ZeroHedge

  • by Tyler Durden
    Rabobank: Everything Is Happening Everywhere All At Once By Michael Every of Rabobank Everything Everywhere All At Once Today’s title, referencing a soon-to-be-released movie that looks a superior version of a multiverse of madness than the one starring Dr Strange, nicely sums up our current global situation. Everything is happening everywhere all at once – yet key markets are failing to capture it or aren’t explaining the second or third order implications where they are. US stocks failed to carry over the Friday dead-cat bounce on Monday, with […]
  • by Tyler Durden
    "Twitter Does Not Believe In Free Speech": Senior Engineer On Hidden Cam Says Company Is "Commie As F**k" A senior Twitter engineer caught on hidden camera in another Project Veritas operation confirmed that the whole company is "commie as fuck," and "does not believe in free speech." Siru Murugesan also told the undercover journalist that Elon Musk's intended purchase of the company has caused employees to start "stress-eating" and become "worried for our jobs." "Our jobs are at stake; he's a capitalist and we weren't really operating as […]
  • by Tyler Durden
    US Industrial Production Hits New Record High In April US Industrial production was expected to rise for the 4th straight month in April and it did, jumping significantly more than expected (+1.1% MoM vs +0.5% MoM). That is the biggest monthly jump since October… Source: Bloomberg US Industrial production overall has reached a new record high… Source: Bloomberg And Capacity Utilization reached its highest since Dec 2018… Source: Bloomberg Manufacturing also surprised to the upside with a 0.8% MoM rise… Source: Bloomberg Finally, are the Dow INDUSTRIALS catching […]
  • by Tyler Durden
    Erdogan Slams Door On Approving Sweden, Finland NATO Bids: 'Nesting Ground For Terrorist Orgs' In fresh Monday comments, Turkish President Recep Tayyip Erdogan issued his firmest words of rejection yet concerning Finland and Sweden's announced bids to join NATO. Over the weekend after Erdogan first stated Turkey is "not favorable" toward the Scandinavian countries entering the alliance, there was widespread speculation among officials quoted in Western media reports that Turkish reluctance could be easily resolved.   When asked about Turkey's reservations on Sunday, US Secretary of State Antony Blinken […]
  • by Tyler Durden
    Walmart Tumbles After Missing Earnings, Slashing Guidance On Soaring Inflation The post-covid tailwind for big box retailers is officially dead and buried and the hangover is officially here. After reporting quarter after quarter of blowout earnings in the post-covid world, moments ago the largest US non-online retailer, WalMart saw its stock plunge after reporting an ugly quarter, one in which it missed earnings despite handily beating on the top line, and more importantly, cut EPS guidance after warning that inflation is eating into its profit margins. First, this […]
  • by Tyler Durden
    The Disinflationary Impact Of Fed Policy On Equities Authored by Lance Roberts via RealInvestmentAdvice.com, The disinflationary impact of Fed policy on equities is coming. There is currently much debate in the mainstream media suggesting investors should ignore Fed rate hikes. To wit: History suggests U.S. stocks are poised to experience more volatility following the rise in rates. But that doesn’t mean the bull run is over. In fact, in the previous eight hiking cycles the S&P 500 was higher a year after the first increase every single time, according to […]
  • by Tyler Durden
    US Retail Sales Growth Slows In April Amid a record surge in revolving consumer credit (i.e. credit card spending), and soaring inflation, analysts expected another monthly rise in retail sales (which is reported in nominal dollars) and they were right but the headline print modestly disappointed (+0.9% MoM vs +1.0% MoM exp) but that was offset by a huge upward revision in March data from +0.5% MoM to +1.4% MoM…. Source: Bloomberg Ex-Autos, retail sales bounced more than expected MoM (with a huge upward revision for March from […]
  • by Tyler Durden
    Checking In On Five Long-Term Cycles Authored by Charles Hugh Smith via OfTwoMinds blog, The decline phase of S-Curves can be gradual or a cliff-dive. Way back in 2007 I charted five long-wave cycles that I reckoned consequential: Public debt (accumulating federal deficits) Inflation Oil (energy) Interest rates Speculative fever Fifteen years ago, my chart look-ahead was about three years, to 2010, with the basic idea being that these long-term cycles had already turned or were about to turn. Looking back, I should have added a few other […]

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