@andreassteno - Twitter Profile Analysis

We have seen rallies towards month-end throughout the bear-market History doesn't repeat itself, but it often rhymes https://t.co/gUqI3WlE2Y

"Inventories for NIKE, Inc. were $8.4 billion, up 23 percent compared to the prior year period" Inventories are building folks

So in order to get a good midterm election Biden wanted the Fed to hike rates and kill inflation … Lo and behold it might not be the rising cost of living that kills the Dems at the mid-terms, but a recession instead

The new anti-fragmentation tool should be open-ended and open-sized according to ECB comments today. Who said "QEternity"?

QE-ternity? https://t.co/XHRow2CDVx

New all-time-peak in "recession" fears in Google trends https://t.co/2ZMjopz83Z

A bunch of good questions https://t.co/ulFqmHFmAH

A very decent map to show who is dependent on Russia and who is not https://t.co/ZnHafHNwNB

😅 https://t.co/wkLIMP5vIz

Dallas Fed Manufacturing at -17.7 Don't tell me that ISM is not headed for Sub-50 territory very soon

Why we are not back in the 1970s in one chart https://t.co/pCU3Ig8x5v

Retail sales before and after inflation adjustments... Remember that ALL numbers are inflated https://t.co/llzV2sfUvc

Remember to inflation-adjust all numbers! Durable goods look substantially less promising, if adjusted for inflation (volume-based measure instead) https://t.co/dVzNLb031x

Our fourth attempt of throwing a big wedding party is planned for Sep 10 (after three Covid-cancellations), so if you needed an argument why another MASSIVE wave of Covid will hit the continent this late summer, that is it!

I can guarantee you that the economy cannot cope with Taylor-rule like policy rate levels https://t.co/XiHUKtvOCq

Google Searches for “Recession” have hit an all time high. 📈 So the question becomes, are we already in one? Join @AndreasSteno & @AshBennington on The Daily Briefing LIVE at 4 PM ET to find out what the experts think.

My podcast has its own Twitter handle. Please follow @ForwardGuidance to get advance notice of the latest episodes

What are the broader implications of #Russia´s default? In other news, #equity indexes turned lower in afternoon trade following last week’s rally, with #SP500 currently at 3,900. @pboockvar & @AndreasSteno will talk Russia and the #markets in The Daily Briefing LIVE at 4PM ET.

"The only entity that can break something in Japan, is Japan itself" 🇯🇵 Clip taken from the most recent episode of The Macro Trading Floor with @AndreasSteno & @MacroAlf: 🔊: https://t.co/E0xHBtwhIY 📺: https://t.co/7YIwzkFgfC https://t.co/HTI45BSMf5

Got a new hat for summer 😉 https://t.co/p033S6UxcD

World Dollar Liquidity is contracting at a record -21% annualized rate. WDL = Monetary Base + Foreign CB Holdings of Securities Held at the Fed https://t.co/kpOlFxIm3R

Channels telling us that used truck prices are screaming back towards earth, down 25-30% this qtr. But this is no where near the bottom. Prices could fall by 50%+ by year end.

I'm old enough to remember 10 days ago when Chair Powell said one reason they hiked 75bps was because U of Mich 5-10yr inflation expectations jumped from 3.0% to 3.3% and then, today, that same figure was revised downward to 3.1%. It never was 3.3% after all.

@AndreasSteno 10y fair value started falling too, driven by eurodollar curve https://t.co/BVC8MUOVnU

"What do you do when #inflation is hot and growth is not?" @AndreasSteno commenting on the #ECB and the Eurozone #market on today´s RVDB. https://t.co/j75j27rdn5

#Eurozone #manufacturing is looking set for a steep downturn, according to today's flash #PMI data. Output is already falling and inventories of unsold stock are rising at the steepest rate for 2 years amid weak demand https://t.co/nyycCXCb74

IEA WARNS EUROPE TO PREPARE FOR TOTAL SHUTDOWN OF RUSSIAN GAS EXPORTS - FT

The equivalent of 60% of GDP has been wiped out from US bonds & equities markets alone in less than 8 months. It's the biggest financial drawdown as % of GDP ever experienced over the last 40 years. https://t.co/P5TuSBKkrN

I'm *not* saying the Fed has already over-tightened. But I *am* saying that we've just seen the sharpest rise in US private-sector borrowing costs since the early 1980s. https://t.co/RM1KP9p8LR

Avocados are better at hedging inflation than Bitcoin :))) https://t.co/BsaYNQrL27

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