Current drawdown in corporate
profits is 6.5% from peak …
interestingly, there’s been larger
drawdowns and no recession (2015)
and drawdowns of similar magnitude
with recession (1990) |
00:01 -
04/09/23 |
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'More Americans are falling behind on their car loan and
credit card payments than at any time in more than a decade,
a troubling signal of consumer stress as higher prices and
rising borrowing costs are squeezing household budgets.' |
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The 10-year Treasury yield has broken out of its long-term
downtrend Driven by inflationary pressures in 2022/23 |
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The mortgage payment needed to buy the median priced home
for sale in the US has moved up to $2,649, a new all-time
high |
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Germany, where the unemployment rate has risen to 5.8%, the
highest level since May2021. At the same time, nearly
800,000 job vacancies continue to exist. This shows that
base unemployment and frictional unemployment continue to
rise |
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