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Wild moves in yield spreads lately ... 10y2y recently surged by 0.48%, which was largest daily jump since October 1982 and second largest in history

00:01 - 20/03/23

 

 

 

Goldman uses a Twitter Economic Sentiment index

 

 

 

2022 was the first down year for US home prices on an inflation-adjusted basis since 2011. In 2023, we could see the first nominal declines since 2011...

 

 

 

Bank of America has $113 Billion of unrealized losses on its balance sheet

 

 

 

US Producer Prices (PPI) increased 4.6% over the last year, the smallest YoY increase since March 2021. PPI peaked at 11.7% in March 2022

 

 

 

 

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