Independent thinking for complex markets and current events
Borrowing costs surged again this morning, the 30-year fixed rate hit a new spring high as the bond market reacts to wartime energy spikes… Freddie Mac reports the three-week slide in rates is officially over, the 10-year Treasury yield is dragging home ownership out of reach for thousands… Active listings have finally breached the 1-million …
UPDATE: Trump on Iran proposal: It’s not acceptable to me. I’ve studied it, I’ve studied everything – it’s not acceptable. — First Squawk (@FirstSquawk) May 3, 2026 The President told reporters in Miami he’s looking at the “concept” of Tehran’s deal, military strikes remain a possibility if they misbehave… Truth Social posts show Trump is …
BLOOD IN THE WATER. 🩸 Trump administration just proposed a 0.09% "increase" for 2027 Medicare Advantage rates. In the world of medical inflation, a 0.09% bump isn't a "flat rate", it’s a brutal funding cut. The reaction was instant:$UNH: -9% 📉$HUM: -13% 📉$CVS: -9% 📉 pic.twitter.com/wU1qBIAtfI — Lia Holmgren (@Liathetrader) January 27, 2026 Breaking: Trump Administration proposes keeping steady the rates …
European – Parliament has chosen to freeze the approval of a US trade agreement. It writes the news agency AFP and the French media Le Monde. The US-EU trade agreement was concluded in July. https://nyheder.tv2.dk/live/business/2025-03-12-trumps-toldkrig-og-uro-paa-finansielle-markeder/europa-parlamentet-fryser-handelsaftale-med-usa?entry=8a2d6abe-5c45-4d68-9f3a-fc2fb3ec1765
ANDREW CUOMO: THE NY MAYOR HAS NO ABILITY TO FREEZE ANYBODY’S RENT, IT’S ALL BS “The mayor is going to freeze the rent. First of all, the mayor has no ability to freeze anybody’s rent. It will have no consequence. We’re going to have a government-owned grocery store, one in each borough. Five grocery stores …
The US housing market is frozen: Only 28 out of every 1,000 homes, or 2.8%, changed hands in the first 9 months of 2025, the least in at least 30 years. The turnover rate has declined -38% since the 2021 peak, when 44 out of every 1,000 homes were sold. By comparison, the rate stood …
Mamdani is now releasing campaign videos in Arabic promising free transportation and to freeze the rent pic.twitter.com/4vvUqSEfYg — Libs of TikTok (@libsoftiktok) November 2, 2025 Why though? NYC Arabs already will vote for him And it might turn away more moderate voters h/t Newsperson
ALBANY – Gov. Kathy Hochul declared a “food emergency” across the state Thursday as SNAP benefits for needy New Yorkers will stop this weekend due to the federal shutdown. An additional $65 million will be freed up to go to food pantries, soup kitchens and other emergency food providers across the state as the federal …
🚨HOLY COW: Sen. Rick Scott is now working to SUSPEND all paychecks for members of Congress during a Govt. shutdown. "We shouldn't get paid if we don't do our job." Do you agree with Sen. Scott? pic.twitter.com/yyNDcCqWnE — Carter Hughes (@itscarterhughes) October 27, 2025 FLORIDA, USA — “If you don’t show up and do your …
$BNP crash wasn’t in my bingo card today, does anyone know what’s going on? Have they frozen again 2 funds investing in subprime by any chance? 😬 https://t.co/u1hN78T0zJ pic.twitter.com/Invn2dv6Zm — JustDario 🏊♂️ (@DarioCpx) October 20, 2025 Shares in BNP Paribas fell to a six-month low on Monday after the French bank lost a case linked …
Housing markets "freeze" before they crash. Why? Because its an illiquid market primarily owned by broke morons who can't do basic math. https://t.co/5DlojhK7My pic.twitter.com/rjnEclAoap — Darth Powell (@VladTheInflator) October 8, 2025 Homebuyers Are Canceling Deals at a Record Rate. Here’s Why. Nearly 70% of Americans think the economy is on the ‘wrong track’ and it’s …
🚨 BREAKING: President Trump has just appealed to the SUPREME COURT, asking permission to freeze billions of dollars in foreign aid. He had to do this because an activist judge declared themselves president and ordered Trump to spend the aid money. OVERTURN. pic.twitter.com/Pt4uZ35afk — Eric Daugherty (@EricLDaugh) September 8, 2025 The Trump administration asked the …
by Martin Armstrong Trump-appointed EPA Administrator Lee Zeldin has been attempting to freeze $16 billion in federal funds that the Biden Administration granted to climate change NGOs. Project Veritas revealed that the Environmental Protection Agency (EPA) deliberately gave away BILLIONS in funds prior to Trump taking office. In a major win for the American public, the U.S. …
A federal judge on Wednesday stopped the Trump administration’s attempt to axe $2.2 billion in research funding for Harvard University.
Nvidia’s Jensen Huang offered the White House $500 billion to keep China’s market open. Trump pushed for even more. That shows just how high the stakes are for both sides in this tech standoff. https://www.wsj.com/articles/nvidia-ceo-jensen-huang-white-house-china-chip-sales-500-billion-investment-4f3a2b7a $NVDA – From WSJ REPORT: NVIDIA CEO JENSEN HUANG SOUGHT WHITE HOUSE OK TO SELL CHIPS IN CHINA, OFFERED $500B …
The government says housing migrants in hotels is temporary. But people working their asses off live hand to mouth while thousands get rooms with fresh sheets and free meals. Trump said, “They’re putting people in luxury hotels and other people that are working their a—- off are living from hand to mouth.” https://www.foxnews.com/politics/trump-rips-luxury-hotels-migrants-american-citizens-living-hand-mouth He added, …
The Bank of England, in coordination with European supervisors, is now asking major banks to run internal stress tests for a once unthinkable scenario: a full scale U.S. dollar funding shock. This includes modeling situations where access to dollar liquidity, even via swap lines could freeze entirely. These requests, made quietly through the BoE’s Prudential …
Ukraine’s military supply chain just hit a wall. The Pentagon froze shipments of key weapons to Kyiv, including Patriot interceptors, Stingers, and HIMARS rounds. The pause wasn’t announced. It landed without warning. Ukrainian officials summoned the U.S. chargé d’affaires in Kyiv on July 2 to demand answers. The Foreign Ministry said delays “will only encourage …
The warning signs are never loud. They come in quietly, with subtle changes that most overlook. A company does not flip a switch and lay people off the next day. It builds toward it slowly. And for those paying attention, the shift is obvious. It begins with silence in the careers section. Jobs that were …
The White House has put itself and the country in a bad situation but doesn’t realize it yet. Around April 10th China to USA trade shut down. It takes ~30 days for containers to go from China to LA. 45 to Houston by sea, 45 to Chicago by train. 55 to New York by sea. …
This is a major signal. Homes sitting on the market for 47 days longest in 6 years isn’t just about high mortgage rates. It’s about liquidity freeze in the real economy. Buyers can’t afford to stretch, sellers don’t want to cut, and volume is collapsing as a result. This kind of… https://t.co/E8sPDxFwNH — EndGame Macro …
The supply of many foreign-made goods into the US is likely to grind to a halt as a result of President Trump’s tariffs, sources told The Post Monday. A baseline tariff of 10% was applied to many countries Saturday, with heftier percentages applied to the “worst offenders,” which levy high tariffs on US goods they …
We could see a limit down day tomorrow based on the budget freeze — QE Infinity (@StealthQE4) January 28, 2025 Recession guaranteed after today’s Federal Funding Freeze? You decide. pic.twitter.com/0s36NT0gFz — QE Infinity (@StealthQE4) January 29, 2025 White House rescinds federal funds freeze memo… The White House formally rescinded a controversial memo that had ordered …
Heavy snow, sleet, and freezing rain will cause major problems this weekend and early next week. Severe weather and tornadoes are possible on Sunday across the south. Another winter storm is possible toward the end of next week further south. ARCTIC OUTBREAKS TO FREEZE 250 MILLION IN COLDEST JANUARY SINCE 2011 (Newsweek) The United States …
Junk-Loan Worry Market Commentary Dec. 26: A reason that the Fed will be cutting key interest rates is that U.S. companies are now defaulting on junk loans at the fastest rate in four years. Specifically, the default rate in the leveraged loan market, the bulk of which is in the U.S., rose to 7.2% in …
Hedge fund manager and macro-economic expert Hugh Hendry has alerted the banking system and the American economy as a whole. Article by Belle Carter, republished with permission from Naturalnews.com “President Joe Biden’s administration may be looking at ways to lock down your checking account, literally ban withdrawals from the banking system,” he warned. In a …
That’s a wrap on record-setting Democratic fundraiser for Joe Biden’s reelection campaign (netting $28M). Former President Barack Obama and President Joe Biden offer final waves to Peacock Theater crowd as Obama then grabs Biden’s hand to lead him offstage following 40-minute… pic.twitter.com/xbE2jf3jdz — Chris Gardner (@chrissgardner) June 16, 2024 Debate is June 27th https://www.azcentral.com/story/news/politics/elections/2024/06/15/when-is-the-presidential-debate-what-to-know-about-biden-trump-event/74100661007/ h/t …
video of President Joe Biden standing still during a Juneteenth event is garnering a lot of scrutiny on social media. The footage, shared by the GOP governing body, the Republican National Committee (RNC), shows Biden standing still at the event while others around him, including Vice President Kamala Harris, dance to music playing. Why isn't …
by Michael This is a very bad time for those that work in the real estate industry. Thanks to the Federal Reserve, mortgage rates are much higher than they were a couple of years ago, and this has deeply frozen America’s housing market. Millions upon millions of U.S. homeowners are currently paying off fixed rate mortgages …
via kmph: Employees at Fosters Freeze in Lemoore are out of a job. Assistant General Manager Monica Navarro says she was called Monday morning by her boss who was at the restaurant to open, only to find the locks were being changed. Navarro said she thought it was an April Fools joke. “I was so …