Consumers Saved $2.9 Trillion During the Pandemic. Their Money Will Drive the Global Recovery – Bloomberg
*Link: https://t.co/EOB16RDsNF pic.twitter.com/rQTniRkUzb— Christophe Barraud (@C_Barraud) March 3, 2021
The stimulus package is very targeted to only go to people in need to pay for their debts and expenses and will lead to an efficient use of capital has said no one. pic.twitter.com/q5FbPEJovZ
— Sven Henrich (@NorthmanTrader) March 3, 2021
Short-term inflation expectations have started to outrun longer-term measures. Are markets expecting the Fed to allow inflation to overshoot/"overheat" near term? pic.twitter.com/1Fhep54XoW
— David Ingles (@DavidInglesTV) March 3, 2021
Shiller's Excess CAPE Yield suggests that stocks should beat bonds over the next 10 years (as usually happens), but it's been widely misinterpreted to be bullish; it's lower than it's long-term average, which means this isn't a great time to buy stocks.https://t.co/M2kjJZuXZT pic.twitter.com/aoOJMc0awd
— John Authers (@johnauthers) March 3, 2021
Why the big picture is critical – especially now:
Most big Stock market declines didn't just "appear" – they had plenty of warning from the VIX.
Currently, VIX is *falling* from one of the biggest tops in history.
No one knows how far this goes – Follow the Trend. pic.twitter.com/NS1zQoFUTd
— Macro Charts (@MacroCharts) March 2, 2021