25bps Archives - Citizen Watch Report

WARNING: Liquidity cannot stop the business cycle from turning; Recession signals flash and the biggest market bubble in history threatens to burst; 25bps cuts don’t matter.

September 5, 2025 11:12 pmSeptember 5, 2025 5:59 pm

Liquidity can’t stop a business cycle that’s already turning. Weak growth is the warning shot before the crash. When the cycle breaks, stocks don’t get “saved.” They get crushed. "Liquidity cannot stand the turn of the Business Cycle" (no matter what liquiditist try to tell us). Recession is coming! And it will crush stocks. #BTC …

ECB set to cut rates by 25bps to 2.25%; Bank of Canada likely to hold at 2.75%

April 14, 2025 9:53 am

‼️Central banks rate decisions scheduled for the next week: The European Central Bank is expected to cut rates by another 25 basis points down to 2.25% as the economy rapidly slowed. The Bank of Canada is likely to hold at 2.75% unless inflation significantly jumps on Tuesday. pic.twitter.com/XmTNpUBzCZ — Global Markets Investor (@GlobalMktObserv) April 13, …

Stock Buybacks around the world have plunged to a 7-year low; Goldman has estimated that the recent rise in yields is equivalent to four 25bps hikes

November 1, 2023 9:52 am

Stock Buybacks around the world have plunged to a 7-year low pic.twitter.com/QZzDD97Jwt — Barchart (@Barchart) November 1, 2023 With the rapid rise in yields since the federal reserve's last meeting, they are unlikely to change their policy stance given the rise in yields "naturally" tightens the economy. Goldman has estimated that the recent rise in …