Le marché baissier est-il déja terminé? La question piège. https://t.co/ERenNmIo54

— bruno bertez (@BrunoBertez) May 31, 2022

https://t.co/dISULO2e0N

— John P. Hussman, Ph.D. (@hussmanjp) May 28, 2022

This is a key chart. EZ inflation is utterly out of control with the 3mth annualised rate running at approx. 16%. Yet the risk-free asset in Europe i.e. 10yr Bunds yields 1.12% !$#^^@!! If this trend holds it will help. But if it breaks it will drag ALL global bond yields higher. https://t.co/M44hODHTKV

— Julian Brigden (@JulianMI2) May 31, 2022

Good Morning from Germany where financial repression accelerates. Real yields (10y Bunds-inflation) dropped to All-Time low of -6.8% despite 10y yields jumped to >1%. But #inflation accelerated to 7.9% in May, highest since 1952. Real yields now NEGATIVE for 73 consecutive mths. pic.twitter.com/Ll3zPRNq6U

— Holger Zschaepitz (@Schuldensuehner) May 31, 2022

New downgrades to global growth estimates.

World down to +3.3%
US down to +2.8%
Euro area down to +2.6%
Japan down to +2%
UK +3.7%
Canada slightly up, and Switzerland unchanged@FocusEconomics pic.twitter.com/Q4rw4XxqkY

— Daniel Lacalle (@dlacalle_IA) June 1, 2022

#France #PIB #Dette #Macron

La Croissance et la Dette 😱😱😱
Les Illusionnistes amateurs n’abusent plus personne pic.twitter.com/1aMf4i9kMD

— JDrake (@JDrake45902915) June 1, 2022

Yellen "I think I was wrong about the path that inflation would take". At CNN.

— Daniel Lacalle (@dlacalle_IA) June 1, 2022

The last 8 times the S&P 500 was down in a calendar year, Bonds finished the year up, cushioning the blow.

Very different story thus far in 2022… pic.twitter.com/PMpUwA7F6b

— Charlie Bilello (@charliebilello) June 1, 2022

Deux infos sur la grosse bêtise d'Ursula von der Leyen.
Le prix du pétrole Russe était cette nuit à 119$ le baril.
La Russie accorde un discount de 31$ à l'Inde (nouvel acheteur qui a x 5 ses achats) soit 88$.
Le prix, avant la guerre, était de 65$
Nous, nous payons plein pot. https://t.co/Amk89jyNsd

— Jacques Sapir (@russeurope) May 30, 2022

L’Euro / Franc Suisse pic.twitter.com/q3fWkHScQO

— JDrake (@JDrake45902915) May 31, 2022