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 |
|
 |
|
 |
|
|