Yield Curve Starts Inverting; Odd Divergence Emerging
Huh…
Chart: 2-Year at Multi-Decade Trend Line
Make-or-break
U. Michigan Consumer Sentiment Nearing Global Financial Crisis Levels
It turns out that people don’t like runaway inflation. Someone should tell Powell.
El-Erian: Fed Has Lost Credibility; In Lose-Lose Situation
“We’re going to see a global stagflation…”
Expect India’s Russian Weapons Imports to Continue to Shrink
Not because of Ukraine, though it won’t help
Nassim Taleb: Cash Is ‘Inflation Fear’ Hedge
“I recommend that people who cannot hedge their tail just not invest….”
The Countries Importing Russian Arms
India, China, Egypt…
Jim Chanos: Market Still Expensive
“Record amounts of speculation in the US stock market last year… may take some time to work off”
Visualizing the EU’s Energy Dependence
Worsening
The Origin of US Oil Imports Since 1973
Pipelines