Independent thinking for complex markets and current events
Rate cuts work. We need more of them. Then yields will go up to 20% — Data Driven Stocks (@stockdatamarket) December 12, 2025 Rates barely reacted, reinforcing the idea that the Fed is now pushing on a string. The market – not policy – has the wheel. Next 3 months: 2-yr drifting toward 3.50–4.00% 10-yr …
by David Haggith As Trump settles down from his recent raging against voters for being obsessed with inflation, having claimed inflation was now a Democrat hoax, one of today’s articles talks both about the inflation that is happening and the inflation that is not happening due to the president’s tariffs. According to limited available government reports, Trump appears to …
pic.twitter.com/CwJY4atEwA — Carl Quintanilla (@carlquintanilla) December 9, 2025 Under Biden, the U.S. experienced a year‑over‑year spike in inflation that reached around 9.1% in June 2022, the highest 12‑month increase in over four decades. https://www.factcheck.org/2025/10/bidens-final-numbers/ Many of the inflation readings during 2021–2022 were, indeed, the steepest since the early 1980s. https://www.politifact.com/factchecks/2022/apr/22/mike-gallagher/yes-inflation-40-year-high-and-rates-have-been-cli/
This week sees Fed lack October PPI and creates uncertainty on inflation expectations. The delay by the BLS forces analysts to wait until the joint October-November PPI becomes available. A lack of October information weakens market confidence and undermines other important policy decisions in the future. U.S. Labor Department has scrapped the October Producer Price …
Google Searches for Dollar "Debasement" soared this quarter to the highest level in history 🚨🚨🚨 pic.twitter.com/qJJFqd5b5h — Barchart (@Barchart) December 6, 2025 Gold has replaced bonds as a hedge against equities. The negative correlation between bonds and equities has broken, they now move together. If you're looking to hedge both equity and geopolitical risk, gold …
LOL… inflation is not out of control pic.twitter.com/vAwfWcdQV8 — Dan_TheSPEAR_Man (@theSPEARmethod) December 3, 2025
After a record 25 consecutive months of negative real wage growth, wages have now outpaced reported inflation on a YoY basis for 29 straight months. This is a great sign for the American worker that hopefully continues. Video: https://t.co/rAbmeeqgFh pic.twitter.com/Ir5Cz7o6a1 — Charlie Bilello (@charliebilello) November 28, 2025 Factcheck: Yes. From July 2024 to July 2025, …
via Peter St. Onge The Federal Reserve just turned inflationary. If you like your inflation, you can keep your inflation — in fact, you’ll love what comes next. On October 29th, the Fed quietly announced they’re ending the main program fighting inflation, called Quantitative Tightening or QT. This matters because QT — which involves selling trillions in Fed …
The Donald Trump administration keeps cancelling key economic reports and everyone is concerned. On Monday (24 November), the US Bureau of Economic Analysis cancelled the release of its growth estimate report for the third-quarter GDP. Before it was cancelled, the report had already been pushed back once, as it was scheduled to be released on …
Compounding inflation is a global crisis: Since January 2021, the UK gas experienced the largest surge in prices among major economies, at +28.2%. The US saw cumulative inflation of +23.8%, followed by the Euro Area at +23.1% and Germany at +21.2%. France’s cumulative inflation reached +15.1%, while Japan recorded +12.4% over the same period. On …
It won’t come as any surprise to learn that millions of Americans are trying to put money away for retirement, with varying degrees of success. Unfortunately, the number of people behind is shockingly high, putting millions at risk of not enjoying their retirement years. According to the Employee Benefit Research Institute, more than 50% of Americans have …
$SPY is in danger of forming a Head & Shoulders… A 675 rejection would form the right shoulder After that, a 654 break would give us maximum downside to 480s😬😬 pic.twitter.com/mrOgdFMA62 — ThiccTeddy (@ThiccTeddy) November 24, 2025 GROK: Based on current charts (as of Nov 24, 2025), SPY shows elements of a potential head and …
Something needs to be done. Electricity prices are outpacing inflation by 2x: pic.twitter.com/H4frbMIYIM — Illiquid Insights (@IlliquidInsight) November 23, 2025
Bessent: "You know the best way to bring your inflation rate down? Move from a blue state to a red state. Blue state inflation is half a percent higher." pic.twitter.com/FVL9AMS2BE — Aaron Rupar (@atrupar) November 23, 2025 well…… pic.twitter.com/8SRa6MaXXB — t. johnson (@scottyj71119363) November 23, 2025 WELKER: Which parts of the economy do you believe …
not sure about that? pic.twitter.com/R1DilijKUf — Michael J. Kramer (@MichaelMOTTCM) November 23, 2025 US TSY SEC BESSENT REMARKS: “Interest rate sensitive sectors are in recession, but I’m confident about 2026 growth.” “Inflation is being driven by services rather than imported goods.” “We should see an announcement this week regarding health care costs.” “Prices are starting …
via notayesmanseconomics This morning has brought some better news for the UK on the inflation front. The Consumer Prices Index (CPI) rose by 3.6% in the 12 months to October 2025, down from 3.8% in September. So an improvement although a nuanced one if one moves onto the monthly figure. On a monthly basis, CPI …
Current situation: 1. The US is preparing $2,000 stimulus checks 2. Japan is preparing a $110 billion stimulus package 3. China has approved a $1.4 trillion stimulus package 4. The Fed is officially ending QT on December 1st 5. The US is issuing~$1.9 trillion in treasures per year 6. Canada is restarting its Quantitative Easing …
They keep telling everyone inflation is “cooling” while the numbers keep jumping the moment you look closely. This is why the hawks on the Fed are screaming no rate cut. Most recent food inflation data from Consumer Edge. Highly respected. Food inflation costs are surging. Up from 2.8% to 3.2% as of November 9th. We …
As rising costs squeeze younger generations, a disturbing trend is spreading: “inheritance impatience.” Adult children are pressuring parents (and grandparents) for early access to their estates – draining retirements before they begin… By Peter Reagan Let me start with a question you’ve probably never asked yourself: What if the story of the prodigal son ended …
Third-quarter earnings are indicating a divided economy With more consumer companies preparing to report third-quarter earnings this week, Wall Street will be watching for signs of a bifurcated or “K-shaped” economy as consumers diverge in their spending behaviors. There have been increasing signals that wealthier Americans are spending more while lower-income Americans are significantly paring …
It’s not just $CMG dropping. Even fast food is dropping Wendy’s has been smashed and they probably have the best food of them all. It all comes back to the consumer pic.twitter.com/wCURBOAS19 — QE Infinity (@StealthQE4) November 1, 2025 🚨MORGAN STANLEY: THE BULL MARKET IS ABOUT TO END. Andrew Slimmon says we’re in the late …
Authored by Lau Vegys via InternationalMan.com, Jerome Powell, the Fed’s chairman, recently gave the clearest signal yet that the Federal Reserve’s so-called “quantitative tightening” is about to end. Speaking at the National Association for Business Economics conference in Philadelphia recently, Powell said: “Our long-stated plan is to stop balance sheet runoff when reserves are somewhat …
via Phoenix Capital Research The single best predictor of future inflation is SCREAMING that another inflationary storm is coming. The Fed focuses on two inflation measures: the Consumer Price Index (CPI) and Personal Consumption Expenditures (PCE). There are two MAJOR problems with this: Both measures of inflation have numerous gimmicks designed to UNDER-state the true …
The Fed’s expansion of the money supply inflates asset prices and stock portfolios, while eroding the purchasing power and standard of living of the bottom 90%. The top 10% of wealthy Americans now control 60% of the nation’s wealth America’s looming hunger crisis divides nation: 40 million to lose SNAP food aid amid government shutdown …
Our country needs to do something about the skyrocketing costs for Medicare for seniors. We are getting an 11% increase in our premiums yet a 2.8% COLA. This doesn’t come close to covering costs for most seniors. Please help us here @realDonaldTrump cc: @Scavino47 @StephenM pic.twitter.com/8n7os47Wcz — Farm Girl Carrie 👩🌾 (@FarmGirlCarrie) October 25, 2025 …
The government numbers have buried the truth six feet beneath the light of day. by David Haggith Even though the government can hardly see it, you know it is lurking in your own home. I’ve warned that the inflation numbers put out for CPI by the Bureau of Lying Statistics were going to become an …
Josh Sigurdson talks with Mark Gonzales about the historic shift towards gold and silver as 75% of Americans report soaring inflation despite President Trump’s claims that inflation is over. Regardless of President, the work done by the Federal Reserve to print the United States into oblivion won’t be undone by some political policies. Fiat currencies …
This week on Friday the CPI data report is expected to be released!
