A hub for independent voices and signals
Trend jobs growth falls from over 100k to just 35k byu/Downtown_Yoghurt9527 inEconomyCharts Before July’s revision, labor markets looked goods – modest acceleration above 100k – but now we are running at the lowest pace outside of recessions since 2003.
“Payroll employment growth slowed sharply to only 35,000 jobs per month over the three months ending in July. This is well below the moderate pace seen earlier in the year, likely due to a significant softening in labor demand.” https://www.upi.com/Top_News/US/2025/08/09/federal-reserve-rate-bowman/1681754774717/ …
With almost no GDP growth per capita, no big trade deals, how exactly is Canada going to be “its own best customer”? Get ready for tough times. pic.twitter.com/vhXHb2C620 — Ryan Gerritsen🇨🇦🇳🇱 (@ryangerritsen) August 3, 2025 🚨Great News: Canada is Caving …
Snowflake debuted at roughly 100× revenue valuation at its IPO, even though it was doubling revenue annually. Palantir meanwhile is clocking in at around 30% annual growth—a sharp disparity. Investors are now questioning how PLTR earned wildly higher multiples given …
Apple delivered $94 billion in revenue in Q3 2025, up nearly 10 percent year‑on‑year, and posted earnings per share of $1.57, above expectations. “Apple shares fell after the company trimmed its stock buyback program … ‘The $100 billion buyback announced is below the …
The EU has completely f*cked Europe. Only one European car makes it into the top 10 best-selling vehicles worldwide. No European company in the global top 10 of tech. No European search engine. No smartphone. No operating system. No streaming …
Retirement plans get cashed out, fast food becomes unaffordable, and “feeling financially free” now means half a million a year or bust. The working class is melting down in real time, but don’t worry, the White House says the economy …
Prices climbed faster than paychecks again this quarter. Beef just broke $6.12. Social Security faces a mandatory 24% slash starting January 2033. And 40% of U.S. workers now earn less than the inflation-adjusted cost of living. Indeed’s real-pay tracker posted …
Retail is cooling. Not collapsing. But the heat is gone. The latest Redbook Index shows year-over-year growth of 5.2% for the week ending July 19. That’s down from 5.9% the week prior. The sample covers 9,000 stores and represents 80% …
Nearly 90,000 phantom jobs per month go unexplained. What is happening here? The BLS just said the number of jobs reported for the 9 months ending December 2024 was likely overstated by ~800,000. This comes as the Quarterly Census of …
Retail sales stall again, mainstream hypes strength that isn’t there. While the mainstream #media was falling all over themselves yesterday to show how "great" the #retailsales number was as a sign of #economic strength, the reality is that retail sales …
ASML reported net sales of 7.7 billion euros ($8.95 billion) in the second quarter, ahead of estimates. However, the company said it cannot confirm that it will grow in 2026. ASML is one of the most critical semiconductor supply chain …
The fundamental problem in the housing market today. American households need to earn $112,000 in order to afford a house. However, the Median Household income is only $84,000. Meaning that a huge portion of the U.S. population is unable to …
Tom Lee, Fundstrat head of research and CIO, joins CNBC’s ‘Squawk on the Street’ to discuss outlooks on Nvidia, whether there may be catalysts to the upside, and much more.
by confoundedinterest17 Finally, US government debt growth (YoY) was approximately equal to US nominal GDP growth in Q1 2025. Unfortunately, the BBB (Big Beautiful Bill) is projected to add $3.9 trillion of debt. Unfortunately, there are insufficient spending cuts in the …
The numbers don’t lie—independent analysis shows the One Big Beautiful Bill could add up to $5.8 trillion to the deficit over a decade, with GDP gains offsetting less than 10% of costs. Growth projections are wishcasting, not accounting for capital …
Robinhood is growing fast and burning hotter. The company added 1.2 million funded accounts in Q1 2025, pushing its total to 26.4 million. Assets under custody hit $132 billion. Revenue climbed 34% year over year. But the cost of that …
Record 14 million homes set to flood market. There is a US record 14 million homes coming to market over the next 5 years (assuming no housing crash). With only 4.3 million households being formed — Darth Powell (@VladTheInflator) June …
I hate to pop your narrative bubble…not really…but, interest rates are not the cause or fix of inflation. See below. The US had 7-years of a 0% federal funds rate. No inflation. Then, we had 2-years of 0% and got …
Something deeper is happening beneath the noise of the stock market highs and soft landing headlines. The economy is shifting. Not in the way central bankers talk about and not in the way financial media likes to report. This is …
5% GDP growth in the middle of a recession pic.twitter.com/lkW3z8SmKH — The Long View (@HayekAndKeynes) June 2, 2025 https://www.atlantafed.org/cqer/research/gdpnow
by confoundedinterest17 I am glad all over … because the AI boom is delivering a record contribtion to US GDP. And US home prices are contracting making housing more affordable. I don’t care what you did when you lived in Fort Worth, …
It’s the part no one wants to say out loud. Not on TV, not in campaign speeches, not in the flashy Fed statements. But it’s right there in the numbers, year after year. The more Washington spends, the weaker the …
Is higher unemployment coming to the US? US consumers' perception of the labor market has weakened to the second-lowest level since 2021. The difference between the share of Americans saying that jobs are plentiful minus those saying they are hard …
With the equity market surge yesterday, market based pricing of growth expectations has nearly fully recovered the drop this year, and is just a couple point off highs. pic.twitter.com/UeaOxWYTDC — Bob Elliott (@BobEUnlimited) May 28, 2025 Long dated real yields …
🚨Container bookings from China to the US are COLLAPSING: Bookings for standard 20-foot shipping containers from China to the US fell 45% Y/Y in mid-April, according to Vizion. Next will be a trucking demand DROP leading to empty shelves, lower …
Moody's assessment is right. No other major developed economy is under pressure to grow its GDP by nearly 5% simply to service its debt. None. This is a central pillar of the bearish case for the US dollar. FX is …
$SPY 588 How is Trump supposed to deliver max growth with trillion-dollar investments when rates are still sky-high? The market may be celebrating over-the-counter deals, but let’s be real, who’s paying back these massive loans? Same playbook every time: distract …
Does the debt get rolled over? How are CRE companies going to refinance their debts? What about corporate debt financed at the COVID lows near zero % that needs to be refinanced at 6%+? PE did it too How are …
Thoughts about risks. Perhaps the greatest risk isn’t a recession or economic slowdown, it’s getting too distracted by the noise. The drama and headline theatrics surrounding the Trump administration and its legislation could overshadow a more subtle force: AI-driven growth… …