Ed Yardeni: Fed Will Pause Rate Hikes After September
Let’s hope
Short Interest too Low
Short positioning is a classic contrarian indicator
Default Rates Still Very Low
Default and foreclosure rates could double and… it would only represent a return to normal default rates
Adam Rozencwajg: We’ve Under Invested in Energy; Oil Market Dangerously Tight
“In the energy space we’ve had a huge amount of mal-investment”
Emerging Market Debt Crisis
It’s at least worth contemplating how close we are to the crisis peak
Shipping Crunch Over
It seems likely that the year-over-year peak in inflation is in the books
German Retail Sales Drop the Most Since Adopting the Euro
Germany is pretty clearly in recession
Gundlach: We Must Stop Printing Money; Hard Landing Not Guaranteed
“Job #1 is that we make it as improbable as possible that we decide that money printing is a solution for us again”