Bond market clearly sees this rate cut cycle to be far more justified than the one in Sep 2024…. Bessent drops a bombshell saying interest rate sectors are already in recession… Inflation is still soaring?

not sure about that? pic.twitter.com/R1DilijKUf — Michael J. Kramer (@MichaelMOTTCM) November 23, 2025 US TSY SEC BESSENT REMARKS: “Interest rate sensitive sectors are in recession, but I’m confident about 2026 growth.” “Inflation is being driven by services rather than imported goods.” “We should see an announcement this week regarding health care costs.” “Prices are starting …

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The housing market is done. Fast food, home builders, car sales, payroll and finance sectors quietly breaking down. We are headed to a very dark place.

This is going to be worse than ’08. Foreclosures are ticking up. Some real carnage under the surface of this market Fast food and QSRs, home builders and home improvement, car sellers and lenders, payroll software, payment processors, private equity all quietly breaking down Probably nothing — Ross Hendricks (@Ross__Hendricks) September 30, 2025 The market …

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Small banks are hiding massive losses in CRE. Massive, like going out of business levels of losses; Tom Lee said he thinks Financials will be one of the sectors leading over the next 1-2 years

Are office buildings the last prop holding banks from imploding? Small banks are hiding massive losses in CRE. Massive, like going out of business levels of losses. That's why they're kicking the can hoping they don't have to foreclose. There's nothing to foreclose on. This shit would make Lehman look like a walk in the …

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Palantir surges 104% YTD while Fitch downgrades 25% of US sectors, healthcare hit hardest, S&P stalls at resistance

Palantir printed $149.24 this morning. That’s up 104% year to date. Volume hit 23.58 million shares by midday. Market cap sits at $352.1 billion. PE ratio is 651.68. The stock hit its high of $155.68 on July 17. Since then, price faded. Weekly RSI shows negative divergence. Momentum is soft. Price is not. $PLTR is …

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June jobs report reveals weakening labor market with rising long-term unemployment and shrinking participation despite headline gains in government and low-wage sectors

6.5M sidelined want work participation rate keeps falling… 1. Sector BreakdownJune job gains were led by gov’t, healthcare, and hospitality—low-wage, service-heavy sectors. Meanwhile, business services, manufacturing, and tech were flat or shrinking. This isn’t strength—it’s a shift toward unproductive labor. pic.twitter.com/STzuNl5NM8 — The Coastal Journal (@1CoastalJournal) July 3, 2025 3. People Not in Labor Force …

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Western sanctions tighten grip on Russia, banking and energy sectors face severe strain

The latest round of economic sanctions against Russia is intensifying pressure on its financial and energy sectors. The United States, United Kingdom, and European Union have expanded restrictions, targeting major Russian banks and energy giants like Gazprom. The measures aim to cripple Russia’s ability to finance its war efforts while cutting off revenue streams that …

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MASS LAYOFFS Hitting These Sectors of the Economy

Are you prepared for the massive job losses that are coming to certain industries?! In this video, we’re going to explore the industries that are most at risk of job losses and what you can do to protect yourself from the impending doom. From automation to economic shifts, we’ll dive into the reasons behind these …

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Travel disruptions, tariffs, and layoffs are rattling major sectors. Delta, Nike, and Walmart show mounting damage. As the AI bubble bursts, a 30% market drop looks increasingly likely.

The damage to the economy is becoming undeniable as we face government layoffs, spending cuts, tariffs, and increasingly strained international relations. The Trump administration’s policies have angered some of our closest allies, deported countless individuals, and led to the harassment of international travelers—some even facing imprisonment at the border. The economic fallout is beginning to …

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Sorry, Minister Habeck — you can secure the sector’s future or you can impose “climate-friendly” production but you can’t do both.

DECLINE IS A CHOICE: Thyssenkrupp to cut 11,000 jobs at steel division in major corporate shakeup. Germany’s largest steelmaker, a division of Thyssenkrupp AG, is under pressure from cheaper Asian competitors, high power prices and a weakening global economy, leading to operating losses in four of the past five years. Under the restructuring, Thyssenkrupp Steel Europe …

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Massive cyberattacks hit Iran’s nuclear, government, and infrastructure sectors, likely Israeli retaliation.

On October 12, 2024, a series of cyberattacks targeted critical Iranian infrastructure, including nuclear facilities, government sectors, fuel distribution, and ports. These attacks have caused major disruptions across multiple sectors. Many believe the cyber assaults could be a form of retaliation by Israel for Iran’s missile strike on October 1. https://english.mathrubhumi.com/news/world/cyber-attack-against-iran-nuclear-facilities-israel-hand-suspected-1.9981117 https://economictimes.indiatimes.com/news/defence/massive-cyberattacks-strike-irans-nuclear-facilities-and-government-agencies-is-israel-behind-it/articleshow/114192558.cms

Job growth dominated by gov’t and healthcare sectors, part-time jobs dominate.

Government and healthcare sectors drive job growth, with 61% of net payrolls added in the last year. Despite a recent increase in full-time work, the economy has lost full-time jobs over the past 12 months, with all net gains in part-time employment. Employment of foreign-born workers has surpassed pre-pandemic levels, while native-born Americans lag behind. …

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Borrowing decline signals economic strain, echoing through construction and job sectors.

The intricate dance of economic indicators has unveiled a story of shifting tides in residential construction spending, mortgages, and job cuts. Let’s delve into the latest data and decipher the narrative. As the residential construction spending spotlight dims, a critical player takes center stage: borrowing. A decline in borrowing echoes across the economic stage, leading …

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Big Banks in Turmoil: Barclays Plans $1.25B Cost Cut, Deutsche Bank and HSBC Fluctuate, Massive Layoffs Sweep Finance and Tech Sectors

The financial landscape is shifting as Barclays unveils a $1.25 billion cost-cutting plan with potential job cuts, contributing to a 26% share price drop under the current CEO. Deutsche Bank remains flat, while HSBC sees a 37% increase. The finance and tech sectors have witnessed over 20,000 job layoffs this year, challenging the traditional notion …

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Due to record-high levels of debt accumulation across sectors, rising interest rates, and inflation, the current economic situation is under threat of becoming unsustainable.

Record-High Household Debt: The fact that household debt in the U.S. has reached $17.1 trillion is alarming. High levels of household debt can strain individuals and families, making it difficult for them to manage their finances and save for the future. Mortgage Debt: The record $12.0 trillion in mortgage debt indicates a growing burden on …

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Inflation Burns Through “Safe” Sectors – What’s Next?

From Peter Reagan at Birch Gold Group Since May 2021, inflation persistently above the Fed’s 2% target has devoured our purchasing power, day by day. Making the cost of living impossible to predict and planning for the future increasingly uncertain. After a short period of cooling off, inflation is heating up again on multiple fronts. …

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Eurozone goes into recession; what sectors to buy?

by Hagtzel LONDON, Aug 23 (Reuters) – Euro zone business activity declined far more than thought in August with the slide in Germany particularly fast, while some inflationary pressures returned, surveys showed. Wednesday’s purchasing managers’ indexes complicate matters for the European Central Bank which wants to control still rampant price rises without causing a recession. …

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10-year Treasury yield rises due to stronger economic data, causing significant headwind for equities. De-risking signals across leading industries and sectors.

The 10-year Treasury yield has been rising aggressively on the back of stronger-than-expected economic data This is a major headwind for equities pic.twitter.com/C0Xc2ZAf8x — Bravos Research (@bravosresearch) August 14, 2023 https://twitter.com/WinfieldSmart/status/1691087531813515264 #Bonds are starting to look bad… US Treasury term premia (black) are breaking higher and pushing 10y yields up (orange). This isn't good for …

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Margins are falling across more sectors. Banks seek to reduce commercial real estate exposure.

Margins are falling across more sectors. Are companies getting less greedy? Or are they more attuned to less intense demand for their goods/services, better supply, and the potential to lose market share? From @greg_ip on 'greedflation'https://t.co/w5UjBVQhR3 pic.twitter.com/7E4rJhW6yH — Nick Timiraos (@NickTimiraos) July 6, 2023 But despite all that, things are looking bright! Banks are removing …

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