The Money GPS

TOPICS AND TIMESTAMPS:

It’s Epic 0:00

PRICES 0:49

CYCLE DOWN 4:55

EUROPE’S PIVOT 9:03

$GPS INSIGHTS

HAVE 2 PORTFOLIOS: 1 LONG, 1 SWING

INVEST IN WHAT’S MOVING

CENTRAL BANK MOVES ARE KEY

Global Inflation: World Food Prices Climbs Closer Toward Record High - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-03/world-food-prices-are-climbing-closer-toward-a-record-high

Don't get carried away: BoE chief Andrew Bailey tells markets

https://www.cnbc.com/2022/02/03/dont-get-carried-away-boe-chief-tells-markets-after-second-rate-hike.html

U.S. oil prices top $90 a barrel for the first time since 2014

https://www.cnbc.com/2022/02/03/us-oil-prices-top-90-a-barrel-for-the-first-time-since-2014.html

Housing wealth is setting new records for both owners and sellers

https://www.cnbc.com/2022/02/03/housing-wealth-is-setting-new-records-for-both-owners-and-sellers.html

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https://cms.zerohedge.com/s3/files/inline-images/M2%20money%20supply_1.jpg?itok=g7jo9NUh

Lagarde Pivots on ECB Hikes as Switch in Guidance Seen Soon - Bloomberg

https://www.bloomberg.com/news/articles/2022-02-03/lagarde-reveals-ecb-inflation-worry-with-focus-on-next-meetings?utm_source=google&utm_medium=bd&cmpId=google#:~:text=%E2%80%9CCompared%20with%20our%20expectations%20in,near%20term%2C%E2%80%9D%20Lagarde%20said.&text=Euro%2DZone%20Inflation%20Unexpectedly%20Hits,That%20Isn't%20Quite%20Tightening

Monetary policy decisions

https://www.ecb.europa.eu/press/pr/date/2021/html/ecb.mp211216~1b6d3a1fd8.en.html

Bank Rate increased to 0.5% - February 2022 | Bank of England

https://www.bankofengland.co.uk/monetary-policy-summary-and-minutes/2022/february-2022

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TOPICS AND TIMESTAMPS:

Too Late? 0:00

REAL EFFECTS 0:40

PORTFOLIO EFFECTS 3:05

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https://cms.zerohedge.com/s3/files/inline-images/euro%20area%20inflation%20feb%202022_0.jpg?itok=nQv2ChVe

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https://cms.zerohedge.com/s3/files/inline-images/energy%20inflation%20recorcd.jpg?itok=nclCwUn1

Shipping giants under fire for record profits, fees as pandemic continues | TheHill

https://thehill.com/business-a-lobbying/592397-shipping-giants-under-fire-for-record-profits-fees-as-pandemic-continues?rl=1

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https://cdn.statcdn.com/Infographic/images/normal/26727.jpeg

Strategist David Roche warns of a 'turning point' toward a bear market

https://www.cnbc.com/2022/02/02/strategist-david-roche-warns-of-a-turning-point-toward-a-bear-market.html?recirc=taboolainternal

Facebook-parent Meta (FB) Q4 2021 earnings

https://www.cnbc.com/2022/02/02/facebook-parent-meta-fb-q4-2021-earnings.html

Pinterest, Snap and Twitter fall after Facebook earnings disappoint

https://www.cnbc.com/2022/02/02/pinterest-snap-and-twitter-fall-after-facebook-earnings-disappoint.html

TOPICS AND TIMESTAMPS:

Here We Are 0:00

$30 TRILLION 0:45

CENTRAL BANK QE 6:00

ECONOMIC MISALIGNMENT 8:22

National debt surpasses $30 trillion due to COVID, government spending

https://www.usatoday.com/story/news/politics/2022/02/01/national-debt-covid-government-spending/9239402002/?gnt-cfr=1

National debt surpasses $30 trillion for the first time

https://www.msn.com/en-us/money/markets/national-debt-surpasses-30-trillion-for-the-first-time/ar-AATnlcL

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https://cdn.statcdn.com/Infographic/images/normal/26729.jpeg

After a huge year for growth, the U.S. economy is about to slam into a wall

https://www.cnbc.com/2022/02/01/after-a-huge-year-for-growth-the-us-economy-is-about-to-slam-into-a-wall.html

Consumer Pessimism Grows as Inflation Accelerates - WSJ

https://www.wsj.com/articles/consumers-get-more-pessimistic-as-inflation-looms-11643711412

Superyacht Sales Jumped 77% Last Year as Inventories Shrank

https://www.bloombergquint.com/business/superyacht-sales-jumped-77-last-year-as-inventories-shrank

Solar Geoengineering: What If We Blotted Out the Sun? - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-02-01/solar-geoengineering-what-if-we-blotted-out-the-sun?srnd=premium-canada

Fed Won’t Be Rushed in Its Hiking Path by Wall Street Frenzy - Bloomberg

TOPICS AND TIMESTAMPS:

Buy the Dip 0:00

SPENDING? NO SPENDING 0:44

WHERE TO INVEST 5:47

MARKET VOLATILITY 9:13

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Fed's Barkin says businesses would welcome higher interest rates

https://www.cnbc.com/2022/01/31/feds-barkin-says-businesses-would-welcome-higher-interest-rates.html#:~:text=%E2%80%9CThey'd%20like%20us%20to,of%20several%20Fed%20speakers%20Monday.

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https://www.strategic-culture.org/wp-content/uploads/2022/01/inf68.jpg

$90 Oil Is Only The Beginning | OilPrice.com

https://oilprice.com/Energy/Oil-Prices/90-Oil-Is-Only-The-Beginning.html

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Wall Street braces for more volatility as brutal January draws to a close

https://www.msn.com/en-us/money/markets/wall-street-braces-for-more-volatility-as-brutal-january-draws-to-a-close/ar-AATkxso?ocid=uxbndlbing

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TOPICS AND TIMESTAMPS:

Get It On 0:00

FED SHOCK 0:43

DOLLAR MADNESS 7:44

CHINA’S TURN 12:20

Fed's Bostic tells the FT the central bank could hike rates by a half-point if needed

https://www.cnbc.com/2022/01/30/feds-bostic-tells-the-ft-the-central-bank-could-hike-rates-by-a-half-point-if-needed.html

Fed could use half-point rate rises if needed, says official | Financial Times

https://www.ft.com/content/5f6fae25-de70-4977-aeb7-271fa3af5bc3

zerohedge on Twitter: "Monetary policy 4 parts https://t.co/eibcu5nNKo" / Twitter

https://twitter.com/zerohedge/status/1487070831436046343/photo/1

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https://cms.zerohedge.com/s3/files/inline-images/dove%20hawk%20jan%202022.jpg?itok=KvyrSIQl

Dollar hits highest level since 2020 as traders brace for Fed rate rises | Financial Times

https://www.ft.com/content/77987542-8dd2-4201-b9a9-20a87fa8c647

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TOPICS AND TIMESTAMPS:

End of the Road 0:00

BIG STEPS 0:44

INFLATION STIMULATION 4:43

MARKET UPHEAVAL 8:55

Quantitative Tightening Looms For Markets on Hawkish Fed - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-29/quantitative-tightening-looms-for-markets-as-fed-turns-hawkish?srnd=premium

U.S. Federal Reserve Interest Rate Rises in 2022? Goldman Sachs Says 5 - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-29/goldman-sachs-predicts-fed-will-raise-rates-five-times-this-year?srnd=premium

Hog Futures Hit Six-Month High on California Pork Rule Delay - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-25/hog-futures-hit-six-month-high-on-delay-to-california-pork-rule

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TOPICS AND TIMESTAMPS:

What’s Happening? 0:00

POLARIZING 0:23

TRUDEAU 4:44

Trucker Vaccine Rule Brings Polarizing Protest to Canada’s Capital

https://www.bloombergquint.com/politics/trucker-jab-rule-brings-polarizing-protest-to-canada-s-capital

Мike - 🇨🇦 fringe minority 🇨🇦 on Twitter: "Aerial view of the Freedom Truckers near Winnipeg. The massive convoy is now over 70km long. It's the largest convoy in HISTORY. #TruckersForFreedoi #TruckerConvoy2022 #FreedomConvoy2022 https://t.co/1cP0XAAapj" / Twitter

https://twitter.com/mike092013/status/1487156826189746192?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1487156826189746192%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fpolitical%2Fworlds-largest-truck-convoy-arrives-ottawa-protest-medical-tyranny

Trucks roll into Ottawa for protest against Canada's vaccine mandates | Reuters

https://www.reuters.com/article/us-health-coronavirus-canada-trucking/ottawa-set-for-massive-protest-against-canadas-vaccine-mandates-idUSKBN2K308U

Trucker Jab Rule Brings Polarizing Protest to Canada’s Capital - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-29/trucker-jab-rule-brings-polarizing-protest-to-canada-s-capital?srnd=premium

Thousands in Canada Protest COVID-19 Vaccine Mandates for Truckers

https://www.businessinsider.com/thousands-canada-protest-covid-19-vaccine-mandates-truckers-justin-trudeau-2022-1

Elon Musk Tweets 'Canadian Truckers Rule' Amid Ottawa Vaccine Protest - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-27/musk-lauds-vaccine-rule-protest-convoy-barreling-toward-trudeau

Jim Burnett on Twitter: "A lot of strange coverage by the media on this thing but this one wins the prize. https://t.co/bLauTjI9NG" / Twitter

https://twitter.com/jamesfburnett/status/1487467556743127045?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1487467556743127045%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fpolitical%2Fworlds-largest-truck-convoy-arrives-ottawa-protest-medical-tyranny

TOPICS AND TIMESTAMPS:

Jerome 0:00

CONSUME(R) 0:38

RISING EVERYTHING 7:00

MAJOR SIGNALS 9:11

U.S. Consumer Spending Drops, Price Index Up Most Since 1982 - Bloomberg

https://www.bloomberg.com/news/articles/2022-01-28/u-s-consumer-spending-drops-price-index-up-most-since-1982#:~:text=The%20median%20forecasts%20in%20a,a%20pickup%20in%20services%20outlays.

‘Farms Are Failing’ as Fertilizer Prices Drive Up Cost of Food - WSJ

https://www.wsj.com/articles/farms-are-failing-as-fertilizer-prices-drive-up-cost-of-food-11642770182

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Oil Markets Bullish As Brent Breaks $90 | OilPrice.com

https://oilprice.com/Energy/Energy-General/Oil-Markets-Bullish-As-Brent-Breaks-90.html

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TOPICS AND TIMESTAMPS:

This Is It 0:00

DOUBLE BUBBLE 0:47

FED BLUNDER 8:23

NEXT SHORTAGE 13:40

Gold Price

https://goldprice.org/

Crude Oil Prices Today | OilPrice.com

https://oilprice.com/

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Macro Charts on Twitter: "Investor sentiment is at historic pessimism. Worse than MARCH 2020. Worse than DECEMBER 2018. Even in 2008 – similar spikes led to violent Bear Market rallies. And lastly – when investors finally got this negative, the 2000-2002 Tech Crash was *over*. https://t.co/o1fhONVIHC" / Twitter

https://twitter.com/MacroCharts/status/1486670324351463428/photo/1

Mac10 on Twitter: "The Tesla bubble is over. Somehow Elon nailed the top. https://t.co/r3klYrmNbZ" / Twitter

https://twitter.com/SuburbanDrone/status/1486736729151266816/photo/1

Chinese Fund Managers Heed State Call to Invest After Stocks Stumble - WSJ

https://www.wsj.com/articles/chinese-fund-managers-heed-state-call-to-invest-after-stocks-stumble-11643280263?mod=rss_markets_main

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TOPICS AND TIMESTAMPS:

It’s A Big Day 0:00

THE FED 0:40

THE MARKETS 7:44

THE ECONOMY 9:59

Fed likely to hike rates in March as Powell vows sustained inflation fight | Reuters

https://www.reuters.com/business/finance/inflation-fighting-fed-likely-flag-march-interest-rate-hike-2022-01-26/

Fed 'expects' it will soon be appropriate to raise interest-rates - MarketWatch

https://www.marketwatch.com/story/fed-expects-it-will-soon-be-appropriate-to-raise-interest-rates-11643223873

Goodbye, Mr. Gradual, Hello Mr. Nimble: Fed Chair Powell tears up rate-hike script | Reuters

https://www.reuters.com/business/goodbye-mr-gradual-hello-mr-nimble-fed-chair-powell-tears-up-rate-hike-script-2022-01-26/

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Mohamed A. El-Erian on Twitter: ".#Fed signals Start of a hiking cycle "soon" (read March) Asset purchases (QE) to end in early March Nothing new on balance sheet reduction (QT) Per my Monday @FT post: It's what I expected but not what I think they should have done Fed falls further behind economic developments" / Twitter

https://twitter.com/elerianm/status/1486416135398600706?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1486416135398600706%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Feconomics%2Ffed-warns-soon-be-appropriate-raise-rates-qe-ends-march

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