100% Loan Losses Loom as Fed Shrinks Balance Sheet- Banks on the Brink

“The Fed playing God with the US economy and trying things they weren’t sure would work,” says Chris Whalen, chairman of Whelan Global Advisors. In today’s interview with Daniela Cambone, Whalen criticizes the Fed’s unconventional monetary policies—particularly the low interest rates and quantitative easing implemented during COVID. Now, the Fed is reversing some of that …

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EU aims to push trade talks past Trump’s deadline. 50% tariffs on $434B in exports loom. EU bureaucracy slows negotiations.

The European Union aims to push trade talks past Trump’s July 9 deadline, knowing that a full agreement is unlikely within the timeframe. Officials are working to slow negotiations rather than rushing to meet Washington’s demands. The process is already bogged down by layers of bureaucracy, making any quick resolution nearly impossible. EU trade deals …

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March CPI cools to +2.4% — core misses. Tariffs loom. It doesn’t really matter. 10-year drops, then bounces back immediately.

🇺🇸 INFLATION FOR MARCH JUST CAME IN BELOW EXPECTATIONS US CPI for February just came in at +2.4% YoY below expectations of +2.5% YoY pic.twitter.com/poThrsLSWZ — Evan (@StockMKTNewz) April 10, 2025 BREAKING: Inflation in the US is now down 60 basis points in 3 months. pic.twitter.com/xeWfmv5oh3 — The Kobeissi Letter (@KobeissiLetter) April 10, 2025

Companies hope to roll unsustainable debt at lower rates after Fed cuts, but higher credit spreads loom.

Spot on. Many companies are banking on Fed cuts to ease their debt burdens, but higher credit spreads could still pose a significant risk — Blue&White (@LiorBershtling) July 11, 2024 Don’t panic, that’s the Private Equity arm of $GS not the bank 🙅🏻‍♂️ Narrator: mmmmmm…. Great catch @kshaughnessy2 👏🏻 https://t.co/nb2Qudpz7X pic.twitter.com/1DZCQZ8Ifv — JustDario 🏊‍♂️ (@DarioCpx) …

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Economic Turmoil Unveiled: GDP Woes, Small Business Struggles, and Inflation Fears Loom…

As of right now, a nowcast from @MacrobondF citing Econforecasting points to GDP growth of only 1% in Q4. and 0.8% through 2 weeks of January. Will be interesting to see how this model moves as we move through Q1 pic.twitter.com/lD8pkjxfkf — Longview Economics (@Lvieweconomics) January 15, 2024 As we delve into the economic landscape, …

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White House in Disarray: Biden Unaware of Defense Chief’s Health for a Month… Leadership Questions Loom.

by Ed Driscoll WHO IS IN CHARGE AT THE WHITE HOUSE? Biden in dark over defense chief’s cancer for month. President Joe Biden was kept in the dark over his defense secretary’s cancer diagnosis and subsequent hospitalizations for about a month, the White House admitted Tuesday, as details of Lloyd Austin’s deeply unusual disappearance raised questions about leadership …

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Chaos Unleashed: Ukraine Bars Men From Leaving… Draft Dodgers Face Severe Consequences Amid Border Tensions…

As tensions rise on Ukraine’s borders, a controversial move is making headlines – men are no longer allowed to leave the country amid fears of draft dodgers escaping mobilization. The situation is causing a stir, with some drawing parallels to potential scenarios in Democrat cities. Reports suggest that Ukraine is considering strict measures to deal …

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Over 60% of Canadian mortgages will be renewed within the next three years, with monthly mortgage payments set to increase by 50%.

The Royal Bank of Canada raises concerns about Canadian homeowners facing potential payment shocks, especially as 60% of Canadian mortgages are set to renew within the next three years. The Royal Bank of Canada is warning that Canadian homeowners could experience a payment shock unless interest rates significantly decrease. 60% of Canadian mortgages will renew …

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Millennials are hoarding more gold than boomers and Gen X-ers as recession risks loom, State Street says

Millennials are beating baby boomers and Gen X-ers when it comes to investing in gold, according to State Street. Demand for the precious metal, widely regarded as a safe haven asset, remains strong as recession risks loom. Gold has rallied almost 9% year-to-date, and is approaching the key $2,000 per ounce mark. Buying gold isn’t …

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