Independent thinking for complex markets and current events
US 2s vs 30s gap widest since 2022. Yield curves keep steepening globally, particularly driven by 30-year yields. In the US, the gap between 2-year and 30-year bond yields has reached the widest since January 2022. pic.twitter.com/elg9pKFavG — Lisa Abramowicz (@lisaabramowicz1) August 28, 2025 Japan's 30yr is now up almost 1ppt YTDUS 30yr +12bps pic.twitter.com/5rIOLSCFK8 …
NEW: Donald Trump tells ABC News that he’s not particularly interested in talking to Elon Musk, calling him “a man who has lost his mind.” pic.twitter.com/AJfzbcoR0b — Republicans against Trump (@RpsAgainstTrump) June 6, 2025
China’s economy is in deep trouble, and it’s hitting even the fancy luxury brands hard. LVMH, the big-name luxury giant, just warned that demand for their high-end stuff is tanking in China. People there aren’t buying the glitzy bags and watches like they used to, consumer… — The American Flea (@TheAmericaFlea) May 22, 2025
A startling new meta-analysis reveals a troubling connection between childhood cat ownership and an increased risk of developing schizophrenia-related disorders. According to the analysis of 17 studies spanning 11 countries, individuals who grew up with a cat are 2.24 times more likely to face these serious mental health challenges. The research highlights that the risk …
Roswell, New Mexico, experienced an overnight “Flash Flood Emergency” on Saturday, the National Weather Service reported — the highest tier of flash flood warning. Between 4 and 9 inches of rain fell in parts of the state, prompting the NWS to declare a “Particularly Dangerous Situation” alert — a warning issued when a Flash Flood …
University Michigan Sentiment Prelim: 66.0 vs a Forecast of 68.5 Inflation expectations of 2.9% for one-year ahead vs 3% on the prior reading Overall consumers still don't feel particularly great according to this survey pic.twitter.com/XQ0KAYd2tW — Markets & Mayhem (@Mayhem4Markets) July 12, 2024 🇺🇸 United States Michigan Consumer Expectations (Jul) $USD Actual: 67.2 🔴Expected: 69.8Previous: …
Climate activists are taking notice of Taylor Swift's private jet air miles after flying 5,000 miles from Japan to Las Vegas to see her boyfriend play football. "But people are certainly starting to take note of her air miles." Her carbon footprint is enormous. pic.twitter.com/HldmLHXiHd — Ryan Maue (@RyanMaue) February 16, 2024
Hungary opposes new EU sanctions against Russia We are talking about restrictions on cooperation in the energy and nuclear industries. “We believe that the sanctions policy has failed – Hungary opposed the new EU sanctions on cooperation with Russia in the field of energy and the nuclear industry,” said Hungarian Minister of Foreign Affairs and …
Everyone’s waiting to discover the level at which yields spur financial instability. From @kitjuckes this morning: “For now, the FX market is a bystander, watching Treasuries and waiting for them to break something.” — Lisa Abramowicz (@lisaabramowicz1) October 3, 2023 via Bloomberg: The slide in Treasuries has been excessive given recent economic data and Federal …
Currently, existing mortgage holders in Sweden are making monthly capital repayments that are on par with the demand for new mortgage debt. This is quite an unusual scenario, and it carries bearish implications for house prices. In simpler terms, it suggests that the housing market is facing some headwinds. Adding to this, it’s worth noting …
Go see ‘Sound of Freedom’…. “The most disturbing problems in our World today is Human Trafficking and the Trafficking of children. The first step in eradicating this crime…is awareness. Go see ‘Sound of Freedom’…” -Mel Gibson. Sound of Freedom comes out on July 4th. pic.twitter.com/h3U6U5tTtn — Liz Churchill (@liz_churchill10) July 2, 2023