Hey friends! It's time for another jam packed episode of Mayhem in the Markets! Grab your favorite beverage and tune in for an episode that covers what I have my eye on in the markets, the economy, and beyond!
00:26 Who's left to buy?
02:09 SPX options mania
04:12 The consumer is not doing so well
05:18 Card delinquency rates are on the rise
06:21 Cancellations are surging for home builders
07:26 Existing home sales are collapsing
08:41 Danger signs in private REITs are growing
10:23 Recessionary signs in industrial leading indicators
11:35 The Empire State Manufacturing Index is collapsing
12:01 Yield curve inversion suggests a looming recession
12:46 Dollar shorts are concentrated
13:24 Apple is heavily reliant on the iPhone refresh cycle
14:38 If the market bottoms here it'd be the most expensive bull market ever
15:56 Central banks are the market
18:10 A soft landing still seems unlikely
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