The US trade deficit just fell to $52.8 billion, down 35%, a win for tariffs on paper but a troubling sign that demand is weakening and recession risks are rising.

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 https://t.co/qWoTBTmzG2 pic.twitter.com/mWIxuaGW4r — Leshka.eth ⛩ (@leshka_eth) December 14, 2025 NEC …

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The bond selloff is continuing, w/US 30y yield now up to 4.85%. More rate cuts = potential inflation concerns = 10-yr yields rising

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 – not policy – has the wheel. Next 3 months: …

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Can Oracle survive rising debt and falling cash flow while Broadcom battles Google in AI chips? Siegel warns AI works but tech spending may be massively overbuilt.

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 earnings release. For Broadcom, the issue is different: Google’s TPU …

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The Shiller PE just hit its highest level in 25 years. The second most overvalued market in history. A 2021 style topping pattern is back with yields rising and markets 30 percent higher.

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) December 10, 2025 Just In: The Federal Reserve cuts interest …

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$5 trillion in consumer credit, 87 cities with rising delinquencies, 24% in Laredo, collapsing confidence nationwide.

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 May 2025 after 'Liberation Day.'https://t.co/TKTzxEEcRK pic.twitter.com/UahZNaUPJL — Nick Timiraos (@NickTimiraos) …

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Every major Wall Street and crypto forecast for 2025 Bitcoin collapses. Fitch Ratings has said US banks with big crypto exposure face rising risks

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: 500,000 • Michael Saylor: 1,000,000 • ARK Invest: 650,000 • …

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3 out of 4 families can’t afford at least one basic need, car prices and tariffs keep rising, and the housing market risks a collapse worse than 2008

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 things they need — produce, milk, eggs and even diapers. …

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US jobless claims fall to their lowest level since mid-April, odds of a December rate cut rising to 81%.

(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 Bloomberg survey of economists called for 225,000 applications. Continuing claims, …

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Prices rising rapidly… Middle-class shoppers are pulling back, sending alarms through the retail industry

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 — a key measure that strips out new store openings …

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Credit traders doubt Nvidia’s story and Oracle CDS keeps rising. Commodities are getting slammed. Not a good sign. Happens only in recessionary fear

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 slammed. Not a good sign. Happens only in recessionary fear …

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Market is seeing right through all of these garbage AI deals. The six-month rising channel has been breached.

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 $74 billion to be exact. The market wiped out $315 …

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Housing After Covid! Declining Mortgage Originations And Rising Home Prices Making Affordability Difficult

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. US home prices took off like a scalded cat after …

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Neurology study says rising “cognitive disability” difficulty concentrating, remembering, or making decisions in adults 18 to 39 years old

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 rise of 118%. pic.twitter.com/sqbuTLdHWt — Disclose.tv (@disclosetv) November 9, 2025 …

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2026: Food Stamp Riots and Rising Communism?

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 of black-pilling Republicans out there this week after a handful …

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Trump backlash is real. Democrats were politically dead a year ago. Now they are rising again while the economy strains under tariffs and chaos.

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 that his own administration is economically illiterate, that he’s willing …

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Beth Ford warns of looming black swan in U.S. agriculture, labor shortage + rising consumer anxiety could send food prices soaring

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 labor [but] are struggling to do so. They absolutely need …

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If you think the job market looks like 2008, think again — AI and offshoring are rewriting the rules; Gold will likely keep rising as a result.

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 ready for the consequences already stacking in plain sight. If …

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The economy is horrendous and inflation is rising

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 SOFTWOOD TIMBER, LUMBER IMPORTS Good luck building a home before …

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Sherwin Williams freezes 401(k) match, warning employees the housing slowdown and rising costs are squeezing the company and your paycheck

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, and DIY projects keep the volume steady. But with mortgage …

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Yields won’t and cannot be suppressed. They will keep rising until something implodes.

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, not falling. Failing to do so will lead to serious …

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Markets rising but the oldest signal says trouble could be brewing; Global markets could top in next five days before FOMC delivers most overbought rate cut in history

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" is still flashing a… pic.twitter.com/4nMsCYel6O — Kurt S. Altrichter, CRPS® …

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Ray Dalio warns US could be on path to autocracy; Law is eroding and civil conflict is rising

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 ‘creating a national police force with the President as its …

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The dollar is losing reserve currency status. It now makes up just 42% of global foreign exchange reserves, while gold is rising fast.

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 decline is not a drift. It is a collapse accelerating …

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