Les dépêches vendredi; destruction de 16 trillions de richesse fictive.

J’ai expliqué il y a quelques jours que la capitalisation, le papier, actions , obligations ce n’était pas la richesse. La richesse c’est le réel, c’est ce qui produit les cash flows. La capitalisation ce sont les contre valeurs, et les contre valeurs sont gonflées par le Ponzi.

Powell une phrase dont il faudra se souvenir

The most overlooked yet important line from Powell yesterday was:

 »We’d like to see positive real interest rates across the entire curve. That will make us more comfortable inflation will be slowing down ».

Le bon sens de Rosenberg

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[Reuters] Stocks eye steepest slide since 2020 as central bankers roil markets

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[Yahoo/Bloomberg] US Junk-Bond Spreads Top 500 Basis Points in First Since 2020

[CNBC] Powell vows that the Fed is ‘acutely focused’ on bringing down inflation

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[Reuters] BOJ maintains ultra-low rates, warns it is closely watching yen moves

[Yahoo/Bloomberg] World’s Central Banks Unleash Most Hawkish Campaign Since 1980s

[Reuters] Column: Full force of central banks siphoning world liquidity

[Yahoo/Bloomberg] Ukraine Latest: Kyiv Takes First EU Step as Russia Tightens Grip

[CNBC] China’s property troubles have pushed one debt indicator above levels seen in the financial crisis

[Reuters] China launches third aircraft carrier Fujian – state media

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[AP] Russia again cuts natural gas exports to European countries

[Yahoo/Bloomberg] Russian Cuts Force Europe to Use Gas It Was Saving for Winter

[AP] As Po dries up, Italy’s food and energy supplies are at risk

[Bloomberg] Sydney Property Prices Seen Falling 20% in Harbinger for Nation

[WSJ] Recession Fears Surge Among CEOs, Survey Suggests

[WSJ] Battered Crypto Hedge Fund Three Arrows Capital Considers Asset Sales, Bailout

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