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 fact 3.6% is the latest level overall.  averaging 3.6% in the three months up to …

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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 to the White House: total payrolls printed at 143K. down sharply from an upward revised …

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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 Fed might pretend this is a “soft landing,” but the data says otherwise. 🚨US PRIVATE …

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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 over the last few weeks that comes a little more than a month after President …

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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 aren’t? A recession? 💀 https://t.co/UR5ugAL8IA — QE Infinity (@StealthQE4) January 28, 2025 Those are the …

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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 heal… — John Welty (@apostlejohn) January 10, 2025 BREAKING: Bank of America revises forecast and …

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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: the bearish, the bullish, and the really optimistic. Indians are changing how they invest in …

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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 big BlackWell failure elephant in the room and convince the masses there is still “spectacular” …

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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 BREAKING: The US consumer confidence index fell to 104.7 points in December, marking one of …

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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 1.50%: STATEMENT 🇨🇳🇨🇳 pic.twitter.com/PxOkJ2acfp — Investing.com (@Investingcom) December 23, 2024 ⚠️CHINA'S REAL ESTATE CRISIS HAS …

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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. Trump’s blessing on bitcoin could back-fire big time. Many are hoping China “stimulus” helps hard …

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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 of electronic devices. Gold can be formed into extremely thin wires, making the metal ideal …

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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 20, 2024 Doesn't matter, as soon as growth evaporates the stock crashes because it's massively …

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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 a “value” company with zero growth, zero innovation and channel stuffing its vendors with obsolete …

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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 in 4 years. pic.twitter.com/V0BrIOnFzo — Win Smart, CFA (@WinfieldSmart) October 30, 2024 Sources U.S. Bureau …

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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 the other end of the scale, in the bottom 20%, a single mother with a …

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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, the continued upward trend doesn’t seem to align with actual economic growth. If you factor …

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