Wall Street Insiders Are Making HUGE Moves - a podcast by Jeff Snider, Emil Kalinowski

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #collateral #repo #yieldcurve 
All of a sudden, two of the biggest bond bears on the planet have turned bearish on the economy and now bullish on bonds. The timing is suspect at least in terms of the "September effect" which is coming off. That leads Treasuries and global bonds back to fundamentals which are looking worse by the datapoint - and we got a bunch of those today. They simply reinforce why bond bears are now economy bears being bullish on bonds. 

Eurodollar University's Money & Macro Analysis

Ackman tweets
https://twitter.com/BillAckman/status/1716453006344921298

Gross tweets
https://twitter.com/real_bill_gross/status/1716472972113051665

S&P Global Flash US Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/800861276eb949fc9646061f8eb2ffb4

HCOB Flash Eurozone PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/8dc7347e38ad43e88d81531f437243aa

HCOB Flash Germany PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/bdd9a44d333a46a9bd5c66cd7fd32090

au Jibun Bank Flash Japan Composite PMI
https://www.pmi.spglobal.com/Public/Home/PressRelease/4b3aea7d614f4e47aa7a4b108bead4b9

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