The Money GPS

TOPICS AND TIMESTAMPS:

How 0:00

Inflation Escalation 1:24

China Factor 4:50

Big Details 11:45

Key inflation gauge hit 6.1% in January, highest since 1982 | AP News

https://apnews.com/article/russia-ukraine-business-europe-prices-inflation-e44ad9b2088aa352015868a4f6b17785

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https://cms.zerohedge.com/s3/files/inline-images/2022-02-25_05-31-11.jpg?itok=FMNj7iOQ

Geopolitical Risk Could Sideline The Fed - RIA

https://realinvestmentadvice.com/geopolitical-risk-could-sideline-the-fed/

Los Angeles County gas prices continue to rise to record levels - ABC7 Los Angeles

https://abc7.com/gas-prices-over-6-dollars/11599980/

Chinese State Banks Restrict Financing for Russian Commodities - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-25/chinese-state-banks-restrict-financing-for-russian-commodities

Does China Support Russia? Xi Asks Putin to Negotiate With Ukraine in Phone Call - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-25/china-s-xi-urges-putin-to-negotiate-with-ukraine-in-phone-call

Key Russian Oil Shipping Rate Triples After Ukraine Invasion - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-25/key-russian-oil-shipping-rate-triples-after-ukraine-invasion

Lavrov, Putin Sanctions: EU Set to Freeze Personal Assets Over Ukraine - Bloomberg

TOPICS AND TIMESTAMPS:

EXPOSED 0:00

WHO STANDS TO GAIN? 0:48

GEOPOLITICAL AND FINANCIAL 5:43

KEEP AN EYE ON 11:35

Kiev 'to fall by the weekend' as troops encircle capital after taking Chernobyl despite EU sanctions | Daily Mail Online

https://www.dailymail.co.uk/news/article-10549113/Kiev-fall-weekend-troops-encircle-capital-taking-Chernobyl-despite-EU-sanctions.html

UPDATE 5-European finance reacts to Ukraine with cyber warnings, bond freezes

https://ca.finance.yahoo.com/news/1-european-finance-reacts-ukraine-082755829.html

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https://www.visualcapitalist.com/wp-content/uploads/2022/02/ukraine-map-explainer-1.png

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TOPICS AND TIMESTAMPS:

Here we go 0:00

COMMODITIES 0:16

RUSSIA 0:40

OIL 2:08

CENTRAL BANKS 6:40

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

Gold Price

https://goldprice.org/

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%284%29_189.png?itok=T1ocnbbB

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https://cms.zerohedge.com/s3/files/inline-images/geopol%20shocks.jpg?itok=Fqxeqjn5

Vitol CEO Sees Oil Above $100 for a ‘Prolonged Period’ This Year - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-20/vitol-ceo-sees-oil-above-100-for-a-prolonged-period-this-year?sref=6uww027M

Frackers Push Into Once-Dead Shale Patches as Oil Nears $100 a Barrel - WSJ

TOPICS AND TIMESTAMPS:

Let’s Go 0:00

CALM? 0:40

FINANCIAL MARKETS 9:17

FACTOR OF SUPPORT 13:44

U.S. Biden, Russia Putin Agree In Principle to Macron's Ukraine Summit Proposal - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-21/biden-putin-agree-in-principle-to-summit-proposal-france-says

Shock gas, grocery price hikes spur states to pursue tax relief | Personal Finance | hastingstribune.com

https://www.hastingstribune.com/ap/personal_finance/shock-gas-grocery-price-hikes-spur-states-to-pursue-tax-relief/article_eaec6926-843c-5661-a2c5-1881320075c4.html

What CEOs Are Saying: ‘Even Wealthier Families Become More Price-Sensitive’ - WSJ

https://www.wsj.com/articles/what-ceos-are-saying-even-wealthier-families-become-more-price-sensitive-11645362000

When Private Equity Becomes Your Landlord — ProPublica

https://www.propublica.org/article/when-private-equity-becomes-your-landlord

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Slow-Motion Central Bankers Put Their Maestro Status on the Line - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-20/slow-motion-central-bankers-put-their-maestro-status-on-the-line

Here Are Some of the Charts That Appeared on Bloomberg This Week - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-19/charting-global-economy-inflation-in-asia-stays-relatively-cool

TOPICS AND TIMESTAMPS:

Adapt 0:00

IN AND OUT 0:58

COMMODITIES 3:55

MARKET VOLATILITY 10:01

Supply chain signals: New-container prices and production finally peak | TAPA - APAC

https://tapa-apac.org/supply-chain-signals-new-container-prices-and-production-finally-peak/

New-container prices and production finally peak | Haulage News

https://thehaulagenews.com/new-container-prices-and-production-finally-peak/

Inflation: Customers 'balking' at produce prices, says food importer

https://finance.yahoo.com/news/inflation-customers-balking-at-produce-prices-says-food-importer-145713671.html

Bank of America: 'Recession Risks Rising,' Putting Stocks at Risk Too - TheStreet

https://www.thestreet.com/investing/bofa-recession-risks-rising-stocks?puc=yahoo&cm_ven=YAHOO

Real Estate Investors Are Buying a Record Share of U.S. Homes

https://www.redfin.com/news/investor-home-purchases-q4-2021/

Gold Stocks Poised to Dethrone Top-Performing Oil in U.S., Canada - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-18/gold-stocks-dethrone-top-performing-oil-amid-bearish-forecasts

Lumber Extends Rally on Supply, ‘Unprecedented’ Transport Snags - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-16/lumber-extends-rally-on-supply-unprecedented-transport-snags

Nasdaq Sinks Into Death Cross After 15% Drop From November Peak - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-18/nasdaq-sinks-into-death-cross-after-15-drop-from-november-peak

TOPICS AND TIMESTAMPS:

Past and Future 0:00

THE PUT 0:46

ASSET PRICES 4:25

(3) Liz Ann Sonders on Twitter: "Latest ⁦@BankofAmerica⁩ Global Fund Manager Survey shows investors now believe Fed “put” is hovering around 3700 (for S&P 500) https://t.co/OH1ZPZcIqf" / Twitter

https://twitter.com/LizAnnSonders/status/1493926548809920513/photo/1

(3) Holger Zschaepitz on Twitter: "The #Fed is still buying bonds even though US inflation has risen to 7.5%, the highest level since 1982. Fed balance sheet rose by another $33bn to hit fresh ATH at $8.91tn. Total assets now equal to 37% of US's GDP vs #ECB's 82% and BoJ's 134%. https://t.co/1WEOMS93jq" / Twitter

https://twitter.com/Schuldensuehner/status/1494673859517480960/photo/1

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(3) Charlie Bilello on Twitter: "The US Housing Boom continues with Building Permits rising to their highest level since May 2006... Charting via @ycharts https://t.co/63XmHTsqMc" / Twitter

https://twitter.com/charliebilello/status/1494526950953607185/photo/1

Would You Buy a Tiny Home? London Microflat Up for Auction Sale at $68,000 - Bloomberg

TOPICS AND TIMESTAMPS:

Here We Go 0:00

ZOLTAN WARNS 0:50

GOLD 6:49

INFLATION NATION 10:47

Fed Needs to Hike to Slow Inflation Without Recession: Credit Suisse - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-17/fed-needs-to-hike-mortgage-costs-for-soft-landing-pozsar-says

Shocker From Fed Repo Oracle Zoltan Poszar: Powell Must Crash The Market | ZeroHedge

https://www.zerohedge.com/markets/fed-repo-oracle-zoltan-poszar-explains-why-powell-must-crash-market

Fed's Bullard: Inflation 'could get out of control,' calls for action

https://www.cnbc.com/2022/02/17/feds-bullard-says-inflation-could-get-out-of-control-so-action-is-needed-now.html

Steve Matthews on Twitter: ""There is a 50-year history that the Fed never hikes rates once the fed funds rate has risen above the five-year yield. That point could come before the end of 2022, and suggests that it will be very difficult to continue." --@JohnAuthers, @BOpinion https://t.co/UuaoXgOBcK https://t.co/YtBTdgnOZC" / Twitter

https://twitter.com/SteveMatthews12/status/1493934652272394240/photo/1

Gold Price

https://goldprice.org/

Gold has remained steady as stocks and bitcoin have plunged

https://www.cnbc.com/2022/02/07/gold-has-remained-steady-as-stocks-and-bitcoin-have-plunged.html

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TOPICS AND TIMESTAMPS:

Believe It Or Not 0:00

FED PULLING OUT 0:26

2018 REPEAT? 8:23

FOMC Minutes: Fed Officials Saw Rate Hike Soon, Watching for Faster Inflation - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-16/fed-officials-saw-rate-hike-soon-watching-for-faster-inflation?srnd=premium-canada

The Fed - Monetary Policy:

https://www.federalreserve.gov/monetarypolicy/fomcminutes20220126.htm

2 reasons Americans just dove into credit card debt faster than they have in 22 years

https://www.msn.com/en-in/money/news/2-reasons-americans-just-dove-into-credit-card-debt-faster-than-they-have-in-22-years/ar-AATHLju

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https://cms.zerohedge.com/s3/files/inline-images/image%20-%202022-02-16T053912.224.png?itok=j-h6XoXK

How Magical Thinking Led America To $30 Trillion In Debt

https://www.forbes.com/sites/andrewtisch/2022/02/15/how-magical-thinking-led-america-to-30-trillion-in-debt/?sh=34ac24ad6118

Great Rotation Into Stock Funds From Bonds Risks a 2018-Style Collapse - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-16/the-great-rotation-into-stock-funds-risks-a-2018-style-collapse?srnd=premium-canada

Lumber Extends Rally on Supply, ‘Unprecedented’ Transport Snags - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-16/lumber-extends-rally-on-supply-unprecedented-transport-snags?srnd=premium-canada

TOPICS AND TIMESTAMPS:

Liquidity 0:00

ECONOMIC DYSTOPIA 0:33

MARKET SWINGS

4 Bed, 3 Bath, No Garage Door: The Unlikely Woes Holding Up Home Building – DNyuz

https://dnyuz.com/2022/02/15/4-bed-3-bath-no-garage-door-the-unlikely-woes-holding-up-home-building/

Producer price index January 2022:

https://www.cnbc.com/2022/02/15/producer-price-index-january-2022-.html

Chipotle reveals avocado supply 'challenge' after US halts imports from Mexico

https://nypost.com/2022/02/15/chipotle-reveals-avocado-supply-challenge-after-us-halts-imports-from-mexico/?utm_source=NYPTwitter&utm_campaign=SocialFlow&utm_medium=SocialFlow

Walmart stashes $20 rib eye steaks behind metal cages amid rising crime rates across the U.S. | Daily Mail Online

https://www.dailymail.co.uk/femail/article-10503817/Walmart-stashes-20-rib-eye-steaks-metal-cages-amid-rising-crime-rates-U-S.html

World Bank economist warns of dangers of ignoring growing debt - Business & Finance - Business Recorder

https://www.brecorder.com/news/40154627/world-bank-economist-warns-of-dangers-of-ignoring-growing-debt

The Fed Missed Inflation. Can Jay Powell Tame It Without Causing a Recession? - WSJ

https://www.wsj.com/articles/behind-the-feds-slow-pivot-to-tackling-inflation-11644930180

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TOPICS AND TIMESTAMPS:

Eyes On the Fed 0:00

FED CATCH UP 0:34

ONE SMALL ISSUE 6:14

Fed's Bullard says the central bank's 'credibility is on the line,' needs to 'front-load' rate hikes

https://www.cnbc.com/2022/02/14/bullard-say-the-fed-needs-to-front-load-tightening-because-inflation-is-possibly-accelerating.html

Squawk Box on Twitter: ""We've been surprised to the upsde on #inflation. This is a lot of inflation in the US economy ... our credibility is on the line here and we do have to react to data," says @stlouisfed President Jim Bullard tells @steveliesman. https://t.co/nUw79Vo6zB" / Twitter

https://twitter.com/SquawkCNBC/status/1493217938224078853?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1493217938224078853%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fstocks-bonds-sink-bullard-reiterates-hawkish-stance-rate-hike-odds-rebound

Federal Reserve officials call for a measured response to inflation. - The New York Times

https://www.nytimes.com/2022/02/14/business/federal-reserve-rates-inflation.html

Survey of Consumer Expectations - FEDERAL RESERVE BANK of NEW YORK

https://www.newyorkfed.org/microeconomics/sce#/inflexp-3

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China Market Watchers See PBOC Cutting Interest Rates in Coming Months - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-15/china-market-watchers-see-pboc-cutting-rates-in-coming-months?srnd=premium-canada

The Top 1% Own 32.1% of Total Wealth, Bottom 50% Own 2.5% - Mish Talk - Global Economic Trend Analysis