Independent thinking for complex markets and current events
The Conference Board’s latest index dropped to 93.1 in May, a clear sign that shoppers are feeling the pinch. Consumers cited soaring prices at the gas pump and grocery checkout as the primary drivers of their sour mood. Mentions of war and geopolitics in the survey hit new highs, signaling deep anxiety over the Middle …
We are back at 2008 levels. Household insolvency is moving faster than at any time since the financial crisis. Credit card highs with no signs of cooling inflation. Energy prices give you a break over the weekend, then boom. Trump headline ruined. https://t.co/5Ti4zNWKoj — Business Nature (@BusinessNMedia) May 26, 2026 U.S. Credit Card Accounts delinquent …
WE HAVE NEVER BEEN THIS BROKE… Searches for ‘can’t pay credit card’ smash records… 11% of accounts now seriously delinquent… Savings rate vanishes… 🚨 Americans have never been this broke before. Google searches for “can’t pay credit card” just hit an all time high. At the same time, US consumer confidence has collapsed to one …
🇺🇸 U.S. Consumer sentiment falls to lowest reading on record pic.twitter.com/yHT0zCSdNI — Hedgeye (@Hedgeye) May 8, 2026 Consumer sentiment falls to fresh record low in May as surging gas prices hit outlook Surging gas prices due to the Iran war sent consumer sentiment to a new low in the early part of May, according to …
Conference Board: Index inches higher to 92.8 as labor market offsets gas pain… Present Situation Index retreats as consumers feel the Middle East “pincushion”… Inflation expectations surge to 4.7% as war shocks hit the household pocketbook… Economists: “Resilience is thin” as nearly 50% expect higher rates through 2027… US consumer confidence inches higher in April …
by Martin Armstrong The latest polling data coming out on the Democratic Party is not just bad. It is historically weak, and what is even more telling is that the erosion is coming from within their own base. This is not the opposition attacking them. This is their own voters losing confidence, and that is …
The percentage of voters with significant levels of confidence in the Supreme Court has dropped to its lowest point since NBC News began polling on the question in 2000, according to the most recent survey. The latest NBC News poll shows that 22% of registered voters nationally said they have a “great deal” or “quite …
That’s because real life inflation isn’t 3%. It’s more like 8-12%. We can’t afford a government that’s 40% of GDP. If this continues, the middle class will be wiped out and a civil war won’t be far behind. https://t.co/G8mPgaMkOl — Porter Stansberry (@porterstansb) January 29, 2026 BREAKING: December PPI inflation comes in at 3.0%, above …
Wow. Consumer confidence for those ages 35-54 years old fell in January to the lowest since November 2013 pic.twitter.com/WjTRLPDdnI — Kevin Gordon (@KevRGordon) January 27, 2026 January Consumer Confidence Index from @Conferenceboard fell sharply to 84.5 vs 91.0 est. & 94.2 prior (revised up from 89.1), lowest since 2014; present situation also tanked, 113.7 vs …
This isn’t a growth story, it’s a land grab. Nvidia isn’t buying Groq for innovation, it’s buying time and control before anyone else can threaten its chokehold on AI compute. When the richest chip company on earth drops $20 billion in cash without blinking, that’s not confidence, that’s fear of being disrupted before the next …
“THIS IS NOT LOOKING GOOD Look at these yields… – Germany 10Y is exploding – France 10Y keeps going up – Italy, Spain, Portugal, Greece all rising together THIS ISN’T HAPPENING BY ACCIDENT. This is europe repricing sovereign risk again. Here’s exactly why it matters: Germany is still holding things together, but the rest of …
An initial reading of third-quarter gross domestic product showed the US economy expanded at an inflation-adjusted annualized rate of 4.3%, a far faster pace than the 3.8% recorded in the second quarter, according to Commerce Department data released Tuesday. That’s the fastest growth rate in two years. An acceleration in consumer spending, up 3.5% from …
NY Fed: The share of households who think their financial situation will be better in a year matched a new 2-year low in Nov. Fewer than 26.5% of households expect their situation to improve. We were at this level in May 2025 after 'Liberation Day.'https://t.co/TKTzxEEcRK pic.twitter.com/UahZNaUPJL — Nick Timiraos (@NickTimiraos) December 8, 2025 Mortgage delinquency …
Private payroll losses accelerated in the past four weeks, ADP reports The U.S. labor market is showing further signs of weakening as the pace of layoffs has picked up over the past four weeks, payrolls processing firm ADP reported Tuesday. Private companies lost an average of 13,500 jobs a week over the past four weeks, …
Via International Man International Man: Gold has seen a dramatic rise recently. What do you think is driving this surge—inflation, geopolitical instability, loss of faith in fiat currency like the US dollar? Doug Casey: The answer is all of the above. First, inflation is not retail price rises, as most people think. The rise in prices is …
Charlie Kirk’s murder forced every part of the system to move. Trump’s guards tore up his schedule. They built tighter walls around him. They dropped counterterror teams into Yankee Stadium. They scanned every fan and sealed every door. They acted like another shot was already coming. Congress snapped into survival mode. Members canceled events. They …
French Prime Minister François Bayrou has called for a confidence vote in the French parliament today at 3 PM CEST He is not expected to win the vote and will likely resign tonight. This is the first time this has happened in the 5th Republic, which has been in place since 1958, plunging France into …
Consumer sentiment ≠ vibes. It’s a monthly national survey that translates household feelings into a number (1966=100). It tracks how secure Americans feel about finances, the economy, and buying conditions. Since consumer spending drives ~70% of GDP, these feelings matter. — StockMarket.News (@_Investinq) August 18, 2025 The August report was brutal: • Index fell to …
When a firm like BlackRock takes a hit of this size, it raises deeper questions: Who pulled the capital, and why? Was this a sovereign wealth fund reallocating for political or liquidity reasons? A pension plan de-risking into cash or private markets? Or a strategic exit tied to a shift in dollar exposure? In an …
Colour me “surprised”😉 Consumer Confidence is in the gutter. Rates are devastating high. Tell me again how Powell can miss this🤦♂️ https://t.co/isllhfTr7z — Henrik Zeberg (@HenrikZeberg) June 17, 2025 This looks bad. I think this is bad. Is this bad? https://t.co/e8QjNS6HGA — Kalani o Māui (@MauiBoyMacro) June 17, 2025
2/ The S&P 500 just broke above its 200-day moving average – one of the market’s most important resistance levels Investors are celebrating a temporary trade deal between the US and China, hoping it leads to a broader agreement But consumer sentiment is telling a different… pic.twitter.com/VEzmH0Wuyy — Bravos Research (@bravosresearch) May 28, 2025 4/ …
BREAKING: US Consumer Confidence surges, exceeding expert predictions by double digits. pic.twitter.com/4mr4RdKGpq — Election Wizard (@ElectionWiz) May 27, 2025 Consumer Confidence 98.0, Exp. 87.1, Last 85.7 UMich's Marxism department: pic.twitter.com/YUTqms0uGT — zerohedge (@zerohedge) May 27, 2025 But now pay later firms reports customers are not paying back their loans. LOL — tic toc (@TicTocTick) May …
Bullish! https://t.co/60XMDdvb6s — QE Infinity (@StealthQE4) April 29, 2025 Americans’ confidence in the economy slumped for the fifth straight month to the lowest level since the onset of the COVID-19 pandemic as anxiety over the impact of tariffs takes a heavy toll. The Conference Board said Tuesday that its consumer confidence index fell 7.9 points …
BNPL: do you love it or hate it? 41% of users missed payments in the past year (LendingTree 2025), and with credit cards at 11.35% delinquency (Fed), it’s a lifeline for some, a nightmare for others. Now BNPL is being reported to credit reports. YIKES! 200K+ of you felt very… — Amanda Goodall (@thejobchick) April …
In an ominous harbinger for the ISM manufacturing release later this week, the new order components of the regional Fed PMIs have collapsed deep into recessionary territory. pic.twitter.com/kjt4jiFGYQ — Peter Berezin (@PeterBerezinBCA) April 28, 2025 I speak with many CEOs who prefer not to have their names or companies mentioned, fearing how it could be …
🇺🇸 AMERICANS THINK THE ECONOMY IS A FLAMING DUMPSTER People are freaking out—for the fourth month in a row—because everything feels like it’s getting worse, not better. Blame the T-word: tariffs. They mess with prices, and now folks are scared their paychecks won’t keep up with… https://t.co/siOu6uomud pic.twitter.com/3HZyOZ9vEg — Mario Nawfal (@MarioNawfal) April 25, 2025 …
Why did the 2yr treasury sell off when everything else rallied on the tariff pause? Why did gold recover and finish the day up $100 amid widespread euphoria in risk assets? Something doesn't add up here and I don't know what it is. Keep your helmets on. pic.twitter.com/Nqe0oJkxdY — Nobody Special (@JG_Nuke) April 9, 2025 …
BREAKING: Bill Ackman, a long-time Trump tariff supporter, accuses Commerce Secretary Lutnick of "profiting when the US economy implodes." He says picking Lutnick as Commerce Secretary is an "irreconcilable conflict of interest." Tariff backlash is heating up. pic.twitter.com/DdBoEjdECr — The Kobeissi Letter (@KobeissiLetter) April 7, 2025 U.S. INVESTOR BILL ACKMAN ON X: 'THE PRESIDENT IS …
Expecting similar results for Unilever, Coke, Pepsi, P&G, Target, Home Depot, Lowe’s and other consumer discretionary companies Edit: While a stock market fluctuations are normal, I find it concerning that the CEO has come out and said that consumer confidence is low to the point it is impacting shopping behaviours at Walmart, a low price …
