Rater hike estimates are falling fast as inflationary pressures ease.
Rater hike estimates are falling fast as inflationary pressures ease. via Bloomberg pic.twitter.com/TOoAoQzwej — Daniel Lacalle (@dlacalle_IA) July 6, 2026
falling
Iran deal is falling apart already
Iran claims the agreement forces permanent ceasefire there right now Israel flat out rejects it and says Lebanon stays their fight Senior Israeli official warns they won’t accept even if it sparks clash with Trump Netanyahu already told US Israel is not signing on IRAN’S SECURITY COUNCIL SAYS US-IRAN DEAL INCLUDES IMMEDIATE AND PERMANENT END …
Our supply chain is falling apart
The Strait of Hormuz is locked down and that means the cheap-goods party is officially over… Shipping costs are through the roof and they aren’t coming down anytime soon… The shelves at the big stores are already looking a little bare and it’s going to get worse… Companies are realizing that the old way of …
The Cleveland Fed’s CPI nowcast has reached the highest level in three years. Fed futes now believe by next July there is a 75% chance of one or more rate hikes. Gas prices remain ATH’s despite falling oil prices
We are trapped in a cycle where the cost of living keeps climbing while the central bank pretends they have the situation under control. They keep talking about “transitory” issues while the grocery bill and the gas pump tell us the real story: our currency is losing its punch, and they are out of tools …
People Keep Falling For False Rumors About A Peace Deal, But The Truth Is That All-Out War Is Coming
by Michael It just keeps happening over and over again. False rumors about a peace deal between the United States and Iran start circulating, and a lot of people out there just keep falling for it. How many times is this going to play out? Look, the reality of the matter is that Iran is …
30yr yield at 5% is desperation. The dominoes are falling.
I shared this last week. So old news (to me) anyway. 30yr yield at 5% is desparation. The dominoes are falling. – Wynn https://t.co/Jnnhhac7tB — James Wynn (@JamesWynnReal) May 19, 2026 US margin debt surged +$83 billion in April, to a record $1.3 trillion. Over the last 12 months, margin debt has risen +$453 billion, …
Once again, an out-of-touch rich boomer is lecturing young people. Young Americans are working full time and still falling behind.
Kids work harder than ever and get poorer, system rigged against the young. A Chipotle burrito costs $15. Ground beef is $7 a pound. Inflation is financially crippling Gen Z. Once again, an out-of-touch rich boomer is lecturing young people. https://t.co/SeU5MFrKaC — Nicholas J. Stelzner (@stelzner_n1150) May 18, 2026 “Boomers think we’re lazy. We’re trying …
Young Americans are falling behind on credit cards at the worst rate since 2009
Credit card delinquency rates among borrowers under 35 reached 8.2 percent in Q1 according to new Federal Reserve data. This is the highest level since 2009 for that age group. High interest rates and cost of living pressures are the main contributors. Banks are tightening lending standards in response to the rise. The economy is …
Boris Johnson – Falling birth rates aren’t a disaster, they’re the best bit of global news in a long time
Falling birth rates aren’t a disaster, they’re the best bit of global news in a long timehttps://t.co/mEBocMP0hi — Boris Johnson (@BorisJohnson) May 1, 2026 In a new Daily Mail op-ed published today, he argues that falling global birth rates are “the best bit of global news in a long time” — not a disaster. He …
58 generations of cloned mice from one donor collapse after 1,200 animals with success rate falling to 0.6% and final generation dying within one day
Researchers successfully cloned a single mouse and then repeatedly cloned its descendants for 58 generations over two decades, producing more than 1,200 animals from one original donor. Yet the experiment ultimately ended in failure when the entire lineage collapsed due to accumulating genetic damage. This visual powerfully captures the central message of the study — …
S&P 500 just hit a new all-time high of $7,000 right in the middle of the worst energy crisis in decades. Since 1928, this is the first time the S&P has made new all-time highs in 11 days or fewer after falling 5-10%.
S&P 500 hits new all-time high as investors shrug off Iran war oil price spike The S&P 500 hit a new all-time high Wednesday, a remarkable turnaround for the broad-based stock index while the war with Iran continues and rising energy costs threaten global growth prospects. The S&P 500 closed higher by 0.8% pushing the …
It’s a bloodbath. Redfin reports record spike in cancellations. (20% falling through)… Mortgage refinance demand falls off a cliff.
Mortgage rates moved even higher again last week, as the war with Iran continues to stoke fears of inflation. As a result, total mortgage application volume fell again, down 10.4% from the previous week, according to the Mortgage Bankers Association’s seasonally adjusted index. The average contract interest rate for 30-year fixed-rate mortgages with conforming loan …
If The Economy Is So Strong, Why Are Millions Of Americans Falling Behind On Their Power Bills?
Four headlines appeared today that, when placed together, raise a question that economists and politicians rarely want to confront. More Americans are having their electricity shut off as unpaid bills pile up. Analysts are asking what the S&P 500 may be hiding about the real condition of the economy. Some economists are openly wondering whether …
Bonds falling when inflation is perfectly fine. When good news can’t push yields down, the problem isn’t inflation. It’s term premium.
TraderHC @traderhc We’re cooking. Bonds just sold off on a clean inflation print. Read that again. CPI came in benign. The 10Y still rose to 4.18%. When good news can’t push yields down, the problem isn’t inflation. It’s term premium. The market wants more compensation to hold long-duration government debt. $TLT breaking below its lower …
Existing Home Sales Stagnant for Over Three Years Despite Falling Mortgage Rates
Authored by Mike Shedlock via mishtalk, Home prices are still too unaffordable. Existing home sales have had no traction since declining to this level in October of 2022. Mortgage rates peaked at 7.62 percent in October 2023 over two years ago. The National Association or Realtors reports Existing-Home Sales Rise 1.7 Percent in February following a 5.9 …
The Brightest and Best are Falling the Fastest
The companies the experts claimed couldn’t fall are the ones falling the hardest now. by David Haggith You know the stock market is in a precarious spot when the hero of the market, Nvidia, issues a report on earnings that is variously called “stellar” and a “blowout,” yet it plunges more than 5%, sucking two …
Bitcoin keeps falling
🚨BREAKING: Bitcoin prices fell briefly below $63,000, to the lowest since February 6. Prices now approaching $60,000 again. Bitcoin is down -50% from its all-time high as massive liquidations continue. Where is the floor? pic.twitter.com/sne37pqfaI — Global Markets Investor (@GlobalMktObserv) February 24, 2026
Olympic medals are already falling apart 2026 Olympic
Organizers of the 2026 Winter Olympics say they’re investigating why medals are breaking — not even one week into the Games — after some athletes reported issues. Team USA alpine ski racing gold medallist Breezy Johnson revealed during a press conference that the ribbon of her sporting hardware had broken away from the metal shortly …
U.K. leader’s chief of staff Resigns over Epstein files. The dominoes are falling.
British Prime Minister Keir Starmer’s chief of staff resigned Sunday over the furor surrounding the appointment of Peter Mandelson as the U.K. ambassador to the U.S. despite his ties to Jeffrey Epstein. Morgan McSweeney said he took responsibility for advising Starmer to appoint Mandelson, 72, to Britain’s most important diplomatic post in 2024. “The decision …
U.S. long-term unemployment hits highest level in a decade outside the pandemic. US consumer savings are falling at an alarming pace.
US consumer savings are falling at an alarming pace: The US personal savings rate fell -0.2 percentage points in November 2025, to 3.5%, the lowest since October 2022. Excluding the March-October 2022 period, this is the lowest level since the 2008 Financial Crisis. This… pic.twitter.com/iru70ge4tp — The Kobeissi Letter (@KobeissiLetter) January 28, 2026 “Outside of …
Blue-collar Americans expect inflation near 7% despite falling rent and gas prices. BlackRock warns bonds no longer a safe hedge. This year will be tough. The dollar collapse is happening right now.
Here is the source of the vibecesson We have outright deflation in rent, gas, eggs and milk vs last year but blue collar workers are expecting the squeeze to continue… inflation expectations are near 7%! They aren’t thinking about 12m changes and saying problem solved. They… pic.twitter.com/i38oCwNB6P — The Long View (@HayekAndKeynes) January 28, 2026 …
The U.S. has growth without jobs and 2025 just proved it. The U.S. economy added only 50,000 jobs in December and a meager 584,000 jobs in all of 2025. Inflation is falling off a cliff.
It's starting to look like maybe an AI driven productivity boom. pic.twitter.com/UC6fxl3NcJ — infinite monkey (@RobertDobalina7) January 9, 2026 Inflation is falling off a cliff. It now sits at 1.9% The Federal Reserve must cut rates by another 100 basis points. pic.twitter.com/fitTVZs6lf — Anthony Pompliano 🌪 (@APompliano) January 9, 2026 JUST IN: The U.S. economy …
THE DOMINOES ARE FALLING
THE DOMINOES ARE FALLING One strike in Venezuela → Maduro gone. Next: Iran erupting in 100+ cities. Regime forces overwhelmed. Full revolution underway. The chain reaction:→ China retreats from Western Hemisphere, gets paid, Taiwan stays safe. → Cheap U.S. oil crushes Russia → Putin forced to end Ukraine war. → Mullahs fall → Reza Pahlavi …
The Bank of England will be disappointed by high UK mortgage rates and falling house prices
via notayesmanseconomics Hello again and a Happy New Year to you all. That theme links to today’s subject because the research student at the Bank of England morning meeting will have been hanging out the bunting for this, FTSE 100 opens back above 10,000 The FTSE 100 rose 0.4% to 10,008.06, propelled by gains in heavyweight producers. Shell climbed 0.9%, while …
Investors bet on falling Treasury yields with record call options
When that many people are leaning the same way, any hint of disappointment could blow up the trade and send yields swinging hard. Investors are betting Treasury yields will fall: Open interest in the US 10-year note March call options is up to a record ~171,150 contracts. These contracts pay off if 10-year Treasury prices …
The Fed just admitted it: rich Americans are spending more, poor Americans are falling behind… Households are spending without income growth.
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% of all spending on goods and services. Their concentration is even higher in new vehicle …
Texas may not provide five new republican seats as planned — because Latino support for Trump is falling.
The Republican plans to pick off five Democratic-held congressional seats in Texas once seemed like a sure thing. Not anymore. President Donald Trump’s flagging approval ratings, particularly among Latinos, and strong Democratic performance in this year’s special elections have changed both parties’ assumptions. Now, the cushion the Texas GOP drew into its new map – …
Can Oracle survive rising debt and falling cash flow while Broadcom battles Google in AI chips? Siegel warns AI works but tech spending may be massively overbuilt.
From the recent earnings of Oracle and Broadcom, two things have become unmistakably clear. For Oracle, debt has surged nearly 50%, while operating cash flow is declining—a troubling combination that markets quickly punished. The stock fell roughly 11% after the earnings release. For Broadcom, the issue is different: Google’s TPU chips are now creating real …
Container import bookings into the US are down 16% YoY; Used car prices falling back to “Liberation Day” levels
https://twitter.com/spice1975503/status/1992215378181619837 Major retailers warn of slowing consumer spending and cut forward orders Nov 19 (Reuters) – Target (TGT.N), opens new tab reported a bigger-than-expected drop in comparable sales on Wednesday and offered a wide range of profit outcomes for its holiday quarter, as it cuts prices and makes investments to appeal to cash-strapped U.S. consumers. …
1-yr CPI swaps are falling rather noticeably…
1-yr CPI swaps are falling rather noticeably.. pic.twitter.com/BCqoN4fPRh — Michael J. Kramer (@MichaelMOTTCM) November 19, 2025 Grok: 1-year CPI swaps are financial contracts betting on future inflation (Consumer Price Index). The rate falling means markets expect lower inflation over the next year—currently around 2.58%, down 3.26% recently. This could signal economic cooling, Fed policy impacts, …