Independent thinking for complex markets and current events
via notayesmanseconomics The twist and turns of economic activity so far in 2026 have impacted the Euro area but let me start with something that feels like the tide coming in. Put like that, it sounds like we are introducing the digital euro as a defensive measure against something or someone. That isn’t really correct. …
France is facing a full-blown credit crisis. S&P Global Ratings just downgraded the country’s credit rating from AA- to A+, marking the third downgrade in barely a month. The move reflects both political chaos and growing debt problems in Europe’s second-largest economy. Prime Minister Sebastien Lecornu barely survived two no-confidence votes and was forced to …
via notayesmanseconomics This week has opened with some sobering news for La Belle France as late on Friday we were told this. Fitch Ratings – Frankfurt am Main – 12 Sep 2025: FitchRatings has downgraded France’s Long-Term Foreign-Currency Issuer Default Rating (IDR) to ‘A+’ from ‘AA-‘. The Outlook is Stable. This is hardly a surprise …
Silver surges above $39 for the first time since the first US downgrade in Aug 2011 pic.twitter.com/2MUb0zDOZa — zerohedge (@zerohedge) July 14, 2025 Gold about to go on a canter. https://t.co/DVdYZ05t0F pic.twitter.com/u0bhtdLoG8 — The Great Martis (@great_martis) July 14, 2025
The bond market doesn’t shout. It signals. And right now, it’s sending a message no one in Washington wants to hear. Credit markets are quietly pricing in a six-level downgrade to U.S. sovereign debt. That would drop the country’s rating to BBB, just one rung above junk status. Not a theory. Not a warning. It’s …
San Francisco’s public high schools are making a dramatic shift in grading policy, allowing students to pass with scores as low as 41 percent. The initiative, part of a broader “Grading for Equity” movement, has sparked intense debate among educators, parents, and students. This policy raises serious concerns about academic standards and college readiness, with …
BREAKING 🚨: United States Credit markets are currently pricing in a 6-level credit downgrade for the United States, which would give it a rating of BBB, just a smidge above investment grade 👀 pic.twitter.com/WlwiP5IN6p — Barchart (@Barchart) May 21, 2025 Jamie Dimon says he's not a buyer of credit today. Warns of a major downturn …
When Japan’s 40-year yield spikes…It’s not just a Japan problem.It’s a global leverage problem ticking louder. — FromRedToRiches (@FromRedToRiches) May 20, 2025 Japan’s 10 year yield the past month💀☠️: I mean this is so far below where their 40 year bond is trading which trades at 3.5% plus. Inflation is way higher than 1.52% My …
Retail traders bought $4.1 billion of U.S. Stocks during the first 3 hours of today's trading sessions, the most in history 🚨🚨🚨 pic.twitter.com/IooUGeT3xI — Barchart (@Barchart) May 20, 2025 Retail traders made history on Monday, pouring a record $4.1 billion into US stocks by midday, reversing a 1 percent decline in the S&P 500 Index. …
BUY THE DIP AFTER MOODY’S DOWNGRADE: MORGAN STANLEY’S WILSON Morgan Stanley’s Michael Wilson sees the recent U.S. stock selloff after Moody’s credit downgrade as a buying opportunity, driven more by interest rate fears than fundamentals. He notes that Moody’s is the last major agency to downgrade U.S. debt—following moves that began back in 2011. Rising …
The S&P 500 is down by 1% in after hours on this news 🔴 https://t.co/pLuCvuz8Vy pic.twitter.com/Kn4NWqPDmg — Evan (@StockMKTNewz) May 16, 2025 Institutions missed this entire rally. They're going to get their discount one way or another. https://t.co/WDXUJqfIni pic.twitter.com/UszYwZuup5 — ⚡️The Traveling Trader⚡️ (@ZTheTrader) May 16, 2025
via WSJ S&P Global Ratings jolted markets nearly 15 years ago when it stripped the U.S. of its triple-A credit rating, citing mounting debts and political discord. Moritz Kraemer was an executive in S&P’s sovereign-bond unit when it cut the U.S.’s rating, then others including France, Austria and eventually the U.K. Now an economist for …
The recent downgrade of France’s debt rating to negative by Moody’s has sent shockwaves through Europe, reigniting fears of a potential debt crisis reminiscent of the turmoil seen in previous years. The term “EU debt crisis 2.0” is now being thrown around, warning that the continent might once again grapple with severe financial instability. While …
Microsoft (MSFT) received a rare Wall Street downgrade on Monday over concerns the tech giant’s artificial intelligence lead is diminishing and that it has become too reliant on Nvidia (NVDA) for its AI infrastructure. Analysts at D.A. Davidson downgraded the stock to Neutral from Buy, keeping their price target unchanged at $475, which still implies …
Expect a major downgrade in both stocks and the economy. 50 bps cut with stocks at 200% Market cap/GDP 🤷♂️ — Anthony Sarich 🇦🇺🇭🇷 (@AnthonySarich) September 18, 2024 The current ratio of the total U.S. stock market value to GDP, known as the Buffett Indicator, is around 202% as of June 30, 2024. Buffett is …
There are some people out there who think that they are better than everyone else because their life is going great while so many others are having a tough time in this tough economy, where inflation is still outpacing, wages, and rents, and the cost-of-living our surpassing peoples incomes.
🚨BREAKING: BANK DOWNGRADES🚨 ** @SPGlobalRatings Downgrades 5 Major Regional Banks Due to High Exposures to CRE loans – @SPGlobalRatings lowers outlook on First Commonwealth, M&T Bank, Synovus, Trustmark, & Valley National Bancorp. pic.twitter.com/EdfpKjTsFy — The Coastal Journal (@1CoastalJournal) March 27, 2024 🚨BREAKING: BARCLAYS 📉@SPGlobalRatings lowered the long-term rating components on Barclays Capital Inc.'s – Barclays …
Following Moody’s suit, US ratings agency Fitch’s economic analysts have opted to lower “Israel’s” credit rating given the current wartime conditions, unless persuaded otherwise in last-minute discussions with senior economic officials to delay the downgrade, the Israeli Ynet news website reported on Thursday. In early February, Moody’s downgraded “Israel’s” credit rating due to the impact …
Starting off 2024 with: – Record U.S. debt – Record U.S. debt interest payments – Expected record U.S. Treasury issuances in 2024 – Record speculative-grade debt maturing over the next 5 years – Moody’s downgrades U.S. to "negative" from "stable" – Interest rates near… pic.twitter.com/idv0E9kdgW — Genevieve Roch-Decter, CFA (@GRDecter) January 2, 2024 And if …
“A Fitch Ratings analyst warned that the U.S. banking industry has inched closer to another source of turbulence — the risk of sweeping rating downgrades on dozens of U.S. banks that could even include the likes of JPMorgan Chase . The ratings agency cut its assessment of the industry’s health in June, a move that …
From Peter Reagan at Birch Gold Group This week, Your News to Know rounds up the latest top stories involving gold and the overall economy. Stories include: U.S. credit rating and de-dollarization, China boosts official gold reserves for 9th consecutive month, and South Africa’s gold mines are under heavy stress. What does the U.S. credit downgrade …
by Simon Black Last week, the credit rating agency Fitch downgraded the US national debt. Predictably, senior officials like Treasury Secretary Janet Yellen claimed Fitch’s “flawed assessment was based on outdated data” and that the downgrade was “entirely unwarranted.” What a joke. Just consider the US government’s surging interest payments on the national debt— This …
*BLACKSTONE CEO: THE NUMBERS JUSTIFY FITCH'S US DOWNGRADE — zerohedge (@zerohedge) August 4, 2023 US credit downgrade, another sign of a deepening crisis: The downgrade reflects the massive surge in the US federal debt, which has been driven by a series of bank and corporate bailouts accompanied by runaway military spending. “The downgrading of the …
The US government has experienced a credit downgrade at a critical juncture, and it couldn’t have happened at a worse time for the country and its currency. Investors are losing faith in the US dollar, and the downgrade poses significant challenges for the nation’s economy and financial stability.
via Mike Shedlock: “Everybody who reads the newspaper knows that the United States has a very serious long-term fiscal problem,” said Fitch in its downgrade of US debt. Government expenditures and receipts through 2023 Q1 from the BEA, chart by Mish Government Expenditures and Receipts Notes The Bureau of Economic Analysis (BEA) numbers are incomplete …
Animated: Global Debt Projections (2005-2027P) 💳️https://t.co/8XFqKNQowE pic.twitter.com/v4lUyCxnDE — Visual Capitalist (@VisualCap) August 1, 2023 In 1971, global debt was a “mere” $4 trillion. In 2023 global debt is $325T excluding derivatives. How much longer can this debt bubble go? 🚨 pic.twitter.com/jJbSMdWH7h — Wall Street Mav (@WallStreetMav) August 2, 2023 The core of global debt is now …
It’s not a growing jobs market, strong U.S. dollar or a resilient economy that will help the U.S. regain the top rating from Fitch. According to the firm, it’s going to take a major step up in governance. Fitch Ratings cut the United States’ long-term foreign currency issuer default rating to AA+ from AAA on …
by confoundedinterest17 Bidenomics is where the Attorney General Garland gives Hunter Biden blanket amnesty and arrests Biden’s Presidential opponent. Welcome to the United Venezuelan States of America!e The new regime talking points are out – namely that Fitch downgraded the US credit rating from AAA to AA+ on Tuesday because of MAGA Republicans and all …
by ThreeD710 Not sure how many of you have read about the US Debt downgrade, but this could be the catalyst for a major turning point for the World. If you are thinking how does this affect the World or the World Investments, then below is a brief flow of thoughts – Debt downgrade because …