🇺🇸 U.S. consumer credit grows at slowest pace in two years in sign of economic worries – MarketWatchhttps://t.co/Rax8IflNfK

— Christophe Barraud🛢🐳 (@C_Barraud) February 8, 2023

Trade Deficit increased to $67.4 Billion in December https://t.co/cugyLAk8zm pic.twitter.com/2WYENyegQT

— Bill McBride (@calculatedrisk) February 7, 2023

🇺🇸 The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2023 is 2.1 percent on February 7, up from 0.7 percent on February 1 – #Fed Atlanta https://t.co/8ocabYXaUk pic.twitter.com/J9p6OixOkb

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

Wholesale Used Car Prices Increased in January, Down 12.8% Year-over-year https://t.co/SIZ9LQazxp pic.twitter.com/08JOY5BmEX

— Bill McBride (@calculatedrisk) February 7, 2023

Manheim is wholesale CarGurus is retail and still showing falling prices.. https://t.co/NMLKtPcNfu https://t.co/TeDfcspnM0

— FxMacro (@fxmacro) February 7, 2023

“…roughly 15% of companies in the S&P 500 have seen headcount increases of 40% or more since the start of the pandemic (Exhibit 4), and only one-fifth of them have announced layoffs so far.” – Goldman pic.twitter.com/tu3eFeZB5g

— Sam Ro 📈 (@SamRo) February 8, 2023

Freddie Mac House Price Index Declines for 7th Consecutive Month in December https://t.co/p7rwkLOgrO pic.twitter.com/rmIqLBhJB7

— Bill McBride (@calculatedrisk) February 7, 2023

🇺🇸 #FED POWELL: DISINFLATIONARY PROCESS HAS STARTED IN GOODS SECTOR – BBG
*POWELL: DISINFLATIONARY PROCESS `HAS A LONG WAY TO GO'
*POWELL: DISINFLATIONARY PROCESS WILL PROBABLY BE BUMPY

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

🇺🇸 #FED POWELL: HAVEN'T ACHIEVED SUFFICIENTLY RESTRICTIVE STANCE YET – BBG
*POWELL: #FOMC FORECASTS ARE CONDITIONAL ON INCOMING DATA
*POWELL: NOT LOOKING AT CHANGING 2% INFLATION TARGET

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

🇺🇸 #FED POWELL: SHORTAGE OF WORKERS FEELS MORE STRUCTURAL THAN CYCLICAL – BBG
*POWELL: RIGHT NOW, LABOR MARKET IS AT LEAST AT MAX EMPLOYMENT

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

Important point by #Fed Chair Powell that's attracted less attention than it deserves:
"Shortage of workers feels more structural than cyclical."
Points to what I feel is a broader issue about the functioning of the supply side with important policy AND institutional implications

— Mohamed A. El-Erian (@elerianm) February 7, 2023

🇺🇸 #FED POWELL: WE EXPECT SIGNIFICANT PROGRESS ON #INFLATION THIS YEAR – BBG
*POWELL: HAVE `SIGNIFICANT ROAD AHEAD' TO SEE INFLATION AT 2%
*POWELL: IF STRONG LABOR DATA PERSISTS, PEAK RATE MAY BE HIGHER

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

Powell, paraphrased: Despite many people believing (or hoping) the Fed's recent inflation projections were too high because inflation would come down faster, the Fed didn't see it that way and, given last week's job report, still doesn't.

— Nick Timiraos (@NickTimiraos) February 7, 2023

🇺🇸 Biden Calls for #Antitrust Measures to Rein in Power of Big #Tech – Bloomberg
*The comments also mark the first time the word “antitrust” has been used in the State of the Union since 1979, according to historical records of the annual speech. https://t.co/kJRI8fzkco

— Christophe Barraud🛢🐳 (@C_Barraud) February 8, 2023

President Biden vows to not allow the US to default on its debt, calling on Congress to raise the debt-ceiling and chastising Republicans seeking to leverage the standoff to force spending cuts https://t.co/B1XVUNRk9t

— Bloomberg Economics (@economics) February 8, 2023

🇺🇸 #Biden Wants to Quadruple the Stock #Buyback Tax. It’s a Political Hot Potato – Barron'shttps://t.co/aiBPwqdy4d

— Christophe Barraud🛢🐳 (@C_Barraud) February 8, 2023

China rebuffed the Pentagon when it tried to arrange a phone call after the US shot down an alleged Chinese spy balloon https://t.co/xb3I2Su15l

— Bloomberg (@business) February 7, 2023

China has more land-based ICBM launchers than the U.S., America's military reported, fueling debate about how to respond to Beijing’s nuclear buildup https://t.co/AIw7fxE4rb

— The Wall Street Journal (@WSJ) February 7, 2023

China 2023 Growth Forecast Revised Up To 5% – Fitch https://t.co/J8JxeZTelg

— LiveSquawk (@LiveSquawk) February 8, 2023

China lifts #Gold reserves by extending buying to 3rd month. China has joined other nations in building up reserves of bullion. pic.twitter.com/RclXQEoCGK

— Holger Zschaepitz (@Schuldensuehner) February 7, 2023

Indonesia Reports $2 Billion Rise in Forex Reserves #Forex https://t.co/zWDzYcZIyd

— Jason Normanton 🤍💙💛 (@PMProuk) February 8, 2023

Australia is battling a housing supply crunch driven by government failure to plan for a rapidly rising population, the Property Council of Australia says https://t.co/Bqhd3sAaTo

— Bloomberg (@business) February 8, 2023

India’s central bank slows the pace of interest-rate increases for a second straight meeting, while retaining its tightening bias amid stubbornly high core inflation I @anuproy05 https://t.co/wo4UNqjr0J via @economics

— Debjit Chakraborty (@JournoDebjit) February 8, 2023

Japan confirmed on Tuesday that it made record interventions in the foreign exchange market in October, selling $48bn to support the yen.https://t.co/GgMEobrDVV

— Nikkei Asia (@NikkeiAsia) February 7, 2023

Japanese PM Kishida is set to increase pressure for pay increases by reviving three-way talks among the government, business leaders and labor unions https://t.co/5PBvSjcaS2

— Bloomberg (@business) February 8, 2023

Republican US lawmaker to lead Taiwan trip amid China balloon tensions https://t.co/k75JCGDVLd

— South China Morning Post (@SCMPNews) February 8, 2023

🇬🇧 UK May Avoid #Recession But 1-in-4 Unable to Pay Their Bills – Bloomberghttps://t.co/00bRlfg3tC pic.twitter.com/AXGYWgLPhS

— Christophe Barraud🛢🐳 (@C_Barraud) February 8, 2023

The strikes and protests in France over the proposed pension reforms are unlikely to have much impact on the economy https://t.co/MkscxGU4r3

— Bloomberg Economics (@economics) February 7, 2023

Bye, bye 'Business Model!'#Germany #cheapenergy #wrongbet

Great chart by @Berenberg_Econ pic.twitter.com/5wdIietcDk

— jeroen blokland (@jsblokland) February 7, 2023

Swedish housing market activity slows as prices tick down https://t.co/Gqvoa9wk2c via @ottummelas pic.twitter.com/2cDlsXYQTj

— Zoe Schneeweiss (@ZSchneeweiss) February 8, 2023

The ECB won’t need to return to ultra-low interest rates as inflation will settle in a new regime close to its 2% target, according to the Bank of France governor https://t.co/rluCuf1S0J

— Bloomberg Economics (@economics) February 7, 2023

🇪🇺 #ECB SCHNABEL: CAN'T YET GIVE ALL CLEAR ON INFLATION
*SCHNABEL: UNDERLYING INFLATION RATE STILL EXTRAORDINARILY HIGH
*SCHNABEL: KEEPING PARTICULARLY CLOSE EYE ON CORE INFLATION
*SCHNABEL: INTEND TO HIKE RATES BY 50 BPS IN MARCH

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

🇪🇺 #ECB cuts interest rate on government deposits – Reutershttps://t.co/Nr6ovRIHTL

— Christophe Barraud🛢🐳 (@C_Barraud) February 8, 2023

Europe’s and America’s gradual restrictions on Russian oil trade are raising the stakes in a protracted economic standoff that is reshaping the global energy market https://t.co/YlHQubPCHu

— Javier Blas (@JavierBlas) February 7, 2023

EU needs quick fix to keep green industry: Brussels Edition https://t.co/rUIaLbt31W via @johnainger pic.twitter.com/AIPOVQlgR5

— Zoe Schneeweiss (@ZSchneeweiss) February 8, 2023

⚠ #WeekAhead: Week 6 (2023) ⚠

🇦🇺 🇮🇳 #RBA and #RBI Meetings
🇺🇸 U.S. State of Union
🇺🇸 🇬🇧 🇪🇺 #Fed, #BOE and #ECB Speakers
🇺🇸 U.S. CPI New Methodology
🇩🇪 German CPI
…https://t.co/z4xBYArmHG

— Christophe Barraud🛢🐳 (@C_Barraud) February 6, 2023

UAE Grants Russian Lender Rare Banking Licence – FThttps://t.co/VeLzvGJdl0

— LiveSquawk (@LiveSquawk) February 8, 2023