The Money GPS

TOPICS AND TIMESTAMPS: Hmmm 0:00 Starting To Crack 0:15 The One Commodity 4:26 Domino Effect 5:55 China Inflation 11:10 Unemployment is at 3.6% so you would think the economy is healthy? Well what if I told you the real jobs data show it has begun to crack? The One Commodity That Won't Stop Soaring | OilPrice.com https://oilprice.com/Energy/Energy-General/The-One-Commodity-That-Wont-Stop-Soaring.html Commodities Slump Is Set to Give India Relief From Inflation - Bloomberg https://www.bloomberg.com/news/articles/2022-07-09/commodities-slump-is-set-to-give-india-relief-from-inflation?srnd=premium-canada Why Developing Countries Are Facing a Debt Default Crisis - Bloomberg https://www.bloomberg.com/news/articles/2022-07-07/why-developing-countries-are-facing-a-debt-default-crisis?srnd=premium-canada Buy Now, Pay Later for NFTs: Bored Ape Yacht Club Buyers Can Now Use BNPL - Bloomberg https://www.bloomberg.com/news/articles/2022-07-08/buy-now-pay-later-for-nfts-bored-ape-yacht-club-buyers-can-now-use-bnpl?srnd=premium-canada Freshii's ‘virtual cashiers' make $3.75 an hour and have been called ‘outrageous' — now the chain's founder wants to go global | The Star https://www.thestar.com/business/2022/07/08/percy-the-virtual-cashier-founders-shrug-off-critics-and-plan-to-grow-start-up-into-a-multinational-company.html?utm_source=Twitter&utm_medium=SocialMedia&utm_campaign=Business&utm_content=freshiicashier&utm_source=twitter&source=torontostar&utm_medium=SocialMedia&utm_campaign=&utm_campaign_id=&utm_content= China's Consumer Inflation Hits Two-Year High on Pork Rally - Bloomberg https://www.bloomberg.com/news/articles/2022-07-09/china-s-consumer-inflation-hits-two-year-high-on-pork-rally?srnd=premium-canada China's passenger vehicles see robust June retail sales -Xinhua https://english.news.cn/20220706/2577ddd811354753903a73b86171fb34/c.html 2022-07-08_05-32-22.jpg (1054×663) https://cms.zerohedge.com/s3/files/inline-images/2022-07-08_05-32-22.jpg?itok=S9qBIl6R Germany's largest landlord to restrict heating at night https://www.thelocal.de/20220707/germanys-largest-landlord-to-restrict-heating-at-night/ unexplained jobs differential.jpg (925×566) https://cms.zerohedge.com/s3/files/inline-images/unexplained%20jobs%20differential.jpg?itok=tTefl-CB multiple jobs.jpg (1268×643)

TOPICS AND TIMESTAMPS: The Fall 0:00 Oil Sent Overseas 0:18 Biggest Impact on Poor 5:45 Fed Balance Sheet Shrinking 9:31 Ok, so hear me out: inflation that we're seeing today is actually being made worse, and it's hitting lower income people the hardest. Want to know why? Here's Where Car Payments Cost More Than Rent in the US - Bloomberg https://www.bloomberg.com/news/articles/2022-07-06/here-s-where-car-payments-cost-more-than-rent-in-the-us?srnd=premium Dollar continues dream run, little stands in its way https://finance.yahoo.com/news/dollar-continues-dream-run-little-004030866.html Fed's Waller Backs 75 Basis-Point Interest Rate Hike, Dismisses Recession Fears - Bloomberg https://www.bloomberg.com/news/articles/2022-07-07/fed-s-waller-backs-75-basis-point-hike-at-meeting-this-month?srnd=premium Fed Hawks Back 75 Basis-Point July Hike, Still See Soft Landing https://finance.yahoo.com/news/fed-waller-backs-75-basis-172823965.html Oil from U.S. reserves sent overseas as gasoline prices stay high | Reuters https://www.reuters.com/business/energy/oil-us-reserves-head-overseas-gasoline-prices-stay-high-2022-07-05/ Copper's Slide Signals Mounting Recession Concern - WSJ https://www.wsj.com/articles/coppers-slide-signals-mounting-recession-concern-11657162793 US Recession Is Already Here, Wells Fargo Investment Institute Says - Bloomberg https://www.bloomberg.com/news/articles/2022-07-07/us-recession-is-here-according-to-wells-fargo-investment-group?srnd=premium Bloomberg - Bloomberg https://www.bloomberg.com/ High Power Costs Force US Industrials, Factories to Shut - Bloomberg https://www.bloomberg.com/news/articles/2022-07-07/high-power-costs-force-us-industrials-factories-to-shut?srnd=premium Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level (WALCL) | FRED | St. Louis Fed https://fred.stlouisfed.org/series/WALCL US Pandemic Checks Had No Lasting Impact on Poor, Study Shows - Bloomberg

TOPICS AND TIMESTAMPS: Slowdown 0:00 Eyes On the Fed 0:16 Economy Halting 4:19 Don't Buy the Dip 8:31 What To Watch For 10:52 This is not a simple slowdown, this will be much more difficult. If you recognize the patterns in what I will show you today, you will be able to navigate and hopefully prosper. Sound good? Fed minutes June 2022 https://www.cnbc.com/2022/07/06/fed-minutes-june-2022.html https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/19dafc17-c851-45f1-b783-e41d8ca1e7c9_1000x477.jpeg (1000×477) https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F19dafc17-c851-45f1-b783-e41d8ca1e7c9_1000x477.jpeg recessions more frequent.jpg (721×426) https://cms.zerohedge.com/s3/files/inline-images/recessions%20more%20frequent.jpg?itok=pLdSd7OP private sector capital flows.jpg (1066×1000) https://cms.zerohedge.com/s3/files/inline-images/private%20sector%20capital%20flows.jpg?itok=fBGs9m2z Online Ad Slump Won't Be a Blip for Google, Facebook, Others - WSJ https://www.wsj.com/articles/online-ad-slump-wont-be-a-blip-for-google-facebook-others-11657105381 Supermarkets put security tags on cheese blocks as stores tackle shoplifting amid soaring food costs https://www.msn.com/en-gb/news/uknews/supermarkets-put-security-tags-on-cheese-blocks-as-stores-tackle-shoplifting-amid-soaring-food-costs/ar-AAZeau2 Are widespread layoffs coming? How the pandemic has changed employers' recession strategy https://news.yahoo.com/widespread-layoffs-coming-pandemic-changed-120031683.html 2022-07-06_07-02-02.jpg (896×651) https://cms.zerohedge.com/s3/files/inline-images/2022-07-06_07-02-02.jpg?itok=3bqm6JXs UK new car sales: weakest June since 1996 | Auto Express https://www.autoexpress.co.uk/news/105893/uk-new-car-sales-weakest-june-1996 (1) Tom Hearden on Twitter: "$1 invested in $GE in Q4 1994 is worth $1 today https://t.co/OiJq02mghV" / Twitter https://twitter.com/followtheh/status/1544744863727591425 Petar Momchev on Twitter: "Druckenmiller: "I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to change the market direction."" / Twitter https://twitter.com/momchev12/status/1544663585661616134?s=21&t=YodzU7XdulG7RnhrjvEXWQ Macau locks down landmark Lisboa hotel after COVID cases found | Reuters https://www.reuters.com/world/china/macau-locks-down-landmark-lisboa-hotel-after-covid-cases-found-2022-07-06/ Nothing on Horizon to Rival Dollar's Status, Fed Study Finds https://finance.yahoo.com/news/nothing-horizon-rival-dollar-status-131852935.html Consumers Say 2022 Is the Worst Economy Ever - WSJ https://www.wsj.com/articles/consumers-say-2022-is-the-worst-economy-ever-11657103575 Are U.S. Gasoline Refiners Running Out Of Steam? | OilPrice.com https://oilprice.com/Energy/Crude-Oil/Are-US-Gasoline-Refiners-Running-Out-Of-Steam.html Europe Forced To Pay Even Higher Prices To Fill Gas Storage | ZeroHedge https://www.zerohedge.com/commodities/europe-forced-pay-even-higher-prices-fill-gas-storage BW-STATES_Sp22.jpg (1152×1548)

TOPICS AND TIMESTAMPS: Recession 0:00 Falling Currencies 0:20 Oil Tumbles 3:35 Recession Deflation 8:06 Weak Economy 12:12 Solutions 14:32 -The Money GPS Main Point, Nutshell -If you stick with me through this whole video I will show you why this recession could be more brutal, and longer than any you have lived through. Then I will tell you steps you can take to mitigate the problems. -Fed hiking into a recession. Employment looking good. Room to move -Holding more cash than appropriate particularly if in non USA. Trim losers on bounces. Invest in yourself right now, knowledge, preparation. Euro slides to 20-year low against the dollar as recession fears build https://www.cnbc.com/2022/07/05/euro-slides-to-20-year-low-against-the-dollar-as-recession-fears-build.html US Recession Fear Puts Dollar on Course for Biggest Gain Since 2020 - Bloomberg https://www.bloomberg.com/news/articles/2022-07-05/recession-fear-puts-dollar-on-course-for-biggest-gain-since-2020?srnd=premium-canada 2022-07-05_08-02-12.jpg (917×623) https://cms.zerohedge.com/s3/files/inline-images/2022-07-05_08-02-12.jpg?itok=kS1Z3wHZ EURUSD 2022-07-05_7-34-14.jpg (1273×665) https://cms.zerohedge.com/s3/files/inline-images/EURUSD%202022-07-05_7-34-14.jpg?itok=_snp7U8d Oil tumbles as much as 10%, breaks below $100 as recession fears mount https://www.cnbc.com/2022/07/05/oil-tumbles-more-than-8percent-breaks-below-100-as-recession-fears-mount.html 2022-07-05_08-11-09.jpg (912×622) https://cms.zerohedge.com/s3/files/inline-images/2022-07-05_08-11-09.jpg?itok=m6gm0Lfx The Global Energy Crisis Just Got Even Worse. Here's Why - Bloomberg https://www.bloomberg.com/news/articles/2022-07-05/the-global-energy-crisis-just-got-even-worse-here-s-why?srnd=premium-canada ttf july 5.jpg (1272×662) https://cms.zerohedge.com/s3/files/inline-images/ttf%20july%205.jpg?itok=6sklUf_A

TOPICS AND TIMESTAMPS: Recession 0:00 Inflation or Recession 0:22 Recession Repeat? 6:24 Economy Down 8:14 Getting Expensive 11:06 Solutions 14:44 No more whispers: Recession talk surges in Washington - POLITICO https://www.politico.com/news/2022/07/04/recession-talk-surges-in-washington-00043818 Biden China Tariffs: President Nearing Rollback of Some Duties to Curb Inflation - Bloomberg https://www.bloomberg.com/news/articles/2022-07-04/biden-close-to-rollback-of-china-tariffs-to-fight-inflation?srnd=premium Inflation Expectations Hit Record in Bank of Canada Surveys - Bloomberg https://www.bloomberg.com/news/articles/2022-07-04/bank-of-canada-says-near-term-inflation-expectations-hit-record What Will the Next Recession Look Like? Long and Painful - Bloomberg https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like George-Costanza-eating-burger-600x315.jpg (600×315) https://cdn.mamamia.com.au/wp/wp-content/uploads/2016/06/17134620/George-Costanza-eating-burger-600x315.jpg global recession nomura.jpg (888×441) https://cms.zerohedge.com/s3/files/inline-images/global%20recession%20nomura.jpg?itok=FIyAeQyw No experience, no resume, you're hired! Hotels fight for staff | Reuters https://www.reuters.com/world/europe/no-experience-no-resume-youre-hired-hotels-fight-staff-2022-07-04/ Vital TSMC Supplier Warns of Chip Material Price Hikes Into 2023 - Bloomberg https://www.bloomberg.com/news/articles/2022-07-04/vital-tsmc-supplier-warns-of-chip-material-price-hikes-into-2023?srnd=premium Chipmakers' Struggles Have Wall Street Worried About a Recession - Bloomberg https://www.bloomberg.com/news/articles/2022-07-01/chipmakers-struggles-have-wall-street-worried-about-a-recession?srnd=premium EU Imports More U.S. LNG Than Russian Pipeline Gas For The First Time Ever | OilPrice.com https://oilprice.com/Energy/Natural-Gas/EU-Imports-More-US-LNG-Than-Russian-Pipeline-Gas-For-The-First-Time-Ever.html Uniper in Talks Over Bailout Package to Plug $9.4 Billion Hole - Bloomberg https://www.bloomberg.com/news/articles/2022-07-04/uniper-in-talks-over-bailout-package-to-plug-9-4-billion-hole?sref=6uww027M

TOPICS AND TIMESTAMPS: The Cycle 0:00 $700 Car Payment 0:27 Inflation Situation 4:58 Real Estate 6:58 The 60/40 Portfolio 9:55 Monthly car payments have crossed a record $700. What that means : NPR https://www.npr.org/2022/07/02/1109105779/monthly-car-payments-record-700 New-Vehicle Affordability Declines Again in May, Typical Monthly Payment Hits New Record of $712 - Cox Automotive Inc. https://www.coxautoinc.com/market-insights/may-2022-vai/ May-2022-Cox-Automotive-Moodys-Analytics-VAI-chart.jpg (5350×3129) https://www.coxautoinc.com/wp-content/uploads/2022/06/May-2022-Cox-Automotive-Moodys-Analytics-VAI-chart.jpg fig 4 msa.jpg (578×485) https://cms.zerohedge.com/s3/files/inline-images/fig%204%20msa.jpg?itok=wSTdqbrZ IEA: Global Nuclear Capacity Needs To Double To Meet Net-Zero Goals | OilPrice.com https://oilprice.com/Energy/Energy-General/IEA-Global-Nuclear-Capacity-Needs-To-Double-To-Meet-Net-Zero-Goals.html National Survey Finds 83% of Consumers are Cutting Back on Personal Spending, Travel Due to Inflation https://www.provident.bank/press-releases/national-survey-finds-83-of-consumers-are-cutting-back-on-personal-spending-travel-due-to-inflation interest-rate-hikes-vs-inflation-1.jpg (1200×1048) https://www.visualcapitalist.com/wp-content/uploads/2022/06/interest-rate-hikes-vs-inflation-1.jpg Will Home Prices Fall? Sudden Housing Turn Has Sellers Paring Expectations - Bloomberg https://www.bloomberg.com/news/articles/2022-07-01/will-home-prices-fall-sudden-housing-turn-has-sellers-paring-expectations#:~:text=The%20rapid%20rise%20in%20mortgage,homes%20in%20Las%20Vegas%2C%20Nevada. 2022-06-30_09-45-27.png (855×575) https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_09-45-27.png?itok=mo5RP61d UK Told Poorest Are ‘Brutally Exposed' to Cost of Living Crisis - Bloomberg https://www.bloomberg.com/news/articles/2022-07-03/uk-told-poorest-are-brutally-exposed-to-cost-of-living-crisis#:~:text=The%20poorest%20families%20in%20the,stagnation%2C%20the%20Resolution%20Foundation%20warned. Bond Holders Look to Recession for Salvation After Vicious Half - Bloomberg https://www.bloomberg.com/news/articles/2022-07-02/bond-holders-look-to-recession-for-salvation-after-vicious-half?srnd=premium-canada Amazon cancels, delays wave of planned warehouses - FreightWaves https://www.freightwaves.com/news/amazon-cancels-or-delays-plans-for-at-least-16-warehouses-this-year?utm_content=213572964&utm_medium=social&utm_source=facebook&hss_channel=fbp-179175252108775

TOPICS AND TIMESTAMPS: Recession 0:00 Consumer Goes Down 0:33 Cash Is Trash 4:38 Russia Stopping Food Exports 10:35 Americans Are Buying Cheaper Meat, Slashing Subscriptions: Report https://www.businessinsider.com/inflation-cheaper-meat-slashing-subscriptions-new-york-times-report-2022-6 Cooling Demand for Goods Threatens to Turn Pandemic Boom Into Bust - WSJ https://www.wsj.com/articles/cooling-demand-for-goods-threatens-to-turn-pandemic-boom-into-bust-11656674342 The Worst Stock Selloff In Half a Century Might Not Be Done Yet https://finance.yahoo.com/news/worst-stock-selloff-half-century-090513988.html Startups to Face ‘Hard Times' After Market's Plunge, Gao Says - Bloomberg https://www.bloomberg.com/news/articles/2022-07-01/startups-to-face-hard-times-after-market-s-plunge-gao-says?srnd=premium-canada Russia to export agricultural products to ‘friendly countries' only — RT Business News https://www.rt.com/business/557260-russia-agricultural-products-friendly-countries/ Revisiting Ukraine, Russia, and Agricultural Commodity Markets • farmdoc daily https://farmdocdaily.illinois.edu/2022/02/revisiting-ukraine-russia-and-agricultural-commodity-markets.html wheatshrt.jpg (1020×1004) https://cms.zerohedge.com/s3/files/inline-images/wheatshrt.jpg?itok=YiJhLG0K Metals meltdown: Fears of a global slowdown see prices tumbling | The Financial Express https://www.financialexpress.com/industry/metals-meltdown-fears-of-a-global-slowdown-see-prices-tumbling/2573544/ unnamed (12)_86.png (974×535) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2812%29_86.png?itok=DzD3VJmb unnamed_502.png (1280×844) https://cms.zerohedge.com/s3/files/inline-images/unnamed_502.png?itok=MPJsbDlC unnamed (4)_413.png (635×362)

TOPICS AND TIMESTAMPS: What's First? 0:00 Winners and Losers 0:21 Economic Perfect Storm 5:53 Pay Close Attention 13:41 Pedal Off the Metal? 14:46

TOPICS AND TIMESTAMPS: Only One 0:00 This Is Everything 0:23 Michael Burry 3:04 Deflation 4:01 Fed Repo Insanity 9:27 2022-06-30_11-41-25.jpg (1082×694) https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_11-41-25.jpg?itok=mDls71K- Recession fear could become a self-fulfilling prophecy https://www.axios.com/2022/06/30/recession-inflation-economy-jobs-fed-wall-street GDPNow - Federal Reserve Bank of Atlanta https://www.atlantafed.org/cqer/research/gdpnow.aspx Stocks fall, S&P 500 posts worst first half in decades https://www.cnbc.com/2022/06/29/stock-market-futures-open-to-close-news.html (1) Cassandra B.C. on Twitter: "Adjusted for inflation, 2022 first half S&P 500 down 25-26%, and Nasdaq down 34-35%, Bitcoin down 64-65%. That was multiple compression. Next up, earnings compression. So, maybe halfway there." / Twitter https://twitter.com/michaeljburry/status/1542603312867905538?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1542603312867905538%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.bloomberg.com%2Fnews%2Farticles%2F2022-06-30%2Fscion-s-burry-thinks-we-may-be-about-halfway-through-market-fall Can I Buy a House? More Properties Listed in Supply-Starved Market - Bloomberg https://www.bloomberg.com/news/articles/2022-06-30/home-listings-surge-in-turnabout-for-supply-starved-us-market Fed's preferred inflation measure rose 4.7% in May, around multi-decade highs https://www.cnbc.com/2022/06/30/feds-preferred-inflation-measure-rose-4point7percent-in-may-near-40-year-high.html 4351943_0d490d55d76d78d9a334267e4d0438d2_jpegff3a024f48afe714f6fcd9e99eda63b5 (597×763) https://www.nairaland.com/attachments/4351943_0d490d55d76d78d9a334267e4d0438d2_jpegff3a024f48afe714f6fcd9e99eda63b5 2022-06-30_08-01-16.jpg (1083×714) https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_08-01-16.jpg?itok=Dm-S3i1G 2022-06-30_08-06-54.jpg (942×618) https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_08-06-54.jpg?itok=47GR44Yu 2022-06-30_12-12-30.jpg (1081×715) https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_12-12-30.jpg?itok=BnNI349R 2022-06-30_12-07-55.jpg (1084×711) https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_12-07-55.jpg?itok=pfrnvmwo Can I Buy a House? More Properties Listed in Supply-Starved Market - Bloomberg https://www.bloomberg.com/news/articles/2022-06-30/home-listings-surge-in-turnabout-for-supply-starved-us-market

TOPICS AND TIMESTAMPS: Here We Go 0:00 Recession Indications 0:17 Consumer Weakness 6:17 US Dollar Smashed 10:02 +11.5% rise above the minimum level over the previous year provides the most accurate and timely signal of recession risks since the data becomes available in the 1960s. It works for each recession and normally leads by around 2 months. Final Q1 GDP -1.6%; What's in Store for Q2? | Nasdaq https://www.nasdaq.com/articles/final-q1-gdp-1.6-whats-in-store-for-q2 2022-06-29_05-36-37.jpg (959×687) https://cms.zerohedge.com/s3/files/inline-images/2022-06-29_05-36-37.jpg?itok=EYzjEbgr jobless claims recession indicator.jpg (706×409) https://cms.zerohedge.com/s3/files/inline-images/jobless%20claims%20recession%20indicator.jpg?itok=n8huYWP5 jobless claims 2.jpg (705×387) https://cms.zerohedge.com/s3/files/inline-images/jobless%20claims%202.jpg?itok=Bgvj3rf6 Michael Burry Archive (@BurryArchive) / Twitter https://twitter.com/BurryArchive/status/1541967656680673280/photo/1 Inflationary concerns outweigh expected income growth | University of Michigan News https://news.umich.edu/inflationary-concerns-outweigh-expected-income-growth/ As Prices Skyrocket, Coupons Are Harder to Find Than Ever – DNyuz https://dnyuz.com/2022/06/29/as-prices-skyrocket-coupons-are-harder-to-find-than-ever/ 2022-06-29_06-37-58.jpg (1280×792) https://cms.zerohedge.com/s3/files/inline-images/2022-06-29_06-37-58.jpg?itok=9obZGg6y Canada Inflation Rate Drives Consumer Confidence to Crisis-Era Lows - Bloomberg https://www.bloomberg.com/news/articles/2022-06-27/inflation-drives-canadian-consumer-confidence-to-crisis-era-lows?srnd=premium-canada 93% of Working Americans Have A Side Hustle in 2022 https://www.insuranks.com/side-hustles-2022 2022 Business Leaders Outlook https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/leadership/global-blo-full-report-final-ada.pdf EXCLUSIVE India's top cement maker paying

TOPICS AND TIMESTAMPS: Missteps 0:00 Pension Funds 0:31 Big Change in Canada 3:36 BRICS Expand 5:53 Companies and Inflation 8:30 Pension Funds Plunge Into Riskier Bets—Just as Markets Are Struggling - WSJ https://www.wsj.com/articles/pension-funds-plunge-into-riskier-betsjust-as-markets-are-struggling-11656274270?mod=itp_wsj&ru=yahoo The next financial hammer to fall: Public pension funds | The Hill https://thehill.com/opinion/finance/3539537-the-next-financial-hammer-to-fall-public-pension-funds/ Canada Tightens Rules on Riskiest Revolver-Tied Mortgages - Bloomberg https://www.bloomberg.com/news/articles/2022-06-28/canada-tightens-rules-on-riskiest-revolver-tied-mortgages?srnd=premium-canada East Tennessee food processing plant closing, 200 jobs lost https://www.wvlt.tv/2022/06/24/east-tennessee-food-processing-plant-closing-200-jobs-lost/ Iran, Argentina seek BRICS membership | World News,The Indian Express https://indianexpress.com/article/world/iran-argentina-seeks-brics-membership-7996664/ At BRICS summit, China sets stage to tout its governance model | Economy | Al Jazeera https://www.aljazeera.com/economy/2022/6/22/at-brics-summit-china-seeking-stage-for Russia's Putin and Brazil's Bolsonaro discuss global food security | Reuters https://www.reuters.com/world/russias-putin-brazils-bolsonaro-discuss-global-food-security-2022-06-27/?taid=62ba52bc7240840001f374f1&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter Soaring inflation and crashing rates are sparking trucking's ‘Great Purge' - FreightWaves https://www.freightwaves.com/news/truckings-market-crash-severe-amid-inflation?utm_content=212850847&utm_medium=social&utm_source=facebook&hss_channel=fbp-179175252108775 Tesla lays off about 200 autopilot workers in latest cuts - BNN Bloomberg https://www.bnnbloomberg.ca/tesla-lays-off-hundreds-of-autopilot-workers-in-latest-staff-cut-1.1785179 consensu earniongs.jpg (743×458) https://cms.zerohedge.com/s3/files/inline-images/consensu%20earniongs.jpg?itok=yF5JPY7d ebit margins will shrunk.jpg (646×437) https://cms.zerohedge.com/s3/files/inline-images/ebit%20margins%20will%20shrunk.jpg?itok=ngJ55TjU unnamed (10)_190.png (949×431) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2810%29_190.png?itok=twTan7gU Nowhere to hide from the collapse of the everything bubble | Fortune and Freedom https://fortuneandfreedom.com/topic/nowhere-to-hide-from-the-collapse-of-the-everything-bubble/ The Flight of New York City's Wealthy Was a Once-in-a-Century Shock – DNyuz https://dnyuz.com/2022/06/28/the-flight-of-new-york-citys-wealthy-was-a-once-in-a-century-shock-2/ Ken Griffin's Citadel Move: Firm Seen Behind Record $363 Million Miami Land Buy - Bloomberg https://www.bloomberg.com/news/articles/2022-06-28/ken-griffin-s-citadel-move-firm-seen-behind-record-363-million-miami-land-buy Google Bets Big on Government Business with New Division - Nextgov https://www.nextgov.com/technology-news/2022/06/google-bets-big-government-business-new-division/368694/

TOPICS AND TIMESTAMPS: What's Happening 0:00 Michael Burry 0:19 Inflation Ceiling 6:07 China 10:55 Michael Burry Archive (@BurryArchive) / Twitter https://twitter.com/BurryArchive/status/1541419758368825346/photo/1 every hiking cycles ends in crisis BofA update April 2022_1.jpg (697×484) https://cms.zerohedge.com/s3/files/inline-images/every%20hiking%20cycles%20ends%20in%20crisis%20BofA%20update%20April%202022_1.jpg?itok=VRjKW65a nominal rate inflation.jpg (1273×595) https://cms.zerohedge.com/s3/files/inline-images/nominal%20rate%20inflation.jpg?itok=Gx7okper The Money GPS (@themoneygps) / Twitter https://twitter.com/NorthmanTrader/status/1541506683192676352/photo/1 inv sales gen merch_0.jpg (1231×633) https://cms.zerohedge.com/s3/files/inline-images/inv%20sales%20gen%20merch_0.jpg?itok=6NZUuDVg unemp rate vs consumer confidence.jpg (1033×536) https://cms.zerohedge.com/s3/files/inline-images/unemp%20rate%20vs%20consumer%20confidence.jpg?itok=A64fdPvZ Cameo-Dodgeball-1024x576.jpg (1024×576) https://tvovermind.com/wp-content/uploads/2017/12/Cameo-Dodgeball-1024x576.jpg Hottest US Housing Markets Now Have Bigger Share of Price Cuts - Bloomberg https://www.bloomberg.com/news/articles/2022-06-27/hottest-us-housing-markets-now-have-bigger-share-of-price-cuts?srnd=premium-canada Canada Inflation Rate Drives Consumer Confidence to Crisis-Era Lows - Bloomberg https://www.bloomberg.com/news/articles/2022-06-27/inflation-drives-canadian-consumer-confidence-to-crisis-era-lows?srnd=premium-canada Zimbabwe Interest Rate Raised to 200% From 80% to Curb Inflation, Steady FX - Bloomberg https://www.bloomberg.com/news/articles/2022-06-27/world-s-most-aggressive-central-bank-raises-key-rate-to-200 Mortgage Lenders Turn ‘Desperate' as Soaring Rates Roil Industry - Bloomberg https://www.bloomberg.com/news/articles/2022-06-27/mortgage-lenders-turn-desperate-as-soaring-rates-roil-industry?srnd=premium-canada News_Release_Banner.jpg (935×527)

TOPICS AND TIMESTAMPS: Flashing Red 0:00 Consumer Warning 0:15 Russia Defaults 6:39 Michael Burry 10:03 2022-06-24_07-03-25_0.jpg (975×614) https://cms.zerohedge.com/s3/files/inline-images/2022-06-24_07-03-25_0.jpg?itok=t0DxWeVb unemp rate vs consumer confidence.jpg (1033×536) https://cms.zerohedge.com/s3/files/inline-images/unemp%20rate%20vs%20consumer%20confidence.jpg?itok=A64fdPvZ Recession may not be here yet — but stagflation is: El-Erian https://finance.yahoo.com/news/recession-stagflation-el-erian-june-2022-130731066.html Metal Prices Are Headed for the Worst Quarter Since the Financial Crisis - Bloomberg https://www.bloomberg.com/news/articles/2022-06-26/metal-prices-are-headed-for-the-worst-quarter-since-the-financial-crisis?srnd=premium-canada One of World's Major Wheat Buyers to Trim Imports as Prices Rise - Bloomberg https://www.bloomberg.com/news/articles/2022-06-26/one-of-world-s-major-wheat-buyers-to-trim-imports-as-prices-rise?srnd=premium-canada Home Showings Across United States Fall 24 Percent, Mortgage Rates Remain Elevated https://www.theepochtimes.com/home-showings-across-united-states-fall-24-percent-mortgage-rates-remain-elevated_4556028.html Ukraine War: Russia Defaults on Foreign Debt for First Time Since 1918 - Bloomberg https://www.bloomberg.com/news/articles/2022-06-26/russia-defaults-on-foreign-debt-for-first-time-since-1918 Canada's inflation rate should be in retreat by year's end | The Star https://www.thestar.com/business/opinion/2022/06/25/canadas-punishing-inflation-rate-should-be-wrestled-to-the-ground-by-years-end.html?utm_source=Twitter&utm_medium=SocialMedia&utm_campaign=OpinionStaff&utm_content=inflationrelief&utm_source=twitter&source=torontostar&utm_medium=SocialMedia&utm_campaign=&utm_campaign_id=&utm_content= Did corporate greed fuel inflation? It's not biggest culprit | AP News https://apnews.com/article/inflation-russia-ukraine-covid-health-government-and-politics-999a756b89b09b65d335856cf570737e ‘A cold dark place' — Michael Burry thinks the market has plenty of room to plunge. But he finally sees value in these 4 stocks https://finance.yahoo.com/news/cold-dark-place-michael-burry-150000615.html unnamed (4)_402.png (1280×718) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%284%29_402.png?itok=f2j8tenc unnamed (5)_395.png (540×405)

TOPICS AND TIMESTAMPS: Signs Everywhere 0:00 National Debt 0:23 Civil Unrest 5:38 Evictions 10:25 U.S. Paying More to Borrow as Fed Raises Rates, Inflation Stays Elevated - WSJ https://www.wsj.com/articles/u-s-paying-more-to-borrow-as-fed-raises-rates-inflation-stays-elevated-11656165602 Bond Traders Are Trapped Between Recession and Inflation Fears - Bloomberg https://www.bloomberg.com/news/articles/2022-06-25/bond-traders-are-trapped-between-recession-and-inflation-fears?srnd=premium-canada Eco Week: Powell Shares His Troubles With Lagarde and Bailey - Bloomberg https://www.bloomberg.com/news/articles/2022-06-25/powell-shares-his-troubles-with-lagarde-and-bailey-eco-week?srnd=premium-canada Inflation sparks global wave of protests for higher pay, aid | AP News https://apnews.com/article/inflation-middle-east-africa-56399743fe9ad28692c88c007bb901d6 Zimbabwe Plans Triple-Digit Interest Rate Hike to Tame Inflation - Bloomberg https://www.bloomberg.com/news/articles/2022-06-25/zimbabwe-plans-triple-digit-interest-rate-hike-to-tame-inflation?srnd=premium-canada 27110.jpeg (1200×1200) https://cdn.statcdn.com/Infographic/images/normal/27110.jpeg VW chief warns economic damage from war risks being worse than pandemic | Financial Times https://www.ft.com/content/2c2fe5a8-f9a4-4c38-bd61-030a88aea4da More Than 8 Million Americans Are Late on Rent as Prices Increase - Bloomberg https://www.bloomberg.com/news/articles/2022-06-24/over-8-million-americans-are-late-on-rents-as-prices-increase Toyota pushes some parts suppliers to lower prices - Nikkei Asia https://asia.nikkei.com/Business/Automobiles/Toyota-pushes-some-parts-suppliers-to-lower-prices The C-suite and workplace wellness | Deloitte Insights https://www2.deloitte.com/us/en/insights/topics/leadership/employee-wellness-in-the-corporate-workplace.html Buyers Scramble To Lock In Long Term LNG Contracts In 2022 | OilPrice.com https://oilprice.com/Energy/Natural-Gas/Buyers-Scramble-To-Lock-In-Long-Term-LNG-Contracts-In-2022.html unnamed (9)_257.png (1280×844) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%289%29_257.png?itok=7YByZi79 unnamed (10)_188.png (1280×824) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2810%29_188.png?itok=NMoeszHB

TOPICS AND TIMESTAMPS: This is Key 0:00 The Downturn 0:16 Economic Issues 5:57 Recession 9:24 Property Is the Crisis Risk to Watch as Stocks Enter Bear Market - Bloomberg https://www.bloomberg.com/opinion/articles/2022-06-21/property-is-the-crisis-risk-to-watch-as-stocks-enter-bear-market?cmpid%3D=socialflow-twitter-view&utm_source=twitter&utm_content=view&utm_campaign=socialflow-organic&utm_medium=social#xj4y7vzkg The world's bubbliest housing markets are flashing warning signs , Real Estate - THE BUSINESS TIMES https://www.businesstimes.com.sg/real-estate/the-worlds-bubbliest-housing-markets-are-flashing-warning-signs Fed's Bowman wants 75 bps hike in July, 'at least' 50s after that, Government & Economy - THE BUSINESS TIMES https://www.businesstimes.com.sg/government-economy/feds-bowman-wants-75-bps-hike-in-july-at-least-50s-after-that Inflation Responses by Central Banks Have Destroyed Trust - Bloomberg https://www.bloomberg.com/news/articles/2022-06-23/inflation-responses-by-central-banks-have-destroyed-trust?srnd=premium-canada Mexico Delivers Record Rate Hike, Says More Increases Coming - Bloomberg https://www.bloomberg.com/news/articles/2022-06-23/banxico-delivers-record-rate-hike-with-inflation-at-21-year-high?srnd=premium-canada Hong Kong Benchmark Rate Quadruples in Month on USD Peg Defense - Bloomberg https://www.bloomberg.com/news/articles/2022-06-24/hong-kong-s-key-rate-quadruples-within-a-month-on-fx-peg-defense?srnd=premium-canada Germany to Trigger Phase Two of Three-Stage Emergency Gas Plan - Bloomberg https://www.bloomberg.com/news/articles/2022-06-23/germany-to-trigger-phase-two-of-three-stage-emergency-gas-plan#:~:text=Germany%20warned%20that%20Russia's%20moves,in%20triggering%20the%20financial%20crisis. Germany Looks at Potential Rationing of Natural Gas After Russia Cuts Supply - WSJ https://www.wsj.com/articles/germany-looks-at-rationing-natural-gas-after-russia-cuts-supply-11655978153 Predatory lenders are making money off of rising gas and food prices - CNN https://www.cnn.com/2022/06/23/business/money/payday-predatory-lending-inflation-gas/index.html Ken Griffin Moving Citadel From Chicago to Miami Following Crime Complaints - WSJ https://www.wsj.com/articles/ken-griffin-moving-citadel-from-chicago-to-miami-following-crime-complaints-11655994600 LayoffsTracker – Track all Tech & Startup layoffs globally https://layoffstracker.com/

TOPICS AND TIMESTAMPS: The Next Recession 0:00 Layoffs 0:18 Central Banks Did This 5:20 Ray Dalio 9:18 More Companies Start to Rescind Job Offers - WSJ https://www.wsj.com/articles/more-companies-start-to-rescind-job-offers-11655865283 Tech firms cut staff amid recession fears | The Hill https://thehill.com/policy/3532037-tech-firms-cut-staff-amid-recession-fears/ JP Morgan reportedly laying off hundreds in mortgage business https://nypost.com/2022/06/22/jp-morgan-reportedly-laying-off-hundreds-in-mortgage-business/ High Gas Prices Hit Demand as Drivers Cut Back at the Pump - WSJ https://www.wsj.com/articles/high-gas-prices-hit-demand-as-drivers-cut-back-at-the-pump-11655890381 Fed's Powell Sees Ongoing Interest Rate Hikes Needed to Tame Hot Inflation - Bloomberg https://www.bloomberg.com/news/articles/2022-06-22/powell-sees-ongoing-rate-hikes-needed-to-tame-hot-inflation?srnd=premium-canada Los Angeles may ban new gas stations to help combat climate emergency | Los Angeles | The Guardian https://www.theguardian.com/us-news/2022/jun/22/los-angeles-ban-new-gas-stations-climate Monthly payments on variable-rate mortgages could increase as borrowers near their ‘trigger rate' - The Globe and Mail https://www.theglobeandmail.com/business/article-variable-rate-mortgage-trigger-rate-increase-monthly-payment/?utm_source=Twitter&utm_medium=twitter_moment&utm_campaign=variable_rates&utm_id=variable_rates Canadian Inflation Rate Surges to 7.7%, Fastest Pace Since 1983 - Bloomberg

TOPICS AND TIMESTAMPS: On and On 0:00 Who Stands To Gain? 0:18 Inflation Dark Side 5:48 Money Gone 11:48 Fed's Powell facing rising criticism for inflation missteps | AP News https://apnews.com/article/inflation-economy-jerome-powell-government-and-politics-86d884ee9ca6cf8bbc3c00da3445fbbc With Markets in Disarray, International Investors Are Stockpiling U.S. Dollars - WSJ https://www.wsj.com/articles/with-markets-in-disarray-international-investors-are-stockpiling-u-s-dollars-11655803800 Home sales give way as prices enter unprecedented territory | AP News https://apnews.com/article/economy-home-sales-prices-b9afc4e250784ddbfa7a8e125781badb Advertising Outlook for Hollywood: “Storm Clouds” Ahead – The Hollywood Reporter https://www.hollywoodreporter.com/business/business-news/advertising-outlook-tv-streaming-2022-1235168866/ Netflix braces for MORE layoffs by the end of the week | Daily Mail Online https://www.dailymail.co.uk/news/article-10938579/Netflix-braces-layoffs-end-week.html Global Food Inflation Gets Reprieve as Wheat to Palm Oil Prices Tumble - Bloomberg https://www.bloomberg.com/news/articles/2022-06-21/global-food-inflation-gets-reprieve-as-wheat-to-palm-oil-tumble?srnd=premium-canada Cooling Real Estate Housing Markets in US, UK Risk Deeper Global Economic Slump - Bloomberg https://www.bloomberg.com/news/features/2022-06-21/cooling-real-estate-markets-in-us-uk-risk-deeper-global-economic-slump?srnd=premium-canada Visualizing the Three Different Types of Inflation https://advisor.visualcapitalist.com/three-different-types-of-inflation/ 27646.jpeg (1200×1400) https://cdn.statcdn.com/Infographic/images/normal/27646.jpeg Used truck auction prices plunge as freight market cools - FreightWaves https://www.freightwaves.com/news/used-truck-auction-prices-falling-fast Simon Ree on Twitter: ""Once inflation goes above 5%, it has never come back down without the Fed Funds Rate exceeding the CPI" - Druck" / Twitter https://twitter.com/simon_ree/status/1537077407215407105?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1537077407215407105%7Ctwgr%5E%7Ctwco

TOPICS AND TIMESTAMPS: The Obvious 0:00 Recession or Not? 0:17 Real Estate Indicators 1:49 Inflation Up 3:01 Global Similarities 5:07 Passing Gas 10:57 house price to rent ratio_0.png (954×700) https://cms.zerohedge.com/s3/files/inline-images/house%20price%20to%20rent%20ratio_0.png?itok=O08N_phy nomura recession search_0.png (1280×602) https://cms.zerohedge.com/s3/files/inline-images/nomura%20recession%20search_0.png?itok=oMcOiUFi measures CPI trend_0.png (1280×634) https://cms.zerohedge.com/s3/files/inline-images/measures%20CPI%20trend_0.png?itok=2h_fMOWM China Covid Lockdowns Tank Consumer Sentiment - Bloomberg https://www.bloomberg.com/news/articles/2022-06-20/china-covid-lockdowns-tank-consumer-sentiment?srnd=premium-canada Japanese yen tumbles, benchmark bond yields fall back to target as BOJ holds | Reuters https://www.reuters.com/article/japan-markets-boj-idUKL1N2Y4058 The Lords of Money Pose Massive Threats to Markets - WSJ https://www.wsj.com/articles/the-lords-of-money-pose-massive-threats-to-markets-11655567098 Germany's Climate Protection Minister Mandates More Coal to Produce Electricity - Mish Talk - Global Economic Trend Analysis https://mishtalk.com/economics/germanys-climate-protection-minister-mandates-more-coal-to-produce-electricity Cathie Wood warns the Fed are ignoring dangerous signals as it plows ahead with draconian rate hikes https://finance.yahoo.com/news/cathie-wood-warns-fed-ignoring-162034665.html AMC Theatres CEO Adam Aron is trying to save movies - Los Angeles Times https://www.latimes.com/entertainment-arts/business/story/2022-06-20/amc-theatres-adam-aron Three Years Ago, Her Art Sold for $400 at the Beach. Now It Fetches Up To $1.6 Million at Auction - WSJ https://www.wsj.com/articles/anna-weyant-paintings-larry-gagosian-11655482365?mod=trending_now_news_1 'So Far, Nobody's Panicking': CRE Evaluating Strategies As Stocks Dive With Rest Of Market https://www.bisnow.com/national/news/economy/real-estate-stocks-dive-with-everything-else-even-previously-hot-sectors-113439?utm_source=outbound_pub_67&utm_campaign=outbound_issue_58633&utm_content=outbound_newsletter3&utm_medium=email&utm_source=outbound_pub_67&utm_campaign=outbound_issue_58633&utm_content=outbound_newsletter3&utm_medium=email bear markets quicker than bull markets_2.jpg (603×647) https://cms.zerohedge.com/s3/files/inline-images/bear%20markets%20quicker%20than%20bull%20markets_2.jpg?itok=DMa7ceDj

TOPICS AND TIMESTAMPS: First Ever 0:00 Inflation Recession 0:12 25 Percent Crash? 6:02 Worst in History 8:00 The Rant GPS 12:02 Inflation and recession fears are squeezing some industries more than others https://www.cnbc.com/2022/06/19/inflation-and-recession-fears-are-squeezing-some-industries-more-than-others.html Treasury Secretary Janet Yellen says recession isn't 'inevitable https://www.cnbc.com/2022/06/19/treasury-secretary-janet-yellen-says-recession-isnt-inevitable.html unnamed (6)_369.png (892×556) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%286%29_369.png?itok=iwevoH_p Deutsche Bank now expects 'an earlier and somewhat more severe recession' https://finance.yahoo.com/news/deutsche-bank-recession-call-203128468.html Mortgage rates go flying with the highest jump since 1987 — and still housing prices may keep on rising https://finance.yahoo.com/news/mortgage-rates-flying-highest-jump-120000050.html Week in Markets: All Assets Drop, S&P 500 Losses More Widespread Than Ever - Bloomberg https://www.bloomberg.com/news/articles/2022-06-17/in-prevalence-of-selling-this-is-a-market-rout-without-equal bear market selloff.jpg (709×450) https://cms.zerohedge.com/s3/files/inline-images/bear%20market%20selloff.jpg?itok=D9tyF4ll unnamed (7)_338.png (725×534) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%287%29_338.png?itok=GEU8fsRQ The New York Fed DSGE Model Forecast—June 2022 - Liberty Street Economics https://libertystreeteconomics.newyorkfed.org/2022/06/the-new-york-fed-dsge-model-forecast-june-2022/ Don't be duped by doomsayers, JPMorgan says — the S&P will rebound to 4,900. Here are 3 stocks it's using to bet on a bounce https://finance.yahoo.com/news/dont-duped-doomsayers-jpmorgan-says-140000453.html History Suggests S&P 500 Hits 3000, Next Bull Market Takes It to 6000 - BofA's Hartnett By Investing.com https://www.investing.com/news/stock-market-news/history-suggests-sp-500-hits-3000-next-bull-market-takes-it-to-6000--bofas-hartnett-432SI-2838264 Cathie Wood's Ark Invest says a coming 'worker backlash' could see Zoom skyrocket 1,263% by 2026 https://finance.yahoo.com/news/cathie-wood-ark-invest-says-150000388.html unnamed (8)_302.png (1018×592) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%288%29_302.png?itok=R7Tkwn9c

TOPICS AND TIMESTAMPS: Get Ready 0:00 The Phenomenon 0:14 Real Estate Slowdown 2:11 Fed Goes ALL IN 4:29 Money Flows Here 6:14 The Rant GPS 9:35 Americans are starting to pull back on travel and restaurants https://www.msn.com/en-us/travel/news/americans-are-starting-to-pull-back-on-travel-and-restaurants/ar-AAYBEka Empty shelves: Why tampons, Sriracha and peanut butter are in short supply - mlive.com https://www.mlive.com/public-interest/2022/06/empty-shelves-why-tampons-sriracha-and-peanut-butter-are-in-short-supply.html Distressed Deals Pile Up in Canada's Once-Booming Housing Market - Bloomberg https://www.bloomberg.com/news/articles/2022-06-17/distressed-deals-pile-up-in-canada-s-once-booming-housing-market?srnd=premium-canada Why Is the Cost of Rent Going Up? Ask the Federal Reserve - Bloomberg https://www.bloomberg.com/opinion/articles/2022-06-18/why-is-the-cost-of-rent-going-up-ask-the-federal-reserve?srnd=premium-canada Will Home Prices Fall? Builders Offer Discounts as Mortgage Rates Rise - Bloomberg https://www.bloomberg.com/news/articles/2022-06-17/will-home-prices-fall-builders-offer-discounts-as-mortgage-rates-rise 27635.jpeg (1200×1200) https://cdn.statcdn.com/Infographic/images/normal/27635.jpeg Waller Backs 75 Basis-Point July Hike, Says Fed Is ‘All In' - Bloomberg https://www.bloomberg.com/news/articles/2022-06-18/waller-backs-75-basis-point-july-hike-says-fed-is-all-in?srnd=premium-canada retail drawdowns.png (478×288) https://cms.zerohedge.com/s3/files/inline-images/retail%20drawdowns.png?itok=rWi9Hrj7 big tech inflow.jpg (689×494) https://cms.zerohedge.com/s3/files/inline-images/big%20tech%20inflow.jpg?itok=wh0vIJgr financial outflows june 18.jpg (696×499) https://cms.zerohedge.com/s3/files/inline-images/financial%20outflows%20june%2018.jpg?itok=a2slak15

TOPICS AND TIMESTAMPS: Big Signals 0:00 Warning 0:32 Inflation Madness 5:08 Not Even in 1929! 7:12 The Rant GPS 9:20 Surplus Summer Deals Are Coming as Supply-Chain Issues Ease - WSJ https://www.wsj.com/articles/stores-have-too-much-stuff-heres-where-theyre-slashing-prices-11655170243 Target warns of squeezed profits from aggressive inventory plan https://www.cnbc.com/2022/06/07/target-markdowns-plan-to-cut-inventory.html Walmart, Gap and Others Amass $45 Billion in Extra Stuff to Sell - Bloomberg https://www.bloomberg.com/news/articles/2022-05-28/walmart-gap-and-others-amass-45-billion-in-extra-stuff-to-sell?sref=6uww027M Fertilizer Stockpiles Swell as Farmers Shun High Prices, Easing Harvest Worries - Bloomberg https://www.bloomberg.com/news/articles/2022-06-17/fertilizer-stockpiles-swell-as-farmers-shun-high-prices-easing-harvest-worries?srnd=premium-canada Recession Fears Surge Among CEOs, Survey Suggests - WSJ https://www.wsj.com/articles/recession-fears-surge-among-ceos-survey-suggests-11655458200 Inflation Is on Track to Hit 7.3% in Canada, Highest Since 1983 - Bloomberg https://www.bloomberg.com/news/articles/2022-06-17/inflation-is-on-track-to-hit-7-3-in-canada-highest-since-1983?srnd=premium-canada Inflation: Canada Finance Minister Chrystia Freeland Warns of Turbulence Ahead - Bloomberg https://www.bloomberg.com/news/articles/2022-06-16/trudeau-s-finance-chief-warns-of-inflationary-turbulence-ahead Once feted for pandemic heroics, world's central banks now face an uneasy crowd | Nasdaq https://www.nasdaq.com/articles/once-feted-for-pandemic-heroics-worlds-central-banks-now-face-an-uneasy-crowd-0 Five ways the Fed's interest rate hikes will impact Americans | The Hill https://thehill.com/policy/3527015-five-ways-the-feds-interest-rate-hikes-will-impact-americans/ 2022-06-17_11-03-01.jpg (905×541) https://cms.zerohedge.com/s3/files/inline-images/2022-06-17_11-03-01.jpg?itok=aGdn_R-R Australians urged to turn off lights and appliances for two hours every evening | The Independent https://www.independent.co.uk/news/world/australasia/australia-lights-off-power-crisis-b2102514.html Housing Market Update: Share of Homes with Price Drops Reaches New High https://www.redfin.com/news/housing-market-update-price-drops-hit-new-record/

TOPICS AND TIMESTAMPS: This Is It 0:00 Central Banks What? 0:24 Inflationary Recession 1:25 Food Shortage 5:01 Major Flip Flop 7:55 You Should Know These 10:20 Bank of England on Twitter: "The Monetary Policy Committee voted by a majority of 6-3 to increase #BankRate to 1.25%. https://t.co/31MpeWiCKR https://t.co/LyByVYJ8iw" / Twitter https://twitter.com/bankofengland/status/1537390022814466048?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1537390022814466048%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fpound-tumbles-after-bank-england-hikes-25bps-split-decision-drops-guidance-future-rate SNB Raises Interest Rate from a Record Low - Bloomberg https://www.bloomberg.com/news/articles/2022-06-16/snb-unexpectedly-raises-interest-rate-from-a-record-low Wall Street Sounds a Louder Recession Call After Fed Rate Hike https://finance.yahoo.com/news/wall-street-sounds-louder-recession-213251562.html Consumer Spending Is Running Out Of Steam and the Market Isn't Ready For It https://finance.yahoo.com/news/consumer-spending-running-steam-market-140417695.html 36% of high earners are living paycheck to paycheck https://www.cnbc.com/2022/06/16/more-high-earners-are-living-paycheck-to-paycheck.html Stock market's fall has wiped out $3 trillion in retirement savings this year - CBS News https://www.cbsnews.com/news/stocks-drop-retirement-savings-401k-ira-3-trillion-2022/ 2022-06-16_05-35-51.jpg (1002×583) https://cms.zerohedge.com/s3/files/inline-images/2022-06-16_05-35-51.jpg?itok=72MvzKN4 2022-06-16_05-32-58.jpg (1003×589) https://cms.zerohedge.com/s3/files/inline-images/2022-06-16_05-32-58.jpg?itok=FoRATtqN From Great Resignation to Forced Resignation: Tech companies are shifting to layoffs after a huge ramp up in hiring - MarketWatch https://www.marketwatch.com/story/from-great-resignation-to-forced-resignation-tech-companies-are-shifting-to-layoffs-after-a-huge-ramp-up-in-hiring-11655308264 Monthly costs to finance new, used vehicles hit record high https://www.cnbc.com/2022/06/16/monthly-costs-to-finance-new-used-vehicles-hit-record-high.html Pennsylvania farmers getting crushed by record diesel fuel prices, lawmakers told https://www.mcall.com/news/pennsylvania/capitol-ideas/mc-nws-pa-hearing-inflation-farmers-20220614-d664grvihnfilakimt4wvcy6e4-story.html Samsung temporarily reduces procurement amid inventory pressure - Nikkei Asia https://asia.nikkei.com/Spotlight/Supply-Chain/Samsung-temporarily-reduces-procurement-amid-inventory-pressure?utm_campaign=GL_one_time&utm_medium=email&utm_source=NA_newsletter&utm_content=article_link&del_type=3&pub_date=20220616161000&seq_num=2&si=79447 China's holdings of U.S. Treasuries skid to 12-year low; Japan also cuts holdings https://finance.yahoo.com/news/chinas-holdings-u-treasuries-skid-215852789.html A Billionaire Bought a Florida Home for $94.2 Million Last Year. Now He's Selling It for Around $175 Million. - WSJ https://www.wsj.com/articles/a-billionaire-bought-a-florida-home-for-94-2-million-last-year-now-hes-sellin

TOPICS AND TIMESTAMPS: Slower Than Slow 0:00 Layoffs 0:14 Real Estate Slowdown 1:30 Economic Stagnation 4:05 China Lockdown Effect 8:22 Coinbase lays off 18% as execs prepare for recession, 'crypto winter' https://www.cnbc.com/2022/06/14/coinbase-lays-off-18percent-as-execs-prepare-for-recession-crypto-winter.html Real estate firms Compass and Redfin announce layoffs as housing market slows https://www.cnbc.com/2022/06/14/real-estate-firms-compass-and-redfin-announce-layoffs-as-housing-market-slows.html Warner Bros Discovery to Cut Nearly 1,000 Ad Sales Jobs - Source | Technology News | US News https://www.usnews.com/news/technology/articles/2022-06-14/warner-bros-discovery-to-cut-as-much-as-30-of-global-sales-jobs-the-information Market Rout Evokes Memories of Trading Before Lehman Blowup https://finance.yahoo.com/news/huge-market-rout-evokes-memories-002000693.html 30-year mortgage rate surges to 6.28%, up from 5.5% just a week ago https://www.cnbc.com/2022/06/14/30-year-mortgage-rate-surges-to-6point28percent-up-from-5point5percent-just-a-week-ago.html Property Values Fall Across US, Europe on Bite From Inflation - Bloomberg https://www.bloomberg.com/news/articles/2022-06-13/inflation-triggers-drop-in-property-values-across-us-europe Top Steelmaker Halts Output as South Korea's Trucker Strike Roils Supply Chains - Bloomberg https://www.bloomberg.com/news/articles/2022-06-13/top-steelmaker-in-south-korea-halts-production-on-trucker-strike Another Blow to the US Food Market: Fire Breaks Out at a Food Processing Plant West of Waupaca County in Wisconsin https://www.thegatewaypundit.com/2022/06/another-blow-us-food-market-fire-breaks-food-processing-plant-west-waupaca-county-wisconsin/?utm_source=add2any&utm_medium=PostBottomSharingButtons&utm_campaign=websitesharingbuttons Russia becomes India's second-biggest oil exporter, trade sources - Hindustan Times https://www.hindustantimes.com/business/russia-becomes-india-s-second-biggest-oil-exporter-trade-sources-101655125585379.html Ford CFO: Auto loan delinquencies on the rise | Automotive News https://www.autonews.com/finance-insurance/ford-cfo-auto-loan-delinquencies-rise U.S. Retail Sales Declined 0.3% in May - WSJ https://www.wsj.com/articles/us-economy-retail-sales-may-2022-11655238895 China's May refinery output posts steepest annual fall in over a decade | Reuters https://www.reuters.com/article/china-economy-output-oil/chinas-may-refinery-output-posts-steepest-annual-fall-in-over-a-decade-idUSKBN2NW06U 2022-06-15_13-42-10.jpg (1004×585) https://cms.zerohedge.com/s3/files/inline-images/2022-06-15_13-42-10.jpg?itok=OuqXXHX1 2022-06-14_19-22-17_0.jpg (1006×587) https://cms.zerohedge.com/s3/files/inline-images/2022-06-14_19-22-17_0.jpg?itok=_VeaVT4_

TOPICS AND TIMESTAMPS: Money Flows 0:00 The Fed Did What? 0:22 Markets Will Go Up? 5:34 Inflation Simulation 9:58 What happened today? What will happen? Why it's happening. Federal Reserve Board - Federal Reserve issues FOMC statement https://www.federalreserve.gov/newsevents/pressreleases/monetary20220615a.htm 2022-06-15_11-02-56.jpg (947×464) https://cms.zerohedge.com/s3/files/inline-images/2022-06-15_11-02-56.jpg?itok=JwXSBy4I The Fed purposely leaked the potential for a 75 basis point rate hike, says UBS' Art Cashin https://www.cnbc.com/video/2022/06/15/short-the-fed-purposely-leaked-the-potential-for-a-75-basis-point-rate-hike-says-ubs-art-cashin.html unnamed_472.png (789×585) https://cms.zerohedge.com/s3/files/inline-images/unnamed_472.png?itok=D_UTBcph European Central Bank to create new tool to temper bond rout https://www.cnbc.com/2022/06/15/emergency-meeting-european-central-bank-to-create-new-tool-to-address-fragmentation-risk-.html Wholesale prices rose 10.8% in May, near a record annual pace https://www.cnbc.com/2022/06/14/wholesale-prices-rose-10point8percent-in-may-near-a-record-annual-pace.html 2022-06-14_05-32-28.jpg (1003×626) https://cms.zerohedge.com/s3/files/inline-images/2022-06-14_05-32-28.jpg?itok=r94l87uO GDPNow - Federal Reserve Bank of Atlanta https://www.atlantafed.org/cqer/research/gdpnow.aspx Here's what the Fed's highest rate hike in 28 years means for you https://www.cnbc.com/2022/06/15/what-the-feds-highest-rate-hike-in-28-years-means-for-you.html Jim Cramer: Why gold is a winner in times of inflation https://www.cnbc.com/2022/06/15/jim-cramer-why-gold-is-a-winner-in-times-of-inflation.html

TOPICS AND TIMESTAMPS: History Repeats 0:00 Japan Currency Collapse 0:16 Bond Market 4:25 Interest Rate Hikes 6:43 Bottom of Market? 11:57 Yen slides to 24-year low against dollar https://www.france24.com/en/live-news/20220613-yen-slides-to-24-year-low-against-dollar 2022-06-13_08-09-40.jpg (1006×624) https://cms.zerohedge.com/s3/files/inline-images/2022-06-13_08-09-40.jpg?itok=303YbSVe JGB purchases.jpg (707×427) https://cms.zerohedge.com/s3/files/inline-images/JGB%20purchases.jpg?itok=_d64GLzD 10-year Treasury yield rockets above 3.39% in biggest move since March 2020 https://www.cnbc.com/2022/06/13/us-bonds-2-year-treasury-rate-hits-highest-level-since-2007.html Yields Rise to Decade Highs, Curve Inverts on Growth Fears | Investing News | US News https://money.usnews.com/investing/news/articles/2022-06-13/huge-selloff-rocks-treasury-markets-yield-curve-inverts Economists say Fed will stick to 50 basis points this week, Powell will open door to more aggressive action later - MarketWatch https://www.marketwatch.com/story/doves-dont-exist-on-the-fomc-right-now-economists-expect-hawkish-fed-meeting-this-week-11654941250 Why City Life Has Gotten Way More Expensive - The Atlantic https://www.theatlantic.com/newsletters/archive/2022/06/uber-ride-share-prices-high-inflation/661250/ Fed's inflation battle to worsen market turmoil: Canaccord's Dwyer https://www.cnbc.com/2022/06/13/feds-inflation-battle-to-worsen-market-turmoil-canaccords-dwyer.html https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/f3eb9239-e3a6-4f09-8f6e-2f27563ec186_608x549.png (608×549) https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Ff3eb9239-e3a6-4f09-8f6e-2f27563ec186_608x549.png

TOPICS AND TIMESTAMPS: Big Moves 0:00 Markets Crash 0:13 Consumer Fears 4:17 China Time To Buy? 7:18 Economic Struggle 10:23 S&P 500 tumbles nearly 4% to new low for the year, closes in bear market territory https://www.cnbc.com/2022/06/12/stock-market-news-open-to-close.html Fed likely to hike rates by three-quarters of a point this week https://www.cnbc.com/2022/06/13/fed-reportedly-may-hike-rates-by-three-quarters-of-a-point-this-week.html 2022-06-13_06-46-10.jpg (1004×590) https://cms.zerohedge.com/s3/files/inline-images/2022-06-13_06-46-10.jpg?itok=Ere2O9IF 2022-06-13_05-18-07.jpg (994×433) https://cms.zerohedge.com/s3/files/inline-images/2022-06-13_05-18-07.jpg?itok=u0LQb7kL consumer.jpg (802×457) https://cms.zerohedge.com/s3/files/inline-images/consumer.jpg?itok=nk94bvwS higher end consumer sentiments.jpg (795×635) https://cms.zerohedge.com/s3/files/inline-images/higher%20end%20consumer%20sentiments.jpg?itok=yQnua5Fy fall in buying intentions.jpg (862×545) https://cms.zerohedge.com/s3/files/inline-images/fall%20in%20buying%20intentions.jpg?itok=pH79u5xq inventory problems.jpg (830×613) https://cms.zerohedge.com/s3/files/inline-images/inventory%20problems.jpg?itok=kHNDc7HT real inventory levels.jpg (1187×506) https://cms.zerohedge.com/s3/files/inline-images/real%20inventory%20levels.jpg?itok=9hmkAPya https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/c461ee86-d026-4479-a22f-b672f626bf39_606x428.png (606×428) https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fc461ee86-d026-4479-a22f-b672f626bf39_606x428.png https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/d5ea1454-17c2-46fb-ab60-51d5e9015349_644x373.png (644×373) https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fd5ea1454-17c2-46fb-ab60-51d5e9015349_644x373.png DHL Warns Supply Chain Won't Recover to Pre-Covid Days in 2023 - Bloomberg https://www.bloomberg.com/news/articles/2022-06-12/dhl-warns-supply-chain-won-t-recover-to-pre-covid-days-in-2023 Crude Oil Prices Today | OilPrice.com

TOPICS AND TIMESTAMPS: Major Event 0:00 Recession or Inflation 0:17 Wall St Warns Recession 6:03 Inflation of Everything 8:24 Bull or Bear 11:07 Soaring Inflation Fuels Bets on Sharper Fed Rate Hikes | Top News | US News https://www.usnews.com/news/top-news/articles/2022-06-10/fed-seen-raising-u-s-interest-rates-further-to-battle-hot-inflation#:~:text=June%2010%2C%202022%2C%20at%2010%3A31%20a.m.&text=(Reuters)%20%2DStubbornly%20hot%20U.S.,rate%20hike%20in%20coming%20months. Bernanke Says Fed Can Sidestep Big Recession in Inflation Fight - Bloomberg https://www.bloomberg.com/news/articles/2022-06-12/bernanke-says-fed-can-sidestep-big-recession-in-inflation-fight Aggressive Fed Moves Back in Play as Yields Surge on CPI Shock - Bloomberg https://www.bloomberg.com/news/articles/2022-06-13/treasury-two-year-yield-surges-as-cpi-shock-spurs-fed-re-pricing?srnd=premium-canada Powell Facing Choice Between Elevated US Inflation and Recession - Bloomberg https://www.bloomberg.com/news/articles/2022-06-12/powell-facing-choice-between-elevated-us-inflation-and-recession Jamie Dimon, Jane Fraser Talk Up Possible Recession - Bloomberg https://www.bloomberg.com/news/articles/2022-06-10/jamie-dimon-jane-fraser-talk-up-possible-recession?srnd=premium-canada Economist Mohamed El-Erian: Most current inflation ‘could have been avoided' if Fed acted earlier | Fox News https://www.foxnews.com/politics/economist-mohamed-el-erian-inflation-federal-reserve Finally. No Bid on MBS. - NotoriousROB https://notoriousrob.com/2022/06/finally-no-bid-on-mbs/ Heat Wave: Record Temperatures Sears Texas, Central US - Bloomberg https://www.bloomberg.com/news/articles/2022-06-12/record-heat-sears-texas-central-us-this-weekend?srnd=premium-canada Texas Power Use Tops All-Time Record as Heat Bakes State - Bloomberg https://www.bloomberg.com/news/articles/2022-06-12/texas-power-use-tops-all-time-record-as-heat-bakes-state#:~:text=With%20air%20conditioners%20humming%20across,Texas%2C%20which%20runs%20the%20system. Smithfield Foods, Citing High Costs of Operating in California, to Close Pork Plant - WSJ https://www.wsj.com/articles/smithfield-foods-citing-high-costs-of-operating-in-california-to-close-pork-plant-11654950795 McDonald's Is Cutting Healthy Food to Speed Up Wait Times - Bloomberg https://www.bloomberg.com/news/articles/2022-06-09/mcdonald-s-is-cutting-healthy-food-to-speed-up-wait-times?sref=6uww027M

TOPICS AND TIMESTAMPS: The Next Level 0:00 Everything Up 0:23 Transitory Inflation LOL 5:28 Weather Extremes 8:26 This Keeps Going 9:00 Food Prices to Keep Going Up, as Costs Surge - WSJ https://www.wsj.com/articles/food-prices-to-keep-going-up-as-costs-surge-11654939800 Americans put more on credit cards as inflation boosts costs, Fed data show | The Spokesman-Review https://www.spokesman.com/stories/2022/jun/10/americans-put-more-on-credit-cards-as-inflation-bo/ What Does a Normal Housing Market Look Like? https://awealthofcommonsense.com/2022/06/what-does-a-normal-housing-market-look-like/ Austin says Russian invasion of Ukraine ‘preview' of ‘possible world of chaos' | The Hill https://thehill.com/news/administration/3519842-austin-says-russian-invasion-of-ukraine-preview-of-possible-world-of-chaos/ Luxury Home Sales Sink 18% In Biggest Drop Since Start Of The Pandemic https://www.forbes.com/sites/brendarichardson/2022/06/10/luxury-home-sales-sink-18-in-biggest-drop-since-start-of-the-pandemic/?sh=35a11e5d9895 CPI: Inflation Finally Drives a Stake Through ‘Transitory' - Bloomberg https://www.bloomberg.com/opinion/articles/2022-06-10/cpi-inflation-finally-drives-a-stake-through-transitory?srnd=premium Silicon Valley braces for tech pullback after a decade of decadence https://www.msn.com/en-us/news/us/silicon-valley-braces-for-tech-pullback-after-a-decade-of-decadence/ar-AAYlhX9?ocid=uxbndlbing WPC's Short Range Public Discussion https://www.wpc.ncep.noaa.gov/discussions/hpcdiscussions.php?disc=pmdspd House prices to drop by 15 per cent in Australia, according to CBA | news.com.au — Australia's leading news site https://www.news.com.au/finance/real-estate/buying/house-prices-to-drop-by-15-per-cent-in-australia-according-to-cba/news-story/f6f344012aee2b0455748c28b5402e48 Shanghai Reimposes Dine-In Ban, Punishes Officials Over Lapse - Bloomberg https://www.bloomberg.com/news/articles/2022-06-12/shanghai-reimposes-dine-in-ban-punishes-officials-over-lapse?srnd=premium 27343.jpeg (822×822) https://cdn.statcdn.com/Infographic/images/normal/27343.jpeg 27603.jpeg (1200×1200) https://cdn.statcdn.com/Infographic/images/normal/27603.jpeg Why Japan's Yen (JPY) Is the Weakest in 20 Years and What That Means - Bloomberg https://www.bloomberg.com/news/articles/2022-06-10/why-the-yen-is-so-weak-and-what-that-means-for-japan-quicktake?srnd=premium Why Price Controls Should Stay in the History Books https://www.stlouisfed.org/publications/regional-economist/2022/mar/why-price-controls-should-stay-history-books#authorbox Treasuries Dare Fed to Step Up Hikes or Risk Inflation Defeat - Bloomberg https://www.bloomberg.com/news/articles/2022-06-11/treasuries-dare-fed-to-step-up-hikes-or-risk-inflation-defeat?srnd=premium

TOPICS AND TIMESTAMPS: Sinking Ship 0:00 Why Markets Fell 0:15 Household Wealth Drop 6:53 DON'T YOU DARE! 8:53 Rant GPS 10:07 Dow falls 800 points after inflation hits 40-year high, consumer sentiment plummets https://www.cnbc.com/2022/06/09/stock-market-news-open-to-close.html US Consumer Sentiment Slumps to Record Low on Inflation Woes - BNN Bloomberg https://www.bnnbloomberg.ca/us-consumer-sentiment-slumps-to-record-low-on-inflation-woes-1.1777141 2022-06-10_07-03-07.jpg (1123×610) https://cms.zerohedge.com/s3/files/inline-images/2022-06-10_07-03-07.jpg?itok=wKz2cu_F Consumer price index May 2022: https://www.cnbc.com/2022/06/10/consumer-price-index-may-2022.html 2022-06-10_05-31-29.jpg (995×551) https://cms.zerohedge.com/s3/files/inline-images/2022-06-10_05-31-29.jpg?itok=b4oPp01N 2022-06-10_05-33-13.jpg (997×555) https://cms.zerohedge.com/s3/files/inline-images/2022-06-10_05-33-13.jpg?itok=ELQCsJl5 2022-06-10.png (798×517) https://cms.zerohedge.com/s3/files/inline-images/2022-06-10.png?itok=OEWsY2PN 2022-06-10 (1).png (1018×592) https://cms.zerohedge.com/s3/files/inline-images/2022-06-10%20%281%29.png?itok=uOavMWDo 2022-06-10_05-52-08.jpg (995×549) https://cms.zerohedge.com/s3/files/inline-images/2022-06-10_05-52-08.jpg?itok=urEb9HWy 2022-06-10_05-44-21.jpg (997×554) https://cms.zerohedge.com/s3/files/inline-images/2022-06-10_05-44-21.jpg?itok=sDwxJiaS global inflation yoy.jpg (805×386) https://cms.zerohedge.com/s3/files/inline-images/global%20inflation%20yoy.jpg?itok=hQO6Wh34 American Household Wealth Declines for First Time in 2 Years https://www.businessinsider.com/american-household-wealth-drops-stock-market-slump-real-estate-gains-2022-6 2022-06-10 (6).png (1256×504) https://cms.zerohedge.com/s3/files/inline-images/2022-06-10%20%286%29.png?itok=ePf_sqmA 2022-06-10 (5).png (1256×528) https://cms.zerohedge.com/s3/files/inline-images/2022-06-10%20%285%29.png?itok=2ESal06d 2022-06-10_11-34-06.jpg (1119×638) https://cms.zerohedge.com/s3/files/inline-images/2022-06-10_11-34-06.jpg?itok=CcuseMoc 2022-06-10_12-36-02.jpg (1119×633) https://cms.zerohedge.com/s3/files/inline-images/2022-06-10_12-36-02.jpg?itok=4Dkp--6N Avocado Spike Makes Guacamole Pricier in Mexico Amid Fertilizer Shortages - Bloomberg https://www.bloomberg.com/news/articles/2022-06-09/avocado-s-19-spike-drives-mexico-inflation-amid-fertilizer-woes?srnd=economics-vp Snag_9ee3f6e.png (918×456) https://cms.zerohedge.com/s3/files/inline-images/Snag_9ee3f6e.png?itok=l6rZnOAO Snag_9df0fea.png (930×468)

TOPICS AND TIMESTAMPS: Everywhere You Go 0:00 Recession or Not? 0:15 Watch Out For This 5:47 Target and Walmart 7:55 Financial Crisis 9:56 While Janet Yellen suggests we have no reason to worry about recession, if you stay with me through this entire video, I will show you why that's probably false. Janet Yellen Rejects Idea Corporate Greed Is to Blame for US Inflation - Bloomberg https://www.bloomberg.com/news/articles/2022-06-09/yellen-rejects-idea-corporate-greed-is-to-blame-for-inflation 'Nothing to suggest' US will have a recession: Yellen https://news.yahoo.com/nothing-suggest-us-recession-yellen-213705337.html Oil Slips at End of Week as Traders Weigh China's Demand Outlook - Bloomberg https://www.bloomberg.com/news/articles/2022-06-09/oil-set-for-seventh-weekly-gain-as-traders-weigh-china-s-return Gas prices hit $5 national average after rapid rise - ABC News https://abcnews.go.com/Business/gas-prices-hit-national-average-rapid-rise/story?id=85258013 Snag_8f68b71.png (1280×753) https://cms.zerohedge.com/s3/files/inline-images/Snag_8f68b71.png?itok=rrGuloPx 2022-06-09_11-03-20_0.jpg (1007×507) https://cms.zerohedge.com/s3/files/inline-images/2022-06-09_11-03-20_0.jpg?itok=O412UFbs Don't Be Fooled by Conflicting Inflation Metrics. The Federal Reserve Won't. - Bloomberg https://www.bloomberg.com/opinion/articles/2022-06-09/don-t-be-fooled-by-conflicting-inflation-metrics-the-federal-reserve-won-t Trafigura warns oil prices could reach ‘parabolic state' in threat to economy | Financial Times https://www.ft.com/content/a6e7fdb3-be01-4473-9eee-2e496a3dda82 Record UK Gasoline Prices See Biggest Daily Surge In 17 Years | OilPrice.com https://oilprice.com/Latest-Energy-News/World-News/Record-UK-Gasoline-Prices-See-Biggest-Daily-Surge-In-17-Years.html Why Target's inventory problem is freaking everybody out - FreightWaves https://www.freightwaves.com/news/why-everyone-is-freaking-out-about-targets-inventory?utm_content=211021494&utm_medium=social&utm_source=facebook&hss_channel=fbp-179175252108775 contaienr shipping rates.jpg (1278×711) https://cms.zerohedge.com/s3/files/inline-images/contaienr%20shipping%20rates.jpg?itok=aqyyQPtq Stanley Druckenmiller Warns ‘Bear Market Has a Ways to Run' as Fed Hikes Rates - Bloomberg https://www.bloomberg.com/news/articles/2022-06-09/druckenmiller-warns-bear-market-has-a-ways-to-run-as-fed-hikes?srnd=premium unnamed (5)_366.png (830×449) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%285%29_366.png?itok=rJGijVhK India Seen as Thwarting G-7 Push to Avert Global Food Crisis - Bloomberg https://www.bloomberg.com/news/articles/2022-06-09/india-seen-as-thwarting-g-7-push-to-avert-global-food-crisis?srnd=premium Huy Fong Sriracha Shortage May Last for Months After Chili Crop Failure - Bloomberg https://www.bloomberg.com/news/articles/2022-06-09/huy-fong-sriracha-shortage-production-halted-after-weather-ruins-chili-crop?srnd=premium Insurance Ban Is The EU's Biggest Blow Yet To Russian Oil Exports | OilPrice.com https://oilprice.com/Energy/Energy-General/Insurance-Ban-Is-The-EUs-Biggest-Blow-Yet-To-Russian-Oil-Exports.html Europe Natural Gas Price Soars as Fire in US Compounds Russia Supply Concern - Bloomberg https://www.bloomberg.com/news/articles/2022-06-09/us-lng-outage-sends-european-gas-soaring-as-supply-fears-revive Blockchain scalability and the fragmentation of crypto https://www.bis.org/publ/bisbull56.pdf

TOPICS AND TIMESTAMPS: It's Happening 0:00 Consumer Tapped Out 0:10 Ray Dalio 2:23 Real Estate Slow 4:09 Buyers Stop Buying 5:57 Apple and Affirm 10:39 Solutions 11:57 China Covid News: Shanghai Puts Areas Back Into Lockdown in Hunt for Cases - Bloomberg https://www.bloomberg.com/news/articles/2022-06-09/shanghai-puts-one-district-back-into-lockdown-in-hunt-for-cases?srnd=premium-canada No, you're not imagining it — package sizes are shrinking | AP News https://apnews.com/article/india-prices-business-d2c8279d39e1304f5623b3a99b56b8cc Ray Dalio Says Central Banks to Cut Rates in 2024, AFR Reports https://www.yahoo.com/now/ray-dalio-says-central-banks-021950861.html Bridgewater bets against US and European corporate bonds on slowdown fears | Financial Times https://www.ft.com/content/a206e3d7-fc89-4e95-9d20-32cc99d97938 Funding squeeze at buy-now-pay-later firm flashes warning - BNN Bloomberg https://www.bnnbloomberg.ca/funding-squeeze-at-buy-now-pay-later-pioneer-affirm-flashes-warning-sign-for-industry-1.1775725 2022-06-08_05-41-08.jpg (1008×531) https://cms.zerohedge.com/s3/files/inline-images/2022-06-08_05-41-08.jpg?itok=Zp2ZVjjd mortgage-payment-for-median-new-home-as-percent-of-median-household-income-200012-202204.png (910×662) https://cms.zerohedge.com/s3/files/inline-images/mortgage-payment-for-median-new-home-as-percent-of-median-household-income-200012-202204.png?itok=gOxhvKIa relative-affordability-of-new-homes-in-US-annual-1967-2020-monthly-200012-202204.png (910×662) https://cms.zerohedge.com/s3/files/inline-images/relative-affordability-of-new-homes-in-US-annual-1967-2020-monthly-200012-202204.png?itok=X8ELDzLQ michigan-home-survey.png (624×341) https://cms.zerohedge.com/s3/files/inline-images/michigan-home-survey.png?itok=Z3omPAm0 spending-choices.png (504×325) https://cms.zerohedge.com/s3/files/inline-images/spending-choices.png?itok=s5UcrYBT personal-savings-1024x683.png (1024×683) https://cms.zerohedge.com/s3/files/inline-images/personal-savings-1024x683.png?itok=8bymBvei Lumber Price Gets Chopped in Half Amid Chill in Housing Markets - Bloomberg https://www.bloomberg.com/news/articles/2022-06-08/lumber-price-gets-chopped-in-half-amid-chill-in-housing-markets?srnd=premium-canada

TOPICS AND TIMESTAMPS: Here We Go 0:00 Recession is On 0:13 Debt Extreme 4:36 Dollars and Oil 6:07 What's Going To Happen? 12:44

TOPICS AND TIMESTAMPS: It's Wild 0:00 Jim Cramer 0:22 Big Flip 4:31 The Huge Change 8:10 'I'm seeing things I haven't seen in a long time', Cramer says https://www.cnbc.com/video/2022/05/11/im-seeing-things-i-havent-seen-in-a-long-time-cramer-says.html?&recirc=taboolainternal Janet Yellen Denies Calling for Biden's Rescue Package to be Scaled Back - Bloomberg https://www.bloomberg.com/news/articles/2022-06-05/yellen-denies-urging-smaller-biden-relief-plan-in-early-2021?srnd=premium-canada Steven Mnuchin on Twitter: "Thanks to @usmint staff for hosting at #FortKnox #USBD. First @USTreasury Secretary to visit since John Snyder in 1948. Glad gold is safe!" / Twitter https://twitter.com/stevenmnuchin1/status/899727624594903040 Brian G on Twitter: "Cotton has outpeformed "disruptive innovation" since ARKK's inception. Cotton. https://t.co/oYbQP0Kcm5" / Twitter https://twitter.com/alphacharts/status/1529144029920735232?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1529144029920735232%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Feconomics%2Fabsurd-market-hypothesis Price of UK pint up more than 70% since financial crisis | Financial Times https://www.ft.com/content/0a5e29dc-6aa7-4fe0-80ac-56a1141d7194 Inflation divide: The wealthy splurge, the poorest pull back | AP News https://apnews.com/article/inflation-personal-taxes-67ce29f58a3668907db9027a677cc7af China Covid News: Beijing Opens Up Restaurants, Cinemas - Bloomberg https://www.bloomberg.com/news/articles/2022-06-06/beijing-opens-up-restaurants-cinemas-as-china-continues-easing?srnd=premium-canada unnamed (1)_385.png (513×405) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%281%29_385.png?itok=7KR8wb9l unnamed (6)_345.png (788×526) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%286%29_345.png?itok=6TsVOgBQ unnamed (7)_316.png (752×423) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%287%29_316.png?itok=6NptDGjX Busy factories are turning to robots to pick up more work - Techzine Europe https://www.techzine.eu/news/infrastructure/79973/busy-factories-are-turning-to-robots-to-pick-up-more-work/ People Are Running Backward. What Could Possibly Go Wrong? - WSJ https://www.wsj.com/articles/people-are-running-backward-what-could-possibly-go-wrong-11654336800?mod=flipboard EtherRock NFT sells for $1.3 million https://www.cnbc.com/2021/08/23/people-are-paying-millions-of-dollars-for-digital-pictures-of-rocks.html?__source=androidappshare How China Is Reviving Tools for Hedging Credit Risk: QuickTake - Bloomberg https://www.bloomberg.com/news/articles/2022-06-05/how-china-is-reviving-tools-for-hedging-credit-risk-quicktake?srnd=premium-canada Lifting Tariffs on Goods May Make Sense, US Commerce Chief Says - Bloomberg https://www.bloomberg.com/news/articles/2022-06-05/lifting-tariffs-on-goods-may-make-sense-us-commerce-chief-says?srnd=premium-canada

TOPICS AND TIMESTAMPS: Hazy Outlook 0:00 Recession Unavoidable 0:14 Be Prepared 3:57 Doesn't Go Up 4:58 Billions Free 12:13 Larry Fink sees elevated inflation for years due to supply shocks https://www.moneycontrol.com/news/world/larry-fink-sees-elevated-inflation-for-years-due-to-supply-shocks-8635161.html Oil Sands Crude Prices Nosedive as Russian Bans Upend Market - Bloomberg https://www.bloomberg.com/news/articles/2022-06-03/canadian-oil-sands-nosedive-as-russian-crude-bans-upend-market?srnd=premium-canada Heavy rains, gusty winds damage homes, flood roads, stall cars across South Florida – WSVN 7News | Miami News, Weather, Sports | Fort Lauderdale https://wsvn.com/news/local/heavy-rains-gusty-winds-damage-homes-flood-roads-stall-cars-across-south-florida/ Housing Boom Fails to Lift All Homes Above Previous Cycle's Peak - WSJ https://www.wsj.com/articles/housing-boom-fails-to-lift-all-homes-above-previous-cycles-peak-11654335001 Citi CEO Says US Will Find It Difficult to Avoid a Recession - Bloomberg https://www.bloomberg.com/news/articles/2022-06-03/citigroup-ceo-fraser-says-recession-won-t-be-easy-to-avoid-in-us ECB Is Ready to Tighten Just as Global Peers Speed Up: Eco Week - Bloomberg https://www.bloomberg.com/news/articles/2022-06-04/ecb-is-ready-to-tighten-just-as-global-peers-speed-up-eco-week#xj4y7vzkg ca avg.PNG (1063×668) https://cms.zerohedge.com/s3/files/inline-images/ca%20avg.PNG?itok=dLULiJsH Energy-Stocks-Are-Still-At-Record-Cheapness-vs.-Information-Technology.png (899×519) https://cms.zerohedge.com/s3/files/inline-images/Energy-Stocks-Are-Still-At-Record-Cheapness-vs.-Information-Technology.png?itok=Y4ic_7Pt Record high Memorial Day gas prices are stinging consumers and impacting travel https://www.cnbc.com/2022/05/27/record-high-memorial-day-gas-prices-are-stinging-consumers-and-impacting-travel.html Real estate agents got $3.9 billion in Covid relief PPP loans. The housing market boomed, but few repaid the loans. https://www.nbcnews.com/business/real-estate/real-estate-agents-got-39-billion-covid-relief-ppp-loans-housing-marke-rcna26947

TOPICS AND TIMESTAMPS: Up 0:00 Inflation Pump Signals of Change Coming 2:56 Can't Return To Normal 7:01 The Slide Down 10:08 Signals of change Inflation heating in some areas but slowdown in others Pain at the pump: Gas costs nearly $10 a gallon at this California station https://www.fox5ny.com/news/gas-is-nearly-10-a-gallon-at-this-california Oil Executives Sell Stock Like Crazy While Gas Prices Soak Americans https://www.thedailybeast.com/oil-executives-sell-stock-like-crazy-while-gas-prices-soak-americans U.S. car sales at 'recessionary levels;' inflation, interest rates are concerns - MarketWatch https://www.marketwatch.com/story/u-s-car-sales-at-recessionary-levels-as-inflation-rising-interest-rate-concerns-increase-rbc-says-11654191935 Exclusive: Elon Musk wants to cut 10% of Tesla jobs | Reuters https://www.reuters.com/technology/exclusive-musk-says-tesla-needs-cut-staff-by-10-pauses-all-hiring-2022-06-03/ Lumber Prices Slump With Rising Interest Rates - WSJ https://www.wsj.com/articles/lumber-prices-slump-with-rising-interest-rates-11653835230 Investors may be in for this rude surprise: History shows inflation can take years to return to normal even when Fed hikes above 10% - MarketWatch https://www.marketwatch.com/story/investors-may-be-in-for-this-rude-surprise-history-shows-inflation-can-take-years-to-return-to-normal-even-when-fed-hikes-above-10-11654192355 Blankfein Urges ‘Dial Back' on Negativity Over Economy - Bloomberg https://www.bloomberg.com/news/articles/2022-06-03/blankfein-sees-riskier-times-but-economy-may-yet-land-softly?srnd=premium-canada Toronto Home Prices Slide for Third Month on Higher Interest Rates - Bloomberg https://www.bloomberg.com/news/articles/2022-06-03/toronto-home-prices-drop-for-third-straight-month-as-rates-jump?srnd=premium-canada Fed's Mester May Back Half-Point September Rate Hike If Prices Don't Cool - Bloomberg https://www.bloomberg.com/news/articles/2022-06-03/mester-may-back-half-point-september-hike-if-pri

TOPICS AND TIMESTAMPS: The Next Phase 0:00 Falling and Failing 0:28 Why Fed Must Stop 4:16 Uprising 8:19 California is rationing water amid its worst drought in 1,200 years - CBS News https://www.cbsnews.com/news/water-cutbacks-california-6-million-people-drought/ Restaurants Add New Fees to Your Check to Counter Inflation - WSJ https://www.wsj.com/articles/waiter-theres-a-fee-in-my-soup-11654139870 Red-Hot Coal Prices Threaten More Increases in Power Bills - WSJ https://www.wsj.com/articles/red-hot-coal-prices-threaten-more-increases-in-power-bills-11654167025 Food banks struggle with inflation costs as demand spikes : NPR https://www.npr.org/2022/06/02/1101473558/demand-food-banks-inflation-supply-chain A Third of Americans Making $250,000 Say Costs Eat Entire Salary - Bloomberg https://www.bloomberg.com/news/articles/2022-06-01/a-third-of-americans-making-250-000-say-costs-eat-entire-salary?sref=ZMFHsM5Z Bird Flu Brings Supply Gaps in Jennie-O Turkey This Summer - Bloomberg https://www.bloomberg.com/news/articles/2022-06-02/bird-flu-brings-major-supply-gaps-in-jennie-o-turkey-this-summer Fed is in danger of losing control of public expectations of future inflation, Bullard says - MarketWatch https://www.marketwatch.com/story/fed-is-in-danger-of-losing-control-of-public-expectations-of-future-inflation-bullard-said-11654105543 Fed Vice Chair Lael Brainard says it's 'very hard to see the case' for the Fed pausing rate hikes https://www.cnbc.com/2022/06/02/fed-vice-chair-lael-brainard-says-its-hard-to-see-the-case-for-the-fed-pausing-rate-hikes-.html Goldman's Waldron Warns of Unprecedented Economic Shocks, Echoing Jamie Dimon - Bloomberg https://www.bloomberg.com/news/articles/2022-06-02/goldman-s-waldron-warns-of-unprecedented-shocks-in-echoing-dimon EU Approves Partial Russian Oil Ban, Sanctions on Sberbank - Bloomberg https://www.bloomberg.com/news/articles/2022-06-02/eu-approves-partial-russian-oil-ban-sanctions-on-sberbank?sref=jEerMkIZ Crude Oil Prices Today | OilPrice.com

TOPICS AND TIMESTAMPS: Big 0:00 Paycheck To Paycheck 0:19 Fed Panic 4:40 Looming Event 10:20 Jamie Dimon says 'brace yourself' for an economic hurricane caused by the Fed and Ukraine war https://www.cnbc.com/2022/06/01/jamie-dimon-says-brace-yourself-for-an-economic-hurricane-caused-by-the-fed-and-ukraine-war.html A Third of Americans Making $250,000 Say Costs Eat Entire Salary - Bloomberg https://www.bloomberg.com/news/articles/2022-06-01/a-third-of-americans-making-250-000-say-costs-eat-entire-salary Why Do Americans Think the Economy Is So Terrible? - The Atlantic https://www.theatlantic.com/newsletters/archive/2022/06/american-economy-negative-perception-inflation/661149/ Their Solution to the Housing Crisis? Living With Strangers. – DNyuz https://dnyuz.com/2022/06/01/their-solution-to-the-housing-crisis-living-with-strangers/ Missed Payments, Rising Interest Rates Put ‘Buy Now, Pay Later' to the Test - WSJ https://www.wsj.com/articles/missed-payments-rising-interest-rates-put-buy-now-pay-later-to-the-test-11654033930 Bill Dudley Plays Down Suggestion of September Interest Rate-Hike Pause for Fed - Bloomberg https://www.bloomberg.com/news/articles/2022-06-01/dudley-plays-down-suggestion-of-september-fed-rate-hike-pause?srnd=fixed-income What the Fed's QT Means for Short-Term Funding Markets, $2 Trillion Cash Pile - Bloomberg

TOPICS AND TIMESTAMPS: Recession 0:00 Recession Already Here? 0:23 Understand the Fringe 3:25 Inflation Situation 4:05 Admitting Wrong 5:55 Investment Beats Inflation 10:31 Economic Pessimism Growing in U.S. https://news.gallup.com/poll/393176/economic-pessimism-growing.aspx?utm_source=alert&utm_medium=email&utm_content=morelink&utm_campaign=syndication Toyota misses April global production target due to COVID, parts shortage | Reuters https://www.reuters.com/business/autos-transportation/toyota-misses-april-global-production-target-due-covid-parts-shortage-2022-05-30/ 2022-05-31.png (1280×837) https://cms.zerohedge.com/s3/files/inline-images/2022-05-31.png?itok=i6TRXVzO Hamptons summer rental market: Beach house inventory is up, prices are down https://www.cnbc.com/2022/05/30/hamptons-summer-rental-market-beach-house-inventory-is-up-prices-are-down.html 2022-05-31_05-15-55.jpg (990×636) https://cms.zerohedge.com/s3/files/inline-images/2022-05-31_05-15-55.jpg?itok=lx9plPgZ 2022-05-31_05-17-11.jpg (678×585) https://cms.zerohedge.com/s3/files/inline-images/2022-05-31_05-17-11.jpg?itok=ZQs4f6a9 2022-05-31_05-18-05.jpg (682×403) https://cms.zerohedge.com/s3/files/inline-images/2022-05-31_05-18-05.jpg?itok=-eWojYbh Inflation: Treasury secretary Janet Yellen concedes she was wrong on 'path that inflation would take' - CNNPolitics

TOPICS AND TIMESTAMPS: Nothing Yet 0:00 Oil and Gas 0:14 Economy Down 6:06 When Demand Destructs 10:07 Southland gas prices again rise to record highs https://www.audacy.com/knxnews/news/local/southland-gas-prices-again-rise-to-record-highs Gas tops $6 a gallon in California: "How much pain at the pump can consumers take?" - CBS News https://www.cbsnews.com/news/gas-prices-record-6-per-gallon-california/ Asia Stocks Seen Steady Amid Inflation Worries: Markets Wrap - Bloomberg https://www.bloomberg.com/news/articles/2022-05-30/asia-stocks-seen-steady-amid-inflation-worries-markets-wrap?srnd=premium Naomi O'Leary on Twitter: "Some member states are already pushing for a seventh EU sanctions package. Discussions move tomorrow onto potential global food crisis, and defence." / Twitter https://twitter.com/NaomiOhReally/status/1531395283472498688?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1531395283472498688%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Fbrent-tops-122-after-eu-agrees-partial-ban-russian-oil unnamed-1_29.jpg (990×647) https://cms.zerohedge.com/s3/files/inline-images/unnamed-1_29.jpg?itok=FqR32FqI Crude Oil Prices Today | OilPrice.com https://oilprice.com/ Brazil Fuel Prices: One Tank of Gas Costs 33% of Monthly Minimum Wage - Bloomberg

TOPICS AND TIMESTAMPS: Big Swings 0:00 China Opening Up 0:20 Debt Skyrockets 3:47 Inflation Hedge 7:59 Need To Know 11:35 Stock markets usually react more aggressively and faster to inflation data. Economy will lag behind and effects will persist. Shanghai Unveils Economic Support Measures as Lockdowns Ease - Bloomberg https://www.bloomberg.com/news/articles/2022-05-29/shanghai-unveils-fresh-policies-to-support-economy-hit-by-covid?srnd=premium-canada Beijing Eases Curbs, Shopping Malls Reopen: Lockdown Tracker - Bloomberg https://www.bloomberg.com/news/articles/2022-05-30/beijing-eases-curbs-shopping-malls-reopen-lockdown-tracker?srnd=premium-canada More Russian Oil Than Ever Before Is Heading for China and India - Bloomberg https://www.bloomberg.com/news/articles/2022-05-26/russia-has-record-oil-volumes-at-sea-as-cargoes-shift-to-asia Millennial Farmers Can't Afford to Buy US Agricultural Land - Bloomberg https://www.bloomberg.com/opinion/articles/2022-05-29/millennial-farmers-can-t-afford-to-buy-us-agricultural-land?srnd=premium-canada Young Americans Shrug as Inflation Drives Up Summer Travel Costs - Bloomberg https://www.bloomberg.com/news/articles/2022-05-26/young-americans-shrug-as-inflation-drives-up-summer-travel-costs?srnd=premium-canada 2 in 3 adults avoid social events - because they're embarrassed about their financial struggles - Study Finds

TOPICS AND TIMESTAMPS: It's On 0:00 Economy Stuck 0:19 Market Bottom? 6:51 See the Future 10:28 Adjustable-Rate Mortgages Are Back, But They're Not Like You Remember - WSJ https://www.wsj.com/articles/adjustable-rate-mortgages-are-back-but-theyre-not-like-you-remember-11653707480 Walmart, Gap and Others Amass $45 Billion in Extra Stuff to Sell - Bloomberg https://www.bloomberg.com/news/articles/2022-05-28/walmart-gap-and-others-amass-45-billion-in-extra-stuff-to-sell?srnd=premium-canada Why One CIO Is Waiting for ‘a Solid Panic' in the Stock Market - Bloomberg https://www.bloomberg.com/news/articles/2022-05-28/why-one-cio-is-waiting-for-a-solid-panic-in-the-stock-market?srnd=premium-canada Fed Won't Flinch as Labor Market Starts Tailing Off: Eco Week - Bloomberg https://www.bloomberg.com/news/articles/2022-05-28/fed-won-t-flinch-as-labor-market-starts-tailing-off-eco-week?srnd=premium-canada US Wage Raises Show Signs of Peaking in Welcome Sign for Fed - Bloomberg https://www.bloomberg.com/news/articles/2022-05-27/us-wage-increases-show-signs-of-peaking-in-welcome-sign-for-fed?cmpid=BBD052722_OUS&utm_medium=email&utm_source=newsletter&utm_term=220527&utm_campaign=openamericas&sref=6uww027M Will this fruit-picking robot transform agriculture? | Artificial intelligence (AI) | The Guardian https://www.theguardian.com/us-news/2022/may/28/robot-agriculture-farming-artificial-intelligence Terra's LUNA 2.0 crashes 86% after the airdrop

TOPICS AND TIMESTAMPS: The Trap 0:00 Consumer Is Finished 0:19 Stocks Flip 5:34 Down Under 9:20 core PCE 2022-05-27_10-30-05.jpg (1280×572) https://cms.zerohedge.com/s3/files/inline-images/core%20PCE%202022-05-27_10-30-05.jpg?itok=2bMqp9dY core PCE annualized.png (989×657) https://cms.zerohedge.com/s3/files/inline-images/core%20PCE%20annualized.png?itok=tIQQlF_S image - 2022-05-27T053613.513.png (1171×721) https://cms.zerohedge.com/s3/files/inline-images/image%20-%202022-05-27T053613.513.png?itok=56Z9NUxu 2022-05-27_07-02-34.jpg (990×649) https://cms.zerohedge.com/s3/files/inline-images/2022-05-27_07-02-34.jpg?itok=AD0wHsY2 2022-05-27_07-07-00.jpg (991×646) https://cms.zerohedge.com/s3/files/inline-images/2022-05-27_07-07-00.jpg?itok=356DPZj2 Consumer sentiment mired at 10-year low amid persistent inflation, UMich survey finds - MarketWatch https://www.marketwatch.com/story/consumer-sentiment-mired-at-10-year-low-amid-persistent-inflation-umich-survey-finds-11653660319 bull and bear indicator may 26.jpg (460×337) https://cms.zerohedge.com/s3/files/inline-images/bull%20and%20bear%20indicator%20may%2026.jpg?itok=f0OOHokN unnamed (1)_372.png (467×417)

TOPICS AND TIMESTAMPS: Upside Down 0:00 Economy Goes Down 0:23 Markets Up But Why 3:15 Insiders Buying 5:10 The Key 7:17 Interest on the debt is a huge threat | The Hill https://thehill.com/blogs/congress-blog/3501223-interest-on-the-debt-is-a-huge-threat/ (1) Holger Zschaepitz on Twitter: "Is the recent stock rally real? The Smart Money Index sows doubt. https://t.co/Ls1a8NkNus" / Twitter https://twitter.com/Schuldensuehner/status/1529951542366838784 Signs Are Pointing to a Slowdown in the Housing Market—At Last | Time https://time.com/6178366/house-prices-us/ Now Even Chicken Is Getting Too Expensive? - The Washington Post https://www.washingtonpost.com/business/now-even-chicken-is-getting-too-expensive/2022/05/26/7028b4d6-dd33-11ec-bc35-a91d0a94923b_story.html Over $50 for a burrito? World's elite splash the cash on snacks at Davos https://www.cnbc.com/2022/05/26/over-50-for-a-burrito-worlds-elite-splash-the-cash-on-snacks-at-davos-.html Desire to Short Cathie Wood's ARKK ETF Is Dropping Almost as Fast as the Fund - Bloomberg https://www.bloomberg.com/news/articles/2022-05-25/desire-to-short-arkk-is-dropping-almost-as-fast-as-the-fund?srnd=premium The Rise and Fall of Cathie Wood https://nymag.com/intelligencer/2022/05/the-rise-and-fall-of-cathie-wood.html

TOPICS AND TIMESTAMPS: Not So Fast! 0:00 The Fed Will Flip 0:28 Interest Rates 3:39 Economic Headwinds 9:46 Fed's Inflation Fight Gets a Boost Amid the Wall Street Rout - Bloomberg https://www.bloomberg.com/news/articles/2022-05-25/fed-s-inflation-fight-gets-a-boost-amid-the-wall-street-rout?srnd=premium-canada 2022-05-24_13-03-53_0.jpg (989×630) https://cms.zerohedge.com/s3/files/inline-images/2022-05-24_13-03-53_0.jpg?itok=nzjU7NuK Federal Funds Effective Rate (FEDFUNDS) | FRED | St. Louis Fed https://fred.stlouisfed.org/series/FEDFUNDS Fed Plans for Half-Point Interest Rate Hikes Won't Be Shaken by Stocks Rout - Bloomberg https://www.bloomberg.com/news/articles/2022-05-19/fed-plans-for-half-point-hikes-won-t-be-shaken-by-stocks-rout unnamed (3)_352.png (842×842) https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%283%29_352.png?itok=XuT0w7Rt Here's How the Fed Might Adopt Bostic's Rate Pause in September - Bloomberg https://www.bloomberg.com/news/articles/2022-05-24/here-s-how-fed-might-adopt-bostic-s-fed-rate-pause-in-september Bank of Korea's Rhee Puts Inflation Battle Before Growth for Now - Bloomberg https://www.bloomberg.com/news/articles/2022-05-26/bank-of-korea-hikes-rate-as-rhee-shows-inflation-tackling-intent?srnd=premium-canada How China Is Seeking to Revive a $2.4 Trillion Real Estate Market - Bloomberg

TOPICS AND TIMESTAMPS: Cash is Trash 0:00 Markets 0:10 Economy 6:25 Meltdown 9:17 Tesla stock is trading below its S&P 500 inclusion price as investors worry about Elon Musk's Twitter deal and eye a bearish death cross | Business Insider India https://www.businessinsider.in/stock-market/news/tesla-stock-is-trading-below-its-sp-500-inclusion-price-as-investors-worry-about-elon-musks-twitter-deal-and-eye-bearish-death-cross/articleshow/91772602.cms S&P 500 falls, Snap warning drags tech as Nasdaq loses 2% https://www.cnbc.com/2022/05/23/stock-market-futures-open-to-close-news.html Market Reversal Boosts Big Dividend Stocks - WSJ https://www.wsj.com/articles/there-is-a-rush-for-cash-on-wall-street-11653364425 Social media stocks sink to erase US$135 billion on Snap warning - BNN Bloomberg https://www.bnnbloomberg.ca/social-media-stocks-set-to-erase-100-billion-on-snap-warning-1.1769807#:~:text=(Bloomberg)%20%2D%2D%20Social%20media%20stocks,growth%20and%20rate%2Dhike%20fears. Snap Plunges, And There Goes Social Media's Online Ad Biz - WSJ https://www.wsj.com/articles/oh-snap-there-goes-socials-online-ad-biz-11653386581 New Zealand raises interest rates by 50 bps, signals more aggressive hikes https://www.cnbc.com/2022/05/25/new-zealand-raises-interest-rates-by-50-bps-signals-more-aggressive-hikes.html#:~:text=New%20Zealand's%20central%20bank%20raised,higher%20level%20than%20previously%20forecast. Great Resignation to continue, one in five likely to switch jobs: PwC

TOPICS AND TIMESTAMPS: Flip 0:00 Bigger Than Big 0:15 Selloff or Buy In? 2:56 Fed Pause Hikes? 5:44 Inventory Madness 8:25 The Top 50 Richest People Have Lost More Than Half a Trillion Dollars This Year - WSJ https://www.wsj.com/articles/the-top-50-richest-people-have-lost-more-than-half-a-trillion-dollars-this-year-11653323306 Stock Selloff to Intensify as Fresh 10% Plunge Looms, Survey Finds https://www.yahoo.com/now/stock-selloff-intensify-fresh-10-233000022.html Guggenheim's Minerd believes fine art, real estate will outperform stocks, sees bitcoin bottoming at $8,000 - MarketWatch https://www.marketwatch.com/story/guggenheims-minerd-believes-fine-art-real-estate-will-outperform-stocks-sees-bitcoin-bottoming-at-8-000-11653329958 Fed Rate-Hike Pause in September May ‘Make Sense,' Raphael Bostic Says - Bloomberg https://www.bloomberg.com/news/articles/2022-05-23/fed-rate-hike-pause-in-september-may-make-sense-bostic-says?srnd=premium-canada Corporate Insiders Put Recession Angst Aside to Binge on Their Own Stocks - Bloomberg https://www.bloomberg.com/news/articles/2022-05-23/insiders-put-recession-angst-aside-to-binge-on-their-own-stocks?srnd=premium-canada (3) Danielle DiMartino Booth on Twitter: ""Amazon first announced it was going to be laying off 100,000 workers, and we really did get validation of the slowdown with Target, Walmart, Kohl's saying we're sitting on way too much inventory, demand is not there." @Quillintel #DiMartinoBooth https://t.co/5swSQRNX55" / Twitter

TOPICS AND TIMESTAMPS: The Test 0:00 China Lockdown 0:23 WHAT YOU NEED TO KNOW 6:34 Walmart Amazon Layoffs 7:49 Markets and Economies 12:41 Massive levels of inventory has been built up Anticipation of higher prices and longer shipping times Recession risk likely reduces demand Companies are suggesting too many workers Mass layoffs could be next Global leaders warn of economic dangers as crises multiply https://www.msn.com/en-us/news/world/global-leaders-warn-of-economic-dangers-as-crises-multiply/ar-AAXywy0 Shanghai district to require all shops to shut, residents to stay home | Reuters https://www.reuters.com/world/china/shanghai-district-require-all-shops-shut-residents-stay-home-2022-05-21/ China's Covid Zero Policy Is an Anchor on Commodities Prices - Bloomberg https://www.bloomberg.com/news/articles/2022-05-23/china-s-covid-zero-policy-is-an-anchor-on-commodities-prices-l3i72f6v?srnd=premium-canada China Covid News: Beijing Logs Record Cases, Reviving Lockdown Concerns - Bloomberg https://www.bloomberg.com/news/articles/2022-05-23/beijing-sees-record-new-covid-cases-reviving-lockdown-concerns?srnd=premium-canada

TOPICS AND TIMESTAMPS: The Best 0:00 Economic Flip 0:25 Food Crisis 6:56 Tripled Investment 8:38 Financial Tip 9:31 Global leaders warn of economic dangers as crises multiply https://www.msn.com/en-us/news/world/global-leaders-warn-of-economic-dangers-as-crises-multiply/ar-AAXywy0 Walmart's Troubles Signal Tough Times for Entire US Economy - Bloomberg https://www.bloomberg.com/opinion/articles/2022-05-21/walmart-s-troubles-signal-tough-times-for-entire-us-economy-l3ftjppn?srnd=premium-canada Treasuries' Fierce Rally Gets Reality Check in Hawkish Fed Talk - Bloomberg https://www.bloomberg.com/news/articles/2022-05-21/treasuries-fierce-rally-gets-reality-check-in-hawkish-fed-talk?srnd=premium-canada Are Americans Getting Richer or Poorer? US $5 Trillion ‘Wealth Shock - Bloomberg https://www.bloomberg.com/news/articles/2022-05-21/a-5-trillion-wealth-shock-is-cracking-americans-nest-eggs?srnd=premium-canada China Hedge Fund Manager Bullish on Mainland Shares - Bloomberg https://www.bloomberg.com/news/articles/2022-05-22/hedge-fund-up-138-this-year-is-turning-bullish-on-china-stocks?srnd=premium-canada Top Rolex Seller Says Supply Issues Now Hitting Other Brands - Bloomberg https://www.bloomberg.com/news/articles/2022-05-18/top-uk-rolex-seller-says-demand-boom-lifting-other-watch-brands?utm_medium=social&utm_content=markets&utm_source=twitter&cmpid%3D=socialflow-twitter-markets&utm_campaign=socialflow-organic Indonesia Palm Oil Export Ban Lifted in Relief to Global Market - Bloomberg

TOPICS AND TIMESTAMPS: Down 0:00 Markets Down 0:21 The Only Chart Needed 4:53 Euro Dollar Parity 6:25 Global Economy 9:04 S&P 500 Pares Losses After Hitting Bear-Market Territory - WSJ https://www.wsj.com/articles/global-stocks-markets-dow-update-05-20-2022-11653032201 S&P 500 Briefly Plunges Into Bear Market As Stocks Fall For Seventh Week In A Row https://www.forbes.com/sites/sergeiklebnikov/2022/05/20/sp-500-plunges-into-bear-market-as-stocks-fall-for-seventh-week-in-a-row/?sh=12fdb0a7722c&utm_campaign=socialflowForbesMainTwitter&utm_medium=social&utm_source=ForbesMainTwitter Major Outflows Hit Most Asset Classes as Recession Woes Mount - Bloomberg https://www.bloomberg.com/news/articles/2022-05-20/outflows-hit-every-asset-as-bofa-signal-flashes-buy-for-stocks Sven Henrich on Twitter: "The S&P 500 sure hasn't been the same since the Fed started tapering... https://t.co/NvVI0Olo9M" / Twitter https://twitter.com/NorthmanTrader/status/1527395785196838913/photo/1 Wall Street Is as Baffled by Stocks Now as It Has Ever Been - Bloomberg https://www.bloomberg.com/news/articles/2022-05-20/wall-street-is-as-baffled-by-stocks-now-as-it-has-ever-been?srnd=premium-canada US growth seen outpacing China's for first time since 1976 - Moneyweb https://www.moneyweb.co.za/news/international/us-growth-seen-outpacing-chinas-for-first-time-since-1976/ Existing home sales fell in April to lowest level since start of pandemic

TOPICS AND TIMESTAMPS: Here We Go Again 0:00 Consumers Off 0:46 Subprime 1:58 Higher Than US 5:38 Recession Or Not? 7:48 THIS Is What You Need To Know 13:53 Consumer is being hurt Consumer taking step back Stocks have dropped Investors parking cash Uncertain future determined soon Gas could rise above $6 per gallon by end of summer: Experts | Washington Examiner https://www.washingtonexaminer.com/news/gas-could-rise-above-6-per-gallon-by-end-of-summer-experts U.S. may be barreling toward recession in next year, more experts say https://www.adn.com/nation-world/2022/05/19/us-may-be-barreling-toward-recession-in-next-year-more-experts-say/#:~:text=The%20U.S.%20economy%20could%20be,counting%20on%20sustained%20economic%20momentum. More Subprime Borrowers Are Missing Loan Payments - WSJ https://www.wsj.com/articles/more-subprime-borrowers-are-missing-loan-payments-11652952602 Existing home sales fell in April to lowest level since start of pandemic https://www.cnbc.com/2022/05/19/existing-home-sales-fell-in-april-to-lowest-level-since-start-of-pandemic.html

TOPICS AND TIMESTAMPS: Around and Around 0:00 Sea of Red 0:10 Lost Decade for Stocks 7:20 S&P 500 Map https://finviz.com/map.ashx?t=sec Dow drops 1,100 points for its biggest decline since 2020 as the sell-off this year on Wall Street intensifies https://www.cnbc.com/2022/05/17/stock-market-news-open-to-close.html Gas stations in Washington reprogram pumps to prepare for $10-a-gallon fuel | Daily Mail Online https://www.dailymail.co.uk/news/article-10830591/Gas-stations-Washington-reprogram-pumps-prepare-10-gallon-fuel.html High diesel prices are making inflation worse and raising the risk of a recession https://www.freightwaves.com/news/diesel-costs-deliver-body-blow-to-trucking-industry Chicken wings for $34? Pent-up inflation driving food costs higher – Orange County Register https://www.ocregister.com/2022/05/18/chicken-wings-for-34-pent-up-inflation-driving-food-costs-higher/ (1) Danielle DiMartino Booth on Twitter: "“In reality, it was all the free money, eviction moratoriums, increased participants on SNAP & a stock market boom, now fading” 25% increase in food stamps was executive ordered into existence starting 10/1/21 & credit card spending growing at record rate https://t.co/KlCyFGdFI1" / Twitter https://twitter.com/DiMartinoBooth/status/1526607333739991040?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1526607333739991040%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fpersonal-finance%2Fhow-much-has-inflation-and-free-money-goosed-consumer-spending