The Money GPS

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

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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

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

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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

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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

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

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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

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.

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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

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/

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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

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

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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

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

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

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

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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/

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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

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/

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/

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

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

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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https://cms.zerohedge.com/s3/files/inline-images/measures%20CPI%20trend_0.png?itok=2h_fMOWM

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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https://cms.zerohedge.com/s3/files/inline-images/bear%20markets%20quicker%20than%20bull%20markets_2.jpg?itok=DMa7ceDj

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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https://cms.zerohedge.com/s3/files/inline-images/bear%20market%20selloff.jpg?itok=D9tyF4ll

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%287%29_338.png?itok=GEU8fsRQ

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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https://cms.zerohedge.com/s3/files/inline-images/big%20tech%20inflow.jpg?itok=wh0vIJgr

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https://cms.zerohedge.com/s3/files/inline-images/financial%20outflows%20june%2018.jpg?itok=a2slak15

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/

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

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

2022-06-15_13-42-10.jpg (1004×585)

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_

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

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

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

https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/c461ee86-d026-4479-a22f-b672f626bf39_606x428.png (606×428)

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

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

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

27603.jpeg (1200×1200)

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

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

2022-06-10_07-03-07.jpg (1123×610)

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

2022-06-10_05-31-29.jpg (995×551)

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_05-33-13.jpg?itok=ELQCsJl5

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https://cms.zerohedge.com/s3/files/inline-images/2022-06-10_05-52-08.jpg?itok=urEb9HWy

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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

Snag_8f68b71.png (1280×753)

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

2022-06-09_11-03-20_0.jpg (1007×507)

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

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

relative-affordability-of-new-homes-in-US-annual-1967-2020-monthly-200012-202204.png (910×662)

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/michigan-home-survey.png?itok=Z3omPAm0

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https://cms.zerohedge.com/s3/files/inline-images/spending-choices.png?itok=s5UcrYBT

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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

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

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

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/ca%20avg.PNG?itok=dLULiJsH

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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

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

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

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

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/

2022-05-31.png (1280×837)

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

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

unnamed-1_29.jpg (990×647)

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

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

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

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

core PCE annualized.png (989×657)

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/image%20-%202022-05-27T053613.513.png?itok=56Z9NUxu

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https://cms.zerohedge.com/s3/files/inline-images/2022-05-27_07-02-34.jpg?itok=AD0wHsY2

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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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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

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

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

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

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

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

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

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