Right now’s Animal Spirits is dropped at you by YCharts:
See right here for YCharts Highlights, Lowlights, and insights from 1H 2022
On as we speak’s present we focus on:
Future Proof Competition
Pay attention right here:
Suggestions:
Charts:
Tweets:
Recessions haven’t been “redefined.”https://t.co/R42GCfU1An
That is such an FAQ that I requested it after I first grew to become a monetary reporter in 1987.
I received the identical reply 35 (sure, thirty-five) years in the past. pic.twitter.com/Ig5j3EYtA5
— Jason Zweig (@jasonzweigwsj) July 27, 2022
Given all of the dialogue this week, I assumed it would be attention-grabbing to look again on the one instance we have now of a two-quarter contraction in G.D.P. that was *not* labeled a recession by NBER: Q2 and Q3, 1947.
— Ben Casselman (@bencasselman) July 27, 2022
Uncommon to see: Fed is actively mountain climbing charges (blue line) whereas GDP is contracting (backside) … sometimes in prior recessions (pink bars), Fed has been slicing charges as GDP has declined pic.twitter.com/nmrYG3TBc0
— Liz Ann Sonders (@LizAnnSonders) August 1, 2022
“No Recession In Right now’s #GDP Indicators.” – @yardeni pic.twitter.com/rRGQJFsWJD
— Carl Quintanilla (@carlquintanilla) July 27, 2022
B of A: “The current debate about whether or not the US is already in a recession is a distraction. Rip roaring payroll, robust GDI and robust ultimate gross sales all counsel ‘recession’ continues to be a forecast, not a actuality.” [Harris] pic.twitter.com/kuKQ9ry8De
— Carl Quintanilla (@carlquintanilla) July 29, 2022
Enjoyable details: Within the first six months of the 1981-82 recession, we misplaced 1,046k jobs, within the first six months of the 1990-01 recession we misplaced 690k jobs, in 2001 we misplaced 761k jobs, in 2007-09, we misplaced 705k jobs. In 2022 we gained 2,740k jobs.
— Dean Baker (@DeanBaker13) July 29, 2022
Sturdy Items Orders in the US elevated 1.90 p.c in June of 2022 over the earlier month. https://t.co/G4gyxTou0U pic.twitter.com/JDEbwTcNA6
— Buying and selling Economics (@tEconomics) July 27, 2022
Stepping again from the extremely excessive frequency debates this image from @WSJ is a superb reminder of simply how significantly better financial coverage has gotten over the past eighty years in comparison with what got here earlier than. Each higher understanding and institutional progress. https://t.co/RBlb89Z6hT pic.twitter.com/X9p5CLn46I
— Jason Furman (@jasonfurman) July 30, 2022
10-year Treasurys recorded the most important one-month yield decline since **March 2020**–Dow Jones Market Information.
At 2.642% as we speak
— Gunjan Banerji (@GunjanJS) July 29, 2022
Of the 86 prior days the place the Nasdaq rallied 4%+, almost half occurred from 2000 to 2002. pic.twitter.com/fW59tPf61T
— Bespoke (@bespokeinvest) July 28, 2022
The S&P 500 gained 3.9% on the day of the Fed hike and following day.
That’s formally one of the best rally after a hike going again to 1970 (Bloomberg information).
— Ryan Detrick, CMT (@RyanDetrick) July 28, 2022
5. There has by no means been a recession with out a 4Q GAAP EPS decline. In most recessions, Y/Y EPS progress has ⬇️ <-20%.
That is crucial as a result of the market tends to⬆️ sooner when EPS progress is ⬇️(markets anticipate reversals), EXCEPT when EPS progress has been <-20% (SPX -9.8% GPA). 5/5 pic.twitter.com/5NN7K5yAcW— Ed Clissold (@edclissold) July 25, 2022
S&P 500 2023 EPS expectations falling off a cliff. pic.twitter.com/5rgLtWGo0V
— Gina Martin Adams (@GinaMartinAdams) July 29, 2022
Proceeds from IPOs of know-how corporations have amounted to $512M, down from $58.7B final yr.
— Ryan Petersen (@typesfast) July 27, 2022
mortgage charges have been exceptionally risky in 2022.
thus far this yr the usual deviation of the weekly change within the 30-year FRM is eighteen foundation factors, highest since 2008 and third highest up to now half century pic.twitter.com/BlgX03CU7I— 📈 Len Kiefer 📊 (@lenkiefer) July 29, 2022
Unimaginable story. Tiger World-backed begin up MissFresh simply instructed employees its run out of cash. At similar time, unpaid suppliers have occupied its workplaces in protest. Reminder: was listed at $3bn valuation final yr – in @FT https://t.co/Sfp4OK3wEy
— Murad Ahmed (@muradahmed) July 28, 2022
$AMZN pic.twitter.com/FoPH59IOAF
— Alex Morris (TSOH Funding Analysis) (@TSOH_Investing) July 28, 2022
In the meantime….
The median actual income progress for the FAANG shares has formally turned adverse for the primary time in virtually 2 many years. pic.twitter.com/CAUP6VZQU7
— Otavio (Tavi) Costa (@TaviCosta) July 29, 2022
Give these mega caps a ribbon!
This earnings season is on tempo to be the primary time since at the very least 2015 that AAPL AMZN GOOGL, and MSFT all reported in the identical week and all 4 had constructive reactions to their stories. https://t.co/7Q06UdGTS9 pic.twitter.com/84flXtW0Di
— Bespoke (@bespokeinvest) July 29, 2022
*BEST BUY DROPS 11% AS 2Q COMPARABLE SALES TO DECLINE ABOUT 13%
— zerohedge (@zerohedge) July 27, 2022
The primary recession the place leisure/hospitality corporations are doing earnings beats and raises I suppose: pic.twitter.com/HX8hpBJ5eW
— Conor Sen (@conorsen) July 27, 2022
Only a crushingly unhappy paragraph:https://t.co/QGOOHDHmn3 pic.twitter.com/VDBiVMArW4
— Sarah Halzack (@sarahhalzack) July 26, 2022
As soon as folks get used to a sure luxurious, they take it as a right. Then they start to depend on it. Lastly, they attain some extent the place they will’t stay with out it. pic.twitter.com/4t2hz9xGOE
— Yuval Noah Harari (@harari_yuval) July 12, 2022
What a chart, by way of @sarafischer.
Streaming will get “the very best proportion since [Nielsen] started its month-to-month stories in June 2021.” pic.twitter.com/5ke1dHRbek
— Carl Quintanilla (@carlquintanilla) July 26, 2022
The last word hunt between Predator and Prey started centuries in the past. Stream #PreyMovie Aug 5, solely on @Hulu. pic.twitter.com/yyDmIPX2pH
— twentieth Century Studios (@20thcentury) August 1, 2022
Michael B. Jordan’s Creed III has formally been delayed from Nov. 23, 2022 to March 3, 2023. pic.twitter.com/OgLc2aPxRa
— Rotten Tomatoes (@RottenTomatoes) July 28, 2022
Contact us at animalspiritspod@gmail.com with any suggestions, suggestions, or questions.
Observe us on Fb, Instagram, and YouTube.
Take a look at our t-shirts, stickers, espresso mugs, and different swag right here.
Subscribe right here:
