This isn’t just “jobless growth.” It’s a signal the system is quietly hollowing out.
🚨What is happening with the US economy?
US non-farm payrolls increased just +0.1% YoY in 2025, the weakest job market expansion in 22 YEARS, excluding recessions.
At the same time, US GDP expanded +2.2% in 2025, creating a massive divergence between these two data sets.… pic.twitter.com/PUmWAYP5sh
— Global Markets Investor (@GlobalMktObserv) February 20, 2026
AMERICAN WORKERS ARE GETTING SQUEEZED MORE THAN EVER:
U.S. LABOR SHARE HAS FALLEN TO JUST 53.8% OF GDP, THE LOWEST LEVEL ON RECORD.
— First Squawk (@FirstSquawk) February 22, 2026
BREAKING: The Cass Freight Index fell -7.1% YoY in January, to 0.89 points, now down to its lowest level since April 2009.
This index tracks freight volumes across North America and is viewed as a gauge of US economic momentum.
This also marks the 36th consecutive monthly… pic.twitter.com/lMKfuMbHGS
— The Kobeissi Letter (@KobeissiLetter) February 21, 2026
⚠️US private credit stocks are getting HAMMERED:
Blue Owl Capital dropped nearly -6% on Thursday after permanently blocking investors from withdrawing from its retail debt fund, OBDC II.
The decision sent shockwaves across the entire private credit sector, dragging down Ares… pic.twitter.com/IUJAyKdNiX
— Global Markets Investor (@GlobalMktObserv) February 20, 2026