A hub for independent voices and signals
Strong consumers do not flee bulk stores for bargain bins. Small business employment shrank again in December according to Paychex. We will get a clearer picture once we get the ADP and payroll data later this week. pic.twitter.com/KmzIqUJ6fG — Peter …
The economy might hum along on paper, but real demand and real buying power are trapped at the top. US consumer spending is extremely concentrated among high-income households: Households in the top 20% of the income distribution now reflect ~39% …
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 …
But hey, inflation is down amirite pic.twitter.com/TO4OcggCT3 — ❝ 𝕵𝖚𝖉𝖆𝖘 ❞ (@jpegjudas) December 19, 2025 🚨BREAKING: Nike COLLAPSES as the U.S. Economy WEAKENS. pic.twitter.com/9FvBrPwYix — Spencer Hakimian (@SpencerHakimian) December 19, 2025 🚨BREAKING: Nike COLLAPSES as the U.S. Economy WEAKENS. pic.twitter.com/9FvBrPwYix …
People say they feel broke and miserable, then swipe the card anyway. That is not confidence, that is muscle memory mixed with denial. Low layoffs and steady paychecks keep the spending alive even while people feel uneasy and stretched. This …
$JPM says consumers look fragile it’s down 4% But $spy $qqq is flat Genius market 不见棺材不落泪 pic.twitter.com/YZRdHt01SY — SwingTrader (@SwingTraderQ) December 9, 2025 Worsening Banks will be forced to start raising mortgage rates soon as funding costs and margins worsen. …
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 …
Forget 2007. The US consumer today is facing a worse crisis. It's not Systemic Leverage; it's Household Arithmetic. My new memo breaks down the structural squeeze: why the 2026 economy faces a consumer solvency crisis, not a liquidity crisis. — …
Note: “Weak consumer spending” refers to store expectations before the season started. Consumer spending ended up being high which is why Black Friday set a new record No paywall: https://finance.yahoo.com/news/seasonal-hiring-offers-little-reprieve-for-labor-market-woes-110044972.html Plenty of Americans are expected to pour into stores and fill …
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. …
.@VP: "This economy was not harmed in 10 months. It took a deliberate 4-year administration that was making life harder for everyday Americans, that was importing foreign workers… over regulating, overtaxing… As much progress as we've made, it's going to …
via notayesmanseconomics This morning has brought some better news for the UK on the inflation front. The Consumer Prices Index (CPI) rose by 3.6% in the 12 months to October 2025, down from 3.8% in September. So an improvement although …
“Meanwhile sectors like AI, quantum, nuclear, flying cars are going parabolic. The disconnect has never been bigger. This won’t end well. Just look at the YTD bloodbath in major consumer names. $WEN – Wendy’s: -48% $CMG – Chipotle: -48% $LULU …
42 % drop in home sales is enormous. The Chinese consumer has stopped spending. China is the # 2 largest economy in the world. It’s housing market is the largest asset class in the world. US is already in an …
Trump ‘to lower some tariffs’ amid steep drop in consumer sentiment #MacroEdge — MacroEdge (@MacroEdgeRes) November 12, 2025 BREAKING: Trump says he is going to "lower some tariffs." pic.twitter.com/FPQD6svdzk — unusual_whales (@unusual_whales) November 12, 2025 Why lower tariffs if the …
by Mike Maharrey After barely rising in August, consumer debt grew modestly in September, likely reflecting growing debt stress on American households. The U.S. economy depends on consumers buying stuff. Persistent price inflation forced Americans to blow through their savings …
Authored by Mike Shedlock via mishtalk, What’s the matter with these people? Trump says the economy is humming. University of Michigan Consumer Sentiment University of Michigan Consumer Sentiment Please consider the University of Michigan Consumer Sentiment preliminary survey results for November 2025. …
The inflation has been bad for the past 4 years and Trump made it worse. Never forget!! pic.twitter.com/xlWSoJVdOj — Caroline Kliby (@SchnurreZueri) November 10, 2025 Did you think Trump would wave his magic wand to fix the disaster that happened …
There’s already a notable drop in consumption, truck fright in the US is down 17% YoY, while shipping containers inbound from China is down 15% YoY. JUST IN: Powell says job creation is "close to zero" due to AI — …
The economy is booming, if you are the tow truck driver. 00:00 Car Repos Explode to New Highs 07:17 Use Vehicle Sales Just Crashed By 25% 08:58 Real Life Viewer Inflation Story 11:55 Why the Dollar is Worthless Today 17:54 …
The middle class is not seeing this. They are getting crushed. The banks are telling the real story as the Fed has injected billions into the Repo market. Why? Because the banks don’t have the cash reserves and consumers are …
So jobs at Wendy’s is off the table now I guess. WARNING 🚨 BANKS BORROW $50 BILLION IN EMERGENCY LIQUIDITY FROM FED REPO WINDOW TODAY ‼️ 🚩 $20 BILLION THIS MORNING AND $30 BILLION MORE IN THE AFTERNOON ⚠️ CRISIS …
It’s not just $CMG dropping. Even fast food is dropping Wendy’s has been smashed and they probably have the best food of them all. It all comes back to the consumer pic.twitter.com/wCURBOAS19 — QE Infinity (@StealthQE4) November 1, 2025 🚨MORGAN …
The market now reflects America right now. The 1% thrive while everyone else collapses because they’re tailored towards the middle class consumer. https://t.co/zayjxGcTJ9 — QE Infinity (@StealthQE4) October 31, 2025 iPhone growth in China is sliding, and margins are getting …
by confoundedinterest17 Good news! Consumer prices rose only 3% YoY. Lower than the growth in M2 Money of 4.66% YoY and Federal government spending of 7.8% YoY. While consumer prices rose only 3% YoY, housing (shelter) rose 3.65 YoY. The …
This week could become a storm of unprecedented volatility, with over 30% of $QQQ components reporting earnings while investors wrestle with record-high margin leverage and frenzied options activity. AI-driven layoffs threaten to ripple across industries in ways rarely seen before, …
American farms are already under pressure. Labor shortages threaten production and prices nationwide. Beth Ford, CEO of Land O’Lakes, warned of a black swan event if farms cannot find enough workers: “These are folks who oftentimes try to get American …
by Mike Maharrey After unexpectedly surging in July, consumer debt returned to its previous trend and flatlined again in August, signaling growing financial stress on American households. The growth of revolving debt, primarily reflecting credit card debt, has been slowing …
Authored by Mike Shedlock via mishtalk, Consumer Sentiment as measured by University of Michigan drops slightly. University of Michigan Consumer Sentiment Please consider the Preliminary University of Michigan Sentiment Report for October. Overall, consumers perceive very few changes in the outlook for …
