Inflation ripping higher while real spending collapses is the exact combination that breaks markets and no amount of AI fairy dust changes that math. SPY has just officially topped?

Keep acting like the consumer is still strong and spending like nothing’s changed… and yeah, it’s going to look fine until it suddenly isn’t. Inflation still hot and people already stretched, that’s the kind of setup where things can roll …

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Japanese interbank lending rate ripping upwards

Japanese interbank lending rate ripping upwards it's the meme! "reaching levels not seen since: 2008" pic.twitter.com/5AsCGavTjx — Roberto Rios (@peruvian_bull) April 23, 2025 Bridgewater, the largest hedge fund in the world, comes out as bearish as I have ever heard …

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The Insider Transaction Ratio (sales-to-buys) is back in bearish territory… The 10 year yield is ripping again

The Insider Transaction Ratio (sales-to-buys) is back in bearish territory. via @hmeisler pic.twitter.com/kcAv13VryR — Daily Chartbook (@dailychartbook) November 12, 2024 Good Morning 🙃 pic.twitter.com/TD7ZOUTVtR — Amy Nixon (@texasrunnerDFW) November 12, 2024 The 10 year yield is ripping again. About to …

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