Yield Curve Inversion Still Deepening
Longer to recession than expected?
Mapped: Biggest Sources of Electricity by State and Province
Hydro, Gas, Nuclear
Corporate Debt Service Costs Still Near Historic Lows
More time on the clock?
China Dominates the Rare Earth Market
Long time in the making
6-Month CPI Below 2%
The time for a pause was months ago
2-Year-Fed-Funds Inversion Signals Fed Pause
Rarely do widely held market expectations around recessions pan out perfectly
Jim Grant: Most Import Thing to Markets Is BoJ Yield Curve Control
“There is, I think, going to be a lot of volatility in the world that people have not prepared for.”
Leland Miller: China Will Bounce-Back But It’s a Head-Fake
“Does this represent anything more than a three/four quarter-at-most bounce? The answer is probably not.”
Darius Dale: Recession Not Priced in
One of the few to correctly call 2022
Chart: The Sources of Germany’s Natural Gas Imports
From 60% to zero