisis Forces German Power Plant to Halt on Lack of Coal - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-01/energy-crisis-forces-german-power-plant-to-halt-on-lack-of-coal?sref=6uww027M

Berliners Are Angry About Housing. And So Is Much of Europe - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-03/berliners-are-angry-about-housing-and-so-is-much-of-europe

Mortgage Payments Haven’t Been This Unaffordable Since 2008 - WSJ

https://www.wsj.com/articles/mortgage-payments-havent-been-this-unaffordable-since-2008-11633253401

uptrend broken ms.jpg (940×444)

https://cms.zerohedge.com/s3/files/inline-images/uptrend%20broken%20ms.jpg?itok=VQze_zXu

National Restaurant Association DC Letterhead

https://restaurant.org/downloads/pdfs/advocacy/2021/reconciliation-letter-to-congressional-leaders

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https://pictures.alignable.com/eyJidWNrZXQiOiJhbGlnbmFibGV3ZWItcHJvZHVjdGlvbiIsImtleSI6InVwbG9hZHMvMjUvMGIxMWM4NzYtOTE0MS00NzA5LWFkZGEtNTRkZDk5NWI3YzdkL3NjcmVlbl9zaG90XzIwMjFfMDlfMjhfYXRfMTIuMTkuNDZfYW0ucG5nIiwiZWRpdHMiOnt9fQ==

DHL Raising Rates for U.S. Shippers by 5.9% - WSJ

https://www.wsj.com/articles/dhl-raising-rates-for-u-s-shippers-by-5-9-11633089600?mod=pls_whats_news_us_business_f

View Details

TOPICS AND TIMESTAMPS:

Headwinds 0:00

PERFECT STORM 0:27

INFLATIONARY MADNESS 5:35

PULL THE PLUG? 11:41

$GPS INSIGHTS

1 PERFECT STORM BREWING WHERE MULTIPLE EVENTS CONVERGE

2 INFLATION CANNOT BE CONTAINED WITHOUT HIGHER RATES

3 STOCKS WILL NOT BE ABLE TO GROW WITH HIGHER INTEREST RATES

‘A perfect storm’: supply chain crisis could blow world economy off course | Supply chain crisis | The Guardian

https://www.theguardian.com/business/2021/oct/02/supply-chain-world-economy-energy-labour-transport-covid

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iPtZuRq3Yi7w/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

1240x-1.png (1240×697)

https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ivyfCZUP_YRA/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iwtKukG2haA0/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

‘A perfect storm’: supply chain crisis could blow world economy off course | Supply chain crisis | The Guardian

https://www.theguardian.com/business/2021/oct/02/supply-chain-world-economy-energy-labour-transport-covid

Your Tomatoes May Cost More as Gas Prices Hit Dutch Greenhouses

https://www.bloombergquint.com/onweb/your-tomatoes-may-cost-more-as-gas-prices-hit-dutch-greenhouses

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ict8_pCpci7g/v0/1200x-1.png

China’s Energy Crisis Highlights Weaknesses in Xi’s Power Plans - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-02/china-s-energy-crisis-highlights-weaknesses-in-xi-s-power-plans

Headwinds Mounting for World Economy Into Final Stretch of 2021 - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-02/headwinds-mounting-for-world-economy-into-final-stretch-of-2021

1240x-1.png (1240×697)

https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ilKgDeB.k7lw/v2/1240x-1.png

Cost of Shipping Between China and U.S. Plunges - Caixin Global

https://www.caixinglobal.com/2021-10-01/cost-of-shipping-between-china-and-us-plunges-101782973.html

2021-10-01_1.png (1254×660)

https://cms.zerohedge.com/s3/files/inline-images/2021-10-01_1.png?itok=DAOUz2LI

Zillow iBuying Program Pulls Wall Street Deeper Into Housing Market - Bloomberg

https://www.bloomberg.com/news/articles/2021-09-27/zillow-ibuying-program-pulls-wall-street-deeper-into-housing-market

Housing-affordability-2021.jpg (640×367)

https://www.dollarcollapse.com/wp-content/uploads/2021/09/Housing-affordability-2021.jpg

Wall Street’s wild party in jeopardy as Fed threatens aid cutoff - POLITICO

https://www.politico.com/news/2021/10/02/wall-street-fed-threatens-aid-cutoff-514956

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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iOKG3BY8W7Us/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png

Big Tech’s Stock Market Leadership Is Threatened By Rising Rates - Bloomber

View Details

TOPICS AND TIMESTAMPS:

Digging Deep 0:00

VENEZUELA EFFECT 0:39

DEBT LIMIT 7:30

INFLATION UNCERTAINTY 9:51

$GPS INSIGHTS

1 MANY EXPECT INFLATION TO REMAIN HIGH INTO 2022

2 ORIGINALLY INFLATION WAS ONLY SUPPOSED TO RISE THROUGH SUMMER

3 HEDGE AGAINST INFLATION IN EVERY MANNER POSSIBLE

Fed’s Powell says high U.S. inflation could last into early next year due to shortages - MarketWatch

https://www.marketwatch.com/story/feds-powell-says-high-u-s-inflation-could-last-into-early-next-year-due-to-shortages-11632938138

Inflation may remain elevated, says White House economic adviser | Fox Business

https://www.foxbusiness.com/economy/white-house-inflation-economy-jared-bernstein

A million bolivars become one as Venezuela recalibrates battered currency - France 24

https://www.france24.com/en/live-news/20211001-a-million-bolivars-become-one-as-venezuela-recalibrates-battered-currency

Stock, Bond and Real Estate Prices Are All Uncomfortably High - The New York Times

https://www.nytimes.com/2021/10/01/business/stock-bond-real-estate-prices.html

Debt Limit Brinkmanship Could Put Pressure on US ‘AAA’ Rating

https://www.fitchratings.com/research/sovereigns/debt-limit-brinkmanship-could-put-pressure-on-us-aaa-rating-01-10-2021

Ark's Cathie Wood predicts 'serious correction' in commodities | Reuters

https://www.reuters.com/business/arks-cathie-wood-predicts-serious-correction-commodities-2021-05-11/

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https://cms.zerohedge.com/s3/files/inline-images/2021-10-01%20%282%29.png?itok=qvT7tN7C

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https://cms.zerohedge.com/s3/files/inline-images/bfm16BA_0.jpg?itok=xZeiiI43

'This is chaos': Christmas prices will rise in Britain, truckers say | Reuters

https://www.reuters.com/world/uk/christmas-prices-will-rise-britain-truckers-say-2021-09-30/

20 Berkeley St, Melrose, MA, 02176 | realtor.com®

https://www.realtor.com/realestateandhomes-detail/20-Berkeley-St_Melrose_MA_02176_M39103-09613

EXCLUSIVE PwC offers U.S. employees full-time remote work | Reuters

https://www.reuters.com/business/exclusive-pwc-tells-us-employees-they-need-never-return-office-2021-09-30/

Bill Hwang's Fellow Investing Whale Tao Li Faces Scrutiny Over GSX Stake - Bloomberg

https://www.bloomberg.com/news/articles/2021-10-01/bill-hwang-s-fellow-investing-whale-tao-li-faces-scrutiny-over-gsx-stake?sref=ZMFHsM5Z

View Details

TOPICS AND TIMESTAMPS:

It’s Heating Up 0:00

STOCKS DOWN 0:45

INFLATION UP 9:30

SUPPLY CHAIN DOWN 12:35

$GPS INSIGHTS

1 STOCK MARKETS HAVE COME DOWN AND RETAIL INVESTORS BUY IN

2 CONCERNS ABOUT DEBT CEILING ARE GOING TO BE RESOLVED

3 PROBLEM IS TOO MANY FACTORS AT ONCE. CORRECTION STILL POSSIBLE

Stock Market’s September Slump Exposes Messy Underside - WSJ

https://www.wsj.com/articles/stock-markets-september-slump-exposes-messy-underside-11632999601

Yellen lends support for effort to remove the debt ceiling altogether

https://www.cnbc.com/2021/09/30/yellen-lends-support-for-effort-to-remove-the-debt-ceiling-altogether.html#:~:text=Yellen%20lends%20support%20for%20effort%20to%20remove%20the%20debt%20ceiling%20altogether,-Published%20Thu%2C%20Sep&text=Treasury%20Secretary%20Janet%20Yellen%20said,spending%20limits%20or%20face%20default.

Stock Market’s September Slump Exposes Messy Underside - WSJ

https://www.wsj.com/articles/stock-markets-september-slump-exposes-messy-underside-11632999601

S&P 500 (SPX) Posts Worst Month Since Start of Pandemic - Bloomberg

https://www.bloomberg.com/news/articles/2021-09-30/a-bad-month-for-stocks-ends-with-few-signs-the-drama-is-over

bfm9ED8.jpg (1015×572)

https://cms.zerohedge.com/s3/files/inline-images/bfm9ED8.jpg?itok=ummt51Fm

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https://cms.zerohedge.com/s3/files/inline-images/bfm6DF8.jpg?itok=gt9sW9K9

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https://cms.zerohedge.com/s3/files/inline-images/bfm892E.jpg?itok=fpXj0kE0

Legendary investor Jeremy Grantham says US stocks are in a crazier bubble than in 1929 - but this 'vampire' market is shrugging it off

https://news.yahoo.com/legendary-investor-jeremy-grantham-says-104259678.html

Veteran investor Jeremy Grantham warns of an epic market bubble, bemoans the meme-stock boom, and touts venture capital in a new interview. Here are the 12 best quotes.

https://news.yahoo.com/veteran-investor-jeremy-grantham-warns-114542162.html

Reverse Repo Operations - FEDERAL RESERVE BANK of NEW YORK

https://www.newyorkfed.org/markets/desk-operations/reverse-repo

Europe’s Energy Crunch Deepens as China Set to Fight for Supply - Bloomberg

https://www.bloomberg.com/news/articles/2021-09-30/european-gas-and-power-prices-jump-to-record-as-crisis-worsens?srnd=economics-vp

gas price China PMI 9.30_1.jpg (1255×613)

https://cms.zerohedge.com/s3/files/inline-images/gas%20price%20China%20PMI%209.30_1.jpg?itok=r4rRvsyL

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Core PCE 2021-09-30_8-49-08.jpg (1255×657)

https://cms.zerohedge.com/s3/files/inline-images/Core%20PCE%202021-09-30_8-49-08.jpg?itok=XoGgzvFT

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https://cms.zerohedge.com/s3/files/inline-images/bfm33EC.jpg?itok=LsTYBlHg

View Details

TOPICS AND TIMESTAMPS:

It’s A Trap 0:00

DOLLAR CRISIS 0:36

CHINA’S COMPOUNDING 6:58

U.S. DEFAULT? 12:37

$GPS INSIGHTS

1 INFLATION IS OFFICIALLY OUT OF CONTROL GLOBALLY

2 FOOD, ENERGY, SHELTER HAVE ALL BECOME TOO MUCH FOR MANY

3 TO PROTECT FROM INFLATION WE MUST LOCK IN TODAY’S PRICES

Dollar Tree to Sell More Items Above $1 as Costs Rise - WSJ

https://www.wsj.com/articles/dollar-tree-to-sell-more-items-above-1-as-costs-rise-11632918816

Building on the Success of its “Combo” Store and Dollar Tree Plus Initiatives, Dollar Tree Poised to Take Next Steps in its Multi-Price Evolution | Dollar Tree

https://www.dollartreeinfo.com/news-releases/news-release-details/building-success-its-combo-store-and-dollar-tree-plus

Bacon prices have reached record levels. Here's why they might not go down anytime soon

https://www.kcra.com/article/bacon-prices-have-reached-record-levels-heres-why-they-might-not-go-down-anytime-soon/37791555

Oil prices: Get ready for $90 a barrel, Goldman Sachs says - CNN

https://www.cnn.com/2021/09/27/investing/oil-price-forecast-goldman-sachs/index.html

GSCI Commodity Index | 2021 Data | 2022 Forecast | 1969-2020 Historical | Price

https://tradingeconomics.com/commodity/gsci

Fed Chair Powell calls inflation 'frustrating' and sees it running into next year

https://www.cnbc.com/2021/09/29/fed-chair-powell-calls-inflation-frustrating-and-sees-it-running-into-next-year.html

Power crisis deepens in Asia and Europe: What it means to shipping

https://www.freightwaves.com/news/power-crisis-deepens-in-asia-and-europe-what-it-means-to-shipping

World Food Costs at Risk of Soaring as China Faces Tough Harvest - Bloomberg

https://www.bloomberg.com/news/articles/2021-09-29/world-food-costs-at-risk-of-soaring-as-china-faces-tough-harvest

China's widening electricity crisis caused by coal shortage: Kemp | Financial Post

https://financialpost.com/pmn/business-pmn/chinas-widening-electricity-crisis-caused-by-coal-shortage-kemp-2#:~:text=China's%20widening%20electricity%20crisis%20caused%20by%20coal%20shortage%3A%20Kemp%20Back,residential%20users%20(%2B8%25).

Coal Shortage in China Means Higher Prices for the Whole World - Bloomberg

https://www.bloomberg.com/news/articles/2021-09-28/china-s-coal-shortage-means-higher-prices-for-the-whole-world

China's power crunch pushes foreign businesses to invest in factories elsewhere

https://www.cnbc.com/2021/09/30/chinas-power-crunch-pushes-foreign-businesses-to-invest-in-factories-elsewhere.html#:~:text=China's%20power%20crunch%20pushes%20foreign%20businesses%20to%20invest%20in%20factories%20elsewhere,-Published%20Wed%2C%20Sep&text=They%20choose%20to%20not%20go,of%20millions%20of%20U.S.%20dollars.

Backlog of Ships at Port of LA Reaches Boiling Point – CBS Los Angeles

https://losangeles.cbslocal.com/2021/09/28/backlog-of-cargo-ships-at-port-of-la-reaches-boiling-point/

The workers who keep global supply chains moving are warning of a 'system collapse' - CNN

https://www.cnn.com/2021/09/29/business/supply-chain-workers/index.html

Dimon says JPMorgan preparing for 'potentially catastrophic' US credit default | TheHill

https://thehill.com/policy/finance/574385-dimon-says-jpmorgan-preparing-for-potentially-catastrophic-us-credit-default?rl=1

Housing Market in Canada Is So Hot That People Take Out Fourth Mortgage - Bloomberg

https://www.bloomberg.com/news/articles/2021-09-29/investors-are-gobbling-up-homes-in-canada-s-hot-housing-market

Bloomberg - Bloomberg

https://www.bloomberg.com/canada

View Details

TOPICS AND TIMESTAMPS:

Crisis Mode 0:00

CHINA SHUT DOWN 0:36

INTEREST RATES UP 7:02

POWER PRICES UP 11:16

$GPS INSIGHTS

1 CHINA’S CRISIS INTENSIFIES AS PRICES ESCALATE NEAR RECORDS

2 CRACKDOWN ON EVERYTHING WORRIES INVESTORS

3 INVESTORS MUST POSITION FOR VOLATILITY

China energy crunch triggers shutdowns, pleas for more coal | Reuters

https://www.reuters.com/world/china/china-energy-crunch-triggers-alarm-pleas-more-coal-2021-09-28/

575a0814dac3ffcca3d0bf1f0b24b0b7 (960×813)

https://s.yimg.com/ny/api/res/1.2/izvaNFYKyJ8ZSR9MPEmsJg--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTgxMztjZj13ZWJw/https://s.yimg.com/uu/api/res/1.2/3LUiH5QzEjxoc4Tu.hTVkA--~B/aD0xMDk4O3c9MTI5NjthcHBpZD15dGFjaHlvbg--/https://media.zenfs.com/en/bloomberg_markets_842/575a0814dac3ffcca3d0bf1f0b24b0b7

China Power Supply Crunch Hits Toyota Operations: Energy Update

https://finance.yahoo.com/news/china-seeks-coal-imports-calm-010603263.html

China Power Crisis Looks Set to Spur Rush for the Dirtiest Fuel - BNN Bloomberg

https://www.bnnbloomberg.ca/china-power-crisis-looks-set-to-spur-rush-for-the-dirtiest-fuel-1.1658311

China Seeks Coal Imports to Calm Power Crunch: Energy Update - BNN Bloomberg

https://www.bnnbloomberg.ca/china-seeks-coal-imports-to-calm-power-crunch-energy-update-1.1658257

China asking state-backed firms to pick up Evergrande assets - sources | Reuters

https://www.reuters.com/world/china/china-asking-state-backed-firms-pick-up-evergrande-assets-sources-2021-09-28/

Evergrande debt crisis: to sell stake in bank, faces bond payment

https://www.cnbc.com/2021/09/29/evergrande-debt-crisis-to-sell-stake-in-bank-faces-bond-payment.html

global tightening cycle.jpg (814×289)

https://cms.zerohedge.com/s3/files/inline-images/global%20tightening%20cycle.jpg?itok=XDk5Xvzn

Fed Chair Powell to warn Congress that inflation pressures could last longer than expected

https://www.cnbc.com/2021/09/27/fed-chair-powell-to-warn-congress-that-inflation-pressures-could-last-longer-than-expected.html

Sen. Warren calls Fed Chair Powell a 'dangerous man,' says she will oppose his renomination

https://www.cnbc.com/2021/09/28/sen-warren-calls-fed-chair-powell-a-dangerous-man-says-she-will-oppose-his-renomination.html

View Details

TOPICS AND TIMESTAMPS:

What’s Happening? 0:00

CHINA LIGHTS OUT 0:57

ENERGY SKYROCKETS 7:12

FED RESIGNATIONS 13:30

$GPS INSIGHTS

1 MULTIPLE CRISIS FACTORS CONVERGING AT ONCE GLOBALLY

2 HIGHEST PRICES FOR ENERGY EVER IN SOME CASES. MANY SHORTAGES

3 IF DISPOSABLE INCOME IS DOWN, CORPORATE PROFITS WILL TAKE A HIT

Gregor Peter on Twitter: "Sudden power cuts reported in China over the weekend, especially in northeastern region. Here, footage of traffic lights stopped working in city of Shenyang https://t.co/d2tAaPMcup (via @SourceBeijing)" / Twitter

https://twitter.com/L0gg0l/status/1442242857507639296?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1442242857507639296%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Ftop-apple-tesla-suppliers-suspend-production-amid-china-power-crunch

Key Apple, Tesla suppliers halt production amid China power crunch - Nikkei Asia

https://asia.nikkei.com/Business/Technology/Key-Apple-Tesla-suppliers-halt-production-amid-China-power-crunch

IPhone Assembler Starts Energy-Saving Measures in China - Bloomberg

https://www.bloomberg.com/news/articles/2021-09-27/iphone-assembler-starts-energy-saving-measures-in-china

China Power Outages Close Factories and Threaten Growth - The New York Times

https://www.nytimes.com/2021/09/27/business/economy/china-electricity.html

Power cuts hit homes in north-east China - BBC News

https://www.bbc.com/news/world-asia-china-58704221

Source Beijing (@SourceBeijing) / Twitter

https://twitter.com/SourceBeijing

Source Beijing on Twitter: "There are planned power outages in several areas in Shanghai, involving both residential and commercial power consumption, causing some panic on the internet. It was learned from the State Grid that it is a normal planned blackout, and there is no need to over-interpret it. https://t.co/woAjx0MNIS" / Twitter

https://twitter.com/SourceBeijing/status/1442365541675503618

Julia Chatterley on Twitter: "China's carbon crackdown - #Beijing's effort to reduce emissions brings blackouts and forced factory closures. @willripleyCNN reports the #China power crunch and how companies like #Apple & #Tesla are being hit 👇 https://t.co/mxly9VpQyW" / Twitter

https://twitter.com/jchatterleyCNN/status/1442488827914821633?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1442488827914821633%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fmillions-chinese-residents-lose-power-after-widespread-unexpected-blackouts-power-company

$GPS Insights.png (1920×1080)

file:///Volumes/GoogleDrive/My%20Drive/GPS/$GPS%20Insights.png

Cargo Piles Up as California Ports Jostle Over How to Resolve Delays - WSJ

https://www.wsj.com/articles/cargo-delays-are-getting-worse-but-california-ports-still-rest-on-weekends-11632648602?mod=cxrecs_join#cxrecs_s

U.K. relaxes antitrust rules, may bring in Army as gas pumps run dry | Financial Post

https://financialpost.com/commodities/energy/oil-gas/fuel-shortages-pile-pressure-on-johnson-as-u-k-crisis-escalates?r

The UK’s petrol crisis is just a taste of a more jittery, uncertain future | Gaby Hinsliff | The Guardian

https://www.theguardian.com/commentisfree/2021/sep/27/petrol-crisis-british-economy-covid-brexit

Container ships now piling up at anchorages off China’s ports

https://www.freightwaves.com/news/container-ships-now-piling-up-at-anchorages-off-chinas-ports

Fuel pumps run dry in British cities, sowing supply chain chaos | Reuters

https://www.reuters.com/world/uk/uk-gas-stations-are-running-dry-english-cities-retailers-association-says-2021-09-27/

View Details

TOPICS AND TIMESTAMPS:

Big Shock 0:00

OIL TO 90? 0:45

NO UK CHRISTMAS? 6:55

EVERGRANDE SPREAD 9:40

$GPS INSIGHTS

1 MEGA CAP STOCKS HAVE RISEN WHILE THE ECONOMY STAYS WEAK

2 DEMAND HAS BEEN PULLED FROM THE FUTURE, OFFSETTING ISSUES

3 INVESTORS KEEP FAITH IN CENTRAL BANKS FIAT INFLATION MAKER

oil price forecasts raised.jpg (610×492)

https://cms.zerohedge.com/s3/files/inline-images/oil%20price%20forecasts%20raised.jpg?itok=CIoIiyS_

demand surge.jpg (829×779)

https://cms.zerohedge.com/s3/files/inline-images/demand%20surge.jpg?itok=g9M5Cb1-

mobility gs.jpg (615×504)

https://cms.zerohedge.com/s3/files/inline-images/mobility%20gs.jpg?itok=gl1K-mU1

China Power Crunch Is Next Economic Shock Beyond Evergrande - Bloomberg

https://www.bloomberg.com/news/articles/2021-09-25/china-s-power-crunch-is-next-economic-shock-beyond-evergrande?sref=ZMFHsM5Z

24544.jpeg (1200×1200)

https://cdn.statcdn.com/Infographic/images/normal/24544.jpeg

Supply Chain Financing Is a Bigger Risk to China Than Evergrande - Bloomberg

https://www.bloomberg.com/opinion/articles/2021-09-26/supply-chain-financing-is-a-bigger-risk-to-china-than-evergrande

(2) Javier Blas on Twitter: "BEYOND PETROLEUM: A rather unscientific survey, but just visited 5 BP stations in West London, and all but one were dry (and the one that still had some availability had only gasoline but no diesel). Officially, BP says 30% of its network has no fuel #OOTT https://t.co/p1zuyujtgf https://t.co/5WLsv55fAG" / Twitter

https://twitter.com/JavierBlas/status/1442134125230518277?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1442134125230518277%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Fgasflation

Britain has 10 days to save Christmas, retail sector says | Reuters

https://www.reuters.com/world/uk/britain-resolve-trucker-shortage-swiftly-minister-says-2021-09-24/

Car Unit’s Stock Volatile; Listing Scrapped: Evergrande Update - Bloomberg

https://www.bloomberg.com/news/articles/2021-09-27/car-unit-scraps-listing-plan-fund-shortage-evergrande-update?utm_source=google&utm_medium=bd&cmpId=google

Asia markets: Evergrande stocks in Hong Kong slide

https://www.cnbc.com/2021/09/27/asia-markets-china-industrial-profits-for-august-evergrande-group-germany-election-currencies-oil.html

Debt-Limit Standoff Could Force Fed to Revisit Emergency Playbook - WSJ

https://www.wsj.com/articles/debt-limit-standoff-could-force-fed-to-revisit-emergency-playbook-11632661200

inflows into US funds.jpg (708×446)

https://cms.zerohedge.com/s3/files/inline-images/inflows%20into%20US%20funds.jpg?itok=vd25BXNk

Central Bank Digital Currencies to Be Tested in BIS Experiment - Bloomberg

https://www.bloomberg.com/news/articles/2021-09-02/central-bank-digital-currencies-to-be-tested-in-bis-experiment

Who Owns Your Life Insurance Policy? It Might Be a Private-Equity Firm - WSJ

https://www.wsj.com/articles/insurance-policy-private-equity-11632236526?mod=hp_lead_pos5

Crypto-Trading Hamster Performs Better Than Warren Buffett And The S&P 500 : NPR

https://www.npr.org/2021/09/25/1040683057/crypto-trading-hamster-goxx-warren-buffet-s-p-500

View Details

TOPICS AND TIMESTAMPS:

And It Begins 0:00

SHORTAGES 0:49

SHIPPING PROBLEMS 6:13

FINANCIAL MARKETS 10:45

$GPS INSIGHTS

1 SHORTAGES, SUPPLY CHAIN PROBLEMS COMBINE TO INCREASE PRICES

2 INFLATION CAN ONLY BE CONTAINED WITH HIGHER INTEREST RATES

3 PREPARE IN EVERY SENSE AND DON’T CORRELATE STOCKS AND ECONOMY

Drivers warned not to let fuel tanks get below a quarter ahead of 'winter of discontent' fuel crisis | Daily Mail Online

https://www.dailymail.co.uk/news/article-10023181/Drivers-warned-not-let-fuel-tanks-quarter-ahead-winter-discontent-fuel-crisis.html?ito=social-twitter_dailymailUK

In Britain, Rising Prices and Shortages Evoke 1970s-Style Jitters – DNyuz

https://dnyuz.com/2021/09/24/in-britain-rising-prices-and-shortages-evoke-1970s-style-jitters/

Borealis Fertilizer: Europe Crisis Spreads on New Output Cut - Bloomberg

https://www.bloomberg.com/news/articles/2021-09-23/europe-s-fertilizer-crisis-spreads-as-another-firm-cuts-output?sref=RJ2RlMrh

Column: Worldwide energy shortage shows up in surging coal, gas and oil prices | Reuters

https://www.reuters.com/business/energy/worldwide-energy-shortage-shows-up-surging-coal-gas-oil-prices-kemp-2021-09-24/?taid=614e1b8488b4be000154f6ae&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter

How long does it take to build a shipping container? - FreightWaves

https://www.freightwaves.com/news/how-long-does-it-take-to-build-a-shipping-container

Supply chain woes drag down Nike sales - FreightWaves

https://www.freightwaves.com/news/supply-chain-woes-drag-down-nike-sales-inventories

‘A major forecast haircut in a period of ripping demand’ - FreightWaves

https://www.freightwaves.com/news/a-major-forecast-haircut-in-a-period-of-ripping-demand

Container ships now piling up at anchorages off China’s ports