shifting

“At some point you reach a point of no return where re-opening of Strait is too late to avoid shifting inflation/interest rate expectations. That is now probably a matter of weeks away. This realization could provide the pretext for stocks to retest lows.” – Connor Broadley

We are past that point…Japan hurting…Europe hurting..we’re hurting https://t.co/Q0u8U8ceiV — Nicholas Mugalli (@RealNickMugalli) May 3, 2026 Inflation is on the way back up 🔥🔥🔥 Buckle up. pic.twitter.com/e6raSx52xu — QE Infinity (@StealthQE4) May 3, 2026 1/ This is what $200 per barrel of oil would mean for US gas prices, which currently average $4.30 per gallon. …

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Strait of Hormuz disruption: 3x longer voyages, 4x cost, 2,000 vessels impacted, Ferrari reportedly shifting to air freight

🇮🇷 The Strait of Hormuz closure is forcing cargo ships to reroute around Africa. Journeys are now 3x longer (up to 60 days) and 4x costlier. Nearly 2,000 vessels were trapped. Only a trickle is getting through now, and Iran is charging fees and imposing security rules on… https://t.co/LpVMhHqFOP pic.twitter.com/nMcYQdXKch — Mario Nawfal (@MarioNawfal) March …

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Central Banks Are Shifting From Paper to Hard Assets

via Phoenix Capital Research Last week I noted that the single most important chart in the world is flashing “danger.” By quick way of review… The defining trend of the last 45 years was the secular bull market in bonds. This bull market meant that throughout that period debt was ever increasingly cheaper to issue. …

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Hispanics and minorities shifting to the right, and young voters growing more conservative. Blue states projected to lose 12 congressional seats by 2030 due to migration.

Americans are voting with their feet, fleeing Blue state tyranny for better run Red states. Projected 2030 congressional reapportionment: Minnesota -1🔵California -4🔵Wisconsin -1🔵Illinois -1🔵New York -2🔵Pennsylvania -1🔵 Arizona +1🔴Texas +4🔴Florida +4🔴North… pic.twitter.com/NCvMWsw6og — Charlie Kirk (@charliekirk11) March 24, 2025 Red states like Texas, Florida, and North Carolina gaining congressional seats. BREAKING – It’s been revealed …

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ABC is forced to admit that Trump is growing his lead across most swing states! Steve Kornacki — The momentum is shifting to Trump.

Steve Kornacki — The polls are shifting toward Trump.pic.twitter.com/IizDzkE8YW — Citizen Free Press (@CitizenFreePres) October 29, 2024 NEW: ABC is forced to admit that Trump is growing his lead across most swing states! After a rally like last night where yet again Kamala couldn’t work a crowd, it’s no wonder every sane person is jumping …

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CNN finally asks Biden a real tough question, seems like tides are turning, winds are shifting

CNN unleashes a blistering reality check on Biden, revealing that trust in Trump soars while the economy tanks. SAVAGE: CNN just aired the most brutal 2-minute takedown of Joe Biden’s Presidency during an interview with him as a reporter hurls rapid-fire reality checks to his FACE: "Voters trust Trump more on the economy." "Housing prices …

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Bitcoin’s current valuation appears inflated, driven by ETF and halving anticipation, but facing realities of shifting market dynamics.

Amidst the fervor surrounding Bitcoin’s price surge, fueled by expectations surrounding ETFs and halving events, critical analysis suggests that the current valuation may be detached from underlying fundamentals. As speculation outpaces historical patterns, concerns arise regarding the sustainability of this momentum, especially in light of emerging factors such as liquidity dynamics and inflationary pressures. With …

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Non-white voters shifting from Democrats

People often respond to these figures with accusations of polling error, but this isn’t just one rogue result. High quality, long-running surveys like this from Gallup have been showing a steepening decline in Black and Latino voters identifying as Democrats for several years. pic.twitter.com/XsYGvHS7B9 — John Burn-Murdoch (@jburnmurdoch) March 11, 2024 In recent times, something …

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TBAC-O Road? Treasury Announces Big Cut In Borrowing (Despite Skyrocketing Deficits) But Shifting Towards More Expensive, Higher Duration Coupon Bonds

by confoundedinterest17 Constitution Avenue in Washington DC is actually becoming Tobacco Road. No, not the dysfunctional family of Georgia sharecroppers during the Great Depression, but the Treasury Borrowing Advisory Committee (TBAC). On Monday, after we got the first part of the Treasury’s Quarterly Refunding Announcement (QRA), in which the Treasury unexpectedly announced a big drop in its borrowing …

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2023 Bonus Trends: Tech Gains 3.8%, Tourism Takes a Hit With 36% Cut… Shifting Dynamics in Compensation Across Industries

In the bonus landscape of 2023, every industry tightened its belt, offering smaller bonuses across the board. Technology firms saw a modest 3.8% increase, while the tourism and transportation sector took a hit with a substantial 36% reduction. The echoes of financial adjustments reverberated across diverse sectors, shaping the compensation narrative for the year. Every …

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Surge in Global Freight Rates Sparks Concerns of Accelerating Inflation and Shifting Interest Rates

Oh boy. Global freight rate for containers just surged 61% this week. Not the time to celebrate the end of inflation. A second wave is likely underway. H/t @dailychartbook pic.twitter.com/X9K2DZJDWR — Otavio (Tavi) Costa (@TaviCosta) January 5, 2024 The global freight rate for containers has surged by a staggering 61% this week, casting a shadow …

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Unexpected departure of NHTSA’s Ann Carlson raises questions on EV regulations and signals shifting administrative priorities.

Ann Carlson’s unexpected departure as acting administrator for NHTSA raises questions about the continuity of EV regulations. While the DOT cites the Vacancies Reform Act as the reason, her role in shaping regulations to promote electric vehicle usage makes this move significant. The memo emphasizes her leadership achievements, including advancements in vehicle safety standards and …

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Sound familiar to 2008?: “changes in the 90s enhanced asset securitization, shifting the prevalent mode of financial intermediation from a bank-centric model of taking deposits & issuing loans (holding them to maturity) to a new model where loans were packaged into securities & sold to investors.”

by Dismal-Jellyfish Source: https://libertystreeteconomics.newyorkfed.org/2023/11/the-nonbank-shadow-of-banks/ TLDRS: Fed paper: The evolution of banks and nonbanks is closely linked, particularly since the 1990s. In the 1990s, financial ‘innovation’ and regulatory changes boosted asset securitization. This shifted financial intermediation from a traditional bank-centric model (taking deposits, issuing loans, and holding them to maturity) to a new model where loans were …

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B of A: US debt to GDP is at an all-time high, ranking in the bottom 5 with Emerging Europe, and shifting closer to emerging economies.

B of A: “.. US debt to GDP is at an all-time high, and the US now ranks in the bottom 5 (vs. Top 5 in 2000), in line with Emerging Europe. Worldwide Governance Indicators data show the US shifting closer to emerging economies on other measures like political stability ..” pic.twitter.com/AyEAwXRdqb — Carl Quintanilla …

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Often at the mercy of the dollar, emerging countries are looking to insulate themselves from the US Federal Reserve policy by shifting to Gold

by BoatSurfer600   Often at the mercy of the dollar, emerging countries are looking to insulate themselves from the vagaries of U.S. Federal Reserve policy by shifting to gold—and away from the greenback. This shift in their currency reserves poses a distinct risk to Americans, who benefit from the willingness of other countries to swap their goods in exchange for U.S. legal tender. If more nations …

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