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15 Feb 2023

The US 6 month T-Bill breaches 5% for 1st time since 2007

On the back of somewhat hot CPI data, The US 6 month T-Bill breaches 5% for 1st time since 2007. Source: HolgerZ, Bloomberg

8 Feb 2023

A stronger than expected US GDP in Q1 ?

The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2023 is 2.1 percent on February 7, up from 0.7 percent on February 1 - source: Atlanta Fed GDPNow

8 Feb 2023

China reopens borders with Hong Kong

Source: Bloomberg

8 Feb 2023

A reality check on Europe's energy shock: the French trade deficit

France's trade deficit in Dec. '22 was the widest in two decades when compared to the same month in previous years, a crude way to adjust for seasonality. Europe's energy shock is large and ongoing. Source: Robin Brooks

7 Feb 2023

US existing home sales have been falling faster today than they did during the Great Financial Crisis

Source: Morgan Stanley

7 Feb 2023

German housing market remains in a freeze

Mortgage lending was down 43% YoY in December, representing 4th negative record in a row since data records began in 2003. Compared with peak of €32.3bn from March 2022, the decline is almost 60%. Source: HolgerZ, Barkow consulting

7 Feb 2023

The annual interest rate payment on US Government Debt is $850 Billion and rising fast

At the current pace, interest on US government debt will soon hit one trillion dollars... Source: MishTalk.com, www.zerohedge.com

30 Jan 2023

China Celebrated Lunar New Year Like Covid No Longer Exists

Source: Bloomberg

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