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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% …
via notayesmanseconomics Today the European Central Bank has a policy meeting and not much is expected apart from them wishing everyone a Merry Christmas. Actually in its own way that is a defeat as surely it should be Felix Navidad. …
Weak demand, falling property investment, and slumping consumption. China’s retail sales and industrial output missed forecasts in November, highlighting weak domestic demand. Fixed-asset and property investment slumped further, marking the sharpest downturn since 2020. Policymakers pledged support, but analysts remain …
https://twitter.com/NorthmanTrader/status/1998841788585365948 Fed Chair Powell: Total PCE rises rose 2.8% over the 12 months ending in September. Excluding the volatile food and energy categories, core PCE prices also rose 2.8%. These readings are higher than earlier in the year, as inflation …
by confoundedinterest17 The US economy is goin’ home! The hysteria about tariffs is nonexistant. Latest estimate: 3.5 percent — December 05, 2025 The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the third quarter of 2025 is 3.5 …
Read more: https://t.co/2YyHIZcWMw. — More Perfect Union (@MorePerfectUS) November 25, 2025
MORGAN STANLEY: BUY THE DIP NOW FOR 2026 GAINS Michael Wilson says the current stock market pressure is a tactical correction caused by Fed liquidity jitters, NOT fundamental deterioration. 🔸 The damage “under the surface” suggests the correction is nearing …
SEC. LUTNICK: THE U.S. GDP WILL HIT 6% “The construction jobs alone, you can’t invest $3 trillion a year without driving our GDP off the charts. You are gonna see fours, you’re gonna see fives, and you’re gonna see 6% …
https://twitter.com/tweet4Anna_NAFO/status/1982936867071832397 Russian businesses’ profits fell 8.3%, or 1.6 trillion rubles ($19.9 billion), in January-August, according to Rosstat. “As economic growth slows and revenues shrink, Moscow can no longer ramp up fiscal stimulus and is instead imposing austerity measures that threaten …
The entire economy runs on credit, and when it seizes up, this whole economy goes caput. Banks warning about private credit quality while funding its growth: Wells Fargo: $60B lent to private creditBofA: $33BPNC: $30BJPM: $22BTotal: Nearly $300B Can’t raise …
Junk bonds are high-risk corporate debts offering higher returns to investors. The chart shows their yields (interest rates) had been falling for 4 months—a positive sign of lower perceived risk—but recently spiked to 6.84%, breaking that downtrend. Implications: Rising yields… …
Authored by Mike Shedlock via mishtalk, Consumer credit is weak in nominal terms and negative in real terms. Nominal Consumer Credit, Data from the Fed, Chart by Mish Nominal consumer credit has started to flatline. In real terms, credit is …
The American economy is not drifting. It is running headfirst into a wall and the passengers are just realizing the brakes are gone. Seventy percent of Americans say the economy is on the wrong track, but that doesn’t capture the …
via notayesmanseconomics It is a theme of these times that we see Western governments struggling. We started the week with the effective appointment of a new Japanese Prime Minister and we also had the fall of a French Prime Minister …
Politicians celebrate GDP gains as proof of a strong economy. But if “growth” just means paying more for groceries, gas, and utilities, are we really better off? Here’s why GDP is a mirage – and why what happens to “the …
Authored by Charles Hugh-Smith via oftwominds, If “growth” is all that matters, that leads to depending on credit and asset bubbles, which are self-liquidating in ways few see because, well, it’s complicated. Many people anticipate the demise of fiat currencies, …
The second the U.S. went off the Gold Standard, workers have gotten their wealth stolen from them via suppressed wage growth byu/RobertBartus inEconomyCharts Home prices need to fall -40% or incomes need to rise +60% just to return the housing …
Beneath the noise of campaign slogans and media distractions, a serious shift is underway, one that shakes the heartbeat of corporate reporting and forces space for long-term thinking. Donald Trump did not float a suggestion. He issued a command. He …
Adobe sits at a strange crossroads where the numbers shout strength but the market refuses to listen and the gap between reality and perception is growing wider by the day. Cash flow per share climbs steadily while the stock price …
6800 Chinese companies reported 0% revenue growth in the first half despite Chinese GDP allegedly "growing" at 5% – Goldman https://t.co/xtt5pdYHMK — zerohedge (@zerohedge) September 10, 2025 🇨🇳 China Overnight Economic Data: *CPI M/M: Miss 🔴*CPI Y/Y: Miss 🔴*PPI: In …
🇺🇸🇨🇳 Electricity generation USA vs China. pic.twitter.com/Qg5uJEaZdF — The Data of Everything (@TheDataHubX) September 1, 2025
The market’s heartbeat depends on one stock, and that stock just got a cold. $NVDA's "explosive growth is inevitably set to slow and Wednesday's results will be forensically examined for bumps in the road ahead."@Reuters pic.twitter.com/hCCFZaQMZ5 — Daily Chartbook (@dailychartbook) …
via notayesmanseconomics This morning has revived a topic that had gone quiet for a while and so let me hand you over to Le Monde. François Bayrou has chosen not to endure political instability but to precipitate it in order …
Cold beer on a Friday night? Maybe non-alcoholic. Only 54% of drinking-age Americans consume alcohol today, according to a recent poll from Gallup, the lowest proportion since the survey began in 1939. Even those who do drink are partaking less, by …
Authored by Mike Shedlock via mishtalk, Let’s discuss the latest e-commerce sales numbers. Please consider the E-Commerce Retail Sales Report for the second quarter of 2025. The Census Bureau of the Department of Commerce announced that the estimate of U.S. retail e-commerce …
by confoundedinterest17 Is This My Free One-Way Bus Ticket To Cleveland? Cleveland is leading the nation in home price growth at 4.7% YoY. Followed closely by Hartford CT, Louisville KY, Detroit MI and Buffalo NY. Well, if The Fed would stop …
Small businesses in the U.S. are facing big challenges. Health insurance costs keep rising. Premiums for firms with fewer than 50 employees went from $20,236 in 2019 to $25,167 in 2024 (https://www.kff.org/report-section/ehbs-2024-section-1-cost-of-health-insurance/). The average family premium was $7,529 in 2023 …
Unemployment claims are climbing fastest for higher-income households. If white-collar stress builds, markets should brace for slower discretionary spending, a key driver for growth stocks tied to consumer demand. pic.twitter.com/uKpZZ4sNzN — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) August 16, 2025 A …
“It’s a retail darling… I like Alex Karp, I like his politics, I like him as a person… But even if Palantir was the greatest company ever created and you slapped the highest possible multiple on it, the stock is …
U.S. July CPI: Core Inflation Hits 3.1 Percent Year Over Year Headline CPI rose 0.2 percent month over month, matching expectations. Year-over-year inflation came in at 2.7 percent, just below the 2.8 percent estimate. Core CPI rose 0.3 percent month …