Independent thinking for complex markets and current events
June @NAHBhome builder sentiment fell to 35 vs. 37 est. & 37 in prior month pic.twitter.com/iMUxDT62S9 — Liz Ann Sonders (@LizAnnSonders) June 15, 2026 Builder confidence in the market for newly built single-family homes fell two points to 35 in June. Here are the readings for the three HMI indices in June: Current sales conditions …
Bitcoin just looks broken at this point 💀 Even Saylor is selling now. https://t.co/EVwypoj3Yi — QE Infinity (@StealthQE4) June 2, 2026 Bitcoin was 69k in 2021 before Saylor and ETF’s bought $160 billion can someone explain? — Crypto Tea (@Cryptotea) June 2, 2026 A Reddit poster highlights Bitcoin falling sharply after Michael Saylor related selling …
Is this a warning before the next crash? The bond market is flashing a major warning sign — and most Americans have no idea how serious this could get. Rising bond yields, collapsing consumer strength, record household exposure to stocks and real estate, and growing stress in the global financial system are all pointing toward …
The latest University of Michigan numbers for May came in at 44.8, way below normal levels. People are exhausted by higher gas prices and rising costs for basic stuff, and fears around the Strait of Hormuz are making inflation worries even worse. A lot of Americans just feel like everything keeps getting more expensive while …
American consumers have NEVER been this pessimistic about the economy: The University of Michigan Consumer Sentiment Index fell to 49.8 in April, the lowest reading EVER in over 70 years of polling, with declines occurring across all income levels, ages, and political affiliations. This comes as gasoline prices posted the largest monthly jump in pump …
S&P 500: Top Ten Companies are 40% of Market Cap and 32% of Earnings h/t RobertBartus
Consumer Sentiment Plunges to Lowest Level in 50+ Years byu/meifx inStockMarket Consumer sentiment plunged to 47.6 which was is all time low. Inflation expectations came in at 4.8% which is a point higher than March. Sentiment was down 10% from March. I can’t wait to see the April economic numbers. If I had to guess …
BREAKING: US stock market futures fall at the open as President Trump declares Tuesday as “Power Plant and Bridge Day" in Iran: 1. S&P 500: -0.7%2. Nasdaq 100: -0.8%3. Dow Jones: -0.7%4. WTI Crude: +3.0%5. Natural Gas: +1.0%6. Gold: -0.9% President Trump's deadline is now… — The Kobeissi Letter (@KobeissiLetter) April 5, 2026 BREAKING: US …
Nearly four in ten Americans believe we are living in the end times, according to the Pew Research Center. Among historically Black Protestants and evangelicals, the belief climbs to 76 percent and 63 percent respectively. These numbers reflect widespread anxiety grounded in economic and social stress. Mortgage demand is collapsing. Applications fell 10.9 percent in …
This is insane The US economy is now reliant on older Americans more than ever before pic.twitter.com/PE0U2wf7sI — Cheddar Flow (@CheddarFlow) February 20, 2026 US Consumer Sentiment collapses to levels not seen since the Great Financial Crisis pic.twitter.com/kMt4jDRY50 — Darth Powell (@VladTheInflator) February 20, 2026 Sam Altman just admitted AI will make most humans economically …
But hey, inflation is down amirite pic.twitter.com/TO4OcggCT3 — ❝ 𝕵𝖚𝖉𝖆𝖘 ❞ (@jpegjudas) December 19, 2025 🚨BREAKING: Nike COLLAPSES as the U.S. Economy WEAKENS. pic.twitter.com/9FvBrPwYix — Spencer Hakimian (@SpencerHakimian) December 19, 2025 🚨BREAKING: Nike COLLAPSES as the U.S. Economy WEAKENS. pic.twitter.com/9FvBrPwYix — Spencer Hakimian (@SpencerHakimian) December 19, 2025 November's CPI report "should not be taken literally …
People say they feel broke and miserable, then swipe the card anyway. That is not confidence, that is muscle memory mixed with denial. Low layoffs and steady paychecks keep the spending alive even while people feel uneasy and stretched. This usually means the slowdown shows up late and hits harder, after everyone already told you …
.@VP: "This economy was not harmed in 10 months. It took a deliberate 4-year administration that was making life harder for everyday Americans, that was importing foreign workers… over regulating, overtaxing… As much progress as we've made, it's going to take a little bit of… pic.twitter.com/ycgvkBPftW — Rapid Response 47 (@RapidResponse47) November 20, 2025 And …
Trump ‘to lower some tariffs’ amid steep drop in consumer sentiment #MacroEdge — MacroEdge (@MacroEdgeRes) November 12, 2025 BREAKING: Trump says he is going to "lower some tariffs." pic.twitter.com/FPQD6svdzk — unusual_whales (@unusual_whales) November 12, 2025 Why lower tariffs if the economy is doing so good with them? https://thehill.com/business/5595217-consumer-sentiment-plummets-november/ Consumer sentiment plunged to near-record lows in …
Authored by Mike Shedlock via mishtalk, What’s the matter with these people? Trump says the economy is humming. University of Michigan Consumer Sentiment University of Michigan Consumer Sentiment Please consider the University of Michigan Consumer Sentiment preliminary survey results for November 2025. Consumer sentiment fell back about 6% this November, led by a 17% drop in current …
The inflation has been bad for the past 4 years and Trump made it worse. Never forget!! pic.twitter.com/xlWSoJVdOj — Caroline Kliby (@SchnurreZueri) November 10, 2025 Did you think Trump would wave his magic wand to fix the disaster that happened over the past 4 years? 😄 pic.twitter.com/Mtsz9sh1xb — Fedup American 🇺🇲💪 (@Fedup026) November 10, 2025 …
There’s already a notable drop in consumption, truck fright in the US is down 17% YoY, while shipping containers inbound from China is down 15% YoY. JUST IN: Powell says job creation is "close to zero" due to AI — Kalshi (@Kalshi) November 7, 2025 The top 10% of U.S. households hold 87% of all …
$GLD is topping and $SPY is not too far. Gold topping is usually sharp spike and Equity topping is round top. More details below 👇👇 🟡 Gold Tops – Sharp Spikes Driven by Fear: Gold often rallies during crises, panic, or inflation fears. When fear peaks suddenly (like geopolitical shocks or banking stress), prices spike …
Authored by Mike Shedlock via mishtalk, Consumer Sentiment as measured by University of Michigan drops slightly. University of Michigan Consumer Sentiment Please consider the Preliminary University of Michigan Sentiment Report for October. Overall, consumers perceive very few changes in the outlook for the economy from last month. Pocketbook issues like high prices and weakening job prospects remain …
The University of Michigan Consumer Sentiment index has moved down to 55, a reading below 99% of historical data points going back to 1952. But at the same time, US Retail Sales grew 4.8% over the last year, outpacing inflation by 1.8%. We’ve never seen a disconnect this wide between what the US consumer is …
People are fully long into the FOMC and rate cuts. Sentiment is at extremes. Careful out there. pic.twitter.com/wyrI3OccUq — THE SHORT BEAR (@TheShortBear) September 13, 2025 SERIOUS CREDIT CARD DELINQUENCIES CLIMB TO HIGHEST LEVEL IN 14 YEARS https://t.co/VjVIFGTOZk — The Coastal Journal (@1CoastalJournal) September 13, 2025 And on top of this, Nets are still way …
Authored by Mike Shedlock via mishtalk, Sentiment downturn strong in lower- and middle-income levels. University of Michigan Sentiment Index, chart by Mish Please consider the University of Michigan Preliminary Sentiment Results for September 2025. Consumer sentiment moved down less than three index points in early September. This month’s easing in economic views was particularly strong among lower and …
by confoundedinterest17 I feel like we are in the financial Twilight Zone. Home builder stock prices have surged, while home builder sentiment has plunged. Of course, The Fed’s endless money printing isn’t helping the supply side of home building. To make matters worse, pending home sales remain in the doldrums. Federal Reserve Board member Lisa Cook …
Initial sales data from Amazon Prime Day is flashing a warning light. Early spending figures show a decline between 10% and 15% compared to last year’s event. This comes despite an expanded promotional window and aggressive markdowns across nearly every product category. Adobe’s projected $23.8 billion sales forecast now looks optimistic. What was meant to …
2/ The S&P 500 just broke above its 200-day moving average – one of the market’s most important resistance levels Investors are celebrating a temporary trade deal between the US and China, hoping it leads to a broader agreement But consumer sentiment is telling a different… pic.twitter.com/VEzmH0Wuyy — Bravos Research (@bravosresearch) May 28, 2025 4/ …
Traffic to popular real estate websites was down significantly March to April: Zillow – down 16%Realtor – down 13%Redfin – down 15% This probably wouldn't seem odd if it were November or December, but we are talking peak buying season in April. (data according to semrush) — Matt Stevens (@realmatt_re) May 17, 2025 1) To …
Regardless of party affiliation, everyone recognizes that prices are still (constantly) rising, and that's after decades of price increases, and particularly huge increases this decade. pic.twitter.com/6JynyxYfrk — David Sommers (@dgsommersmkts) May 16, 2025 University of Michigan Consumer Sentiment fell to 50.8, below expectations and the second lowest level since 1952. Year-ahead inflation expectations rose to …
These hard data weeks are always one of the best since it gives a broad read on the economy – giving our most timely read on demand, production, housing, and employment. Instead of focusing on the wiggles (which can be jerked around by SA), more useful to look at y/y & levels. — Bob Elliott …
It always starts slow. A whisper of tariffs. A hint of retaliation. A tough-talking press conference with flags in the background. But behind the noise, the playbook is already in motion. Not just from Washington. From the other side. They are not just reacting. They are setting the trap. And they know exactly what works. …
