markets…

Debt jumps $366B in one day. Treasury says $300B in tariffs incoming. Markets now expect $46T debt by 2028. Both sides failed to stop the clock.

The fiscal alarm bells aren’t hypothetical anymore. Financial markets are now operating under a base case scenario that expects the United States to add another $10 trillion in debt by 2028. That would put total federal debt at $46 trillion, up 100% from 2020. On July 9, the debt increased $366 billion in a single …

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S&P 500 market breadth near the worst level this century and Labor, inflation, and equity conditions nearly identical to June 1999 when Fed hiked rates to 5% to cool markets

Fed faced same risks in ‘99 as today… June 1999. The Fed is concerned about: -Rampant equity speculation and its impact on wealth (SPX PE 24x, today 23x)-Too tight labor markets (UR 4.3%, today 4.1%)-Too high wage growth (ECI 3.5%, today 3.6%)-Inflation (Core CPI 2.3%, today 2.8%). They hiked from 4.75% to 5%. pic.twitter.com/A4uqxyIYmH — …

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Are Markets Marching Toward A ‘Wile E. Coyote Moment’?

via Jesse Felder Ruchir Sharma writes, “American retail investors are all in, buying at an unusually aggressive pace this year. Roughly half of US household wealth is now invested in stocks — breaking the record set during the dotcom bubble of 2000… To the old line — never bet against the US consumer — might be …

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Powell confirms it. Fed would’ve cut rates by now. Tariffs froze the move. Dollar down 10.8% Worst start since 1973 Markets watching July CPI

Jerome Powell just confirmed what markets already suspected. The Federal Reserve would have cut rates by now if it weren’t for the tariff barrage coming out of the White House. That’s not speculation. That’s Powell’s own words. Inflation forecasts jumped after Trump’s tariff plan hit the tape. The Fed froze. The rate path changed. And …

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Trump set to unveil Fed chair pick months before Powell leaves in move to shake up markets

Trump may name Fed chair pick by September. Bessent serving as both Treasury Secretary and Fed Chair would be very bullish. pic.twitter.com/Btt2MrSGV2 — Jesse Cohen (@JesseCohenInv) June 26, 2025 WSJ: TRUMP MAY ANNOUNCE HIS NEW FED CHAIR PICK BY SEPTEMBER even if Powell doesn’t leave till May 2026… Trump may announce the new Fed Chair …

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Oil crash signals global deflation wave, biggest drop since Ukraine war, markets ignore war, brace for deleveraging. Summer liquidity vanishes before earnings storm

Markets hit weekly high right after Israel strike but low summer liquidity could trigger another brutal crash… Oil is pointing to a new global deflation. That I predict will be outside of central bank control aka. a mass deleveraging event. pic.twitter.com/Srkj9RtjbJ — Mac10 (@SuburbanDrone) June 24, 2025 Today was the biggest down day for oil …

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Stop staring at stock markets. Focus on the next big things.

Stop staring at stock markets. Focus on the next big things. https://t.co/bumRgRBV62 pic.twitter.com/X5IX2IjsCR — Northstar (@NorthstarCharts) June 20, 2025 We're on the verge of confirming only the 4th capital rotation into gold in history. What follows? Multi-year bull eras in silver, uranium, copper, oil & friends. But there's a catch: the missing ingredient is a …

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Crash alert: Unemployment claims are rising, markets are flashing 2008-style warnings, shocking data is slumping, and a surprise index just sank to a 9-month low amid widespread misses.

Echoes of 2008 stir on Wall Street… Just as in 2000 & 2007, when weekly unemployment claims start nearing 300K you can kiss the bull market goodbye. Mark it down. 💯 Chart from @profplum99. pic.twitter.com/bJffcNyvN5 — John (@market_sleuth) June 19, 2025 CRASH WARNING🛑 Dow Jones 2008 vs 2025 Likely or Unlikely? Study carefully; carefully study. …

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Jeff Gundlach pulls out of stock market warning bubble worse than 2007 and 1999 with scams keeping markets inflated longer than expected

A must listen with Jeff Gundlach. He's gotten the fuck out Stock valuations are a joke Reminds him of 1999 and 2007 Scams last longer than anyone thinks "takes forever" for defaults to finally arrive pic.twitter.com/ecGYq4jiVx — Darth Powell (@VladTheInflator) June 14, 2025 A colossal inflection point – What are bonds telling us? *Book ideas, …

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Missile landing in Tel Aviv. Fears of full-scale war rattle global markets and investors brace for chaos

En route. https://t.co/IYWUnsv92A pic.twitter.com/icffQrEtAQ — The Great Martis (@great_martis) June 13, 2025 Missile landing in Tel Aviv pic.twitter.com/cS0GXLGtVH — QE Infinity (@StealthQE4) June 13, 2025 🔻Iran calls its operation "Severe Punishment” pic.twitter.com/J9zU84f5O9 — Informer (@X_Informer_X) June 13, 2025 🚨A senior Israeli security official tells Channel 12 that Israel has warned Iran that if it targets …

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Corporate insiders are selling shares at fastest pace since election last year; Investors are passing on stocks and flocking to the 4% yield in money markets

Corporate insiders are selling shares at fastest pace since election last year. pic.twitter.com/VkxFnUwnvo — TT3 (@TradingThomas3) June 12, 2025 Investors are passing on stocks and flocking to the 4% yield in money markets even though the dollar is falling in value. Interesting. Lots of people have no interest in this market even though it rises …

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Silver stuns markets with breakout surge while gold ratio collapses and investors rush into early-stage miners

The gold-to-silver ratio is now breaking down as silver accelerates and begins to catch up with gold. Just a month ago, investors were telling me this time was different — that the ratio wouldn’t revert and we were witnessing a structural shift. But notice the trend.… pic.twitter.com/r4JE7gAoPt — Otavio (Tavi) Costa (@TaviCosta) June 9, 2025

Trump says he’s keeping Tesla and still using Starlink while markets bet on a possible truce with Elon Musk

Trump said today he’s not selling his Tesla and will keep using Starlink. Polymarket currently gives a 34% chance that he and Elon reconcile by the end of the month. pic.twitter.com/Drx0QBGbjw — TT3 (@TradingThomas3) June 9, 2025 ICYMI — Whoopi Goldberg believes the Trump-Musk feud is fake. pic.twitter.com/gyd4Pe6EqB — Toria Brooke ☘️ (@realtoriabrooke) June 9, …

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Hedge Funds are aggressively chasing this rally now… Stocks down yields up… Jamie Dimon: Markets feel complacent. Tom Lee: Buy.

Stocks down yields up = bad sign — JustDario 🏊‍♂️ (@DarioCpx) June 2, 2025 Hedge Funds are aggressively chasing this rally now. Last week saw the largest HF buying in US Tech in 10+ years.$QQQ $NVDA $TSLA $AVGO pic.twitter.com/Gs31OtPIBp — David Marlin (@Marlin_Capital) June 2, 2025 The FED won't cut rates, inflation expecations continue to …

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X has become Wall Street’s favorite bar without the noise, from memes to markets, X is the brain of the internet

It started with a single post. Something about inflation and the Fed. Before I knew it, the algorithm carried me into the undercurrent of financial thought leaders, macro strategists, seasoned investors, and data junkies. That’s when I understood. X is not just a social media platform. It is the most valuable intelligence network on Earth …

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Markets bet big on hot growth despite collapsing earnings outlook, stock surge pushes valuations near record highs, analysts warn of post-COVID slowdown ahead

With the equity market surge yesterday, market based pricing of growth expectations has nearly fully recovered the drop this year, and is just a couple point off highs. pic.twitter.com/UeaOxWYTDC — Bob Elliott (@BobEUnlimited) May 28, 2025 Long dated real yields are at their highs of the post-covid cycle. pic.twitter.com/4D4xVU4WhS — Bob Elliott (@BobEUnlimited) May 28, …

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Trump stock dives 10% on $2.5B Bitcoin raise plan, markets cool on another Bitcoin treasury pivot

$DJT is down 10% on news it will raise $2.5 billion to buy Bitcoin. Maybe the markets don't have the appetite for yet another Bitcoin treasury company. Also, how can Trump's company front-run the Strategic Bitcoin Reserve, using taxpayers' dollars to pump up what he bought first? — Peter Schiff (@PeterSchiff) May 27, 2025 Trump …

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Rental markets cooling in migrant-heavy metros, starter homes see first price slip since 2020, border reversal sends quiet shock into housing demand

"We see a housing crisis coming next." "Home prices need to come down." pic.twitter.com/zHXHKIF8lm — Darth Powell (@VladTheInflator) May 27, 2025 We have the biggest gap ever between Home Prices and Mortgage Rates in 2025. Prices are 90% above the 130-year average. Meanwhile, Mortgage Rates are right around the long-term average (6.7%). The resulting gap …

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38% of the U.S. debt maturity needs to be rolled over into long-term Treasuries by 2026… Ray Dalio says “You need to pay attention to the bond markets.”

38% of the U.S. debt maturity needs to be rolled over into long-term Treasuries by 2026. https://t.co/g0CDnPkX8C pic.twitter.com/8svxKOA1MH — Financelot (@FinanceLancelot) May 26, 2025 Ray Dalio says "You need to pay attention to the bond markets." pic.twitter.com/kPUHl6vUsf — unusual_whales (@unusual_whales) May 26, 2025 Is that safe? https://t.co/PL8A1m6If2 — Jan Nieuwenhuijs (@JanGold_) May 26, 2025 (1/2) …

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Credit markets are currently pricing in a 6-level credit downgrade for the United States. Jamie Dimon says he’s not a buyer of credit today. Hedge funds bet big short.

BREAKING 🚨: United States Credit markets are currently pricing in a 6-level credit downgrade for the United States, which would give it a rating of BBB, just a smidge above investment grade 👀 pic.twitter.com/WlwiP5IN6p — Barchart (@Barchart) May 21, 2025 Jamie Dimon says he's not a buyer of credit today. Warns of a major downturn …

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Japan’s 40-year bond yield just spiked to 3.58%, the highest level since 2007. The debt downgrade from Moody’s forces the bond markets to take down the weaker hands first?

When Japan’s 40-year yield spikes…It’s not just a Japan problem.It’s a global leverage problem ticking louder. — FromRedToRiches (@FromRedToRiches) May 20, 2025 Japan’s 10 year yield the past month💀☠️: I mean this is so far below where their 40 year bond is trading which trades at 3.5% plus. Inflation is way higher than 1.52% My …

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