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Sign InCheck out the accompanying pdf and chart collection. (1) Panic Attack #70 comes with more baggage than usual. (2) Global energy crisis beats Evergrande for number #1 on worry list. (3) Lots of different reasons for energy troubles in Europe and China. (4) US oil and gas rig count remains low. (5) Weekly US oil output isn’t responding to higher oil prices. (6) Parts shortages slamming the brakes on auto sales. (7) More bad news from China: property developers in trouble and more tensions with Taiwan. (8) Tale of two scenarios. (9) Q3 fundamentals likely to be strong, while guidance will be unsettling.
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