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Bonds are looking the most attractive vs stocks in decades, according to one metric. The gap between the earnings yield of the S&P 500 and the yield on the 10-year Treasuries dropped to around 1.1 percentage point last week, its narrowest since 2002

00:01 - 03/08/22

Steven Anastasiou – In the 155 full years that have passed since 1867, on an annual average basis, the US M2 money supply increased in 143 of those years. In the 12 years where M2 fell, six predate US CPI data, which begins in 1913

The last 3 times ISM Manufacturing was this low, the US economy was in or about to be in a recession. You have to go back to 1995-96 to find a lower reading with no recession.

Gas prices up 5.1% in the last 8 days (or 18 cents). Gasoline is 3.4% of CPI

'US business loan demand is crashing.'