Nike’s worst large cap report of the year—disastrous growth, shrinking margins, and a grim outlook.
https://twitter.com/nextlevelcharts/status/1903051518271713565
growth
Euro area money supply growth suggests the ECB interest-rate cuts should be over
via notayesmanseconomics This morning has brought news which suggests that the claimed pivot from some ECB policymakers would be sensible. Annual growth rate of broad monetary aggregate M3 increased to 3.6% in January 2025 from 3.4% in December (revised from 3.5%). In …
Bummer! January Jobs Growth Below Estimates Amid Massive Revisions, Job Gains At +143k (New Sheriff In Town!)
by confoundedinterest17 Biden is out and so are the crazy job preferences of his administration (e.g., green energy). There is a new sheriff in town (Donald Trump). Here’s what the BLS reported in Trump’s first official jobs report since he returned …
This isn’t growth. This is a house of cards propped up by bureaucracy.
Private sector employment is in free fall. Nearly 2 million full-time jobs have vanished in a year, with hiring in construction and manufacturing at recession levels. The only gains? Government jobs. Productivity is tanking, and economic fundamentals are unraveling. The …
Atlanta Fed predicts -1.5% GDP growth in first quarter. This is a dramatic departure from just last month when they predicted +3.9% growth.
The Atlanta Federal Reserve is projecting a contraction of the nation’s gross domestic product (GDP) of 1.5 percent in the first quarter, flashing a warning sign for the U.S. economy. The projection is a significant shift for the Atlanta Fed …
Is the bond market signaling a recession? Slowing global growth seems likely. Stocks that would be rallying if a recession was coming…
Bond experts sense slowing momentum, and it’s hard to ignore the warning signs. Something’s shifting beneath the surface. Why are yields falling when the Fed is going to pause on Wednesday at FOMC? What’s the bond market seeing that we …
With a near 3.5% yield and 10%+ dividend growth, is the market misjudging this stock’s potential?
The market is WAY too pessimistic on this dividend achiever Mondelez $MDLZ! It’s trading for 16x earnings and owns iconic snack brands like Oreos, Chips Ahoy, etc. They also have a near 3.5% yield and grow their dividend 10%+ annually? …
Over half of 2024 job growth tied to government hiring
Exactly! "…his is completely unsustainable and points to a much weaker labor market than the headlines make it appear." The soon-to-be unemployed government whisperers have been using government hiring to demonstrate growth, akin to how bloodletting was once believed to …
Headline jobs growth masks record-high Americans working both full-time and part-time jobs.
ECON DATA: JOBS As the headline jobs added to the economy gets the attention, the real story is that we are near record highs for Americans working 2 jobs. •Americans working a Full time Job & a part time job …
Does the post covid market feel more like rapid boom bust cycles rather than economic growth to you?
by CyberInu4200 Need smooth brained ppl to comment. When you look at post 2008 (GFC) there was a relatively stable uptrend till 2020. After that we pretty much saw the stimulus check bubble burst in 2022 and now I could somewhat …
California comes in dead last in UHaul state growth rankings.
Newsom's California. pic.twitter.com/nxrnityWkD — I Love America News (@ILA_NewsX) January 5, 2025
Experts Are Predicting Continued Growth for Gold in 2025
Gold is predicted to reach $3,000 in 2025 amid changing consumer trends. These are the factors that could hurt or help gold prices the most next year… By Peter Reagan This week, Your News to Know covers: 2025 gold forecasts: …
If NVDA goes down, the black swan will unleash. BlackWell disappeared from MSM, hiding its failure while promoting inflated $NVDA growth narratives.
Great point. If Nvda goes down, the black swan will unleash — Eyowa (@EzzineDe24450) December 29, 2024 BlackWell literally disappeared from all MSM that are now busy regurgitating all other vapourware PR fed to them in order to hide the …
Stock prices surge despite modest earnings growth, US consumer confidence drops to 104.7 in December, largest decline in 3 years.
This chart is eye-opening: The S&P 500 has seen modest growth in corporate earnings compared to its notable price appreciation since 2023, the year where, among other things, ChatGPT was released. pic.twitter.com/N03i8gn7Bs — Otavio (Tavi) Costa (@TaviCosta) December 23, 2024 …
Xi must stabilize property market before reigniting growth; $13trn inventory crisis looms. A massive $133 BILLION worth of Chinese builders’ bonds have defaulted over the last 5 years.
We explained the property bubble in China and its many negative implications in 7 episodes here… 2/2https://t.co/43I3QXuRVQ — Alexander Stahel 🌻 (@BurggrabenH) December 23, 2024 ⚠️ JUST IN: *CHINA CENTRAL BANK INJECTS 109.6 BILLION YUAN VIA 7-DAY REVERSE REPOS AT …
Trump’s blessing on bitcoin could back-fire big time. Bitcoin’s rise could suppress commodity investment, harm real growth.
TLDR: Bitcoin’s rise diverts investment from commodities. This suppresses commodity prices and inflation. Money goes into crypto instead of real economy goods. Without Bitcoin, investment would boost commodities and economic growth. Crypto mainly benefits the wealthy, not the real economy. …
Without population growth, say goodbye to a functioning country and economy!
American Fertility Rates 1950-2023:– 1950: 3.1 live births per woman– 2023: 1.6 live births per woman pic.twitter.com/9A3eNecBoL — The Rabbit Hole (@TheRabbitHole) November 21, 2024 I suspect at least one contributing factor is Americans getting married later:https://t.co/Oz8F6iNi0u — The Rabbit …
Could the Rapid Growth of AI Boost Gold Demand?
by Mike Maharrey Could the Artificial Intelligence (AI) revolution boost gold demand? According to a report by the World Gold Council, the answer is yes. Gold’s excellent conductivity and its malleability make it an important component in the manufacture …
Nvidia $NVDA projects $37.5B revenue next quarter. Growth slowing, fueled by Non-GAAP magic; Accounts receivable surge raises concerns Top three customers face scrutiny over accounting errors
Nvidia $NVDA only expects revenue of $37.5 billion next quarter. The growth is slowing. (*Reminder, all of these companies are using Non-GAAP instead of GAAP because it allows them to do round-trip financing 🤫) https://t.co/RTniBc6M8j pic.twitter.com/7cNDvdbNIx — Financelot (@FinanceLancelot) November …
US Recession Incoming? Look at US job growth for October 2024
by DoubleAyy12 The question is not whether the US economy will enter a recession, because at some point it does. Most of the time the economy is expansion. However, the 10-year vs 3-month treasury shows the curve is about to …
Apple guides for low growth, yet the stock’s priced at a ridiculous 35x P/E ratio.
$AAPL GUIDES LOW SINGLE GROWTH FOR Q4 BUT THE STOCK IS PRICED 35X P/E pic.twitter.com/l3Xnnh0Etj — The Coastal Journal (@1CoastalJournal) October 31, 2024 During the years of its epic business growth post GFC, $AAPL traded below 20x Today $AAPL is …
U.S. GDP growth misses forecast, layoffs surge in September
I work for an oil and fuel distributor and things have been slowing down rapidly with all industries we serve — Oliver Cromwell (@__Wait_for_it_) October 30, 2024 BREAKING: US layoffs jumped by 160,000 in September, to 1.83 million, the second-highest …
The DC Stomp! Q2 Net Real GDP Declines By -4.7% (Real GDP Growth Less Public Debt Growth)
by confoundedinterest17 I call it the DC Stomp! Where The Federal Government finances its GDP growth through debt. In Q2 2024, the NET real GDP was negative at -4.7% YoY (real GDP growth less public debt growth). Under Biden/Harris, only Q2 …
Tesla’s stock jumped 11%, fueled by rising margins and optimistic growth outlook.
TLDR: Tesla’s Q3 revenue hit $25.18B, below expectations, but beat EPS at $0.72 vs. $0.60. Gross margin rose to 19.8%, above the expected 16.8%. Tesla’s stock jumped 11% after hours due to the earnings beat and positive outlook. Tesla confirmed …
Is higher inequality the price America pays for faster growth? (America ranks as the most unequal big rich-world country)
Think about income inequality in America and some archetypes easily come to mind. Start with a rich corporate lawyer, earning above the roughly $1m annual income (before taxes and transfers) that places a household in the top 1% of earners. At …
Another quarter of zero earnings growth for the S&P 493; Corporate executives among S&P 500 firms have some of the least open market purchases in 13 years.
They are not buying stocks. The Insider Transaction Ratio has risen into 'bearish' territory. via @hmeisler pic.twitter.com/58B6BhJwxz — Daily Chartbook (@dailychartbook) October 15, 2024 h/t HighYieldLarry
Is the stock market growth realistic?
I’ve noticed that the SPY500 has nearly doubled over the last 5 years, while the GDP hasn’t risen anywhere close to that level. The post-pandemic crash made sense, and so did the subsequent rise due to quantitative easing. But now, …
TD Bank Faces $3 Billion in Penalties and Growth Restrictions in U.S. Settlement
Canadian bank’s U.S. unit is expected to plead guilty Thursday to charges that it failed to build proper anti-money-laundering systems TD Bank TD -4.14%decrease; red down pointing triangle is expected to pay about $3 billion in penalties and accept limits …