How long before people stop reacting to announcements from Trump that go nowhere? Arab mediators warn US and Iran are nowhere near a deal. The longer Trump fools the market the harsher the crash will be

Trump’s military advisors said to him, it’s wartime sir so it’s good to lie all the time to confuse the enemy. And Trump said, I can do that. Remember last Monday: Trump said he was going to get the rest of the world to patrol the Strait of the Hormuz and Iran said that’s great …

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Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. Every time oil prices surged 50%+ above trend, a recession followed. Every. Single. Time. Recession talk builds. Fed won’t cut until something breaks.

Markets are reacting to a risk of a global LNG crisis, which is much worse than an oil shock. An oil shock is quickly solved by non-OPEC supply, alternatives, and flexible systems. LNG is only 15% of the total gas market but very tight in supply and much more challenging to… pic.twitter.com/vCf5mQJAA0 — Daniel Lacalle …

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Is this still “pure noise” or is the bond market reacting to macro news?

Is this still “pure noise” or is the bond market reacting to macro news? pic.twitter.com/iXKsb48s9q — Steve Hou (@stevehou) September 8, 2025 THE ECONOMY IS WEAKENING – JAMIE DIMON — Kang (@thuhkang) September 9, 2025 Like the cuts before it, the 3-month is leading the way. A 0.25 cut is within the range of the …

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The Fed risks repeating past mistakes, experts warn. Slow and outdated BLS data leaves the central bank reacting too late

The new jobs numbers have been trending downwards for the last six months, or so. We are well into a recession at this point. Are we already in a jobs recession? Less than 50% of industries are adding workers the last 6 months. Numbers like this are only seen during recessions. pic.twitter.com/9J2H1FTyZr — QE Infinity …

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