Independent thinking for complex markets and current events
The CBO’s projections are arguably too optimistic because they assume lower interest rates than what the market is expecting. Using market rates, interest expense is set to double to 6% of GDP over the next 10 years. That why the Moody’s downgrade matters: In game theory, it’s… pic.twitter.com/qSP8Cpagcm — Peter Berezin (@PeterBerezinBCA) May 19, 2025 …
📈 U.S. Government Interest Payments Reach $1.36 Trillion in Q1 2025 byu/EconomySoltani inInfographics The Bureau of Economic Analysis reports that U.S. government interest payments totaled $1.36 trillion in Q1 2025, comprising $1.11 trillion in federal and $0.25 trillion in state payments. This marks a 1.2% decline from the previous quarter but a 1.7% increase compared …
Almost exactly one year ago, Jay Powell said: "I don't see the stag, nor the 'flation.'" Today, the Fed’s projections anticipate both. This is a timely reminder that we’re still grappling with a rare trifecta of macro imbalances: Inflation like the 1970s, government debt… pic.twitter.com/OKiiXDkyQp — Otavio (Tavi) Costa (@TaviCosta) May 7, 2025 When Powell …
The Federal Reserve has kept rates unchanged. They are warning of higher risks due to tariff shock. Here we go… — Gold Telegraph ⚡ (@GoldTelegraph_) May 7, 2025 FED DECISION HIGHLIGHTS – MAY 7, 2025 1.Interest rates held steady for the third consecutive meeting. 2.Inflation described as still “somewhat elevated.” 3.Economic outlook grows murkier, with …
Global money supply is exploding higher, led by the #PBOC. Next stop for #Bitcoin is 120k. Mark my words boys mark them well. pic.twitter.com/pPlk2eaapR — James Choi (@JC_Investment) May 7, 2025 Boom. Breaking news: China to cut a series of rates: Reserve ratio requirement by 0.5ppt7-day reverse repo to 1.4% (from 1.5%)Structural tools rate by …
HOLD ON:Did no one else notice in today's GDP report that interest on the federal debt DECLINED for the 1st time since…*checks notes*…Trump was president in '19 and '20. This is incredible news! pic.twitter.com/jB9GhN9x2J — E.J. Antoni, Ph.D. (@RealEJAntoni) April 30, 2025
Warren Buffett is making $12,600,000,000 PER YEAR in interest from his treasury bills. Insane! pic.twitter.com/KHzd0BqmMh — Anthony Pompliano 🌪 (@APompliano) April 24, 2025
JAPAN WON’T YIELD TO ALL U.S. DEMANDS, ISHIBA SAYS Prime Minister Shigeru Ishiba pushed back against U.S. pressure on trade, saying Japan “won’t be able to secure our national interest” if it concedes everything. With the U.S. seeking more access to Japan’s auto and ag markets,… — Wall St Engine (@wallstengine) April 21, 2025 Japan's …
“Natural resource assets have never been more undervalued, in my view. Most commodity prices are trading near historical lows when measured against gold. We’re at the early stage of recognizing that the monetary issues we face can’t be resolved unless nations begin to meaningfully accumulate gold. The next phase comes when policymakers are compelled to …
Central bankers all over the world kept saying, nah, we’re not going to do it this time. They weren’t going to race to the bottom, cutting their interest rates back down to historical lows. And the data keeps coming in that says, yeah, you are. Troubling developments along these lines as Europe goes more for …
Central banks almost never say they intervene in currency markets. In a survey, half said they do. Central banks report they were likely to boost gold holding while none reported crypto holdings The 21st annual Central Banking survey, sponsored by HSBC, has revealed that currency market intervention by central banks is far more common than …
BREAKING: President Trump says "oil prices are down, interest rates are down… and there is NO INFLATION." pic.twitter.com/cK1p8RKlTt — The Kobeissi Letter (@KobeissiLetter) April 7, 2025
BREAKING: Bill Ackman, a long-time Trump tariff supporter, accuses Commerce Secretary Lutnick of "profiting when the US economy implodes." He says picking Lutnick as Commerce Secretary is an "irreconcilable conflict of interest." Tariff backlash is heating up. pic.twitter.com/DdBoEjdECr — The Kobeissi Letter (@KobeissiLetter) April 7, 2025 U.S. INVESTOR BILL ACKMAN ON X: 'THE PRESIDENT IS …
High interest rates have been battering consumers for years. And there’s been a lot of pressure on the Federal Reserve to lower its benchmark interest rate, since that should result in lower consumer borrowing costs across the board. But in March, the Fed opted to keep its benchmark interest rate steady. The Fed hasn’t nudged …
TRUMP ON AUTO INTEREST PAYMENTS AS TAX DEDUCTIONS: "We're going to do something that has never been done in this country before — If you buy a car in the United States that's made in the United States — we're going to let you deduct the interest payment for income tax." looks… pic.twitter.com/nw7cqhnZKl — amit …
The United States is running on borrowed time—literally. The national debt now sits at a staggering $36.7 trillion, and every single day, another $8 billion is piled on. That’s not a typo. Eight billion dollars a day. This isn’t just bad bookkeeping; it’s a slow-motion catastrophe. Right now, the country is paying $2.4 trillion in …
According to Fortune, Donald Trump cares more about lowering the yield on 10-year bonds than the stock market or interest rates. At first glance, that may seem surprising, but let’s break down why this is crucial for Trump’s economic strategy. 10-year bonds are essentially loans that citizens give to the government for a decade, and …
via Mike Shedlock Let’s investigate Fed Fund Futures and rate cut expectations. The above chart is adapted from May and June CME Fedwatch Futures. The next Fed meeting is on May 7. As of March 23, the market thinks there is only a 22.1 percent chance of a single quarter-point cut. But if we further out …
Michael Burry: The moment your interest payments exceed tax revenue, your country officially becomes a Ponzi scheme. pic.twitter.com/rTMsSWVAwK — TFTC (@TFTC21) March 19, 2025
Credit card interest rates are too damn high, according to an unlikely combination of politicians who’ve recently drawn attention to the subject. Money experts agree credit card debt can be a major challenge for many card users. At 20.1 percent, the average credit card interest rate imposes a steep penalty in the form of interest …
She has an easy solution here. Marry the finance boyfriend, live on his income and use her nursing salary to pay off the debt. Done in less than 2 years. She can be debt free and pregnant by 30 if she hustles here — Amy Nixon (@texasrunnerDFW) February 2, 2025 That’s not a loan—it’s a …
I'm still fascinated by this setup I've discovered. It's been unfolding perfectly, and I'm eager to see the next move. If the market is about to dip, it would align perfectly with today's interest rate decision. Not the most robust setup, but definitely an interesting one. 👀 https://t.co/p0VQYYkrM5 pic.twitter.com/PHLmCmq5S9 — Guilherme Tavares (@i3_invest) January 29, …
The once frenzied enthusiasm now feels distant, like watching a wildfire from afar—its power undeniable, but the heat no longer within grasp. The disconnect between soaring values and fading interest paints a picture of a market growing colder, less human. $BTC is above $100k but retail interest is the lowest it's been in 3 years. …
HILARIOUS RESPONSE FROM TRUMP ON FEDERAL RESERVE.pic.twitter.com/M3s7Oz4D4X — Citizen Free Press (@CitizenFreePres) January 24, 2025 President Donald Trump lobbed his first volley at the Federal Reserve, saying Thursday that he will apply pressure to bring down interest rates. Speaking via video to an assembly of global leaders at the World Economic Forum in Davos, Switzerland, …
I’ve lost $700k what the fuck do I do? byu/Smartmoney243 inwallstreetbets
by Tom McClellan Bitcoin is the modern era’s #1 speculative trading asset. But the public mood waxes and wanes concerning enthusiasm toward Bitcoin, just like any other type of speculative vehicle. There is nothing like seeing Bitcoin prices zooming up to new all time highs to get everyone excited, and that excitement shows up in …
