Independent thinking for complex markets and current events
Don’t celebrate yet, this boom is built on volatile imports and exports, not sustainable growth. Is the US economy booming? The most recent Atlanta Fed estimate for real US GDP quarterly growth in Q4 2025 is now +5.1%. This is up from the 2.7% forecast seen just last week and far above the 0.9% consensus …
The 20-year U.S. Treasury bond auction took place today, May 21, 2025, and the results were troubling. Investors showed weak demand, forcing yields higher and triggering a broad selloff in financial markets. The 20-year yield surged to 5.047%, up from 4.810% in the previous auction, signaling growing concerns about the government’s ability to finance its …
🚨BREAKING: US Government spending dropped by 5.1% in the first quarter. This is HUGE. I voted for this. — Derrick Evans (@DerrickEvans4WV) May 6, 2025 The U.S. government has reduced its spending by 5.1% in the first quarter of 2025, marking a shift toward greater fiscal discipline after years of mounting debt. This pullback signals …