TOPICS AND TIMESTAMPS:
Headwinds 0:00
PERFECT STORM 0:27
INFLATIONARY MADNESS 5:35
PULL THE PLUG? 11:41
$GPS INSIGHTS
#1 PERFECT STORM BREWING WHERE MULTIPLE EVENTS CONVERGE
#2 INFLATION CANNOT BE CONTAINED WITHOUT HIGHER RATES
#3 STOCKS WILL NOT BE ABLE TO GROW WITH HIGHER INTEREST RATES
‘A perfect storm’: supply chain crisis could blow world economy off course | Supply chain crisis | The Guardian
https://www.theguardian.com/business/2021/oct/02/supply-chain-world-economy-energy-labour-transport-covid
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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iPtZuRq3Yi7w/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png
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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ivyfCZUP_YRA/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png
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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iwtKukG2haA0/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png
‘A perfect storm’: supply chain crisis could blow world economy off course | Supply chain crisis | The Guardian
https://www.theguardian.com/business/2021/oct/02/supply-chain-world-economy-energy-labour-transport-covid
Your Tomatoes May Cost More as Gas Prices Hit Dutch Greenhouses
https://www.bloombergquint.com/onweb/your-tomatoes-may-cost-more-as-gas-prices-hit-dutch-greenhouses
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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ict8_pCpci7g/v0/1200x-1.png
China’s Energy Crisis Highlights Weaknesses in Xi’s Power Plans - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-02/china-s-energy-crisis-highlights-weaknesses-in-xi-s-power-plans
Headwinds Mounting for World Economy Into Final Stretch of 2021 - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-02/headwinds-mounting-for-world-economy-into-final-stretch-of-2021
1240x-1.png (1240×697)
https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ilKgDeB.k7lw/v2/1240x-1.png
Cost of Shipping Between China and U.S. Plunges - Caixin Global
https://www.caixinglobal.com/2021-10-01/cost-of-shipping-between-china-and-us-plunges-101782973.html
2021-10-01_1.png (1254×660)
https://cms.zerohedge.com/s3/files/inline-images/2021-10-01_1.png?itok=DAOUz2LI
Zillow iBuying Program Pulls Wall Street Deeper Into Housing Market - Bloomberg
https://www.bloomberg.com/news/articles/2021-09-27/zillow-ibuying-program-pulls-wall-street-deeper-into-housing-market
Housing-affordability-2021.jpg (640×367)
https://www.dollarcollapse.com/wp-content/uploads/2021/09/Housing-affordability-2021.jpg
Wall Street’s wild party in jeopardy as Fed threatens aid cutoff - POLITICO
https://www.politico.com/news/2021/10/02/wall-street-fed-threatens-aid-cutoff-514956
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https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iOKG3BY8W7Us/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png
Big Tech’s Stock Market Leadership Is Threatened By Rising Rates - Bloomber
