Independent thinking for complex markets and current events
Private payrolls grew by only 98k jobs in June according to ADP report. Economists had expected closer to 118k jobs. One retail giant cuts 15k staff to protect margins amid sluggish hiring. Planned layoffs dropped but overall job market stays weak. Unemployment rate holds steady at 4.3 percent for now. Job market is cooling faster …
People fading the GOAT… — Stocktwits (@Stocktwits) March 16, 2026 Nvidia GTC: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through ’27 At Nvidia’s annual developer conference on Monday, CEO Jensen Huang took the stage to a packed house and said he expects purchase orders between Blackwell and Vera Rubin …
JUST IN: Punxsutawney Phil's handlers have announced that the weather-predicting groundhog saw his shadow, forecasting six more weeks of winter. Read more: https://t.co/ul1lfFeWcR pic.twitter.com/qtghn96A9P — ABC News (@ABC) February 2, 2026 Since records began in 1887, Punxsutawney Phil has made 139 predictions (up to 2025). He’s seen his shadow 107 times (more winter) and not …
OpenAI has reportedly lifted its projected cash burn to $115B through 2029, up $80B from earlier forecasts, per The Information. The AI firm expects to burn $8B this year, $17B in 2026, $35B in 2027, and $45B in 2028 as it scales data centers and chips. pic.twitter.com/dB4gGBz5Qf — Wall St Engine (@wallstengine) September 8, 2025 …
by confoundedinterest17 So much for the defeatist mentality in the main stream media, Congress and economists! The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2025 is 3.5 percent on August 29, up from 2.2 percent on August 26. After recent releases from the US Census Bureau and the …
EIA now sees Brent crude falling below $60 by the end of 2025 and averaging around $50 through 2026. https://www.eia.gov/pressroom/releases/press573.php The US rig count is already in freefall. It’s down to 411 this week, from 487 in January. Back in December 2022, there were 780 rigs running. That’s a 52% collapse. https://tradingeconomics.com/united-states/crude-oil-rigs OPEC+ has reversed …
Trump forecasts ‘50-50 chance’ for EU trade deal, lower chance with Canada — and floats ‘rebate’ for some Americans https://t.co/xLxsTw1y5I pic.twitter.com/tfmXevE7Md — New York Post (@nypost) July 25, 2025 WASHINGTON — President Trump told reporters Friday that the US has a “50-50 chance” of reaching a trade deal with the European Union ahead of an …
Core Retail Sales (Month-over-Month) Actual: -0.3% Forecast: 0.2% Previous: 0.0% Export Price Index (Year-over-Year) Actual: 1.7% Forecast: Not available Previous: 1.9% Export Price Index (Month-over-Month) Actual: -0.9% Forecast: -0.1% Previous: 0.1% Import Price Index (Month-over-Month) Actual: 0.0% Forecast: -0.2% Previous: 0.1% Import Price Index (Year-over-Year) Actual: 0.2% Forecast: 0.1% Previous: 0.1% Retail Control (Month-over-Month) Actual: …
Florida just became the second-biggest state to restore gold and silver as legal tender. Meanwhile, Germany’s central bank is suspicious of the Federal Reserve, and BofA analysts issue an eye-popping forecast. Is this the beginning of a global monetary realignment? By Peter Reagan Your News to Know rounds up the most important stories about precious …
BREAKING: US Consumer Confidence surges, exceeding expert predictions by double digits. pic.twitter.com/4mr4RdKGpq — Election Wizard (@ElectionWiz) May 27, 2025 Consumer Confidence 98.0, Exp. 87.1, Last 85.7 UMich's Marxism department: pic.twitter.com/YUTqms0uGT — zerohedge (@zerohedge) May 27, 2025 But now pay later firms reports customers are not paying back their loans. LOL — tic toc (@TicTocTick) May …
When the carry trade unwind inevitably comes, it’s going to be incredible to watch. — Middle Man (@npresc) May 22, 2025 UK now Japan 🫣 pic.twitter.com/qhfg0nK6YU — TT3 (@TradingThomas3) May 23, 2025
A new $4,800 gold forecast just got topped by JPMorgan’s $6,000 gold scenario. Meanwhile, central banks are hoarding bullion and we assess a new gold-backed currency offering. Here’s a review of the forces driving gold’s price higher… By Peter Reagan Your News to Know rounds up the most important stories about precious metals and the …
1) On a month over month basis, home values dropped in 24 of 50 states in March. The drops in value were most concentrated in the Sun Belt and Mountain West, as well as California. pic.twitter.com/xOuFYpoPNq — Nick Gerli (@nickgerli1) April 17, 2025 4) In Tampa, values are already down -3.3% over the last year. …
China secretly bought 50 tonnes of gold in February… PBOC reported just 5 tonnes — real number 10x higher, per Goldman Sachs… China reported 5 tonnes of gold purchases in February (160k oz per PBOC).China actually bought 50 tonnes of gold in February (per GS) pic.twitter.com/oQifGszNcQ — zerohedge (@zerohedge) April 13, 2025 Goldman Sachs upgrades …
Already off to a breathtaking start this year, gold’s price continues to climb. Amid fears of a trade war and the global dedollarization drive, here’s how much higher analysts think it will go… By Peter Reagan Your News to Know rounds up the most important stories about precious metals and the overall economy. This week, …
Tech giants rethink the future… cc: @Dr_Gingerballs @DarioCpx @RealJimChanos pic.twitter.com/k0tc6pnf8R — Gordon Johnson (@GordonJohnson19) March 26, 2025 JIM CRAMER JUST TOLD NVIDIA $NVDA INVESTORS TO PREPARE FOR ‘TURBULENCE’ – CNBC pic.twitter.com/ezPTeeisqZ — Evan (@StockMKTNewz) March 26, 2025 Microsoft, $MSFT, has cancelled new data center projects in the US and Europe, per Bloomberg. — unusual_whales (@unusual_whales) …
It looks like a bull flag has formed in CDX HY spread. If that's the case, the real fun is about to start. pic.twitter.com/RuFD8oObMP — Michael J. Kramer (@MichaelMOTTCM) March 26, 2025 So far, the “buy the dip” behavior from retail is very similar to Q1 2022. The $SPX didn’t bottom until Q4 2022. $SPY …
4/ Trump even stated he wouldn’t rule out a recession in 2025 That added fuel to the sell-off as investors reassess US economic growth Especially under a president who is less focused on short-term economic prosperity pic.twitter.com/M3lDTxZm1Y — Bravos Research (@bravosresearch) March 22, 2025 6/ Google Trends data shows searches for "recession" have spiked to …
The paper, “Superintelligence Strategy,” posits that rapid advances in AI are poised to reshape nearly every aspect of society, but that governments see them as a means to military dominance, which will drive a “bitter race” to maximize AI capabilities. The paper claims that the development of a “superintelligent” AI surpassing humans in nearly every …
by Mike Shedlock A group of 76 economists upped their inflation forecasts through 2027. Trump’s Return Nudges Economists’ Inflation Outlook Higher The Wall Street Journal reports Trump’s Return Nudges Economists’ Inflation Outlook Higher Economists are starting to model the effects of President-elect Donald Trump’s plans to raise tariffs, cut taxes and restrict immigration. The upshot: Inflation …
Gold’s already had six fantastic years – dare we hope for the bull run to continue? Goldman Sachs weighs in, forecasting another two years of growing gold prices (at least). Here’s why Goldman thinks the bull run may just be getting started… By Peter Reagan Your News to Know rounds up the most important stories …
#NEW The Economist 2024 election forecast update 🔴 Trump: 56% 🔵 Harris: 44% Battleground estimates: 🔵 MI: Harris+0.5 🔴 NV: Trump+0.2 🔴 WI: Trump+1 🔴 PA: Trump+1 🔴 GA: Trump+2 🔴 AZ: Trump+2 🔴 NC: Trump+2 https://twitter.com/EricLDaugh/status/1851362999337902142
IMF forecasts, Canada will be fastest growing economy in G7 in 2025 🤣 https://t.co/lU8nK2w8Vb — Financelot (@FinanceLancelot) August 13, 2024 Interesting, to see this data. People in the UK should be asking their leaders, why the low growth? pic.twitter.com/9ZQkAkKRUS — floridanow1 (@floridanow1) August 13, 2024
A growing number of African countries are turning to gold to hedge geopolitical risk and protect against currency losses. Nigeria, Uganda, Zimbabwe, Madagascar, and several other African nations have made moves to increase gold reserves, bring their gold home, and even back their currencies with the yellow metal. South Sudan is the latest country to …
The Fed could slash rates by 200 points over 8 straight meetings as the economy heads for a sharper downtrend, Citi, $C, has said. — unusual_whales (@unusual_whales) July 15, 2024 FED'S GOOLSBEE: INTEREST-RATE CUTS ARE SOON WARRANTED – WSJ. — FinancialJuice (@financialjuice) July 15, 2024 NY Fed: manufacturing remains in contraction yet again for July …
https://twitter.com/RJRCapital/status/1798703003391980014 The European Central Bank (ECB) recently made a decision to cut interest rates by 25 basis points. Specifically, the main interest rate was reduced to 3.75%, while the main refinancing rate and the marginal lending facility rates were also adjusted. B/c the two are related… https://t.co/5GohABBJJj — E.J. Antoni, Ph.D. (@RealEJAntoni) June 6, 2024 …
Observation: Stocks are making their numbers but lowering guidance. These companies are warning you the economy is slowing down. Stocks are priced for perfection which is why the reactions to bad guidance are so violent. — QE Infinity (@StealthQE4) May 30, 2024 Stocks are meeting their current numbers but issuing lower guidance, signaling a slowdown …
Coffee making another run for all-time highs pic.twitter.com/wjNgaIknez — Barchart (@Barchart) May 29, 2024 Back in December – February not a single bank on Wall Street was close to the current market forecasts of just 1 rate cut in 2024 UBS even expected rate reductions of 2.5% (10 cuts equivalent) Incredible how all of them …
Citigroup and JP Morgan forecast significant gains for gold, with projections reaching $3,000 and $2,500 per ounce respectively within the next year. Meanwhile, UBS warns of a potential 6.5% Fed rate hike amid persistent inflation, triggering concerns of a selloff in both bond and stock markets. As cocoa prices hit record highs, surpassing $10,500 per …
In China Adidas expects a stronger recovery, with sales growing at a double-digit rate after an 8% increase in 2023. Read more: https://t.co/Uhbm4Profe — unusual_whales (@unusual_whales) March 15, 2024 Go woke, go broke. Shareholder lawsuits willl follow. — Elon Musk (@elonmusk) March 15, 2024 I wonder what happened pic.twitter.com/mjDBYenJ4G — Natalia Soria (@natysoria) March 15, …