Some of the key charts this week!

- global GDP-weighted #inflation > 10%
- US homebuilder #sentiment down the drain
- This bear market is shallow
- Equity market #volatility remains relatively low

Has the Bank of Japan arrived?

The pressure on the Bank of Japan to ditch its yield curve control policy is getting really huge.
#yen #JPY

This is a key chart to watch.

Despite the #VIX near 30, equity market #volatility remains low compared to other asset classes, including #bonds and #currencies .

Given the current market environment #inflation / #GDPgrowth / #earnings / #Fed
the most likely way for the VIX is up.

Video: Recessie in Amerikaanse huizenmarkt (Door: jeroen blokland) deaandeelhouder.nl/videos/recessi…

Concerning the European #energycrisis , #globalwarming is a blessing.

From a supply perspective, there is an incredibly straightforward way to end the European #EnergyCrisis .

What’s your thought on increasing natural gas output from the #Groningen reserve?

Fed Futures now pricing a peak Fed Funds Target rate of over 5.0%

Wow!
#Truss has resigned, marking the shortest PM tenure ever in the UK.

#GBP up and #yields down, which is the opposite of where they should be going.

My answer is 27. And this is what they look like.
The current bear market is average in duration but shallow in drawdown.

Things are going well politically in #Italy

BBG: 'Italy’s Rising Coalition Dealt Blow After Berlusconi Lauds Putin'

BREAKING! The 46% rise in German producer prices points to lower, not higher, headline #inflation .

This is not a typo!
⬇️

More pressure on the Japanese #yen ( #JPY )
#Japan 's trade #deficit remained near its record high in September.

Sentiment poll!
How many US Equity Bear Markets have there been since 1929?

When housing is pressured, most of the focus is on prices. Still, building permits, construction, and new home sales, which are all slowing significantly, represent the majority of housing-related economic activity.

- US homebuilder sentiment is collapsing
- Most downbeat in 10 years, excluding COVID.
- Mortgage rates > 7%
- Inventories highest since GFC

So is it time to buy a homebuilder ETF?

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