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Cory’s Chart Corner
Many will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
The Kobeissi Letter @KobeissiLetterBREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
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Monthly Archives: June 2022
ABC Australia: Tsunami of housing debt
Home loans around a million $ and more are painfully commonplace today—# financialrisk. Almost 40 per cent of Australians with mortgages who have locked in ultra-low fixed interest rates will roll off them as soon as next year. If more … Continue reading
Auto bust amid record repos year to date
When money is ultra-cheap, many people do dumb things with it. During the pandemic, interest rates dropped to record lows and demand for vehicles (and auto loan securities) lept while repossession actions halted. Some 86% of new purchases and 56% … Continue reading
Profit margin contraction next shoe to drop
Worthwhile macro listen. Stocks have fallen for a number of reasons this year. But there’s another shoe that’s about to drop that should send equity prices even lower: margin compression. Despite companies’ profits getting squeezed by higher input costs due … Continue reading