Monetarists freaking out over the dis-inversion of the yield curve.

Поделиться
HTML-код
  • Опубликовано: 2 ноя 2024

Комментарии • 42

  • @maumau3870
    @maumau3870 Месяц назад

    As always - thank you Mike

  • @luckyc3926
    @luckyc3926 Месяц назад +4

    Home “For Sale” signs are popping up on almost every street that I drive daily in my area.
    18 months ago real estate agents didn’t even have to put a sign up.
    18 months from now is going to be a buyer’s market from hell.

  • @AndyWalbrook
    @AndyWalbrook Месяц назад +2

    Hi Mike, keep up the good work. Love your shirt.

  • @gabrielsyt
    @gabrielsyt Месяц назад +2

    Thanks for the updates, Mike.

  • @wread1982
    @wread1982 Месяц назад +3

    Mike you probably don’t know this but there’s a major tax drain coming on the 15th

  • @thuattan6540
    @thuattan6540 Месяц назад +2

    Let time do the taking and to prove the history is right again

  • @tradewithsonic
    @tradewithsonic Месяц назад +4

    If US doesn't need the proof to be the citizen to vote?
    Can I vote too? I can fly in.
    C'on Mike, every country need the proof of the citizenship to vote.

    • @TheFunkadelicFan
      @TheFunkadelicFan Месяц назад +1

      I'm British. I'm 62, have been voting all my adult life, and haven't once been asked for proof of citizenship. Some countries, maybe, but not all.

    • @George2647g
      @George2647g Месяц назад

      @@TheFunkadelicFanaustralia doesnt either.. its all fake american propaganda the id requirement

  • @stewartj00701
    @stewartj00701 Месяц назад

    Once the market and economy starts suffering they will probably get like a rabbit in the headlights, will we see some sort of knee jerk stimulus or quantitative easing

  • @pauldandurandboots
    @pauldandurandboots Месяц назад +4

    Since Mike brings up politics, according to laws already in place, there are no locations in the US where noncitizens can vote in federal and/or state elections.
    Therefore, the Save Act is redundant.
    Local jurisdictions already have checks in place. There’s been no proof that show noncitizens are voting

  • @selfcensorship1
    @selfcensorship1 Месяц назад

    Do you have sinkholes in or on the way to your neighborhood?

  • @LucCNUDDE
    @LucCNUDDE Месяц назад

    ❤👁

  • @davenelson859
    @davenelson859 Месяц назад

    A lot of so called smart people , get it wrong, and yes they do flip flop to fit their narrow minds .

  • @darrenhere5856
    @darrenhere5856 Месяц назад

    in Florida something might catch you for dinner...

  • @spacebuneth
    @spacebuneth Месяц назад

    Interest income transfer?

    • @djangogeek
      @djangogeek Месяц назад +2

      Anyone who owns a US treasury note receives interest payments from the government. That interest payment is a transfer of income from the government to the recipient, hence “interest income transfer”

    • @jarirutanen8762
      @jarirutanen8762 Месяц назад

      ​@@djangogeek​And it is completely voluntary

    • @spacebuneth
      @spacebuneth Месяц назад

      @@djangogeek thank you!

  • @seancullen99
    @seancullen99 Месяц назад +10

    Dis-inversion of the yield curve has predicted every recession since the 70s. So I am not sure what you're on about here Mike.

    • @hoshinotanecedryctensaibat9711
      @hoshinotanecedryctensaibat9711 Месяц назад

      agreed. Even if it didn't predict anything, the fact it's inverted makes it super clear the gov is broke and needs foreign investment to keep on spending...

    • @milkshakeplease4696
      @milkshakeplease4696 Месяц назад +2

      No, dis-inversion has not always led to a recession every time since the 1970s.

    • @Achrononmaster
      @Achrononmaster Месяц назад

      Mike could be "on about" the fact under floating ex-rate the central bank chooses the interest rate (whether they admit it or not, it is their main policy dial). When they choose ⇑we get a massive regressive stimulus through interest income (if Tsy issue-to-GDP ratio is above about 40--50%) and forward prices, meaning workers will have to demand higher wages and they will get 'em, otherwise (real) firms cannot sell output.
      When they choose ⇓then this stimulus stops, so absent other policy adjustments, like infrastructure investment or switch to M4A or mark-up in social security payments, then they've just *_voted for_* a recession. The yield curve dis-inverts *_because they voted for it to invert._* Is can be a predictor of a recession, but is not the cause, because it effects the largely parasitic bond market (savings incentives, which are "anticapital"), not the real economy, to first order. The real economy runs on sales, the opposite of savings. Bond traders will make their adjustments and things proceed fairly deterministically _in the macro._
      I can appreciate this is an overly simplistic account, but what else can I do in a youtube comments section?

    • @davidcann8788
      @davidcann8788 Месяц назад

      ​@@hoshinotanecedryctensaibat9711 Lol

    • @seancullen99
      @seancullen99 Месяц назад +2

      @@milkshakeplease4696 Yes it did. Disinversion predated 2020, 2008, 2001, and 1991 by 3-9 months. The curve disinverted when a recession was already in progress in 1979 and 1981 but given the backdated nature of confirming a recession (2 previous quarters of negative GDP growth), it would have acted as a forward indicator at the time

  • @gl846
    @gl846 Месяц назад

    the doomsday of the uninversion of the yield curve is all over twitter and LinkedIn….you got to fade this, although the market is on shaky ground short term. By the way, are you specifically referring to MacroAlf for today’s video? I suspect you are lol

  • @timkrouse345
    @timkrouse345 Месяц назад

    I will click the like if I like the video....how 'bout that???......................................(click)