Richard Koo #Nomura : There are some big differences b/w #Japan and #China - such as the fact that #Beijing is well aware of both its economic challenges and how pure orthodox monetary policy is a poor tool to tackle balance sheet #recessions - @FTAlphaville https://tinyurl.com/2f3cu22b
#nomura #japan #China #beijing #recessions
Before prior #recessions (other than #COVID19), yield curve #inversion reflected policy rates that were restrictive in real terms (i.e., relative to inflation), chart @JPMorganAM
#recessions #COVID19 #inversion
In the 7 #recessions identified by the US NBER since 1973, for example, #CTAs have offered traditional investors much needed protection, with an average return of 11.6% p.a., thus outperforming a 60/40 portfolio 8.3%, chart @FT bit.ly/3Ny0Thd
The yield of #Bloomberg US Aggregate Index is closely tied to #Fed Funds rate; in prior #recessions, as growth has stalled, #Fed has lowered rates and #bond yields have quickly followed suit, chart David Lebovitz @JPMorganAM
#bloomberg #fed #recessions #bond
#equities : #tightening #lending standards tend to correlate with recessions, and the stock market tends to fall during #recessions - chart @ReutersBiz https://cutt.ly/Z7fY5Rv
#equities #tightening #lending #recessions
I’m confused by the media and everyone reacting or reaching for strange explanations of #SVB or the other current bank failures (like being ‘too woke’ or ‘greed and capitalism’ or ‘too much regulation’ or ‘too much deregulation’. Simply, the #FED increased interest rates a lot, recessions very frequently follow interest rate increases, and bank failures frequently occur during those #recessions. This is not an emergency, this was expected. Enjoy your day!
#valuations for both #smallcap and #midcap companies have corrected to levels we usually see during #recessions (while #largecap valuations are still in line with their long-term averages), chart @JPMorganAM
#valuations #smallcap #midcap #recessions #largecap
Since many companies borrow based on cash flow, asset-price fluctuations may play a smaller factor in economic #recessions - chart @RichmondFed https://cutt.ly/w3hmQIN
@JackLenox
#Pandemics #Recessions #Depressions #Wars all created by the #Rich and for the #rich
When the #USGovt distributes wealth to the #Poor, the #Rich scramble to grab it back
#pandemics #recessions #depressions #wars #rich #usgovt #poor #savedemocracy
Cheat Sheet: What Is A Recession? | https://www.theroot.com/cheat-sheet-what-is-a-recession-1850042114 #informationscience #thebeautifulcheat #macroeconomics #humaninterest #unemployment #cheatsheet #recessions #education #document #articles
#informationscience #thebeautifulcheat #macroeconomics #humaninterest #Unemployment #cheatsheet #recessions #education #document #articles
The REAL Cause of all #Recessions (that #nobody #talks about?)
#Global_Chaos, #Rampant_Inflation, and a Looming #financial_crisis
Crypto rose promised millions and then collapsed, taking people’s fortunes with it.
Startups are closing down, and thousands are losing their jobs.
And a bigger question lingers: how do we end up in this sh*t in the first place? And, most importantly, who’s responsible?
Disclaimer: http://Davidv.TV
#financial_crisis #rampant_inflation #global_chaos #talks #nobody #recessions #INTERNATIONAL_TECH_NEWS
The REAL Cause of all #Recessions (that #nobody #talks about?)
#Global_Chaos, #Rampant_Inflation, and a Looming #financial_crisis
Crypto rose promised millions and then collapsed, taking people’s fortunes with it.
Startups are closing down, and thousands are losing their jobs.
And a bigger question lingers: how do we end up in this sh*t in the first place? And, most importantly, who’s responsible?
Disclaimer: http://Davidv.TV
#financial_crisis #rampant_inflation #global_chaos #talks #nobody #recessions #INTERNATIONAL_TECH_NEWS
@razumasu Good question. After perusing various sources for a wee bit of time, it appears the tech industry does better than average, but suffers with everyone else.
The companies you mentioned specifically weathered the last #recessions (2008–09, 2018–19) quite differently.
My very assailable assumptions for this hasty conclusion were: (1) it is enough to look at two global recessions; and (2) insight can come from revenue trends alone (very unscientific).
The #ROOT_CAUSE of all #RECESSIONS (that #nobody #talks about)
#Global_Chaos, #Rampant_Inflation, and a Looming #Financial Crisis.
#Crypto rose promised millions and then #collapsed, taking people’s #fortunes with it.
It’s gotten so bad that it has even taken a toll on this and it’s a big deal.
In NYC, for decades, there was the #pizza...
Founder of #SEO
Founder of #RTB
Founder of #HFT
Disclaimer: http://DavidVTV.com
#hft #rtb #seo #pizza #fortunes #collapsed #crypto #financial #rampant_inflation #global_chaos #talks #nobody #recessions #ROOT_CAUSE #INTERNATIONAL_TECH_NEWS
The #ROOT_CAUSE of all #RECESSIONS (that #nobody #talks about)
#Global_Chaos, #Rampant_Inflation, and a Looming #Financial Crisis.
#Crypto rose promised millions and then #collapsed, taking people’s #fortunes with it.
It’s gotten so bad that it has even taken a toll on this and it’s a big deal.
In NYC, for decades, there was the #pizza...
Founder of #SEO
Founder of #RTB
Founder of #HFT
Disclaimer: http://DavidVTV.com
#hft #rtb #seo #pizza #fortunes #collapsed #crypto #financial #rampant_inflation #global_chaos #talks #nobody #recessions #ROOT_CAUSE #INTERNATIONAL_TECH_NEWS
The #ROOT_CAUSE of all #RECESSIONS (that #nobody #talks about)
#Global_Chaos, #Rampant_Inflation, and a Looming #Financial Crisis.
#Crypto rose promised millions and then #collapsed, taking people’s #fortunes with it.
It’s gotten so bad that it has even taken a toll on this and it’s a big deal.
In NYC, for decades, there was the #pizza...
Founder of #SEO
Founder of #RTB
Founder of #HFT
Disclaimer: http://DavidVTV.com
#hft #rtb #seo #pizza #fortunes #collapsed #crypto #financial #rampant_inflation #global_chaos #talks #nobody #recessions #ROOT_CAUSE #INTERNATIONAL_TECH_NEWS
The #ROOT_CAUSE of all #RECESSIONS (that #nobody #talks about)
#Global_Chaos, #Rampant_Inflation, and a Looming #Financial Crisis.
#Crypto rose promised millions and then #collapsed, taking people’s #fortunes with it.
It’s gotten so bad that it has even taken a toll on this and it’s a big deal.
In NYC, for decades, there was the #pizza...
Founder of #SEO
Founder of #RTB
Founder of #HFT
Disclaimer: http://DavidVTV.com
#hft #rtb #seo #pizza #fortunes #collapsed #crypto #financial #rampant_inflation #global_chaos #talks #nobody #recessions #ROOT_CAUSE #INTERNATIONAL_TECH_NEWS
The #ROOT_CAUSE of all #RECESSIONS (that #nobody #talks about)
#Global_Chaos, #Rampant_Inflation, and a Looming #Financial Crisis.
#Crypto rose promised millions and then #collapsed, taking people’s #fortunes with it.
It’s gotten so bad that it has even taken a toll on this and it’s a big deal.
In NYC, for decades, there was the #pizza...
Founder of #SEO
Founder of #RTB
Founder of #HFT
Disclaimer: http://DavidVTV.com
#hft #rtb #seo #pizza #fortunes #collapsed #crypto #financial #rampant_inflation #global_chaos #talks #nobody #recessions #ROOT_CAUSE #INTERNATIONAL_TECH_NEWS
The #ROOT_CAUSE of all #RECESSIONS (that #nobody #talks about)
#Global_Chaos, #Rampant_Inflation, and a Looming #Financial Crisis.
#Crypto rose promised millions and then #collapsed, taking people’s #fortunes with it.
It’s gotten so bad that it has even taken a toll on this and it’s a big deal.
In NYC, for decades, there was the #pizza...
Founder of #SEO
Founder of #RTB
Founder of #HFT
Disclaimer: http://DavidVTV.com
#hft #rtb #seo #pizza #fortunes #collapsed #crypto #financial #rampant_inflation #global_chaos #talks #nobody #recessions #ROOT_CAUSE #INTERNATIONAL_TECH_NEWS
The #ROOT_CAUSE of all #RECESSIONS (that #nobody #talks about)
#Global_Chaos, #Rampant_Inflation, and a Looming #Financial Crisis.
#Crypto rose promised millions and then #collapsed, taking people’s #fortunes with it.
It’s gotten so bad that it has even taken a toll on this and it’s a big deal.
In NYC, for decades, there was the #pizza...
Founder of #SEO
Founder of #RTB
Founder of #HFT
Disclaimer: http://DavidVTV.com
#hft #rtb #seo #pizza #fortunes #collapsed #crypto #financial #rampant_inflation #global_chaos #talks #nobody #recessions #ROOT_CAUSE #INTERNATIONAL_TECH_NEWS