Black Swan watch. #BOJ
The Bank of Japan is caught between responding to their weak economy (stimulus ) or torching the yen carry trade to protect their currency by raising rates. pic.twitter.com/zuMWIKAsMb
— Edward Dowd (@DowdEdward) May 16, 2025
There’s more delinquent student loans in Q1 2025 than there were in Q1 2020 – last time they were collected.
The more % delinquent student loans get, the less access to credit those borrowers will have for other consumption, and the less consumption they will therefore do.… pic.twitter.com/mLodEvlrK7
— Spencer Hakimian (@SpencerHakimian) May 16, 2025
Breadth divergence is starting to appear. pic.twitter.com/TTiNj9BvIW
— Guilherme Tavares (@i3_invest) May 16, 2025
🚨BREAKING
Average Canadian home price falls below $700,000 for the first time since 2021. pic.twitter.com/krrJ38gLCt
— Tablesalt 🇨🇦 (@Tablesalt13) May 16, 2025