M2 money supply contracted by -1.2% m/m in March, worst on record pic.twitter.com/YHnNCl7noi
— Liz Ann Sonders (@LizAnnSonders) April 25, 2023
The bond market is pricing almost 200 bps worth of Fed cuts over the next 18 months.
— Alf (@MacroAlf) April 26, 2023
This is by far the biggest amount of cumulative Fed cuts the bond market ever priced in over the last 37 years. pic.twitter.com/SpNdUdrJ8X
#CreditCard delinquencies are rising as #wages fall and the #economy slows.
— Lance Roberts (@LanceRoberts) April 25, 2023
h/t @thedailyshot pic.twitter.com/DkOxKHoxnC
2/ Net positioning in the futures market is often a good contrarian indicator
— Game of Trades (@GameofTrades_) April 28, 2023
But there's a crucial caveat often overlooked by investors pic.twitter.com/b4yR7Kj0In
The top 10 stocks are responsible for 86% of the overall S&500 index return. This is the most extreme concentration on record (SocGen). pic.twitter.com/VcDWf2LAjk
— zerohedge (@zerohedge) April 28, 2023
Share buybacks remain quite popular, though slightly lower than what we saw last year up to April 21st.
— Markets & Mayhem (@Mayhem4Markets) April 26, 2023
Source: Goldman Sachs pic.twitter.com/ZlTQev5kWE
*Note: Previous reports can be found here