Economic Indicators and Prospects
Goldman Sachs Sees US Recession Odds At 35% In Next Two Years – BBG https://t.co/weTZEAVrDw
— LiveSquawk (@LiveSquawk) April 18, 2022
Housing
Rates and inventory are rising, yet home prices are too. How far will home prices climb this year?
— Mike Simonsen 🐉 (@mikesimonsen) April 18, 2022
That's what we're looking at in this week's @AltosResearch video. 🧵📽️👇
Available inventory of unsold single family homes is up 3.6% this week. Nice gain, tho not unusual
1/6 pic.twitter.com/BqtRXCjs2Y
Monetary Policy
🇺🇸 #Fed’s Bullard Says 75 Basis-Point Hike Could Be Option If Needed – Bloomberghttps://t.co/UcIylsxFHf
— Christophe Barraud🛢🐳 (@C_Barraud) April 19, 2022
Trade, Supply Chain and Geopolitics
Treasury Secretary Janet Yellen won’t automatically boycott G-20 meetings this week in Washington if Russian officials attend https://t.co/TQiyoEFTUl
— Bloomberg Economics (@economics) April 18, 2022
Covid-19
🇹🇼 #Taiwan Faces Tough Choices as #Covid Cases Hit Record Levels – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) April 19, 2022
*Link: https://t.co/Ff7peA5rJe pic.twitter.com/MDCTmxOHIK
China will unwaveringly stick to the Dynamic Zero general policy and achieve "Zero cases" on the society level ASAP, says Mi Feng, spokesman of NHC, in a press conferece.#China #Shanghai
— CN Wire (@Sino_Market) April 19, 2022
🇨🇳 #China | #Shanghai reports 7 more Covid-19 deaths, steel hub #Tangshan enters lockdown – StraitsTimeshttps://t.co/jbgum7V5XC
— Christophe Barraud🛢🐳 (@C_Barraud) April 19, 2022
🇨🇳 #China’s Top Steeltown Returns to Partial Lockdown, Mass Testing – Bloomberghttps://t.co/SlWMukJEDu
— Christophe Barraud🛢🐳 (@C_Barraud) April 19, 2022
Economic Indicators and Prospects
China's economy is probably contracting right now, but Shanghai is a bad guide to the national situation.
— Tom Hancock (@hancocktom) April 19, 2022
Nationwide truck traffic is -17% from normal level, Shanghai's -83%. (chart via @JDMayger) pic.twitter.com/XtYfBkNOnv
🇨🇳 #CHINA CENTRAL SOES FACE GREATER DOWNWARD PRESSURE THIS YR: PENG – BBG
— Christophe Barraud🛢🐳 (@C_Barraud) April 19, 2022
🇨🇳 #China Sees Multiple Growth Risks, Vows to Meet GDP Target – Bloomberghttps://t.co/RLIS9Ci7SS
— Christophe Barraud🛢🐳 (@C_Barraud) April 19, 2022
🇨🇳 #China GDP Forecast Cut at UBS, Barclays and Standard Chartered – Bloomberghttps://t.co/amP2apxPUp
— Christophe Barraud🛢🐳 (@C_Barraud) April 19, 2022
🇨🇳 *BANK OF AMERICA CUTS #CHINA 2022 GROWTH EST. TO 4.2% FROM 4.8% – BBG
— Christophe Barraud🛢🐳 (@C_Barraud) April 19, 2022
Monetary Policy
Indonesia’s central bank keeps its benchmark interest rate unchanged to support the economy’s recovery, while downgrading its growth outlook https://t.co/Bchjq2117b
— Bloomberg Economics (@economics) April 19, 2022
Chinese banks will announce their benchmark lending rates on Wednesday, with many economists expecting a possible reduction after the central bank boosted liquidity and made repeated calls to lenders to lower borrowing costs https://t.co/8rZie71jZM
— Bloomberg Economics (@economics) April 19, 2022
Japan’s Finance Minister Shunichi Suzuki went a step further in his language surrounding the yen, saying that the Japanese currency has been weakening rapidly https://t.co/1OoslMTVgH
— Bloomberg Economics (@economics) April 19, 2022
Trade, Supply Chain and Geopolitics
🇨🇳 #China suspends promotion of "common prosperity" amid economic slump – Kyodohttps://t.co/jOSXtNCTpG
— Christophe Barraud🛢🐳 (@C_Barraud) April 19, 2022
🇨🇳 #China Vows to Ease Supply Chain Woes in Foreign Chamber Meeting – Bloomberghttps://t.co/3iZMV3Va5H
— Christophe Barraud🛢🐳 (@C_Barraud) April 19, 2022
🇨🇳 #China Turns Focus on Supply Chains, Pledging More Financial Aid – Bloomberghttps://t.co/Z3IpKzCs9L
— Christophe Barraud🛢🐳 (@C_Barraud) April 18, 2022
North Korean hackers made off with $615 million in cryptocurrency from a recent hack of the blockchain game Axie Infinity. https://t.co/q7eCmLgo3S
— FORTUNE (@FortuneMagazine) April 18, 2022
Economic Indicators and Prospects
Record Number Of UK Finance Bosses Warn On Operating Costs – BBG https://t.co/EdV9j9z5t3
— LiveSquawk (@LiveSquawk) April 19, 2022
Fiscal Policy
Europe Expects to Pay Bulk of Ukraine’s Reconstruction Costs https://t.co/KSXiSWRfvz
— Alessandro Speciale (@aspeciale) April 19, 2022
Energy
Without Russian energy, countries are forced to make hard choices about how to fuel their economies, putting the energy transition at a crossroad https://t.co/xH7po31Dmo via @brianreports pic.twitter.com/wLm1VfuPtD
— Zoe Schneeweiss (@ZSchneeweiss) April 19, 2022
Politics
Le Pen mixes hardline policies with social welfare to widen appeal https://t.co/mDYfpa9jlL via @Newsbaum_ @SamyAdghirni pic.twitter.com/w65KRvzsbp
— Zoe Schneeweiss (@ZSchneeweiss) April 19, 2022
Trade, Supply Chain and Geopolitics
🇺🇦 🇷🇺 Zelensky says #Russia has begun renewed offensive in eastern #Ukraine – FThttps://t.co/id4wR6dw1T
— Christophe Barraud🛢🐳 (@C_Barraud) April 19, 2022
France is still pushing for an embargo on Russian oil imports, but it may take a “few weeks” to unite all European countries on the step, French Finance Minister Bruno Le Maire says https://t.co/LJLyRPPAxe pic.twitter.com/x3OBgze6Cm
— Zoe Schneeweiss (@ZSchneeweiss) April 19, 2022
⚠ #WeekAhead: Week 16 (2022) ⚠
— Christophe Barraud🛢🐳 (@C_Barraud) April 18, 2022
🌎 #IMF/World Bank Meeting
🇫🇷 French Debate and Elections
🇺🇸 🇪🇺 Powell and Lagarde Speeches
🇺🇸 Beige Book
…https://t.co/y8cADwGDqQ
#OOTT | OPEC+ Supply Gap Widens In March As Sanctions Hit Russian Output – RTRS https://t.co/SLuoMI91tj
— LiveSquawk (@LiveSquawk) April 19, 2022