HK_L61

Financial Stress - Problematic

HK_L61 已更新   
FRED:STLFSI2   St. Louis Fed Financial Stress Index
For the First time since FEB of 2020, the Stresses are now beginning to mount.

The highest ROC since the beginning of this prior 30% Decline.

GSCO has leaked a 2X acceleration for the TT - courtesy of the FED.

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Asset Prices cannot withstand uncertainty.

IN 2019 the FED Leaked to GSCO they would Hike Rates 4x's.

Instead, they Cut 2 x's.

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TwoLip Mania cares about the FED's Policy, although it appears Good News remains
Bad News.

Inflation is feeding upon itself - the FED is willing to tolerate Inflation until it unsettles
the Hoi Polloi and their overlords.

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Undercurrents....

评论:
PBOC liquidity management #2 Update - reduces internal Dollars and FX Currencies Forcing a Yuan Devaluation.
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