07-31-26 savo
| merlino... this guy lives in mars... he clearly does not go to the supermarket.. |
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07-31-26 Merlino
David Rosenberg @EconguyRosie Jul 29
Ahead of today’s FOMC meeting, all the chatter is about elevated inflation. Meanwhile, oil and industrial commodity prices are well off their nearby highs. The USD is strong. There is no wage acceleration at all. Demand growth is now running at a stall-speed 1-1/2% annual rate. Core service sector price trends are decelerating nicely, and core goods prices are completely flat over the past six months. If you replace the shelter components of the CPI with real-time rent and home price data, core inflation is running at the grand total of 1.4%.
There are narratives and then there are facts. The Fed would need to have its head examined to raise rates today or even ratify market expectations of two hikes ahead.
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Jeffrey Gundlach @TruthGundlach 15h
30 year maturity Treasury bond holders want Fed hikes, not more Fed committees.
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07-31-26 savo
meanwhile the UST10 and UST30 30 year charts look horrible for the fiscal deficit.
https://fred.stlouisfed.org/series/DGS10/
https://fred.stlouisfed.org/series/DGS30 |
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07-31-26 savo
to provide additional collateral
showing that the earnings and stocks rally is fueled exclusively by credit... the same credit that fuels inflation...
The Fed is trapped.. reduce or contract credit to stop inflation would kill the stock market and provoke a financial crisis...
Do not contract credit and inflation will continue its ascendant march...
#deathbyinflationordeathbyfinancialcrisis
Warsh tough talk is not credible..he does not need to talk.. he can act.. he has the tools... but will not. |
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07-31-26 spaldo
https://time.com/article/2026/07/30/venezuelan-president-delcy-rodriguez-interview/?utm_source=twitter&utm_medium=social&utm_campaign=editorial&utm_content=300726
How Delcy Rodríguez Went From Maduro Loyalist to Trump Proxy
by
Eric Cortellessa/Caracas
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SENIOR CORRESPONDENT
JUL 30, 2026 1:00 PM CET |
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07-31-26 spal
unusual_whales
@unusual_whales
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8h
NEWS: Wall Street banks have asked funds heavily concentrated in certain industries to provide additional collateral, per FT |
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