Independent thinking for complex markets and current events
Supreme intervention / coordination with Admin on the ‘grand’ TACO -> stimulus checks coming next year & likely a number of other policies of similar nature Hoover vibes pic.twitter.com/uGrNTjtjyu — Don Johnson (@DonMiami3) December 15, 2025 Even though the Nasdaq is not down a lot from its ATH, underneath the index some of the areas …
Over $2.9 trillion has been wiped out from major indices and stocks this morning due to growing fears of a global recession. byu/External-Noise-4832 inconspiracy Stocks sunk on Friday morning after investors were spooked by a weak jobs report. The unemployment rate fell to the lowest level in almost three years – hitting 4.3 percent in …
Job openings are collapsing; the Bloomberg, Citi, and GS economic surprises indices are all below zero; and the Atlanta Fed GDPNow model has cut its Q2 GDP growth estimate from over 4% in mid-May to 1.8% now (and only 1.3% if you exclude inventories). Frosty! pic.twitter.com/USTdO1oQIc — Peter Berezin (@PeterBerezinBCA) June 5, 2024
by DesmondMilesDan BIS today came out with a new narrative. It’s the EMs that will suffer most from debt rollover. And then Bofa came up with a research piece that shows SPX500 debt maturing in manageable term but no Russell. Meaning if rate cuts do happen russell and EMs will benefit the most atleast in …
by confoundedinterest17 I could have used 3 shades of Joe, but 50 shades of Joe sounds better! But the fact remains that Americans are far more miserable under Biden than they were under Trump before the Chinese Wuhan Covid virus was unleashed. 9.03 today (Core CPI YoY + U-3 Unemployment) than it was in February …