At the moment’s Animal Spirits is dropped at you by J.P. Morgan:
See right here for extra data on JEPQ, J.P. Morgan’s Nasdaq Fairness Premium Earnings ETF.
On immediately’s present, we talk about:
Tropical Bros Shirts:
- See right here for Animal Spirits x Tropical Bros shirts and right here for more information on No Child Hungry
Pay attention Right here:
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 bear in mind when ETFs had been the one purpose markets moved increased btw.
— Nate Geraci (@NateGeraci) June 6, 2023
Gundlach is deep within the monetary business bubble.
Shares shall be in a mania after I begin listening to about them from folks in Myrtle Seashore. No one round right here cares. It’s not a mania. https://t.co/5dz2qfE24s
— Jared Dillian (@dailydirtnap) June 15, 2023
The New York Fed’s International Provide Chain Stress index has gone from a document excessive to a document 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. At the moment the Fed’s actions have introduced charges to simply match it. pic.twitter.com/mwRtEAuQ7K
— Bob Elliott (@BobEUnlimited) June 17, 2023
Er, thanks American customers pic.twitter.com/uBemiGml4G
— Dario Perkins (@darioperkins) June 19, 2023
“The USA 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 virtually all the way down to the pre-COVID development degree. There has by no means been a quicker contraction in actual M2 since 1960. pic.twitter.com/Cq4o8npIlW
— Samuel Lee (@svrnco) June 8, 2023
Sonos Lowering 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.
— Steven Rattner (@SteveRattner) June 7, 2023
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