US asset demand shows no sign of abating. Demand for bonds rises and bond yields decline. NY Fed’s Q4 GDP forecast now at 2.71%

US asset demand shows no sign of abating. Demand for bonds rises and bond yields decline.https://t.co/MKLFCKQfrf pic.twitter.com/Y7YdQtGapA — Daniel Lacalle (@dlacalle_IA) February 14, 2026 NY Fed's Q4 GDP forecast now at 2.71% – getting closer to ATL Fed's 3.68% pic.twitter.com/zUGsltCT9n …

READ MORE

Peter Schiff: Nov. PPI jumps more than expected, signaling hotter inflation… So far, the best-performing assets of the Trump presidency are gold and silver. Do you think that’s a good sign?

Will rising PPI force the Fed into sudden rate hikes? So far, the best-performing assets of the Trump presidency are gold and silver. Do you think that’s a good sign? — Peter Schiff (@PeterSchiff) January 13, 2026 The Nov. PPI, …

READ MORE

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 …

READ MORE

Money printing begins on December 12. How can the Fed cut rates for weakness while claiming growth is stronger than expected? A sign liquidity in the banking system is too tight? Trillions in U.S. debt that expires in 2026. The Fed’s dual mandate has become a dual trap.

https://twitter.com/NorthmanTrader/status/1998841788585365948 Fed Chair Powell: Total PCE rises rose 2.8% over the 12 months ending in September. Excluding the volatile food and energy categories, core PCE prices also rose 2.8%. These readings are higher than earlier in the year, as inflation …

READ MORE

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 …

READ MORE

Trump’s Pentagon confiscates “virtually every” major media organization’s press passes for refusing to sign on to new Department of War media policy.

JUST IN – Trump's Pentagon confiscates "virtually every" major media organization's press passes for refusing to sign on to new Department of War media policy. pic.twitter.com/Z4WKuOOsey — Disclose.tv (@disclosetv) October 15, 2025 ABC News captured a picture of journalists with …

READ MORE

Starmer and Trump to sign quantum computing pact amid China spying fears (Why Quantum stocks, specifically IONQ pumped Friday)

Insiders get all the information first and it sucks. https://www.telegraph.co.uk/business/2025/09/14/trump-starmer-sign-quantum-computing-pact-china-spying-fear/ US defence chiefs have recently toured British quantum labs as they aim to work with British scientists to crack the technology. Jensen Huang, the chief executive of US tech giant …

READ MORE