Are surging US bond inflows the death knell for stocks or just a bet on rate cuts?
Looks like US bond flows are picking up pic.twitter.com/4z11lEnzMk
— Ayesha Tariq, CFA (@AyeshaTariq) August 26, 2025
The Heavy Truck Index sinks below its cycle level, a signal that has preceded every major recession and stock market correction for decades. When trucks stop, the economy stops. Markets just haven’t gotten the memo yet.
Heavy Trucks, Heavy Truths
The Heavy Truck Index is one of those obscure but powerful leading indicators of real economic activity, it tracks demand for freight and logistics capacity, the literal backbone of goods movement. Historically, when the index rolls over, recessions… https://t.co/qkG1UUmEUD pic.twitter.com/3B4ANZFxrY
— EndGame Macro (@onechancefreedm) August 26, 2025
The “jobs hard to get” less “jobs plentiful” spread rose further to the highest level since March 2021. pic.twitter.com/lRDrFDQGLw
— Augur Infinity (@AugurInfinity) August 26, 2025
https://twitter.com/VladTheInflator/status/1960386358293487765
Make Volatility Great Again pic.twitter.com/ithxmOeFNk
— Markets & Mayhem (@Mayhem4Markets) August 26, 2025
Anyone remember when 2YR yields falling lead to a positive outcome for risk assets or the economy? Me either. pic.twitter.com/n2vvzuQSQf
— Cherrygarciafan. USD🏴☠️ (@cherrygarciafan) August 26, 2025