Independent thinking for complex markets and current events
Container shipping traffic from China to the US is plummeting: The number of ships departing from China to the US over the last 15 days has dropped to its lowest since February. Excluding the Chinese New Year-related decline in February, this is the lowest level in over a year.… pic.twitter.com/AYuPPJRXwS — The Kobeissi Letter (@KobeissiLetter) …
What The Headline GDP Number Doesn’t Show byu/stockpreacher instockpreacher BREAKING: US goods imports fall -19.8% in April as President Trump's "reciprocal tariffs" effectively halted trade with many countries. This marks the largest drop in history for US goods imports. — The Kobeissi Letter (@KobeissiLetter) May 30, 2025 “There was always concern that it would be …
BREAKING: April PCE inflation, the Fed's preferred inflation measure, FALLS to 2.1%, below expectations of 2.2%. Core PCE inflation FALLS to 2.5%, in-line with expectations of 2.5%. PCE inflation is now at its lowest level since September 2024. All eyes are on the Fed. — The Kobeissi Letter (@KobeissiLetter) May 30, 2025 🇺🇸 Morning Economic …
Summer 2025 calling! 🚗✨🍦 Gas prices are dropping to the lowest in YEARS ($3.08 on Memorial Day, possibly sub-$3 later this summer)! Where are you heading & what's your best road trip hack? 👇 pic.twitter.com/fR2LDX23uY — GasBuddy (@GasBuddy) May 20, 2025
(Bloomberg) — Chinese shipments of Apple Inc.’s (AAPL) iPhone and other mobile devices to the US dived to their lowest levels since 2011 in April, underscoring how the threat of US tariffs choked off the flow of big-ticket goods between the world’s two largest economies. Smartphone exports slid 72% to just under $700 million last …
Equity Put/Call Ratio fell last week to one of the lowest levels in the last 4 years 🚨 Bulls are back 🐂🐂 pic.twitter.com/4BPf6UE3Ft — Barchart (@Barchart) May 17, 2025
1) What's extremely interesting is that home prices, for a very long time, simply tracked the rate of inflation. More specifically, from 1890 to 1990, over 100 years, inflation-adjusted prices never went more than 15% above their long-term trend line. — Nick Gerli (@nickgerli1) May 15, 2025 3) And it was in this period that …
$TLT on track for lowest closing price since November 2023 🚨🚨 pic.twitter.com/DRfs04Lu5I — Barchart (@Barchart) May 14, 2025
BREAKING 🚨: Corn Corn falls to lowest closing price this year 📉📉 pic.twitter.com/p56NqN2yml — Barchart (@Barchart) May 5, 2025
BNPL: do you love it or hate it? 41% of users missed payments in the past year (LendingTree 2025), and with credit cards at 11.35% delinquency (Fed), it’s a lifeline for some, a nightmare for others. Now BNPL is being reported to credit reports. YIKES! 200K+ of you felt very… — Amanda Goodall (@thejobchick) April …
It’s hard to get excited about the rally in equities when Dow Transports look like this. 👇🏼 pic.twitter.com/fVnd7juFbL — Kalani o Māui (@MauiBoyMacro) April 25, 2025 🚨US bankruptcies are rising as if there is a CRISIS: 188 US large companies declared bankruptcy in Q1 2025, the most in 15 YEARS. This is up 35% from …
🇺🇸 AMERICANS THINK THE ECONOMY IS A FLAMING DUMPSTER People are freaking out—for the fourth month in a row—because everything feels like it’s getting worse, not better. Blame the T-word: tariffs. They mess with prices, and now folks are scared their paychecks won’t keep up with… https://t.co/siOu6uomud pic.twitter.com/3HZyOZ9vEg — Mario Nawfal (@MarioNawfal) April 25, 2025 …
https://twitter.com/StealthQE4/status/1915538856834715854 The housing market had its worst March since the global financial crisis, weighed down by high borrowing costs and falling consumer confidence in the economy. Home sales fell to their lowest annual level for March since 2009, dashing hopes for a rebound this year. Sales of previously owned homes plunged 5.9 percent from February …
Bond shockwave slamming global markets: Japan 20-Yr Bond Sale Draws Weakest Demand Ratio Since Dec 2023 Oversubscription rate for a 5-year German debt sale lowest since March 2023. — zerohedge (@zerohedge) April 15, 2025 Japan 30-year bond yields spike signaling shift in global bond stability and risk… Japan’s 30-year bond yield just spiked to 2.798%, …
BREAKING: More Winning. Oil Prices Drop To Lowest Level Since 2021 In a stunning win for America First policies, oil prices have crashed to their lowest since 2021, with crude tanking to $65.50 a barrel today, proving President Trump’s energy dominance is back in full force.… pic.twitter.com/fjNfC2Fta4 — MAGA Resource (@MAGAResource) April 4, 2025
The market feels like a house of cards in a windstorm—teetering, trying to convince itself it’s stable, but deep down, everyone knows the truth. Sure, the S&P 500 has posted two straight days of 90% advancing stocks, but on what? Ghost-town volume. This isn’t conviction. This is a market that’s climbing because it doesn’t know …
Truflation’s real-time US inflation gauge has moved down to 1.3% – the lowest level since December 2020 byu/RobertBartus inEconomyCharts
Fewer hours worked means less money in pockets, and it signals weak labor demand. Yet the media still pushes the narrative of a “strong labor market.” ⚠️Americans work the LEAST hours since the aftermath of the Great Financial Crisis: Average Weekly Hours worked came at 34.1 in February, in line with the lowest level in …
This is not just a blip—it’s a major sign that the Fed’s liquidity lifeline is running out. If you’ve been paying attention, you know that means tighter monetary conditions are on the way. How long can this go on before the system starts to buckle? The Fed may have to pull the emergency brake soon …
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, the 18th consecutive month of …
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. …
The share of mortgages outstanding with rates below 3% – as close to free money as regular folks could get – has been declining slowly but steadily to 21.3% of all mortgages outstanding at the end of Q3 2024, from the peak in Q1 2022 (24.6%), according to the Federal Housing Finance Authority’s National Mortgage …
CBOE Volatility Index $VIX drops to lowest level this year 🚨 pic.twitter.com/4vQP04S7r9 — Barchart (@Barchart) January 22, 2025 The CBOE Volatility Index (VIX) has plummeted to a startling 15.06 on January 21, 2025, marking its lowest level this year. This drastic drop in the market’s “fear gauge” suggests a troubling complacency among investors, who appear …
From my perspective, the main takeaway is that Fed liquidity has been locked into a “stair-stepping downwards” pattern since April 2024. Starting from a new lower base at the beginning of every quarter. The “stealth QE” that occurred during 2023 is now being wiped away. From now on, Fed liquidity will likely continue to generally …
Private jobs are in full economic collapse already https://t.co/Id684m0Ubw — Darth Powell (@VladTheInflator) December 30, 2024 Way overstretched. The correction is going to be historic. https://t.co/bTDpnWMbqN — Uncle Milty’s Ghost (@his_eminence_j) December 31, 2024 Every time corporate insider buying reaches elevated levels, it has often coincided with stock market bottoms Right now, corporate insider buying …
The median asking rent fell 0.7% year over year in November to $1,595, dropping 1.1% month over month. The asking price per square foot for rental apartments fell 2.2% year over year to the lowest level since December 2021. Rents dropped across all bedroom counts for the fifth consecutive month. Cleveland recorded the biggest rent …
Voters have delivered a devastating verdict on Joe Biden’s time in office, branding him the worst president in almost 50 years. An exclusive Daily Mail poll found Biden was less impressive than Jimmy Carter, who was voted out after a single term after presiding over double-digit inflation and a botched effort to rescue American hostages …
Incredible statistic, and perhaps even more interesting given how low volume has been for the few days. Tuesday was the lowest volume on SPY for a non-holiday session since 2005. https://t.co/QtvZOeL7JF — David Sommers (@dgsommersmkts) December 5, 2024 You know what's funny? My Twitter followers surpassed 100k this week for the first time. My guess …
Euro plunges below $1.04, lowest level in 2yrs as bets on ECB rate cuts byu/betsharks0 inwallstreetbets #Eurozone #manufacturing 📉 #services 📉https://t.co/rn0txeYG04 pic.twitter.com/rK9WqoU3sM — Invariant Perspective (@InvariantPersp1) November 22, 2024
