The Money GPS

TOPICS AND TIMESTAMPS:

Tick Tock 0:00

$100 CRUDE OIL 0:47

WHAT WILL HAPPEN? 7:27

FOLLOW THE MONEY 11:01

$100 Crude Oil Price Threatens to Compound World Economy’s Inflation Shock - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-13/-100-oil-threatens-to-compound-world-economy-s-inflation-shock

Fed Rush to Catch Up on Inflation Raises U.S. Recession Risks - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-12/fed-rush-to-catch-up-on-inflation-raises-u-s-recession-risks

Does the Fed Still Believe in the Efficacy of Monetary Policy?

https://www.thecarsonreport.com/post/does-the-fed-still-believe-in-the-efficacy-of-monetary-policy

Inflation Was Hottest in Atlanta, Mildest in San Francisco in 2021 - WSJ

https://www.wsj.com/articles/inflation-was-hottest-in-atlanta-mildest-in-san-francisco-in-2021-11644748200

Inflation Is Everywhere, Including Places You Might Not Expect - WSJ

https://www.wsj.com/articles/inflation-is-everywhere-including-places-you-might-not-expect-11644748202

Hawkish Fed Cast Aside as Large U.S. Stocks Get Record Weekly Inflow - BNN Bloomberg

https://www.bnnbloomberg.ca/hawkish-fed-cast-aside-as-large-u-s-stocks-get-record-weekly-inflow-1.1722028

Stock Markets Today: ECB is cautious, Fed speculation, Ukraine negotiations - Bloomberg

https://www.bloomberg.com/news/newsletters/2022-02-11/stock-markets-today-ecb-is-cautious-fed-speculation-ukraine-negotiations

TOPICS AND TIMESTAMPS:

Trillions Printed 0:00

END RESULT 0:52

REAL ESTATE 7:25

ALUMINUM GONE? 10:50

More than a third of Britons cannot afford to heat their home to a comfortable level | YouGov

https://yougov.co.uk/topics/politics/articles-reports/2022/01/26/more-third-britons-cannot-afford-heat-their-home-c

Two Years Into Pandemic, Shoppers Are Still Hoarding - WSJ

https://www.wsj.com/articles/two-years-into-pandemic-shoppers-are-still-hoarding-11644253233

Canadian oil barrels head out of the U.S. Gulf in record numbers | Reuters

https://www.reuters.com/business/energy/canadian-oil-barrels-head-out-us-gulf-record-numbers-2022-02-11/

U.S. officials worried about Chinese control of American drug supply

https://www.nbcnews.com/health/health-care/u-s-officials-worried-about-chinese-control-american-%20drug-supply-n1052376

Snag_89f74892.png (994×664)

https://cms.zerohedge.com/s3/files/inline-images/Snag_89f74892.png?itok=1xH9a_A0

Housing Market Update: Homebuyers’ Monthly Payments Up 25% to Record High

https://www.redfin.com/news/housing-market-update-record-high-monthly-mortgage/

2022-02-10_16-26-24.jpg (983×611)

https://cms.zerohedge.com/s3/files/inline-images/2022-02-10_16-26-24.jpg?itok=S51Q0Anh

2022-02-10_16-29-30.jpg (964×709)

https://cms.zerohedge.com/s3/files/inline-images/2022-02-10_16-29-30.jpg?itok=NIChn8cH

Punta Gorda, Florida Tops List Of Biggest Jump In Home Prices – CBS Miami

TOPICS AND TIMESTAMPS:

Shhhh 0:00

FED SECRET 0:38

MARKETS GONE WILD 6:01

CONSUMER PRESSURE 9:28

Federal Reserve Board - Closed Board Meeting - February 14, 2022

https://www.federalreserve.gov/aboutthefed/boardmeetings/20220214closed.htm

2022-02-11_08-28-58.jpg (956×567)

https://cms.zerohedge.com/s3/files/inline-images/2022-02-11_08-28-58.jpg?itok=6w2PqK-b

Treasury Securities Operational Details - FEDERAL RESERVE BANK of NEW YORK

https://www.newyorkfed.org/markets/domestic-market-operations/monetary-policy-implementation/treasury-securities/treasury-securities-operational-details

A 'firestorm' of hawkish Fed speculation erupts following strong U.S. inflation reading - MarketWatch

https://www.marketwatch.com/story/a-firestorm-of-hawkish-fed-speculation-erupts-following-strong-u-s-inflation-reading-11644588034

Fed Not Yet Favoring Half-Point Interest Rate Hike or Emergency Move - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-11/fed-doesn-t-yet-favor-a-half-point-hike-or-an-emergency-move

Fed's Bullard does not think a half-point rate hike 'really helps us' -Reuters interview | Reuters

https://www.reuters.com/business/feds-bullard-does-not-think-half-point-rate-hike-really-helps-us-reuters-2022-02-01/

The Fed is still likely to take a measured approach to rate hikes despite calls for bigger action

https://www.cnbc.com/2022/02/11/the-fed-is-likely-to-still-take-a-measured-approach-to-rate-hikes-despite-calls-for-bigger-action.html?utm_term=Autofeed&utm_medium=Social&utm_content=Main&utm_source=Twitter#Echobox=1644585527

TOPICS AND TIMESTAMPS:

Big Moves 0:00

INFLATION STIMULATION 0:56

CHINA’S PIVOT 12:07

Fed's James Bullard Supports Rate Hikes of Full Point by July - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-10/fed-s-bullard-backs-supersized-hike-seeks-full-point-by-july-1

Higher Inflation Is Probably Costing You $250 a Month - WSJ

https://www.wsj.com/articles/higher-inflation-is-probably-costing-you-250-a-month-11644489000

BOJ Acts to Bring Down Bond Yields as It Holds to Dovish Policy - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-10/boj-seeks-to-rein-in-yields-with-unlimited-fixed-rate-purchases

US inflation highest in 40 years, with no letup in sight | AP News

https://apnews.com/article/business-long-beach-inflation-prices-consumer-prices-d412bcce554693de469765b34351773d

10-year Treasury yield tops 2% for the first time since 2019 after hot inflation

https://www.cnbc.com/2022/02/10/us-bonds-treasury-yields-climb-ahead-of-inflation-data.html

January 2022 CPI: Inflation rises 7.5% over the past year, even more than expected

https://www.cnbc.com/2022/02/10/january-2022-cpi-inflation-rises-7point5percent-over-the-past-year-even-more-than-expected.html

What economists are saying as inflation soars by the most in 40 years

https://finance.yahoo.com/news/what-economists-are-saying-as-inflation-soars-by-the-most-in-40-years-173830951.html

Inflation Report Forces Federal Reserve to Raise Interest Rates - Bloomberg

TOPICS AND TIMESTAMPS:

Wiped Out 0:00

INFLATION CALM? 0:46

SHIPPING PEAK 4:44

BIG RALLY 10:32

underlying CPI move.jpg (715×472)

https://cms.zerohedge.com/s3/files/inline-images/underlying%20CPI%20move.jpg?itok=2lsLB3S7

unnamed (10)_70.png (839×490)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2810%29_70.png?itok=9hUiaNHs

S&P 500 Map

https://finviz.com/map.ashx?t=sec

Inflation-Stoking Supply-Chain Crisis Is Set to Ease in Second Half of 2022 - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-09/inflation-stoking-supply-crunch-is-set-to-ease-in-second-half

Snag_7e543a92.png (1143×482)

https://cms.zerohedge.com/s3/files/inline-images/Snag_7e543a92.png?itok=mjrawOWx

Glimmer of hope: Has the ship gridlock off ports finally peaked? - FreightWaves

https://www.freightwaves.com/news/glimmer-of-hope-has-the-ship-gridlock-off-ports-finally-peaked

Frustration grows as Ambassador Bridge protest disrupts cross-border trucking, supply chain - FreightWaves

https://www.freightwaves.com/news/frustration-grows-as-ambassador-bridge-protest-disrupts-cross-border-trucking-supply-chain

Coffee Prices Hit Highest in a Decade - Bloomberg

TOPICS AND TIMESTAMPS:

Big or Small? 0:00

THE LITTLE GUY 0:44

OIL 5:37

THE BIG GUYS 9:00

The most small businesses since 1974 are raising prices due to inflation, NFIB says - MarketWatch

https://www.marketwatch.com/story/the-most-small-businesses-since-1974-are-raising-prices-due-to-inflation-nfib-says-11644318260

Worst to come for food price rises, Tesco boss says - BBC News

https://www.bbc.com/news/business-60279019

U.S. Trade Deficit Swells to Record in 2021 on Surge in Imports - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-08/u-s-trade-deficit-swells-to-record-in-2021-on-imports-surge

EXCLUSIVE Qatar seeks EU guarantees emergency gas stays within EU - source | Reuters

https://www.reuters.com/business/energy/exclusive-qatar-seeks-eu-guarantees-emergency-gas-stays-within-eu-source-2022-01-31/

26768.jpeg (1200×1200)

https://cdn.statcdn.com/Infographic/images/normal/26768.jpeg

Europe remains top destination for U.S. LNG for second month running | Reuters

https://www.reuters.com/business/energy/europe-remains-top-destination-us-lng-second-month-running-2022-02-01/

2022-02-08_12-14-50.jpg (935×566)

https://cms.zerohedge.com/s3/files/inline-images/2022-02-08_12-14-50.jpg?itok=3YFQ0xh8

Glut of U.S. LNG Ships Headed to Europe Sends Freight Rates Below Zero - Bloomberg

TOPICS AND TIMESTAMPS:

Shocker 0:00

PAYCHECK TO PAYCHECK 0:45

EURO GONE WILD 6:08

MARKET CALM? 7:52

Hard times: 7 in 10 Americans say they're living paycheck to paycheck now - Study Finds

https://www.studyfinds.org/living-paycheck-to-paycheck/

Canada House Market Grows Stronger Despite Looming Interest Rate Hikes - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-07/faith-in-canada-housing-gains-deepens-despite-looming-rate-hikes?srnd=premium-canada

KPMG Canada Adds Bitcoin (BTC), Ethereum (ETH) to Corporate Balance Sheet - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-07/kpmg-canada-adds-bitcoin-ethereum-to-corporate-balance-sheet?srnd=premium-canada

RBA Could Hike Interest Rates Anytime From June, ANZ Economists Say - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-08/rba-meetings-live-from-june-commonwealth-anz-economists-say?srnd=premium-canada

China Battles to Contain Coal Price Surge as Dependency Worsens - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-08/china-battles-to-contain-coal-price-surge-as-dependency-worsens?srnd=premium-canada

Tyson Foods Scores an Earnings Beat on Higher Meat Prices. The Stock Jumps. | Barron's

https://www.barrons.com/articles/tyson-foods-tsn-stock-earnings-revenue-51644233200

household financial outlook.jpg (855×295)

https://cms.zerohedge.com/s3/files/inline-images/household%20financial%20outlook.jpg?itok=gEWnz1G-

TOPICS AND TIMESTAMPS:

The Tsunami 0:00

CENTRAL BANK ACTION 0:54

MAJOR INFLOWS 6:21

U.S. Inflation Is Probably About to Spike Yet Again: Eco Week - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-05/u-s-inflation-is-probably-about-to-spike-yet-again-eco-week

Oil Fluctuates as Red-Hot Rally Cools After Seven Weekly Gains - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-06/oil-s-red-hot-rally-takes-a-breather-after-seven-weekly-gains

ECB’s Knot Sees Interest-Rate Hike as Early as October - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-06/ecb-s-knot-sees-interest-rate-hike-as-early-as-october#:~:text=European%20Central%20Bank%20Governing%20Council,as%20in%20the%20fourth%20quarter.&text=Knot%2C%20one%20of%20the%20ECB's,4%25%20for%20much%20of%202022.

Visualizing the State of Global Debt, by Country

https://www.visualcapitalist.com/wp-content/uploads/2022/01/government-debt-by-country-2022.html

OTR Truck Driving Jobs | Top Pay - Midwest Carriers

https://drivemidwest.com/otr-truck-driving-jobs/

There's ‘no relief in sight’ for high trucking costs: BofA

https://ca.finance.yahoo.com/news/bof-a-no-relief-in-sight-for-high-trucking-costs-195333782.html

Ford to suspend or cut output at 8 of its factories due to chip shortage | Reuters

https://www.reuters.com/business/autos-transportation/ford-suspend-or-cut-output-8-its-factories-due-chip-shortage-2022-02-05/

Bridgewater Sees Market Turmoil on ‘Aggressive’ Fed Tightening - Bloomberg

TOPICS AND TIMESTAMPS:

Hide It’s Coming 0:00

COST OF LIVING 0:50

EASY MONEY GONE 5:21

ECONOMY DOWN 12:45

Gas prices reach record highs in Orange and Los Angeles counties - CBS News

https://www.cbsnews.com/news/gas-price-orange-county-los-angeles-county-record-high/

Facebook, other technology stocks hit hard in Wall Street reckoning - The Washington Post

https://www.washingtonpost.com/business/2022/02/05/facebook-meta-technology-stocks/

Column: U.S. gas diplomacy won't avert price spike if Russian supplies interrupted | Reuters

https://www.reuters.com/business/energy/us-gas-diplomacy-wont-avert-price-spike-if-russian-supplies-interrupted-kemp-2022-02-03/

(1) Ed Conway on Twitter: "🚨NEW 🚨 Bank of England says UK households must brace themselves for the biggest annual fall in their standard of living since comparable records began three decades ago, as it: - Raises interest rates to 0.5% - Says inflation will surpass 7% - Slashes GDP forecast" / Twitter

https://twitter.com/EdConwaySky/status/1489208574962249738?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1489208574962249738%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fpolitical%2Fbrits-told-reduce-living-standards-govt-spends-millions-day-housing-refugees-hotels

Goodbye Easy Money as Hawkish Central Banks Speed Up Rate Hikes - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-05/goodbye-easy-money-as-hawkish-central-banks-speed-up-rate-hikes

What the ‘men’s underwear index’ says about the state of the economy

https://www.smh.com.au/national/what-the-men-s-underwear-index-says-about-the-state-of-the-economy-20210924-p58uez.html

Adults Back in Charge of Stock Market as Fed Awakens Big Money - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-05/adults-back-in-charge-of-stock-market-as-fed-awakens-big-money

ISm new orders boFA.jpg (572×409)

https://cms.zerohedge.com/s3/files/inline-images/ISm%20new%20orders%20boFA.jpg?itok=LbTODXeL

global EPS model collapse.jpg (573×360)

https://cms.zerohedge.com/s3/files/inline-images/global%20EPS%20model%20collapse.jpg?itok=C-8qxQ9e

TOPICS AND TIMESTAMPS:

It’s On 0:00

JOBS LIE 0:48

RATES UP 6:44

CHANGES COMING 12:58

US Jobs Report January 2022: Follow Live Updates - Bloomberg

https://www.bloomberg.com/news/live-blog/2022-01-27/u-s-payroll-report-for-january?srnd=premium

dec jan adjustments.jpg (1031×592)

https://cms.zerohedge.com/s3/files/inline-images/dec%20jan%20adjustments.jpg?itok=98kbHQjx

smoothing seasonal.jpg (990×585)

https://cms.zerohedge.com/s3/files/inline-images/smoothing%20seasonal.jpg?itok=D28GaXFg

Shoppers Are Caught Off Guard as Prices on Everyday Items Change More Often - WSJ

https://www.wsj.com/articles/shoppers-are-caught-off-guard-as-prices-on-everyday-items-change-more-often-11643970606

unnamed (2)_168.png (673×321)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%282%29_168.png?itok=qDos4qFC

Chancellor's statement to the House - Energy Price Cap - GOV.UK

https://www.gov.uk/government/speeches/chancellors-statement-to-the-house-energy-price-cap

unnamed (9)_97.png (674×502)

https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%289%29_97.png?itok=V6KO-YBi

Fed to start rate hikes with a bang? Not likely | Reuters