“At some point you reach a point of no return where re-opening of Strait is too late to avoid shifting inflation/interest rate expectations. That is now probably a matter of weeks away. This realization could provide the pretext for stocks to retest lows.” – Connor Broadley

We are past that point…Japan hurting…Europe hurting..we’re hurting https://t.co/Q0u8U8ceiV — Nicholas Mugalli (@RealNickMugalli) May 3, 2026 Inflation is on the way back up 🔥🔥🔥 Buckle up. pic.twitter.com/e6raSx52xu — QE Infinity (@StealthQE4) May 3, 2026 1/ This is what $200 per …

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Mag 7 hyperscalers crush Q1 expectations

Alphabet, Microsoft, Amazon, and Meta all report massive beats after the bell… Google Cloud explodes 63%; Azure hits 40%; AWS speeds to 28% growth… Total “Mag 4” cloud backlog now north of $1 trillion as enterprise AI takes root… Market …

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Inflation expectations over the next 12 months plunge from over 5% to under 3.5% according to the Bond Market. Institutions are loading up on call options at the fastest pace ever recorded

Inflation expectations over the next 12 months plunge from over 5% to under 3.5% according to the Bond Market byu/RobertBartus inEconomyCharts Institutions are loading up on call options at the fastest pace ever recorded 📈🤯👀 pic.twitter.com/y6QmeCNC70 — Barchart (@Barchart) April …

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Japan GDP report misses expectations.

Japan’s economy grew 0.1%, both on a quarter-on-quarter and a year-on-year basis. This brought the economy back to growth, but missed expectations. The expansion also helped Japan avoid a technical recession. Japan’s economy grew 0.1% in the fourth quarter of …

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BANKS’ EXPECTATIONS FOR THE FED DECISION

MORGAN STANLEY Now expects cuts in Dec, Jan, and April to reach 3.0–3.25%. • Statement to signal risk-management cuts are done. • Several dissents expected. • No major change to dots. JPMORGAN Also expects a “hawkish cut.” • Statement to …

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Fed inflation expectations rise, Powell’s Jackson Hole speech looks awkward. How loose do they want things to get with core inflation above 3% and rising?

Fed’s Common Inflation Expectations Index just got updated and makes JPOW’s JH speech look even more awkward, if at all possible pic.twitter.com/xh36qnP5nW — KKGB (@INArteCarloDoss) August 27, 2025 https://twitter.com/NorthmanTrader/status/1960748123900252638 “No consumer price inflation” Is this a comedy act? Show me …

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Grocery prices now change 100 times a day. Crypto thefts top $2.17B. Housing just posted its worst spring in 13 years. Buffett Indicator hits 212%. Inflation expectations rising.

Grocery prices now change 100 times a day. Walmart’s electronic shelf labels are live in 1,000+ stores, with 2,300 targeted by December. Kroger’s rollout is ahead of schedule. Labels update based on time, inventory, competitor pricing, and weather. USDA’s July …

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Fed warns of inflation risks, recession almost likely under current forecast, tariffs expand beyond expectations, policymakers face economic dilemmas

*FED STAFF SAW RECESSION “ALMOST AS LIKELY’ AS MAIN FORECAST *FED MINUTES: TARIFFS MUCH LARGER, BROADER THAN EXPECTED pic.twitter.com/GoXICkMydr — Investing.com (@Investingcom) May 28, 2025 Federal Reserve officials are raising concerns over inflation, tariffs, and the weakening labor market. The …

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Market overvalued and overbought, with bearish price action now confirmed. Americans’ 1-year inflation expectations surge from 2.6% to 5.0% in three months.

Market overvalued ✅Market overbought ✅Bearish price action confirmation ✅ pic.twitter.com/G9f275GkAt — Guilherme Tavares (@i3_invest) April 1, 2025 Linkhttps://t.co/uFMsfLLbSj pic.twitter.com/0CnpwQeJ5J — QE Infinity (@StealthQE4) April 1, 2025 ISM Prices Paid pic.twitter.com/q2t24pHB4d — Don Johnson (@DonMiami3) April 1, 2025 Bond investors are …

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