Are we about to see a major deflation wave in asset prices?
TOPICS AND TIMESTAMPS:
Deflation or Inflation? 0:00
Liquidity Drying Up 1:05
$GPS INSIGHTS 7:03
Prices Rising To the Sky 7:29
Trillions More Coming 11:24
$GPS INSIGHTS
#1 LIQUIDITY PUMPED IN FROM EVERY ANGLE YET NOT ENOUGH
#2 CHINA SIGNAL WORST SINCE EARLY 2020 DURING SHUTDOWN
#3 INVESTORS MUST PREPARE BY REDUCING LEVERAGE
Repo and Reverse Repo Operations - Federal Reserve Bank of New York
https://apps.newyorkfed.org/markets/autorates/temp
Liquidity Is Evaporating Even Before the Fed Taper Hits Markets - Bloomberg
https://www.bloomberg.com/news/articles/2021-08-11/liquidity-is-evaporating-even-before-the-fed-taper-hits-markets?srnd=premium
China Social Financing
https://www.yardeni.com/pub/chinasocialfinance.pdf
China Total Social Financing | 2002-2021 Data | 2022-2023 Forecast | Calendar
https://tradingeconomics.com/china/loans-to-private-sector
china m2 growth.jpg (1269×698)
https://cms.zerohedge.com/s3/files/inline-images/china%20m2%20growth.jpg?itok=K89DwyJY
loan extension.jpg (669×433)
https://cms.zerohedge.com/s3/files/inline-images/loan%20extension.jpg?itok=QwZyUxXg
Brazil Retail Sales MoM | 2000-2021 Data | 2022-2023 Forecast | Calendar | Historical
https://tradingeconomics.com/brazil/retail-sales
Big Tab: Democrat-led Senate OKs more than $4 trillion of spending in less than 24 hours | Just The News
https://justthenews.com/government/congress/democratic-led-senate-votes-spend-4-trillion-less-24-hours
US Class I railroads to feds: Don’t blame us - FreightWaves
https://www.freightwaves.com/news/us-class-i-railroads-to-feds-dont-blame-us
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https://cms.zerohedge.com/s3/files/inline-images/bfm22A8_0.jpg?itok=hrUvS_h1
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https://cms.zerohedge.com/s3/files/inline-images/2021-08-11%20%282%29.png?itok=yS0GKORL
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https://cms.zerohedge.com/s3/files/inline-images/2021-08-11%20%281%29.png?itok=LPYeaDbC
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https://cms.zerohedge.com/s3/files/inline-images/2021-08-11%20%283%29.png?itok=_QurPiOY
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https://cms.zerohedge.com/s3/files/inline-images/bfm4B02_0.jpg?itok=wsZJ24rY
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https://cms.zerohedge.com/s3/files/inline-images/bfmA46_0.jpg?itok=Qrw1t4IZ
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https://cms.zerohedge.com/s3/files/inline-images/headline%20cpi.jpg?itok=ZVwBI2j2
Labor shortage gives retail and restaurant workers the upper hand
https://www.cnbc.com/2021/08/11/labor-shortage-gives-retail-and-restaurant-workers-the-upper-hand.html
Federal Taxes Set Record Through July; Real Federal Spending up 47.7% From Pre-Pandemic High | CNSNews
https://www.cnsnews.com/article/washington/terence-p-jeffrey/federal-taxes-set-record-through-july-real-federal-spending
taxch1.jpg (700×506)
https://cdn.cnsnews.com/styles/article_big/s3/2021-08/taxch1.jpg
U.S. July budget deficit hits $302 billion as spending remains high | Reuters
https://www.reuters.com/business/us-july-budget-deficit-hits-302-billion-spending-remains-high-2021-08-11/
U.S. stock futures mixed as market shrugs off inflation report
https://www.cnbc.com/2021/08/11/stock-market-futures-open-to-close-news.html
United States Inflation Rate | 1914-2021 Data | 2022-2023 Forecast | Calendar
https://tradingeconomics.com/united-states/inflation-cpi
