Animal Spirits: Is a Recession Bullish?

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The one-year Treasury closed at this time at 4%.

One 12 months in the past, it was at 0.07%.

Wild.

— Eddy Elfenbein (@EddyElfenbein) September 15, 2022

Q: What’s going to occur if China stops shopping for US Treasuries?
A: It already did–a decade in the past.

China has been a internet vendor of US Treasuries for over a decade and now holds solely 4% of all excellent US Treasuries–down from 14% 10 years in the past, per knowledge from the US Treasury. pic.twitter.com/1OcFdMvIyj

— Jeffrey Kleintop (@JeffreyKleintop) September 18, 2022

Meals at residence CPI elevated as much as 13.5% in August, in comparison with 13.1% in July, the very best since February 1979.

— unusual_whales (@unusual_whales) September 16, 2022

The hire inflation reported within the CPI (together with the M/M quantity) is ~90% a narrative about what occurred final 12 months, not present circumstances.

— Matthew C. Klein (@M_C_Klein) September 13, 2022

Since 2019-end, proprietor’s equal hire (the most important element of CPI) is up a cumulative 10.8% and Condominium Listing’s nationwide median hire is up a cumulative 24.2%, implying CPI shelter has a variety of catching as much as do.

— Samuel Lee (@svrnco) September 13, 2022

College of Michigan: The median anticipated year-ahead inflation price declined to 4.6%, the bottom studying since final September.

At 2.8%, median long term inflation expectations fell under the two.9-3.1% vary for the primary time since July 2021. https://t.co/vozt57nkTN

— Nick Timiraos (@NickTimiraos) September 16, 2022

Let’s dig into OpenDoor properties in Las Vegas.🎲

— Lance Lambert (@NewsLambert) September 16, 2022

About half of US revenue is earned by households making greater than $100,000 per 12 months, with most proudly owning their very own properties. So the biggest expense for these households isn’t rising even w/tighter Fed coverage, however wages are going up, maybe explaining why core inflation is so sticky: MS

— Lisa Abramowicz (@lisaabramowicz1) September 19, 2022

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Animal Spirits: Is a Recession Bullish?

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