There is not a bullish narrative for the markets right now. PCE data solidified that Friday. We are going lower. Bulls are living on a prayer right now.

Goldman now expects core PCE to rise to 3.5% this year versus 3.0% under previous assumptions for less aggressive tariffs. They expect the Fed to cut three times in the second half of the year to address the hit to growth and employment https://t.co/TOFjJLvkY4 pic.twitter.com/x3yd5gITcy — Nick Timiraos (@NickTimiraos) March …

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It’s a bear market, ya know. The stock market will have rallies, but it’s increasingly likely that each rally will result in a lower high.

It's a bear market, ya know. $SPY pic.twitter.com/Pl6avZCdza — Steven Strazza (@sstrazza) March 28, 2025 BofA Fund Manager Survey reports largest drop in US equity allocation on record Time for a sentiment check… 1) Back in early March, the American Association of Individual Investors (AAII) survey showed over 60% of …

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Snow White is lower than the Democrats 27% approval…

Snow White is lower than the Democrats 27% approval… LOL!!!! pic.twitter.com/A0GeHc6wYn — Gunther Eagleman™ (@GuntherEagleman) March 24, 2025 GOT WOKE, WENT…: As Disney’s ‘Snow White’ Performed Even Worse Than Predicted, Some Curious Data Is Found in the Details. Looking at past averages in those conservative-versus-liberal locations it was found that “Snow …

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Scott Bessent grants first interview as Treasury Secretary with Larry Kudlow… ‘Trump will not push Fed to lower rates.’

The Trump administration is more focused on keeping Treasury yields low rather than on what the Federal Reserve does, Treasury Secretary Scott Bessent said. While in the past President Donald Trump has implored the Fed to cut its benchmark rate, Bessent said Wednesday that the current strategy is using the …

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LOWER PRICES! NAR – existing-home sales (4.06 million) fell to the lowest level in nearly 30 years, while the median price reached a record high of $407,500 in 2024

Existing-home sales rose 2.2% in December to a seasonally adjusted annual rate of 4.24 million, the strongest pace since February 2024 (4.38 million). Sales grew 9.3% from one year ago, the largest year-over-year gain since June 2021 (+23.0%). The median existing-home sales price progressed 6.0% from December 2023 to $404,400, …

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Should the Feds Lower Rates?

by Martin Armstrong Federal Reserve Chairman Jerome Powell and Donald Trump face off once again. The two have notoriously butted heads over interest rates, as Trump has accused the Fed of stifling economic growth by raising the cost of borrowing. Speaking at Davos, the president said he would “demand that …

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Fed rate cuts fail to lower 30-year mortgage rates, likely worsening. Credit spreads widened before and after the Fed meeting, reaching stress level. Cattle ignoring bonds.

1. The thought is the Fed could make homes more affordable by cutting interest rates So far, mortgage rates are doing opposite, and rising instead Why? Because mortgage rates move with the yield on the 10-year Treasury, which has surged this week pic.twitter.com/zk0c3UJi9Y — Michael Burry Stock Tracker ♟ (@burrytracker) …

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Dow Jones bounced off major trend-line, lower high expected before decline. Trump rings the bell at the NYSE, and stocks collapse after.

Dow jones Update Keep it simple. Bounced off major trend-line (text book) Lower high expected over the weeks before it lets go. Unless it simply lets go. pic.twitter.com/hfCoiv0HnG — The Great Martis (@great_martis) December 20, 2024 https://twitter.com/leadlagreport/status/1870078316029313153 …..and how do you conclude "Soft Landing" based on this? Give me your …

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Top approaching! The amount of wise guys calling for Bull Market to continue for 12 months or SP500 to continue to 7000 or higher is spiking! Small cap momo made a second lower high. NDX lows highest in a year. Pumpkin pie is ready.

Cattle lured in. My BS-indicator has moved into RED 😉 The amount of wise guys calling for Bull Market to continue for 12 months or SP500 to continue to 7000 or higher is spiking! Top is closing in! Not here yet – but soon😉 This is SO MUCH 2022 – …

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AI mentions remains high but dipped lower

AI mentions remains high but dipped lower Goldman pic.twitter.com/HjEpPQUCcw — Win Smart, CFA (@WinfieldSmart) October 11, 2024 Physics is more fun I guess. Physics is 😎 🆒️ pic.twitter.com/OfGOPBv28o — Win Smart, CFA (@WinfieldSmart) October 11, 2024

30-year mortgage rate rises to 6.88%, a 2-month high; Dow Jones momentum weakens with consecutive lower highs.

Fed flip flopping policy comes with consequence. https://t.co/0LzCCvKTbR — The Great Martis (@great_martis) October 8, 2024 Dow Jones Update✍️ Momentum falling off a cliff.Relative strength lower highs. The churn up against resistance is a Warning signal.⚠️ pic.twitter.com/97dKcEBD3B — The Great Martis (@great_martis) October 8, 2024 US30yr Probable path. pic.twitter.com/NBIfFtd8Hu — …

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Declining earnings estimates for 2024 and 2025 may lead to lower stock market valuation multiples.

If $spx earnings estimates for 24 and 25 are rolling over, the multiple will need to contract. pic.twitter.com/WCBTrdsRCv — Michael J. Kramer (@MichaelMOTTCM) September 24, 2024 The Stock Market Could See A Sharp Pullback This Week https://t.co/Cj5LMVRzRq #MACRO: $SPY, $QQQ, #RESERVES, #MARGIN — Michael J. Kramer (@MichaelMOTTCM) September 22, 2024 …

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Will Lower Interest Rates Make You Wealthier?

The Federal Reserve recently announced their first interest rate cut in four years. The official explanation is that they want to encourage job growth. But how will this interest rate cut affect the average American family? From Peter Reagan for Birch Gold Group You may have heard the recent news that …

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The rate cut boosts bank profits but fails to lower mortgage rates, while the US 30-year and 3-month yield spread edges up.

https://twitter.com/RJRCapital/status/1836734007062470665 US 30 Yr minus the 3-month pic.twitter.com/f1UqwiYV2Z — Michael J. Kramer (@MichaelMOTTCM) September 19, 2024 https://twitter.com/RJRCapital/status/1836735432463102043 hedge funds starting to hedge with short bonds ETFs Macro furus long bonds in shambles — Alessio (@AlessioTMAD) September 19, 2024 Cuts ✂️ & Returns 📉 📈 pic.twitter.com/x4wS2qdlNp — Win Smart, CFA (@WinfieldSmart) …

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