So I’m supposed to believe the Fed is about to cut rates when credit spreads are sitting at multi-month tights?
Cutting here = loosening financial conditions just as inflation pressures re-accelerate.
That’s a policy mistake in the making and likely the only cut of 2025. The… pic.twitter.com/ubZOJscXpe
— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) August 21, 2025
Fed cutting rates is even dumber than telling us that inflation was 'transitory'
They'll be cutting into:
-Stocks/BTC/ETH ATH
-Gold/Housing ATH
-Chamath announcing SPAC
-Ai hype > dot com hype
-Meme stocks like Open Door ripping
-IPOs ripping
-Insane living costsABSOLUTELY…
— Triple Net Investor (@TripleNetInvest) August 22, 2025
*WALMART CEO SAYS TARIFF COSTS INCREASING EACH WEEK
*WALMART INVENTORY COSTS UP ON IMPORT COSTS
The biggest retailer in the country is telling you that they’re getting slammed by tariffs.
And you still think foreigners are paying the bill for you?
— Spencer Hakimian (@SpencerHakimian) August 21, 2025
Walmart -4% at the open after its tariff warning. pic.twitter.com/2ZF0rnfn7M
— Spencer Hakimian (@SpencerHakimian) August 21, 2025
Americans are spending less on dining out:
Retail sales at food services and drinking places have been flat over the last 3 months, the weakest growth since February 2025.
This is also the 3rd-lowest reading in 2.5 years.
Concerningly, the slowdown is taking place during… pic.twitter.com/HLgguf3kwY
— The Kobeissi Letter (@KobeissiLetter) August 22, 2025