Animal Spirits: Why Are Homes So Costly?
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Immediately’s Animal Spirits is dropped at you by J.P. Morgan:
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Since October S&P 500 low…
Cash market funds have taken in $832bil.
Fairness ETFs solely $181bil.
S&P ↑ 20%+ in that span.
Nonetheless amazed at lack of fairness ETF inflows this yr.
I keep in mind when ETFs have been the one cause markets moved greater btw.
by way of @Todd_Sohn
— Nate Geraci (@NateGeraci) June 6, 2023
Gundlach is deep within the monetary business bubble.
Shares shall be in a mania once I begin listening to about them from folks in Myrtle Seaside. No person round right here cares. It isn’t a mania. https://t.co/5dz2qfE24s
— Jared Dillian (@dailydirtnap) June 15, 2023
The New York Fed’s International Provide Chain Strain index has gone from a file excessive to a file low very quickly. pic.twitter.com/Zu6weGLrck
— Bespoke (@bespokeinvest) June 7, 2023
Even with 500bps of tightening, cash simply is not all that tight.
In previous cycles charges peaked >5% above core PCE inflation. Immediately the Fed’s actions have introduced charges to simply match it. pic.twitter.com/mwRtEAuQ7K
— Bob Elliott (@BobEUnlimited) June 17, 2023
Er, thanks American shoppers pic.twitter.com/uBemiGml4G
— Dario Perkins (@darioperkins) June 19, 2023
“America of America is successfully bankrupt.”
— Eddy Elfenbein (@EddyElfenbein) June 13, 2023
The inventory and bond market peak coincided with the highest in inflation-adjusted M2 cash provide. We’re nearly all the way down to the pre-COVID development stage. There has by no means been a sooner contraction in actual M2 since 1960. pic.twitter.com/Cq4o8npIlW
— Samuel Lee (@svrnco) June 8, 2023
Sonos Decreasing Workforce By 7% $SONO
— *Walter Bloomberg (@DeItaone) June 14, 2023
Residence costs within the UK exceed the price of constructing them by greater than they ever have, as a result of we have now not constructed sufficient of them for a lot of a long time. A shocking new graph from Prof. John Muellbauer https://t.co/f0XX6fNDwJ pic.twitter.com/quN8T34v5P
— YIMBY Alliance (@yimbyalliance) June 16, 2023
Individuals really feel quite a bit higher about their very own lives than they do about their nation.
73% charge their private state of affairs nearly as good or glorious, however simply 18% say the identical of the US as an entire. @Morning_Joe pic.twitter.com/aQBWZusKSb
— Steven Rattner (@SteveRattner) June 7, 2023
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