Investors are piling into 6-month bills as the multi-generational opportunity of 5%+ yields is attractive after such a long period of financial repression pic.twitter.com/LjU7YM7rQR

— Markets & Mayhem (@Mayhem4Markets) March 7, 2023

We're seeing outflows from equities on a 4-week rolling basis

Source: Goldman Sachs pic.twitter.com/gyAUxDzOzq

— Markets & Mayhem (@Mayhem4Markets) March 7, 2023

US factory orders fall as civilian aircraft demand dives https://t.co/fqufum95cw pic.twitter.com/eBHIKTOfIe

— Reuters (@Reuters) March 6, 2023

🇺🇸 The Boomer spending boost – Axioshttps://t.co/QZmfUfknHG

— Christophe Barraud🛢🐳 (@C_Barraud) March 7, 2023

Supply chain bottlenecks clearly in rearview as supplier deliveries components of both ISM Manufacturing and Services PMIs remain firmly in contraction pic.twitter.com/AQGR7kCTAh

— Liz Ann Sonders (@LizAnnSonders) March 6, 2023

Housing March 6th Weekly Update: Inventory Decreased 2.6% Week-over-week https://t.co/sbEo8824yL pic.twitter.com/ZiLThmzedp

— Bill McBride (@calculatedrisk) March 6, 2023

Black Knight Mortgage Monitor: Home Prices Declined in January, "on pace to fall below 0% by March/April" https://t.co/n62zVoPqqg pic.twitter.com/L2sVsoDPlP

— Bill McBride (@calculatedrisk) March 6, 2023

Fed's Powell could set stage for near-term tech selloff – Deepwater's Gene Munster https://t.co/KEKlnUsqG3

— Breaking Fed News (@BreakingFedNews) March 6, 2023

Brace yourself for more bad inflation reports: The @ClevelandFed inflation model sees core CPI rising by 5.5% in February from a year earlier and headline CPI rising by 6.2% YoY — both higher than Wall Street consensus. https://t.co/bbtzm5KVGF via @Jonnelle @economics

— Steve Matthews (@SteveMatthews12) March 6, 2023

This is even more visible in Europe – yes, exactly the place where you wouldn't expect this.

Long-dated inflation expectations just hit a 10y+ high.

And no, it's not due to higher oil prices this time.

Look at this chart…

9/ pic.twitter.com/hi46imE9In

— Alf (@MacroAlf) March 5, 2023

Exclusive: The White House is jumping into state-level battles for women's reproductive rights, lending advice to allies in states pushing restrictions as the Biden administration seeks to make abortion access a rallying cry in next year's election https://t.co/o8hfJW0TVu

— Reuters (@Reuters) March 6, 2023

🔵 WHITE HOUSE MAY RESTART DETENTION OF MIGRANT FAMILIES – SOURCES

– Full story via Reuters at https://t.co/151BIp7Zro pic.twitter.com/uZ3OF8VhLt

— PiQ (@PriapusIQ) March 7, 2023

🇺🇸 🇹🇼 🇨🇳 Speaker Kevin McCarthy to meet #Taiwan’s president in US to avoid #China’s ire – FThttps://t.co/81HCZNpqtn

— Christophe Barraud🛢🐳 (@C_Barraud) March 7, 2023

🇺🇸 🇨🇳 Push to give Biden new powers to ban #TikTok moves ahead in Congress—Reutershttps://t.co/sJaWEfqOv5

— Christophe Barraud🛢🐳 (@C_Barraud) March 7, 2023

🇨🇳 #China’s Exports Extend Declines, Adding Pressure to Economy – Bloomberghttps://t.co/dEf42OhAdb pic.twitter.com/ABVLJEdq9n

— Christophe Barraud🛢🐳 (@C_Barraud) March 7, 2023

Australia, the world’s second-largest wheat exporting country, is likely to see shipments slump 20% from record levels in the coming financial year as production tumbles because of a shift to a drier climate pattern. https://t.co/3oSuSlNDEp

— Daily Maverick (@dailymaverick) March 7, 2023

🇯🇵 #Japan's real wages drop at fastest pace since 2014 as hot #inflation takes toll – Reutershttps://t.co/mCyRaGyjfS

— Christophe Barraud🛢🐳 (@C_Barraud) March 7, 2023

South Korea revised Q4 GDP -0.4% q/q, matching earlier estimate https://t.co/51KZ79myAD pic.twitter.com/Wnk7iBR3pw

— CNA (@ChannelNewsAsia) March 6, 2023

The RBA raises interest rates by 25 basis points to 3.6%, marking the central bank's 10th consecutive hike https://t.co/swxgodAcuB

— Bloomberg (@business) March 7, 2023

BOJ to keep yield cap, ultra-low rates at Kuroda's last policy meeting https://t.co/0HYZK8x7ju pic.twitter.com/Dp23V34Kro

— Reuters Asia (@ReutersAsia) March 6, 2023

China will take forceful measures to support the development of high-end manufacturing.

– President Xi Jinping
National People's Conference #China #NPC2023https://t.co/YQnFdyyR8z

— menaka doshi (@menakadoshi) March 6, 2023

China’s new foreign minister warned soaring tensions with the US could have dire consequences for relations between the world’s two biggest economies https://t.co/ltj5qGgsWS

— Bloomberg (@business) March 7, 2023

SCOOP: China has given assurances that it will support Sri Lanka’s debt restructuring, sources tell us.

That clears the biggest hurdle for the South Asian nation to secure a $2.9 billion bailout from the IMF, after months of anticipation and speculationhttps://t.co/BIr72HIO84

— Eric Martin (@EMPosts) March 7, 2023

Japan moves to ease export curbs on South Korea, eyes Yoon visithttps://t.co/7MSju5Bs7I

— Nikkei Asia (@NikkeiAsia) March 6, 2023

Taiwan warns of China's 'repeated provocations', China tells US not to cross red line https://t.co/3ylapR3RDD pic.twitter.com/5EQLEuVWBp

— Reuters U.S. News (@ReutersUS) March 7, 2023

North Korea Warns US against Shooting Down Missile Tests https://t.co/t2cL1iUbnn

— The Japan News (@The_Japan_News) March 7, 2023

Germany January industrial orders +1.0% vs -0.9% m/m expectedhttps://t.co/EUnLhyXrQk

— ForexLive (@ForexLive) March 7, 2023

UK February Halifax house prices +1.1% vs -0.3% m/m expectedhttps://t.co/tRs9kxPNpM

— ForexLive (@ForexLive) March 7, 2023

UK construction output rises unexpectedly to strongest since May https://t.co/2hiLXEsDF7 via @LucyGJWhite pic.twitter.com/jVPPUXzd0U

— Zoe Schneeweiss (@ZSchneeweiss) March 6, 2023

📰 Italy may have staved off recession, economy minister says

Powered by https://t.co/PtyRcaV0eThttps://t.co/r9nm9sFpMW

— PiQ-News (@PiQNews) March 6, 2023

🇪🇺Philip Lane lists the data that will shape the ECB's decision beyond March. Credit data likely to be weak but given the ECB's focus on core inflation, the doves will find it hard to justify a step down to 25bp hikes. https://t.co/7tM3kNttTl pic.twitter.com/dq2qzRRhJ4

— Frederik Ducrozet (@fwred) March 6, 2023

ECB's HOLZMANN: 4!! MOAR 50 BPS HIKES IN MARCH, MAY, JUNE, JULY
*affordable housing incoming https://t.co/mpRaCh1u4c

— Ilia Sakowski, MBA (@IliaSakowski) March 6, 2023

ECB speakers for Tuesday, 7 March 2023 – Bank of Spain's governor de Coshttps://t.co/F9zFmSTECP

— ForexLive (@ForexLive) March 7, 2023

The UK’s Labour Party said it would review the country’s business tax regime, insisting that the Conservative government’s approach is hampering growth https://t.co/lZACGiGPRw

— Bloomberg (@business) March 6, 2023

Budget 2023: Rishi Sunak Rejects Calls to Stop Corporation Tax Rise – Bloomberg https://t.co/Ax86wver8O

— Kitty Donaldson (@kitty_donaldson) March 6, 2023

EU Will Flex Collective Buying Clout In Gas Market Next Month – BBG https://t.co/t8it4CN0xW

— LiveSquawk (@LiveSquawk) March 7, 2023

UK to extend household power turndown program to next yearhttps://t.co/d9pyxzsW7T via @_ToddGillespie pic.twitter.com/eAbQd382Fj

— Zoe Schneeweiss (@ZSchneeweiss) March 6, 2023

French unions say pension protests will bring country to a halt https://t.co/51ba216Whw via @Newsbaum_ pic.twitter.com/rjxS9y0S16

— Zoe Schneeweiss (@ZSchneeweiss) March 6, 2023

Senior doctors in the UK are threatening action over pay and pensions even as nurses and ambulance drivers called off their strike https://t.co/F4ZeVcstCK

— Bloomberg (@business) March 6, 2023

Northern Ireland's DUP sets up panel to consult on post-Brexit deal with EU https://t.co/f7EGULTmLM

— Ps Colin = Trumpeter's Voice (@Trumpetersvoice) March 6, 2023

Estonian FM Reinsalu calls for EU to halve the $60 price cap on Russian oil

Tallinn pushes for precendent on confiscating Russian assets.https://t.co/o1ucbJdncQ

— Euromaidan Press (@EuromaidanPress) March 6, 2023

'Bureaucracy or betrayal': Wagner chief says Russian position at Bakhmut at risk without promised ammunition https://t.co/MrLwkRQ5YX

— ABC News (@abcnews) March 6, 2023

https://twitter.com/C_Barraud/status/1632625982258532353

Shipping costs have fallen back to 2018 levels pic.twitter.com/p3xkz5Xg7N

— Markets & Mayhem (@Mayhem4Markets) March 7, 2023