TOPICS AND TIMESTAMPS:
The Cycle 0:00
$700 Car Payment 0:27
Inflation Situation 4:58
Real Estate 6:58
The 60/40 Portfolio 9:55
Monthly car payments have crossed a record $700. What that means : NPR
https://www.npr.org/2022/07/02/1109105779/monthly-car-payments-record-700
New-Vehicle Affordability Declines Again in May, Typical Monthly Payment Hits New Record of $712 - Cox Automotive Inc.
https://www.coxautoinc.com/market-insights/may-2022-vai/
May-2022-Cox-Automotive-Moodys-Analytics-VAI-chart.jpg (5350×3129)
https://www.coxautoinc.com/wp-content/uploads/2022/06/May-2022-Cox-Automotive-Moodys-Analytics-VAI-chart.jpg
fig 4 msa.jpg (578×485)
https://cms.zerohedge.com/s3/files/inline-images/fig%204%20msa.jpg?itok=wSTdqbrZ
IEA: Global Nuclear Capacity Needs To Double To Meet Net-Zero Goals | OilPrice.com
https://oilprice.com/Energy/Energy-General/IEA-Global-Nuclear-Capacity-Needs-To-Double-To-Meet-Net-Zero-Goals.html
National Survey Finds 83% of Consumers are Cutting Back on Personal Spending, Travel Due to Inflation
https://www.provident.bank/press-releases/national-survey-finds-83-of-consumers-are-cutting-back-on-personal-spending-travel-due-to-inflation
interest-rate-hikes-vs-inflation-1.jpg (1200×1048)
https://www.visualcapitalist.com/wp-content/uploads/2022/06/interest-rate-hikes-vs-inflation-1.jpg
Will Home Prices Fall? Sudden Housing Turn Has Sellers Paring Expectations - Bloomberg
https://www.bloomberg.com/news/articles/2022-07-01/will-home-prices-fall-sudden-housing-turn-has-sellers-paring-expectations#:~:text=The%20rapid%20rise%20in%20mortgage,homes%20in%20Las%20Vegas%2C%20Nevada.
2022-06-30_09-45-27.png (855×575)
https://cms.zerohedge.com/s3/files/inline-images/2022-06-30_09-45-27.png?itok=mo5RP61d
UK Told Poorest Are ‘Brutally Exposed’ to Cost of Living Crisis - Bloomberg
https://www.bloomberg.com/news/articles/2022-07-03/uk-told-poorest-are-brutally-exposed-to-cost-of-living-crisis#:~:text=The%20poorest%20families%20in%20the,stagnation%2C%20the%20Resolution%20Foundation%20warned.
Bond Holders Look to Recession for Salvation After Vicious Half - Bloomberg
https://www.bloomberg.com/news/articles/2022-07-02/bond-holders-look-to-recession-for-salvation-after-vicious-half?srnd=premium-canada
Amazon cancels, delays wave of planned warehouses - FreightWaves
https://www.freightwaves.com/news/amazon-cancels-or-delays-plans-for-at-least-16-warehouses-this-year?utm_content=213572964&utm_medium=social&utm_source=facebook&hss_channel=fbp-179175252108775
