@Theimmigrant84 @SoberLook @SpecialSitsNews @AlessioUrban @Callum_Thomas High inflation + rising cost of capital = vice grip on business, consumers, and gov't. Not only slows economy, but also threatens full blown recession. Unlikely to escape that outcome unless the Fed blinks. They are the creator and destroyer of modern economic cycles in the US.

@Mayhem4Markets @SoberLook @SpecialSitsNews @AlessioUrban @Callum_Thomas On top of that liquidity is going to tighten once banks actually quantify russia and loss in the commodity space.

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas If the price of money can't express itself in the lending rates it will find a way to express itself in an unpredictable manner

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas whoooo...I read...showdown😳.

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas Is Fed's job to slow economic activity? No I don't think so. It's to control inflation.

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas Demand distruction coming up

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas What's your take for Wed Gianluca? 0 bp 25bp or 50bp hike?

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas If you are expecting prices to increase, you tend to demand and consume more 🙄

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas Nevertheless Powell will raise rates, and claim it was his policy that conquered inflation.

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas By how many months is PPI leading ISM on your graph. Interesting graph - thanks a lot

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas This time is different. I heard that inflation is transitory 😂

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas I saw this graph before when the debate if Inflation was Transitory, now with the war affecting food, energy, … it has a completely different meaning

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas High oil prices and recession @LizAnnSonders

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas I don't see a positive outcome tbh, don't raise rates and inflation kill demands, rise rates / QT and make market crash which kills demand too. If i have to guess they will try the second this time at least short term. Debt is so high that keep running the ponzi is hard..

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas Nope. If real rates are low enough, it brings forward consumption. Borrow and spend now instead of save and spend later.

@Theimmigrant84 @SoberLook @Mayhem4Markets @SpecialSitsNews @AlessioUrban @Callum_Thomas Unfortunately, the amount of demand death needed to undo Jerome's snafu, will have us all back living in caves.

@Theimmigrant84 @AlessioUrban @SoberLook @Mayhem4Markets @SpecialSitsNews @Callum_Thomas But when Central banks print money the sky is the limit and they will print it soon.