MI2Thoughts @Mi2Thoughts
#TFTD is @MI2Partners free, weekly newsletter capturing the latest financial, #macroeconomic news. Subscribe here https://t.co/swbyUtCuFN mi2partners.streetcontxt.com/subscribe/requ… Vail, CO Joined August 2018-
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This account is closing at the end of May 2020. Follow @MI2Partners for weekly #TFTD updates and subscribe at ow.ly/F8Yu50zkLga to get the newsletter delivered to your inbox.
This account is closing at the end of May 2020. Follow @MI2Partners for weekly #TFTD updates and subscribe at ow.ly/F8Yu50zkLga to get the newsletter delivered to your inbox.
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Follow @MI2Partners for weekly #TFTD updates and subscribe at mi2partners.streetcontxt.com/subscribe/requ… to get the newsletter delivered to your inbox.
Follow @MI2Partners for weekly #TFTD updates and subscribe at mi2partners.streetcontxt.com/subscribe/requ… to get the newsletter delivered to your inbox.
This week’s #TFTD newsletter: - Trump & Defense Production Act, classifies meat processing as critical infrastructure - @joinhomebase, @WeRRestaurants data points to dire outlook for restaurants - Banks, leveraged loans signal looming credit issues Sign up ow.ly/F8Yu50zkLga
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MI2Thoughts retweeted
The Japanese have recent experience with yield curve control, but the U.S. is no stranger to capping yields. While it may have served its purpose, as the saying goes, there’s no such thing as a free lunch. #YCC #recession #TFTD #liquidity mi2partners.com/tftd-catalog/2…
It’s all fun and games until there’s “#inflation on the back end” or the US has "difficulty selling debt”. Take some time to see why we are all MMTers now in this week’s Thoughts from the Divide - Leverage, Capitulation and #MMT: mi2partners.com/tftd-catalog/2…
Scott Minerd sees a number of trouble spots facing markets, including the potential downgrade of $1 trillion of IG bonds, and though spreads are the highest they have been in years, he is still awaiting signs of true capitulation. See more details here: mi2partners.com/tftd-catalog/2…
The US is working on a relief package for Americans, and the plan may also include grants and loans to US airlines. However, such a move could cause some backlash as airlines have recently been in the hot seat for their buyback activities. Read more: mi2partners.com/tftd-catalog/2…
The Fed's not usually a source of excitement beyond the occasional dot plot intrigue. However, things are moving quickly and the Fed has gone from surprise rate cuts to announcing new facilities to help debt markets. Learn more in this week's publication: mi2partners.com/tftd-catalog/2…
COVID-19 continues to interrupt the global markets. As America's response plays out, the surgeon general is asking civilians to takes “everyday preventative actions” to flatten the curve. See more in this week's newsletter #Coronavirus Spread: mi2partners.com/tftd-catalog/2…
MI2Thoughts retweeted
This is meant as a real question. The UK has done 200 COVID-19 test per million people vs the US that has done 1. worldometers.info/coronavirus/co… As US testing accelerates over the next few weeks what happens to the S&P is the number of cases increases 200X?
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