U.S. Total Excess Personal Savings Will Be A Massive Economic Boost From 2Qhttps://t.co/T1MGMgFNOf
— Christophe Barraud (@C_Barraud) March 1, 2021
“Things are now out of control. Everything is a mess, and we are seeing wide-scale shortages.”
— Wells Fargo, quoting a respondent in today’s #ISM survey, about component shortages and supply constraints pic.twitter.com/g8wiNPeTlJ
— Carl Quintanilla (@carlquintanilla) March 1, 2021
A bond collapse of epic proportions?
Will this become the worst year for long-maturity bonds?
Today's sketch: https://t.co/9HVLPqeEJD (ht @DataArbor)If you wish to receive my Daily Sketch by mail, please sign up here https://t.co/47UkUxDLoC pic.twitter.com/EvZwKi8AYh
— jeroen blokland (@jsblokland) March 1, 2021
'Will higher inflation push the correlation between stocks and bond yields back into negative territory?' https://t.co/ZB01Bqu9Jn via @SoberLook pic.twitter.com/TCK0439ydK
— Jesse Felder (@jessefelder) March 1, 2021
Short VIX positioning rose again last week… now -41.5% of total OI.
Only 4X in the last 10 years have we seen these kind of extremes.
Something to keep a close eye on. pic.twitter.com/AUqYiddwlc
— Julien Bittel, CFA (@BittelJulien) March 1, 2021