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