#Freight | #Shipping costs are rising very quickly and it's not only a problem of supply or base effect. pic.twitter.com/gAE0WPSjfG
— Christophe Barraud (@C_Barraud) February 24, 2021
Markets are slowly starting to price in a #FederalReserve rate hike as early as December. But there is ZERO chance of that happening if you als me. pic.twitter.com/dm4aVfIxGn
— jeroen blokland (@jsblokland) February 27, 2021
The spread between 30- and 5-year Treasuries has retraced half of the near-decade long flattening it experienced from 2010 – Bloomberg pic.twitter.com/bGd3jsGj7J
— Christophe Barraud (@C_Barraud) February 25, 2021
#SPX | Ten-year Treasury yield catching up to S&P 500 dividend – Reuters
*Link: https://t.co/YiQFiQyMXI pic.twitter.com/tp9PSnfdQA— Christophe Barraud (@C_Barraud) February 23, 2021
Investors may need to start thinking about a regime change in markets. https://t.co/MHW1jBFo8R via @bopinion pic.twitter.com/KZfE3IBeM9
— John Authers (@johnauthers) February 24, 2021
#Housing | U.S. 30-Year #Mortgage Rates Are No Longer Below 3%https://t.co/wRpHN6BnVn
— Christophe Barraud (@C_Barraud) February 27, 2021
Taking revisions into account, excess savings at the end of January was $1.681T, or 7.8% of nominal GDP (almost in line with my estimate).
*It confirms my view that U.S. 2021 GDP will beat expectations (https://t.co/d5KPcpXceh). pic.twitter.com/Itt1zjeGlt— Christophe Barraud (@C_Barraud) February 26, 2021
The difference between the #debt in WWII and today, is that the entirety of the debt spike previously was #productive #debt used for the war effort. The debt today is almost entirely non-productive (ie. #welfare) pic.twitter.com/pwnDE3aD0J
— Lance Roberts (@LanceRoberts) February 25, 2021
WAGES LITERALLY OFF THE CHART WITH STIMULUS pic.twitter.com/lOSznXQHeN
— Win Smart, CFA (@WinfieldSmart) February 25, 2021
Job postings on @indeed 5% above the pre-pandemic baseline in US, as of 2/19. Another week of solid gains.
One bright spot: job postings up in arts & entertainment, which was hit hard in the pandemic. Now just 6% below baseline.
(No blogpost this week.) pic.twitter.com/8XOt7nkpFS
— Jed Kolko (@JedKolko) February 22, 2021