markets…

Markets rising but the oldest signal says trouble could be brewing; Global markets could top in next five days before FOMC delivers most overbought rate cut in history

Friendly reminder: the 129-year-old Dow Theory flipped bearish back on March 14, 2025. The "things that make shit index" $DJI is pushing higher, but the "things that move shit index" $DJT is not confirming. Without confirmation, the "oldest market signal" is still flashing a… pic.twitter.com/4nMsCYel6O — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) September 10, 2025 https://twitter.com/TommyThornton/status/1965790936849633290 …

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Too Much Debt? Auto And Office Debt Markets Are Bursting!

by confoundedinterest17 Too much debt? The car market bubble is bursting! Subprime auto loan delinquency rates have now surpassed 5% for the first time in history. The 60-day delinquency rate for subprime auto loans has more than DOUBLED over the last 3 years. Delinquency rates are now ~1.5 percentage points above the 2008 Financial Crisis peak. At …

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The Fed is poised to cut rates while inflation still runs 3 to 5 percent. Markets are betting on six total cuts over the next year and a half

They can keep the whole thing afloat as long as they’d like The release valve is just the currency. Inflation is running at 3%-5% …and there's a 100% probability that the Fed cuts at least 25bps in ten days As if that wasn't bad enough, there's a 11% probability they do a jumbo 50bps cut …

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Gold is going absolutely parabolic! Yields at 30+ year highs while we are in the midst of an aggressive GLOBAL rate cut cycle. Markets hedging going into September rate cuts with 3% inflation creating fears of stagflation?

The system’s crumbling, gold’s at $3500, a dead canary in a coal mine. Central banks cut rates as inflation hits 3%, pure sabotage dressed up as policy. Yields at 30-year peaks shout panic, not control. They’re pumping a bubble to dodge the collapse. This isn’t economics, it’s a knife in your back. Your money’s burning …

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France teeters on the brink: debt hits record €3.35 trillion while Macron government imposes €5 billion emergency cuts and markets panic

France is cracking under its own weight. Debt has surged past €3.35 trillion, more than 114 percent of GDP. The government’s answer is €5 billion in emergency cuts scraped from unspent funds and health insurance. “France faces €5bn in fresh cuts as debt balloons to record high” RFI The cuts are theater. The deficit is …

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EchoStar jumps 70% premarket as AT&T buys $23B in spectrum licenses covering 400+ markets to expand 5G network

WASHINGTON (Reuters) -AT&T said on Tuesday it will purchase key wireless spectrum licenses from EchoStar for about $23 billion, as the the U.S. telecom provider seeks to boost its network in a competitive market. In June, President Donald Trump prodded satellite communications and Dish TV parent EchoStar and Federal Communications Commission Chair Brendan Carr to …

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2 weeks of inflows, 0 peace deals — markets misread the war again

Russia accused Ukraine Sunday of launching drone attacks that sparked a fire at a nuclear power plant in its western Kursk region overnight, as Ukraine celebrated 34 years since its independence. https://t.co/p1wo977EWu — CityNews Toronto (@CityNewsTO) August 24, 2025 President Trump said that Ukraine would have to continue attacks on Russia to have any hope …

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Powell signals caution, avoids rate cuts, and keeps inflation and labor pressures in focus while markets misread the hawkish message

Markets cheered, but the message was hawkish. Powell didn’t promise cuts. He didn’t hint at September. He made the Fed’s caution sound like reassurance. That’s not dovish. That’s tight policy, carefully cloaked. “Risks to inflation are tilted to the upside, and risks to employment are to the downside — a challenging situation,” Powell said. Stocks …

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Bond markets everywhere breaking down

https://twitter.com/rev_cap/status/1958831549538861063 BREAKING 🚨: United Kingdom UK 30-Year Yield hit 5.61% this week, the highest level since 1998 🤯👀 pic.twitter.com/4iVVuzUI7M — Barchart (@Barchart) August 22, 2025 JUST IN 🚨: Japan's 20-Year Bond Yield hits highest level this century 📈📈 pic.twitter.com/LpUsW3qNKK — Barchart (@Barchart) August 21, 2025 Start with the UK. “The yield on 30-year bonds rose …

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The Japanese bond market is unraveling. Markets don’t seem to care now, but they will soon.

The Japanese bond market is unraveling. Markets don’t seem to care. I don’t get it 🤷‍♂️ https://t.co/HY6GaBJ32E — QE Infinity (@StealthQE4) August 21, 2025 “I trust them to resume tomorrow, otherwise it will be hard to hide bankruptcies much longer the higher yields go” BOJ intervention number 26 since the 29th/7 https://t.co/jhJMpiVSA2 pic.twitter.com/nOtCAIvk8a — JustDario …

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Altman’s a huckster, capex is junk, markets won’t hold up

again https://t.co/9fWlkp43o3 — Benn Eifert 🥷🏴‍☠️ (@bennpeifert) August 20, 2025 OPENAI CEO SAM ALTMAN CONCEDES GPT-5 WAS A MISFIRE, BETS ON GPT-6 — *Walter Bloomberg (@DeItaone) August 20, 2025 Dot-com Bubble 2.0 https://t.co/n1zf8oBAxI — Financelot (@FinanceLancelot) August 20, 2025 Nasdaq $QQQ 🚨 We Have a Problem 🤯👀 pic.twitter.com/rGZnMRQqm4 — Barchart (@Barchart) August 20, 2025

The Fed is flooding liquidity into markets while restaurants bleed margin. M2 money supply just hit an all-time high. Risk assets rally. Real businesses scramble.

The Fed is back in the bond market. No cameras. No policy announcement. Just $43.6 billion in U.S. Treasuries scooped up in a single week. In May 2025, the Fed quietly bought $43.6 billion through its System Open Market Account (SOMA) — including $8.8 billion in 30-year bonds on May 8 https://dailyhodl.com/2025/05/24/fed-quietly-buys-43600000000-in-us-treasuries-in-alleged-stealth-qe-operation-after-china-abruptly-dumps-billions-in-bonds/ The official term …

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Fed plans rate cuts while markets and prices hit record highs. Consumers cut back hard, fast food chains show how broke Americans really are

The Fed is about to cut rates while everything else hits all-time highs. Stocks, homes, rents, bitcoin, gold, household wealth — all at records. Unemployment sits at 4.2%. Inflation stays high. J.P. Morgan expects four rate cuts to bring the policy rate to 3.5%. https://money.usnews.com/investing/news/articles/2025-08-08/j-p-morgan-sees-fed-cutting-rates-at-each-of-its-next-four-meetings But Americans are struggling. Fast food sales dropped hard last …

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Fed holds rates to cool markets. Liquidity tightens, bonds rally, equities pause.

The Fed’s choice to hold rates high is often misunderstood. It removes dollars from circulation, balancing the impact of tariffs and fewer global trades. Liquidity dries up, which means stocks lose their usual momentum. Investors turn to bonds instead, pushing yields lower without direct Fed intervention. “The Fed is cautious because inflation remains a threat …

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Bessent signals Treasury takeover of bond control markets. Buybacks double after private warning

The Treasury quietly redesigned its bond strategy in plain sight. Scott Bessent said the Treasury has “a big toolkit” to stabilize markets if the Fed refuses to act.https://www.bloomberg.com/news/articles/2025-04-14/bessent-says-treasury-has-big-toolkit-if-needed-for-bond-market He also warned that yields have become too high: “It wouldn’t make sense for the government to ramp up sales of longer‑term securities given where yields are …

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Turns out cutting labor oversupply still works. Fewer undocumented workers means tighter job markets, which means pay goes up.

According to a new op-ed from the Center for Immigration Studies, nearly 1 million illegals have self-deported under Trump’s renewed enforcement push, aided by cash incentives and digital check-ins. The report ties this exodus to a measurable increase in average wages, particularly in lower-skilled sectors. via CIS: The Washington Post claims “a million foreign-born workers …

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Markets and society spiral into chaos with biggest bubble madness yet to come

The market is bubbling over like never before. Weird moves everywhere, prices swinging wildly, and headlines screaming about froth and frenzy. But beneath the chaos, something deeper is rotting. Society itself feels more unraveled, more reckless than at any point in recent memory. Look back to the dot-com boom or even 2021’s crazed rally. Those …

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The party may go on for a few more drinks, but the tab is coming. And credit markets are already eyeing the exits.

Real value needs fundamentals, not just money supply growth. If this is the top, it’s not going out with a bang. It’s setting up a slow-motion reckoning. JUST IN 🚨: Warren Buffet Indicator jumps to most expensive stock market valuation in history, surpassing the Dot Com Bubble and the Global Financial Crisis 👀 pic.twitter.com/xTmDlxJsjB — …

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Wall Street faces $500 billion Treasury bill surge this quarter. Massive borrowing could push rates higher and tighten credit markets

Wall Street is gearing up for a massive surge in Treasury bill issuance in the third quarter, that is more than half a trillion dollars. That means the government is borrowing heavily to cover spending, which puts pressure on interest rates and could crowd out private investment. “Net issuance of Treasury bills in the third …

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Top 10 S&P stocks now pricier than dot-com peak, forward P/E hits 30 while rest of index lags at 20. BofA triggers triple sell signal across global markets. Cash levels, breadth, and flows all flash red on Hartnett model

SPX historically drops 2% after similar signals since 2011 According to BofA's Michael Hartnett, #sell #signals have been triggered.– BofA FMS Cash Rule: cash as % AUM in FMS 3.9%. = sell signal…average SPX loss in following most from 15 "sell" signals since 2011 = 2%;– BofA Global Breadth Rule: 64% of MSCI ACWI equity …

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Treasury yields plunge while dollar surges signaling global fear, Fed pivot expected but markets brace for deeper financial stress

What’s going on here is likely a sign of rising global stress. The sharp drop in the 10 year Treasury yield alongside a spike in the U.S. Dollar Index (DXY) points to a flight to safety and a scramble for dollar liquidity. Normally, falling yields would weaken the dollar but when both move in opposite …

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