Independent thinking for complex markets and current events
The Chinese collapse will make the 2008 subprime crisis in the US look like good times. The entire investment of the Chinese people has gone into real estate. They have built around 3 billion empty units in high rise apartments that have never had a person living in them. All the savings, and investments have …
Oil saying the economy is dying. Stocks saying the economy is just fine. Which one is right? pic.twitter.com/bWyhd4JwXA — Spencer Hakimian (@SpencerHakimian) May 1, 2025 “CEOs are leaving their posts at a record clip. Last year 373 public-company chiefs exited, 24% more than in 2023. Among U.S. businesses with at least 25 employees, 2,221 CEOs …
The Fed is hopelessly out of touch. Rate hikes, aimed at controlling Biden’s reckless spending, have crushed the private sector. Now, with tariffs thrown into the mix, their late response is nothing short of historic incompetence. Do they even listen to earnings calls? PepsiCo said, “Compared to three months ago, our outlook on consumer sentiment …
South Korea is bailing out small businesses. China is injecting $80B into its banking system. Factories are furloughing workers. Bond markets are collapsing. The Bank of Korea froze, paralyzed by “uncertainty,” but will be forced to cut rates again. The PBOC — despite trying to exit emergency measures — was yanked back in, flooding the …
Tide maker Procter & Gamble said this week that its customers were doing fewer loads of laundry to save money on detergent, the latest sign of a consumer pullback amid economic anxiety caused by trade-war talk and volatile markets. Elsewhere, nervous customers are spending less on body wash, snacks, and burritos as they hunker down …
TRUMP: IF WE DON'T REACH A DEAL WITH COUNTRIES, THEN IN THE NEXT 2 TO 3 WEEKS, WE WILL SET TARIFFS FOR THEM, INCLUDING CHINA DEALZ — The_Real_Fly (@The_Real_Fly) April 23, 2025 🇺🇸 PRESIDENT DONALD TRUMP JUST SAID: – IF WE DON'T MAKE A DEAL WITH CHINA 🇨🇳, IT'S OK — Evan (@StockMKTNewz) April 23, …
by Martin Armstrong Hungary’s Viktor Orban is fighting declining birth rates with a “population first” agenda that will make parenthood more affordable. “We are building the world’s first family-centered economy,” Orban proclaimed. One of the first steps will be eliminating taxes for mothers. Mothers with one child will be exempt from paying income tax until …
BRUSSELS — Countries are ready to work with reliable trade partners in Europe after United States President Donald Trump’s blanket trade tariffs upended global markets, European Commission President Ursula von der Leyen told POLITICO. “In a more and more unpredictable global environment, countries are lining up to work with us,” the Commission president said without …
They have made it nearly impossible to see straight. Every headline is a trap. Every soundbite is a lure. And as Americans argue over identity, pronouns, or who gets to use which bathroom, the country beneath their feet quietly erodes. This is not a coincidence. It is the plan. While people scream at each other …
The idea that we’re facing a simple deflationary crisis like the one we saw in 2020 is nothing short of foolish. During the pandemic, the Federal Reserve could just step in and unleash trillions in liquidity, keeping the markets afloat. But today’s situation is far more complicated. This is stagflation, a deadly mix of rising …
Rick Rieder of Blackrock: – economy in recession now – we are adding gold -we like cash Jesus pic.twitter.com/6Cfv3MsYo9 — Jack Farley (@JackFarley96) April 16, 2025 GOLD $3300 Bucks https://www.investing.com/commodities/gold Trump will NOT relent on China. Otherwise, the rest of his administration will be one of a Paper Tigre. — Sold At The Top (@soldatthetop) …
by Michael Our current way of life could not continue without rare earth minerals. Every single day of our lives, all of us depend on technology that was built using rare earth minerals. In fact, the device that you are reading this article on right now probably contains rare earth minerals. Ultimately, rare earth minerals aren’t …
Last week’s trade data shows an incredibly bleak picture for the economy: – 49% drop in global container bookings – 64% drop in U.S. imports. – 30% drop in U.S. exports. The data from March 24-31, 2025, compared to the subsequent week (April 1-8, 2025), shows a dramatic decrease in pre-order quantities. The total number …
🇺🇸 PETER NAVARRO: CHINA’S NOT JUST KILLING AMERICANS — THEY’RE KILLING OUR ECONOMY “From our perspective, China’s killed over a million Americans with deadly fentanyl and related drugs, and it simply refuses to do anything about that. Many of these people are prime age workers,… https://t.co/BLil8KCeaN pic.twitter.com/ae4YsT5Ix8 — Mario Nawfal (@MarioNawfal) April 11, 2025
The last time the market dropped 9.5% in two days, the Fed unleashed a multi-trillion bailout of the economy including $500BN in QE, $1 trillion daily repo and tens of billions in junk bond ETF purchases byu/RobertBartus inEconomyCharts
by Michael Over the past few years, there has been a tremendous amount of buzz about an imminent “reset” of the global economy. Well, what we are currently witnessing may not look like what they were anticipating, but a “reset” of the global economy is definitely here. Trillions of dollars were invested to set up the …
The U.S. economy is a house of cards. It’s built on outsourcing labor overseas, enriching corporations that funnel those profits into stock buybacks and executive bonuses. This cycle artificially inflates corporate earnings and creates the illusion of growth, but it’s come at a heavy cost to the middle class. Real wages stagnate, living standards decline, …
It didn’t happen overnight. It was slow, deliberate, and brutally effective. A sleight of hand so seamless, most never noticed. The American mind was rerouted. There was a time—within living memory—when the economy sat at the center of political life. People argued about interest rates, tax burdens, trade deficits, and the weight of the national …
“The private sector’s hiring was much stronger than expected. Economists had forecast 115,000 jobs. Businesses added 209,000 jobs. The workforce participation rate climbed from 62.4 percent to 62.5 percent. The average workweek lengthened, a sign of increased demand for labor. Average hourly earnings rose 0.3 percent compared with February and 3.8 percent compared with a …
ISM services index slips to 50.8% from 53.5% The service side of the U.S. economy, known as its engine, grew in March at its slowest pace in nine months, reflecting government spending cuts and uncertainty among businesses spawned by U.S. tariffs. The services index compiled by the Institute for Supply Management dropped to 50.8% in …
Downgrade fever is here. It’s coming in from private sources as well as central banks, in the US as well as outside of it. The global economy’s loss of momentum has become too much to ignore any longer. While that just means everyone will blame tariffs, all those are doing is waking everyone up to …
by Michael The global trade war is officially heating up. President Trump just unveiled a series of tariffs that were higher than expected, and business leaders all over the world are absolutely stunned. For many of those that have made a killing importing goods into the United States, their businesses have now been ruined. For many …
"The U.S. economy may look rosy on the surface, but under the hood, it’s supported by just three pillars, writes Bleakley Financial Group’s Peter Boockvar: spending by the rich, spending by the government, and anything to do with artificial intelligence." Do you agree? — unusual_whales (@unusual_whales) April 2, 2025 The U.S. economy might look vibrant …
The Trump Administration doesn't understand how much government, consumers and financial markets depend on the global subsidy of low-cost imported goods. They are the foundation of our house of cards economy. Once it topples, removing the tariffs won't put it back together again. — Peter Schiff (@PeterSchiff) April 2, 2025 By definition, Trump's tariffs will …
Trump’s stimulus kept the economy afloat in 2020. Biden inherited the benefits, rode the bull market, and walked away before the cracks turned into craters. Now, Trump is back at the wheel, facing an economic mess that was years in the making. Biden’s presidency was defined by easy money. Checks were sent, loans were paused, …
By Graham Summers, MBA | Chief Market Strategist I warned that the Fed was going to break something. Well, things are starting to break. The latest round of economic data was disastrous. Consumer confidence collapsed to its lowest reading since January 2021. As if that wasn’t bad enough, the Expectations Index, which is based on consumers’ …
