Animal Spirits: The Fed is Being Punished

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Rates of interest on the primary day of 2022:

2 yr treasuries 0.7%
5 yr treasuries 1.3%
10 yr treasuries 1.6%
30 yr mortgage 3.0%

Rates of interest right this moment:

2 yr treasuries 3.2%
5 yr treasuries 3.4%
10 yr treasuries 3.3%
30 yr mortgage 5.5%

— Ben Carlson (@awealthofcs) June 13, 2022

You bought me curious, simply did a fast search, solely 6% of 2700 ETFs have achieved higher than inflation over final yr. It is principally all vitality/commodity ETFs with a number of exceptions such because the money cow ETF, utilities and a pair alt ETFs. Fairly bleak tho.

— Eric Balchunas (@EricBalchunas) June 10, 2022

Scooter firm Chicken is down over 93% from its SPAC deal. It is valued at $183 M; it raised over $1 B pic.twitter.com/gN5JfgOXkU

— Eliot Brown (@eliotwb) June 7, 2022

Small cap valuations are at a 20-year low $RUT pic.twitter.com/n57VrhruzC

— junkbondinvestor (@junkbondinvest) January 30, 2022

It’s official: The typical US gasoline worth is now over $5 a gallon

21 states and DC have over $5 gasoline costs. (California is over $6) A number of extra states are on the verge of $5: Del, NH, Conn, Wis. and West Va.

It’s considered one of most seen indicators of inflationhttps://t.co/cxrGYsfybY pic.twitter.com/r5UlmYCQoI

— Heather Lengthy (@byHeatherLong) June 11, 2022

1/ That is actually dumb on a number of rangeshttps://t.co/k6fATRXvHn

— Brian Armstrong – barmstrong.eth (@brian_armstrong) June 10, 2022

Chicken, Buzzfeed, Blue Apron, Actual Actual, Groupon, Smile Direct, and Oscar:

collectively raised $5.9B in enterprise

mixed valuations within the public markets = $2.7B

— Chris Bakke (@ChrisJBakke) June 10, 2022

Wages are rising rapidly, however many employees aren’t seeing these raises add to their buying energy. ~45% of employed employees in Might bought an inflation-adjusted elevate over the previous yr. pic.twitter.com/bAGlEKOty9

— Nick Bunker (@nick_bunker) June 10, 2022

Needed to replace this one for right this moment's 6.13% charges.

The mortgage charge going from 3% (Jan) -> 6% (right this moment) containers out *18 million* households from qualifying for a $400K mortgage.

That is a 36% discount in potential demand. pic.twitter.com/i10hMrmDMV

— Eric Finnigan (@EricFinnigan) June 13, 2022

This may go down as one of many worst 2-day streaks for mortgage charges in historical past.

For these hoping for extra housing provide, watch out what you would like for. pic.twitter.com/V3xAomeHFV

— Tim Lucas 🏠 (@hellofromtim) June 14, 2022

"It is a exhausting fall from grace." After an epic two-year run, the nation's luxurious real-estate market is exhibiting indicators of cooling, whereas Austin's housing bubble is on the verge of bursting. https://t.co/BbCI6ZQVo0

— The Wall Avenue Journal (@WSJ) June 10, 2022

Always remember Michael Saylor encouraging unsophisticated buyers to liquidate each asset they personal to purchase Bitcoin on leverage.pic.twitter.com/Wvv3c2JpOZ

— Nate Anderson (@ClarityToast) June 13, 2022

“Work-from-home fatigue could also be settling in. .. The most recent run of our survey confirmed a drop within the proportion of respondents that want to do business from home, to 68% in June ’22 from 92% in March.” – B of A 👀 #WFH pic.twitter.com/riZokzk98A

— Carl Quintanilla (@carlquintanilla) June 10, 2022

Disney fires TV content material chief Peter Rice, supply says https://t.co/CFVsP3gJey

— CNBC (@CNBC) June 9, 2022

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