CRACKS APPEARING IN THE FINANCIAL GIANTS

Jim Ferguson @JimFergusonUK 🚨 BREAKING: CRACKS APPEARING IN THE FINANCIAL GIANTS For the first time in its history, BlackRock’s $26 billion HPS Corporate Lending Fund is facing major withdrawal pressure. Investors requested $1.2 billion in redemptions in a single quarter …

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Household financial stress accelerates nationwide – 4.8% of all US household debt is now delinquent, the highest rate in nearly a decade. consumer bankruptcies surge 11%.

Nearly half of Americans in a new WalletHub survey said their household can’t manage more debt, while more than one-third said they expect to have higher balances by the end of 2026. Fifty-three percent of households said the struggle the …

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Consumers hit hardest by AI have no financial buffer, 401k withdrawals surge 365%, emergency savings hit 15-year low. Waller: Weak labor market to continue. CEOs warn significant AI-driven job cuts ahead.

Macro vulnerability increasing ahead of automation wave. The consumer most exposed to AI displacement already has no financial runway. Before a single layoff announcement, 401k hardship withdrawals are 365% above baseline. Emergency savings at a 15-year low. Credit card delinquency …

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Financial WMD: How Iran Could Trigger a Global Economic Collapse; Warren Buffett once referred to derivatives as ‘financial weapons of mass destruction.’ He feared most was how a sudden, unexpected market shock could set off a dangerous chain reaction.

via Nick Giambruno Warren Buffett once referred to derivatives as “financial weapons of mass destruction.” He wasn’t being dramatic—he was warning that if things went wrong, these complex financial instruments could cause massive, far-reaching damage to the global economy. What …

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Insanity: U.S. consumer sentiment has collapsed to Great Financial Crisis levels, and the economy now relies on older Americans more than ever.

This is insane The US economy is now reliant on older Americans more than ever before pic.twitter.com/PE0U2wf7sI — Cheddar Flow (@CheddarFlow) February 20, 2026 US Consumer Sentiment collapses to levels not seen since the Great Financial Crisis pic.twitter.com/kMt4jDRY50 — Darth …

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Microsoft sitting on piles of Nvidia chips. explosive lawsuit alleges hidden risks, misleading statements, and secret financial stress tied to massive AI loans. They will tell you, “We never saw it coming.”

Lawsuits do not mean guilt, but they do mean someone thinks the books were dressed up while risk was buried. If AI demand slows or financing tightens, this kind of leverage does not unwind politely. They will tell you, "We …

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For Trump to be panicking like he is about the housing market, it must be even more fucked than we thought. Credit card spending drops again in November, consumers signal fear of job losses.

It's plausible deniability through pretend stupidity. There's no way someone that smart about money didn't know that the covid bank bailout was going to cause rampant inflation. pic.twitter.com/ObOqknbTns — Ilgephelfis 🐸🤡👽🎻🎶 (@ilgephelfis) January 12, 2026 That Powell is forced to …

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Scott Bessent just announced the Internal Revenue Service is launching MASSIVE AUDITS of financial institutions that facilitated the laundering

🚨 BREAKING. Scott Bessent just announced the Internal Revenue Service is launching MASSIVE AUDITS of financial institutions that facilitated the laundering of Minnesota funds. Read that again. Banks. MSBs. Financial middlemen.Anyone who helped move dirty money is about to get… …

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Everything is breaking records at the same time. Cutting rates now doesn’t fix the problem, it pours gasoline on it. Nothing screams impending financial Armageddon more than precious metals going parabolic.

Everything is breaking records at the same time and that’s not strength, that’s stress. When stocks, gold, debt, and delinquencies all hit highs together, it means the system is being force fed cheap money. Cutting rates now doesn’t fix the …

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IBM’s CEO says trillions spent on AI data centers can’t pay off at today’s costs. The Bank of England warns AI is creating new financial risks in lending.

Arvind Krishna, CEO of IBM, has argued that the recent surge in spending by Big Tech on AI-data centers is economically unrealistic. On the “Decoder” podcast he estimated that building and fully outfitting a one-gigawatt AI data center costs about …

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World central banks have cut rates over 300 times in the past 2 years, the most this century, and global financial conditions are now the easiest they’ve been since 2021.

‼️Global central bank rate cuts are running ABOVE the Great Financial Crisis pace: World central banks have cut rates 316 times over the last 2 years, the most THIS CENTURY. Following the Financial Crisis response, they cut 313 times in …

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