Independent thinking for complex markets and current events
(Bloomberg) — Chinese shipments of Apple Inc.’s (AAPL) iPhone and other mobile devices to the US dived to their lowest levels since 2011 in April, underscoring how the threat of US tariffs choked off the flow of big-ticket goods between the world’s two largest economies. Smartphone exports slid 72% to just under $700 million last …
These hard data weeks are always one of the best since it gives a broad read on the economy – giving our most timely read on demand, production, housing, and employment. Instead of focusing on the wiggles (which can be jerked around by SA), more useful to look at y/y & levels. — Bob Elliott …
As said before, rare control is still in place China Ministry of Commerce spokesman: He has no information to provide regarding lifting of export control of rare earth starting on April 4. According to the website of the Ministry of Commerce, on May 15, the Ministry of Commerce held a regular press conference. Reuters reporter: …
April to June 2008: There was a brief dip in expectations as some believed the worst might have passed and markets slightly stabilized. — Citizen Watch Report (@Citizenwatchrep) May 13, 2025 Once again, the #recession never came. Economists and markets spent much of the past year bracing for a downturn—citing rate #hikes, inverted #yield curves, …
The S&P 500 is now up more than 14% since 🇺🇸 President Trump said it was a great time to buy stocks on April 9th – Bloomberg pic.twitter.com/2OCbiEjNwc — Evan (@StockMKTNewz) May 12, 2025 Sentiment check: The last time US tariffs on China were this high, the S&P 500 was ~200 points lower, 4 Fed …
So far the new admin has done little to reign in spending despite all the discussion about DOGE in the first few months. Not all that surprising given congress extended '25 spending at current law. pic.twitter.com/QRX5ejWpES — Bob Elliott (@BobEUnlimited) May 12, 2025 They promised discipline, then threw it out the window. While headlines screamed …
by Fidler_2K https://www.cnbc.com/2025/05/06/trump-tariffs-hit-us-exports-import-covid-level-event.html The Port of Portland, Oregon, tops the list with a 51% decrease in exports, while the Port of Tacoma, Washington, a large agricultural export port, has seen a 28% decrease. Tacoma’s top destinations for corn, soybeans and other ag exports include Japan, China and South Korea. The trade data shows declines of …
Now things start getting interesting. Nasdaq is starting the week off exactly like April 2022. https://t.co/izVTSoaVTJ pic.twitter.com/R8iRpv7exu — Financelot (@FinanceLancelot) May 5, 2025 Another good reason to expect a pullback after the recent run, is that #market #breadth is approaching 90% which is where previous bull runs ended. pic.twitter.com/CvGqz8ZgdR — Lance Roberts (@LanceRoberts) May 5, …
The gap between what sellers want for their homes versus what they're selling for just hit its widest level in 5 years 🚨🚨 pic.twitter.com/xhM6rVTIGa — Barchart (@Barchart) April 30, 2025 CNBC Super real estate agent Ryan Serhant: Spring selling season was good until April. March was great In April things stopped 🛑 36% of all …
According to Polymarket, recession odds have climbed back near their April 9th peak. GDP Leaked? pic.twitter.com/3O5XkEYKyU — TT3 (@TradingThomas3) April 29, 2025 $2,900 tariff on a $2,100 purchase from Hong Kong. You can kiss the global economy goodbye. Unavoidable now. Even if we stopped all of this tomorrow. Will take a very long time to …
On April 24, the GDPNow model nowcast of real GDP growth in Q1 2025 is -2.5%. 👇🏼 pic.twitter.com/EHDZPwdxiP — Kalani o Māui (@MauiBoyMacro) April 24, 2025 Feels like 2008 all over again, according to this price analogy. pic.twitter.com/28V5dOW5hL — Guilherme Tavares (@i3_invest) April 24, 2025 2/ US government bonds have broken below a 40-year uptrend …
🇺🇸 Richmond Fed Manufacturing Index 6-month outlook for new orders -26. An all-time record low! Chart: @zerohedge pic.twitter.com/wmKOQNUzGZ — Alex Joosten (@joosteninvestor) April 23, 2025 Goldman Sachs, $GS, says to brace for a bigger stock drawdown, wider credit spreads and recession — unusual_whales (@unusual_whales) April 23, 2025 JPMORGAN: MIGRATION CONCERNS HURTING U.S. TOURISM This is …
Global trade outlook is deteriorating: The World Trade Organization expects world merchandise trade to fall -0.2% in 2025, down from +2.7% growth expected at the beginning of the year. This would follow the +2.9% growth recorded in 2024. North American trade is set to be hit… pic.twitter.com/c6h7dlUv4h — The Kobeissi Letter (@KobeissiLetter) April 23, 2025 …
List of products affected https://t.co/p8Nlo6yV0F — Josh Marino 🦞 (@AIRoboticsInt) April 16, 2025 ong Kong’s postal service will stop handling packages coming from or going to the United States, in the latest retaliatory move amid an escalating trade war between Washington and Beijing. In a statement published Wednesday announcing the decision, the government of Hong …
by Michael Most people on the right have no idea just how crazed many people on the left have become. Right now, a conspiracy theory which claims that President Trump is preparing to declare martial law in the United States is spreading like wildfire on social media. According to that conspiracy theory, a report will …
Bulls keep agreeing that everyone is bearish so it's contrarian to be bullish. In what can only be described as the biggest circle jerk in market history. Here is the put/call ratio since the Liberation Day shock which occurred on April 2nd. Which was followed by the China shock… pic.twitter.com/ZsFJjjEf4a — Mac10 (@SuburbanDrone) April 13, …
President Trump says 50% tariffs are going into place on April 9th — Financelot (@FinanceLancelot) April 8, 2025 Don’t you all get it? Trump doesn’t give AF. This isn’t about tariffs, he wants the supply chain out of China. And that’s why China will retaliate tonight. Tonight might be the limit down night. The market …
Lutnick: April 9th tariffs will not be postponed under any conditions #MacroEdge — MacroEdge (@MacroEdgeRes) April 6, 2025 LUTNICK: TARIFFS GOING TO STAY IN PLACE FOR DAYS AND WEEKS -CBS NEWS — *Walter Bloomberg (@DeItaone) April 6, 2025 BREAKING: Bloomberg reports that as of Sunday morning, Treasury Secretary Bessent gave "no indication" that President Trump …
Latest estimate: -3.7 percent — April 01, 2025 The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 is -3.7 percent on April 1, down from -2.8 percent on March 28. The alternative model forecast, which adjusts for imports and exports of gold as described here, is …
A Bitcoin loyalist, fleeing the garbage as predicted. Rest of the cattle will follow. https://t.co/5cM3jdU7Xr — The Great Martis (@great_martis) April 2, 2025 Bitcoin Bad news for bulls. A symmetrical triangle shown. A highly probable downside continuation pattern. God bless and godspeed. pic.twitter.com/GFa79zyztr — The Great Martis (@great_martis) April 2, 2025
DOGE To Send $1 Million Stimulus Checks to Every Republican A surprising announcement from the Department of Government Efficiency (DOGE) has even the most stalwart advocates for the new federal office doing a double-take. DOGE’s de facto leader Elon Musk has stated that the Department plans to distribute $1 million stimulus checks to every Republican …
Someone bought $500,000 worth of $NVDA 90 puts expiring in April Its Over pic.twitter.com/huU2KIsD8l — John Trades MBA (@JPATrades) March 27, 2025
Starting in April, the Social Security Administration (SSA) will change how it handles overpayments made during distribution. Under the Biden administration, the SSA deducted 10 percent of the overpayment total from each monthly check until the error was corrected. However, beginning at the end of March, the agency will withhold 100 percent of the overpayment, …
by Mike Shedlock Due to actions by Trump, Conservatives are no longer runaway favorites. Canada election polls from Wikipedia Snap Election April 28 The Wall Street Journal reports Canada’s Mark Carney Calls a Snap Election Canada’s Prime Minister Mark Carney called a snap election on Sunday, sending Canadians to the polls for a vote on April …
This shit better fucking end in April https://t.co/mpjWuIGMTs pic.twitter.com/JmCfhJmLXO — Darth Powell (@VladTheInflator) March 21, 2025 That's the week. This was the first up week in the past five weeks. Since the trade war started, the U.S. stock market has significantly underperformed Europe, Canada and China. Why? Because U.S. companies are the biggest beneficiary of …
April 2nd …⏩ pic.twitter.com/o1y6e8Fvr9 — The Great Martis (@great_martis) March 21, 2025 Magnificent 7 stocks are more exposed to global growth risks than S&P 493 pic.twitter.com/Kk5oEocRsS — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) March 20, 2025 S&P 500 Dow Jones Both rejected resistance, both showing weakness below the undercarriage. This not good.This very bad. pic.twitter.com/QvB8qjdeL3 …
**Covid Spring Booster Programme – Starting April 1st, 2025** 🚨 The Covid Spring Booster programme is launching soon, in line with NHSE guidance, and will run from **1st April 2025**. Here’s everything you need to know: 📍 **Location**: Badger Farm Surgery, SO22 4QB ⏰**Hours**: Saturday & Sunday, 08:00 – 17:30 🗓 **Duration**: 4 weeks (excluding …
by confoundedinterest17 The US economy is crumbing down under Biden/Harris. No, the economy doesn’t hurt so good. The Citi Economic Surprise Index just rose to its highest level since April. The 10Y Treasury yield just rose to its highest level since August.
Is this Chinese statistics? I can't believe these statistics are from the U.S. We want to know the accurate indication, even if the announcement is late. I can't invest based on such unreliable statistics. — Hiroki Miyano（宮野宏樹） (@hiroki_miyano27) August 20, 2024
