A hub for independent voices and signals
US trade deficit just hit $52.8B – lowest since June 2020 Down 35% from last year Experts said tariffs would destroy economy Trump, Bessent and Lutnick were right all along Lower imports mean weaker demand which means recession is coming …
Rate cuts work. We need more of them. Then yields will go up to 20% — Data Driven Stocks (@stockdatamarket) December 12, 2025 Rates barely reacted, reinforcing the idea that the Fed is now pushing on a string. The market …
From the recent earnings of Oracle and Broadcom, two things have become unmistakably clear. For Oracle, debt has surged nearly 50%, while operating cash flow is declining—a troubling combination that markets quickly punished. The stock fell roughly 11% after the …
Ladies and Gentlemens, the Shiller PE just hit its highest level in 25 years. The second most overvalued market in history. Back then rates were rising; now we're cutting. LOL Guess what happens next. pic.twitter.com/4LyzObR7Ca — The Great Martis (@great_martis) …
10-year bonds are currently rising worldwide, something is going on? byu/Dramatic_Economics61 inWallstreetsilver The Bond Market is expecting more QE and inflation. Consequently, Bond Investors want a higher yield to compensate for a failing currency. Add the fact Major Money …
NY Fed: The share of households who think their financial situation will be better in a year matched a new 2-year low in Nov. Fewer than 26.5% of households expect their situation to improve. We were at this level in …
Let’s take a walk down memory lane and see where all those bold 2025 Bitcoin targets ended up. • JPMorgan: 170,000 • VanEck: 180,000 • SChartered: 250,000 • Tom Lee: 250,000 • Robert Kiyosaki: 350,000 • BlackRock: 700,000 • Chamath: …
Today marks the end of QT and we already have signs that QE is right around the corner as the market forces the Fed's hand – SOFR 12bps above upper bound of Fed funds target range while standing repo facility …
Veronica Martinez woke up early one recent morning to make a fresh batch of cookies. She packed them in a box and headed to a community center in East Oakland, where a nonprofit called Trybe invites families to get the …
(Bloomberg) — Applications for US unemployment benefits unexpectedly fell last week to the lowest since mid-April, remaining relatively subdued amid economic uncertainty. Initial claims decreased by 6,000 to 216,000 in the week ended Nov. 22. The median forecast in a …
Prices Rising Rapidly byu/Katariman ininflation Home Depot just became the latest major retailer to warn that the slowdown in consumer spending is spreading. The home improvement cut its full-year outlook on Tuesday, reporting weakening sales growth for Q3. Comparable sales …
Credit traders are far less optimistic than stock analysts when it comes to Nvidia's figures. The price of hedging against an Oracle default (CDS price) has risen even further. pic.twitter.com/xuwPK4ixR7 — Holger Zschaepitz (@Schuldensuehner) November 19, 2025 Commodities are getting …
Ooof. Market is seeing right through all of these garbage AI deals. https://t.co/8ST3Mgtmu0 — QE Infinity (@StealthQE4) November 18, 2025 The $300 billion agreement between Oracle and OpenAI, first revealed on September 10, has gone deep into the red; negative …
by confoundedinterest17 Housing after Covid. 2020. A year that goes down in infamy. The Covid outbreak and the government’s insane overreaction to it. Masks and massive spending, driving up housing prices. After 2020, mortgage originations plummeted while housing prices soared. …
ICYMI – Neurology study says rising “cognitive disability" – serious difficulty concentrating, remembering, or making decisions, is a public health concern, up 90% in cognitive prime adults 18 to 39 years old, with white young adults showing the most dramatic …
As debates over SNAP funding intensify, one uncomfortable truth stands out: Tens of millions of Americans now rely on “temporary” aid programs. Brandon Smith of alt-market.com explores the im-plications for the larger U.S. economy… By Brandon Smith There’s a lot …
It’s amazing to me that Trump and the GOP had the Democrats utterly DEFEATED just one year ago. The Democrats were abandoned as the party of lunatics, woke idiots, economic morons and pro-censorship tyrants. But since then, Trump has proven …
Latest update UKHSA is aware of small numbers of locally-acquired cases of clade Ib mpox in the USA, Spain, Italy, the Netherlands and Portugal which have no connection to countries with known clade Ib mpox transmission. The UK has a …
American farms are already under pressure. Labor shortages threaten production and prices nationwide. Beth Ford, CEO of Land O’Lakes, warned of a black swan event if farms cannot find enough workers: “These are folks who oftentimes try to get American …
If the shift accelerates, we could see a generation trapped in low-paying, unstable work while wealth concentrates in fewer hands, and social unrest flares where hope disappears. The next decade could make 2008 look like a warm-up, and nobody is …
Inflation is rising in the US. pic.twitter.com/il7X0Arf6L — FastQcB (@FastQcB) September 30, 2025 Moody’s Analytics chief economist Mark Zandi has said the economy is “on the precipice of recession.” — unusual_whales (@unusual_whales) September 29, 2025 *TRUMP SETS 10% TARIFF ON …
Sherwin Williams cutting its 401(k) match is a pretty loud signal about where the cracks are showing in the economy. The company lives and dies by housing turnover and renovation cycles. Normally, people buying and selling homes drive paint demand, …
Will the Fed’s next move finally end the dollar’s global rule? Yields won’t and cannot be suppressed. They will keep rising until something implodes. Hope this helps. pic.twitter.com/7jzYfZQ9ac — The Great Martis (@great_martis) September 12, 2025 Rates should be rising, …
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" …
Authored by Mike Shedlock via mishtalk, Interesting Combination Today: Gold, the long bond yield, and the dollar are all up strongly. Interesting Market Action Gold: +$85.00 to $3,602 (+2.4 percent) 30-Year Long Bond Yield: Up 5 basis points (0.94 percent) …
The market is bleeding unseen. Not a crash in headlines, but a collapse in the veins of finance. Crypto isn’t falling from hacks or bans. It’s dying under the weight of bonds, under yields that spike like tidal waves, under …
Troops in cities. Elections in question. Billionaires warning of autocracy. The system isn’t bending. It’s being hollowed out. “A federal judge has declared President Donald Trump’s use of military troops in Los Angeles illegal… warning that Trump appears intent on …
Prices are flying in the worst of ways and going nowhere in the least of ways. by David Haggith Prices are flying. You’ll soon need to fly, too, just to keep up. The theme of the Personal Consumption Expenditures price …
The dollar is losing its grip. Not gradually. Not quietly. It is hemorrhaging trust and authority before our eyes. In Q3 2025, the U.S. dollar’s share of global reserves fell to 42.01 percent — the lowest in recorded history. The …
