Independent thinking for complex markets and current events
The perfect storm: High inventory (available brand new models 2022-2023-2024) High prices Expensive loans Low income Economy crashing(no jobs) then repossession skyrocket last few months = New Car Demand is in a meltdown Ford Is GOING BANKRUPT? h/t TIO JUAN
This could be the stock market’s most important week of the year as investors await Nvidia’s second-quarter earnings results on Wednesday, according to one Wall Street analyst. Wedbush analyst Dan Ives called the imminent Nvidia results the “most important tech earnings in years” in a note last week. “We believe the most important week for …
Despite interest rates coming down, buyers are not returning to the housing market and inventory continues to build across the country. In some parts of the U.S. we are seeing inventory levels jump beyond pre-pandemic levels and nationwide inventory levels are nearly back to pandemic as well. How low interest rates have to go to …
WARNING: Labor market conditions index has been steadily declining This systematically happens prior to recessions pic.twitter.com/w3YYWHR566 — Bravos Research (@bravosresearch) August 26, 2024 US firms’ ‘low firing’ approach may turn to more layoffs, Fed’s Barkin tells BBG WASHINGTON, Aug 26 (Reuters) – The “low-hiring, low-firing” approach that U.S. businesses currently take to their employment decisions …
The bond market is placing bets as to rates will be in two years. They're betting there's bad things ahead https://t.co/o9q9qo7821 — Darth Powell (@VladTheInflator) August 26, 2024 Ya but just how bad is this? During the GFC the lowest of the low points AFTER a deep jobs recession was 168.9. Purchase demand is at …
U.S. Dollar Index $DXY on track for lowest close since July 2023 👀 pic.twitter.com/QttP92aA3K — Barchart (@Barchart) August 23, 2024 This is crazy. People think they’re getting richer as the market goes up but in real terms not really. https://t.co/dytRkimwVe — QE Infinity (@StealthQE4) August 23, 2024 Wall Street’s reaction to the Fed’s impending rate …
3) Here's another listing. This is actually a single-family house in Punta Gorda, FL. Down -35%. Back to 2019 value. Still sitting on the market after nearly a year. pic.twitter.com/mXpnHMFdAH — Nick Gerli (@nickgerli1) August 23, 2024 1) To be clear: prices in Florida's condo market aren't down 41% from peak overall. However, more and …
US 10-Year Treasury Yield Falls US Treasury yields fell by up to 5 basis points to 3.807% as investors anticipated larger Fed rate cuts this year. Fed Chair Jerome Powell signaled readiness to cut inte… More here: https://t.co/AdIot28g1y pic.twitter.com/rGam65VO7z — TRADING ECONOMICS (@tEconomics) August 23, 2024 Powell: "the time has come" for the central bank …
The U.S. is in a massive housing bubble. Prices are artificially high due primarily to the downstream effects of financialization. Localized supply and demand dynamics — which today are also downstream of financialization — are a mess. Decades of housing subsidies, down payment assistance, artificially low interest rates, money printing and endless bank support have …
Source: https://www.newyorkfed.org/microeconomics/sce/labor#/ TLDRS: The Federal Reserve Bank of New York’s July 2024 SCE Labor Market Survey reveals significant changes in the job market, with 28.4% of individuals actively searching for jobs, the highest level since the survey’s inception in 2014. The rise in job searches was particularly pronounced among those over 45, without a college degree, …
In the San Francisco metropolitan area, the median home price was nearly twice as much as a 20-year rent — $1.2 million compared to $609,000. The Bay Area is one of the most expensive regions in the United States to rent. But it’s even more costly to buy a home — even in the long …
This month’s stark stock market swing serves as an indicator of things soon to come, warns one veteran hedge fund operator. Mark Spitznagel, president and chief investment officer of Universa Investments, made the prediction in an interview with Fortune, almost two weeks after the scare. At the time, markets from Japan to the US fell …
Blue line marks 2Y10Y yield curve inversion bottom. Red line marks SPY correction bottom. White bar is constant period in between. The Labor market is telling us something. 👇🏼 Who’s listening? pic.twitter.com/oM1Gt8KUjL — Kalani o Māui (@MauiBoyMacro) August 14, 2024 h/t mrmrmrj
FOREST PARK, Ga. (AP) — Celery was used to conceal more than 2,300 pounds (1,043 kilograms) of meth that federal agents discovered in a truck at a farmers market outside Atlanta, the U.S. Drug Enforcement Administration said. In what the DEA called one of the largest seizures of its kind, agents confiscated the drugs being …
Gold prices closed at record levels today, but what’s even more significant: The gold-to-Nasdaq ratio is currently on the brink of breaking out from a historical resistance. Here is a reminder that this ratio surged 13x from the peak of the tech bubble in 2000 to 2011.… pic.twitter.com/UUVG14HImK — Otavio (Tavi) Costa (@TaviCosta) August 12, …
One thing I've learned in this business is to always pay attention to the messages the bond market is conveying. Each time we've observed the current level of rate cuts reflected in bond prices, a recession has followed. The steepening yield curve also points to a likely… pic.twitter.com/Yj6b6MHx6v — Otavio (Tavi) Costa (@TaviCosta) August 10, …
via JOHN RUBINO The current housing bubble features three new players, all of whom are about to switch from “buy/hold” to “panic sell.” They are: Boomers forced by declining health and/or shrinking stock portfolios to sell their McMansions. Wall Street private equity “landlords” who gorged on houses and apartment buildings (sometimes buying up entire neighborhoods …
I believe we are in a financial assets bubble! As all debts come due, when this bubble deflates and things return to reality, it will be ugly and therefore I wish to discuss the possible depth of the next stock market crash.
by Mike Maharrey I’ve been watching the commercial real estate (CRE) sector as a potential catalyst for the next financial crisis. So far, it has managed to hold together, but there is still trouble brewing under the surface. The story of one commercial real estate investment by UBS Group is a microcosm of the commercial real estate …
Overnight, the BOJ fueled a global RISK ON rally with their announcement that there will be no further rate hikes while markets are "unstable":https://t.co/nX1iahwa8M For pundits such as Zerohedge who are still asserting that a mere .25% rate hike imploded the global Ponzi… pic.twitter.com/38TOmfe5gR — Mac10 (@SuburbanDrone) August 7, 2024 Back to above 147 per …
The Trends Journal is a weekly magazine analyzing global current events forming future trends. Our mission is to present Facts and Truth over fear and propaganda to help subscribers prepare for What’s Next in these increasingly turbulent times.
by theknowndudereturns The sharp rise in the JPY/USD is causing a massive unwind of Yen carry trade positions and contributing to the sharp decline in US stocks. For those who do not understand how this works, a brief explanation Many traders were borrowing Jap Yen (JPY) at low interest rates, converted them to USD and …
Joe Biden’s senior economic advisor Gene Sperling resigned on Monday after stocks tumbled around the world. Japan’s Nikkei lost 4,451 points on Monday, its biggest single day loss since 1987. The ‘Magnificent Seven’ will shed $1 trillion in value, Reuters reported. Apple and Nvidia led the sell-off. The DOW tumbled more than 1,000 points on Monday. Gene Sperling …
Pre market sell off today. And yes my Roth lost $$ last week & it’s not a good start to the new week. At this point it doesn’t matter what sector you’re in. Everything is falling. Sell off and put in a money market until it starts coming back pic.twitter.com/7qTGs2qM9O — Florida MAGA Godzilla 2.0 …
Global stock market crash: LIVE UPDATES Following staggering drops in Japan’s Nikkei and Bitcoin, European banks are tumbling to March lows Stock markets went into a meltdown on Monday amid fears that the US could be heading for a recession, pushing investors into panic-selling mode, market data shows. The US has seen an unexpected rise …
The economy is teetering on the edge of a recession, with the unemployment rate skyrocketing up to 4.3% from its low last year. Moreover – 7.2 million Americans are now unemployed.
This is the early phase before an economic downturn unfolds Buckle up pic.twitter.com/LFwQz6rIMe — Bravos Research (@bravosresearch) August 1, 2024 This is how the 2008 Financial Crisis crash unfolded 👇 pic.twitter.com/qYvdaiJQNd — Bravos Research (@bravosresearch) August 2, 2024 A record 53% of investors turned bullish on 17th July This coincided with the peak of the …
That's a $1.4 trillion+ swing in Nvidia's market cap in just over a month. That's also more than the value of most countries' entire stock market. Volatility is officially back and on the rise. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) July 31, 2024 BREAKING: Intel stock, …
