Independent thinking for complex markets and current events
Monday, June 9 10:00 AM – Wholesale Trade Report (April) 11:00 AM – New York Fed Survey of Consumer Expectations Tuesday, June 10 (No major economic data releases scheduled) Wednesday, June 11 8:30 AM – Consumer Price Index (CPI) for May 8:30 AM – Core CPI (excluding food and energy) for May Thursday, June 12 …
Gold deliveries have surged by 800%, signaling a major shift in global financial positioning. Institutional buyers, central banks, and sovereign wealth funds are rapidly accumulating physical gold, moving away from paper assets. This is not speculation. It is preparation for a financial reset that only the elite seem to anticipate. The COMEX, traditionally a speculative …
uhh… WOW! https://t.co/pDlpOfxWQt — Roberto Rios (@peruvian_bull) May 21, 2025 Trump announced he’s seriously considering privatizing Fannie Mae and Freddie Mac, two government-backed companies that support the mortgage market by buying loans from banks and turning them into securities. This would shift them from government control to private hands, involving key figures like Treasury Secretary …
US executives are getting more concerned about the economy: The share of S&P 500 companies mentioning “recession” during their Q1 2025 earnings calls spiked to 23%, the highest since 2022. This percentage has surpassed levels recorded in all years between 2008 and 2020, except for 2010. Additionally, 62% of US CEOs expect either a slowdown …
🇺🇸 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 …
The market we have now is a bearish phase within a secular uptrend. A sustained uptrend typically doesn’t return until the event that triggered the downturn becomes irrelevant. However, if that event is about to be resolved, the market can skyrocket, breaking above the 200-day… — optionGeek (@StockShark16) April 15, 2025 $SPY options open interest …
🚨White House press briefing is set for 1PM today — expect tariffs to come up multiple times, and any new developments could move markets. Trump is scheduled to speak at 3:30PM, though he’s typically late, so odds are it gets pushed into after-hours. — TT3 (@TradingThomas3) April 15, 2025
A growing majority of America’s top executives now expects the U.S. economy to enter a recession in the near future, according to a survey released Monday. Of the more than 300 CEOs polled in April, 62% said they forecasted a recession or other economic downturn in the next six months, according to Chief Executive, an …
Bill Ackman sees the freight train coming, and he’s stuck on the tracks. The billionaire hedge fund manager, usually composed in the face of volatility, is openly spooked this weekend. You don’t see that often. But what’s unfolding isn’t just market noise. It’s a tectonic shift in policy direction with teeth, and no indication of …
$VIX Weekly looks ominous. Brace for unbearable volatility. pic.twitter.com/UUZFkwocMp — The Great Martis (@great_martis) March 31, 2025 So here we are with two days to go and we just learned that Trump plans a $600 billion tax increase on the U.S. working class and a global financial crisis: https://t.co/NK2zin9W1G Ok, I think Wall Street got …
Officials at agencies throughout the Department of Health and Human Services say they are bracing for steep layoffs, as Secretary Robert F. Kennedy Jr. and his aides are nearing their final decisions on a sweeping restructuring of the department. Decisions by Kennedy and his team on the changes to the department’s makeup and organization are …
Something ominous is brewing. — The Great Martis (@great_martis) March 16, 2025 Monday: (Shoutout to Seeking Alpha for making this part of the catalyst watch) pic.twitter.com/fksCDbDsQq — Evan (@StockMKTNewz) March 16, 2025 Thursday & Friday: pic.twitter.com/aw2hOXzlR3 — Evan (@StockMKTNewz) March 16, 2025 Late night futures check Slowly deteriorating throughout the night. Buckle up pic.twitter.com/6ookbcYJX3 — …
by confoundedinterest17 Time to take a break from the Gavin Newsom/Karen Bass LA fire fiasco. And refocus on the Biden/Harris employment fiasco. After a year of ‘robust’ job growth private payrolls were subsequently revised by nearly 1 MILLION for April 2023 – March 2024. The most recent data points to additional huge revisions in Q2 …
In the home stretch of the 2024 election, voters who’ve been weighing both campaigns’ proposals to tackle living costs are now hearing a new pitch from the Republican side: accept some short-term economic pain to rein in government spending. That message has emerged from former President Donald Trump’s wealthiest backer, Elon Musk, who says that …
AAII bulls up to 52.7% – highest level of this year and 2nd highest level since early 2021. Optimism is elevated, but risks become more acute when the crowd heads for the exits pic.twitter.com/0foZRmidNi — Win Smart, CFA (@WinfieldSmart) July 19, 2024 356 companies have filed for bankruptcy this year, higher than in the pandemic …
Banking 🏦 Update ⬇️ Notice the breach ? Guess what happens next ? Who's excited ? https://t.co/U8GlfY7XIl pic.twitter.com/KV6Fr7bbo3 — The Great Martis (@great_martis) June 17, 2024 The spillover from Europe's political turmoil hit French bank stocks hard, biggest selloff in them since year's global bank crisis. Why? Blowout in bond spreads. pic.twitter.com/QSPaH8gW2t — Jeffrey P. …
Even Rome let the pleabs in for bread and circuses. City of Minneapolis Paid $74 Million Plus Another $140 million dollars for Target Center & Can’t Watch Wolves Playoff Game Tonight! https://www.lrl.mn.gov/guides/guides?issue=target#:~:text=2016%20March:%20The%20Minneapolis%20city,million%20renovation%20project%20is%20completed. The poor kids working at Burger King get their paycheck and wonder where it all went. Well—taxes – that is where. $214 million …
House Democrats are preparing for a sizable number of defections on a vote to block a Washington, D.C. law allowing non-citizen voting despite their leadership whipping against it. Why it matters: The bill is likely doomed in the Senate, but Republicans have vowed to turn it into a campaign issue by going after any Democrat …
Concerns arise over the global monetary system’s stability amidst geopolitical tensions and the risk of a dollar collapse, prompting nations to explore alternative currencies and localize trade. Financial warfare escalates, with countries like Russia and China strengthening ties and seeking to reduce dependency on the dollar. One needs to take long-term forecasts with a pinch …
The potential unwinding of the yen carry trade due to the BOJ raising rates could indeed introduce significant volatility into the FX markets. Yen carry trade ….things could get interesting in the FX markets if this gets unwound due to BOJ raising rates pic.twitter.com/MSYw9s0qHy — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) March 18, 2024 Will the …
Big day for the markets tomorrow Inflation numbers come out at 8:30am EST Previous reading = 3.1% Predicted reading = 3.1% pic.twitter.com/ppUYbp9G8D — Bravos Research (@bravosresearch) March 11, 2024 Shorts are covering ahead of CPI tomorrow. However, CPI last month was the heaviest selling down day of 2024. pic.twitter.com/dly12gIaag — Mac10 (@SuburbanDrone) March 11, 2024 …
U.S. stocks smashed a new record high last week, but the rally may not last for long thanks to heightened risks that the economy returns to a 1970s-style stagflation scenario, according to JPMorgan Chase strategists. In an analyst note to clients, the bank’s chief market strategist Marko Kolanovic warned that the economy may turn away …
The United States is in a bigger mess than ever. American Patriots are finally coming to face the stark reality that our economy isn’t in a good position and that the current party in control is doing nothing to stop our losses, but it’s far worse than most Americans realize. The amount of insanity coming …
“But he eliminated the PTO program, first launched in 2021, at the start of the year “to prepare for the increase in wages in 2024,” he said.” “The new California law doesn’t apply to employees at full-service chains such as Chili’s or Cheesecake Factory. Lederman, the veteran franchise consultant, agreed. He said he fully expected …
Welcome to NATO. Swedish defense officials’ warning to brace for war as the nation nears NATO membership has prompted some panic and caused supplies to fly off shelves, according to reports. “For a nation for whom peace has been a pleasant companion for almost 210 years, the idea that it is an immoveable constant is …
As global debt skyrockets to nearly $310 trillion and gold reclaims its position above $2,000, investor @Frank_Giustra warns of an impending crisis dwarfing the impact of the 2008 recession. With gold poised for a breakout from a triple-top formation and historical trends suggesting resilience during rate-hike pauses by the Fed, the stage is set for …
