Τα Διαγράμματα της ημέρας

John P. Hussman, Ph.D. -  Estimated Fed losses, even giving credit for all the interest the Fed has remitted to Treasury since 2008. The actual loss likely exceeds $2 trillion. Nobody sees this because the Fed books at amortized cost

00:01 - 18/08/22

The US Housing Market Index fell in August for the first time this year. 7% mortgage rates and record lows in affordability are sharply curbing demand. As a result, homebuilders are increasingly using incentives to bolster sales (55% did so in August, up from 52% in July)

We are approaching quite a formidable global debt maturity wall

Robin Brooks - Exports from 16 countries to Russia (red) and Central Asia (blue). The details of these charts almost don't matter. What matters is that every western country where red falls has an offsetting rise in blue. That means trade diversion is everywhere. Export controls do NOT work...