Immigration raids are driving up the cost of new homes — Hispanic voters abandon republican party in droves. Trump is apparently planning to significantly increase deportations!

NEW: Trump is apparently planning to significantly increase deportations! DHS just bought another massive warehouse intended to expand detention capacity for illegal aliens. Local Democrats are already trying to stop the plans, but ICE is in compliance with the law. …

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Uber CEO Dara Khosrowshahi: “If you look at the percentage of 16 or 18 year olds who are getting their license, that percentage is coming down significantly.”

Uber CEO Dara Khosrowshahi: "If you look at the percentage of 16 or 18 year olds who are getting their license, that percentage is coming down significantly."$UBER pic.twitter.com/6Kx5PDTGP5 — Fiscal.ai (@fiscal_ai) June 2, 2025 https://twitter.com/macaronicapital/status/1929503777255518406

The 30-year yield hits 15-year high, pressuring US sustainability significantly. Gold is looking really strong and may soon break out of its triangle pattern.

This is arguably one of the most critical macro developments unfolding today. Even when adjusted for inflation, the 30-year yield has reached its highest level in 15 years. The US cannot sustain this for long, in my opinion. It will need either higher …

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Iran’s unprecedented drone attack on Israel sparks conflict, with 200+ drones, missiles, and Dow futures plunge.

Iranian missiles strike airbase in southern Israel. Follow: @AFpost pic.twitter.com/UNFCpp8zzP — AF Post (@AFpost) April 14, 2024 BREAKING – Iran attack 'ongoing': Israeli army pic.twitter.com/mYjGjhxWyc — Insider Paper (@TheInsiderPaper) April 14, 2024 As the world awakens to the echoes of …

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Bond volatility has significantly increased, with the only comparable time being just before the GFC. Yet SPY short interest and VIX is near historic lows; will they finally catch up?

Bond volatility has recently diverged from equity volatility. The only comparable time to this was just before the GFC. Bond volatility recently increased significantly; I wonder if the $VIX will finally catch up. pic.twitter.com/rU8F1jmANM — Swordfish (@Swordfishv44183) October 8, 2023 …

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Joseph Brown: The rapid depletion of the Reverse Repo facility, with $1 trillion drained in just 6 months, signals a concerning trend amid government borrowing acceleration, ultimately leading to significantly higher interest rates.

from Joseph Brown: The Reverse Repo facility has seen $1 trillion drain out in just the last 6 months What happens when it runs out? Its important to remember what this account is for, and where this money came from …

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10Y YIELD HITS 4.62%! Interest rates on just about everything are going to shift significantly higher. Percentage of credit card and auto loan balances transitioning to serious delinquency have surpassed pre-pandemic levels.

The 10-year note yield is skyrocketing and now at 4.63%, its highest since June 2007. Since last week’s Fed meeting, the 10-year note yield is up 35 basis points. Since the last Fed rate hike in July, the 10-year note …

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