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Credit card delinquencies hit 12.31%, highest since 2011; Household debt climbs to $18.2 trillion

Serious Credit Card Delinquencies rise to 12.31%, the highest level since 2011 🚨🚨 pic.twitter.com/KPm8CIdS04 — Barchart (@Barchart) May 15, 2025 Credit card delinquencies have surged to 12.31%, marking the highest level since 2011. The latest data from the Federal Reserve Bank of New York paints a troubling picture of consumer debt, with households struggling under …

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Smartphone exports from China to US plunge 72% in April, hitting lowest level since 2011 amid tariff tensions

(Bloomberg) — Chinese shipments of Apple Inc.’s (AAPL) iPhone and other mobile devices to the US dived to their lowest levels since 2011 in April, underscoring how the threat of US tariffs choked off the flow of big-ticket goods between the world’s two largest economies. Smartphone exports slid 72% to just under $700 million last …

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Japan’s 40-year bond yield just spiked to 3.58%, the highest level since 2007. The debt downgrade from Moody’s forces the bond markets to take down the weaker hands first?

When Japan’s 40-year yield spikes…It’s not just a Japan problem.It’s a global leverage problem ticking louder. — FromRedToRiches (@FromRedToRiches) May 20, 2025 Japan’s 10 year yield the past month💀☠️: I mean this is so far below where their 40 year bond is trading which trades at 3.5% plus. Inflation is way higher than 1.52% My …

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Moody’s Downgrades USA Credit Rating From Aaa (M2 Money UP 40% Since Covid, Public Debt UP 56%, US CDS Down Near Greek Levels!)

by confoundedinterest17 Now you know why Trump is so eager to cut wasteful spending! The real mystery is why Democrats and RINOs are so determined to continue wasteful spending and not cut taxes. Trump inherited a fiscal disaster from Biden and Congress. Not to mention The Federal Reserve. Credit default swaps (CDS) for the USA …

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Crypto funds see $882 million inflow in one week; ETF inflows hit $62.9 billion since January launch

BREAKING: Crypto funds posted $882 million in net inflows last week, marking the 4th consecutive weekly inflow. Bitcoin funds accounted for the majority of inflows, at $867 million. Year-to-date, investors have poured a whopping $6.7 billion into crypto funds. As a result, US-listed ETFs have recorded cumulative net inflows of $62.9 billion since their launch …

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Even after the weekend deal, tariffs are still the highest since the 1930s.

You have to hand it to Trump. Even after the weekend deal, tariffs are still the highest since the 1930s. But because he didn’t nuke the whole economy everything is A-OK. pic.twitter.com/7XrUOtqWsa — Peter Berezin (@PeterBerezinBCA) May 13, 2025 “.. The trade war shock is still material. .. we now estimate an effective ex-ante tariff …

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The S&P 500 is now up more than 14% since President Trump said it was a great time to buy stocks on April 9th – Bloomberg

The S&P 500 is now up more than 14% since 🇺🇸 President Trump said it was a great time to buy stocks on April 9th – Bloomberg pic.twitter.com/2OCbiEjNwc — Evan (@StockMKTNewz) May 12, 2025 Sentiment check: The last time US tariffs on China were this high, the S&P 500 was ~200 points lower, 4 Fed …

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Buffett didn’t buy the dip. Cash $348B, +$14B since February

⚠️BREAKING: *WARREN BUFFETT'S BERKSHIRE HATHAWAY'S 1Q CASH PILE RISES TO $347.7 BILLION, HIGHEST LEVEL ON RECORD$BRK.A pic.twitter.com/5J7cvDmBjR — Investing.com (@Investingcom) May 3, 2025 Breaking – Latest Berkshire Cash $348B, +$14B since February. Looks like Buffett hasn't been putting all that much capital to work? Warren thinks the lows are NOT in? pic.twitter.com/Noa8IFDwFC — Lawrence McDonald …

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Worst Dallas Fed manufacturing survey since 2020 – New orders collapse. Prices paid soars… No resolution to the event driving the plunge.

Worst Dallas Fed manufacturing survey since 2020: New orders collapse.Prices paid soars. There’s a term for this. It’s called ‘margin compression’, and it’s deflationary for asset prices. pic.twitter.com/5HmmYd57T2 — Kalani o Māui (@MauiBoyMacro) April 28, 2025 Dallas Fed Manufacturing Index down to -35.80 (forecast-17, previous-16.30). 👇🏼 pic.twitter.com/isnBK90Tw2 — Kalani o Māui (@MauiBoyMacro) April 28, 2025 …

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It’s hard to get excited about the rally in equities when Dow Transports look like this. The Conference Board Leading Indicators dropped to the lowest since the 1980s.

It’s hard to get excited about the rally in equities when Dow Transports look like this. 👇🏼 pic.twitter.com/fVnd7juFbL — Kalani o Māui (@MauiBoyMacro) April 25, 2025 🚨US bankruptcies are rising as if there is a CRISIS: 188 US large companies declared bankruptcy in Q1 2025, the most in 15 YEARS. This is up 35% from …

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Home sales crash to lowest level since 2008. Feels eerily similar to May 2008.

https://twitter.com/StealthQE4/status/1915538856834715854 The housing market had its worst March since the global financial crisis, weighed down by high borrowing costs and falling consumer confidence in the economy. Home sales fell to their lowest annual level for March since 2009, dashing hopes for a rebound this year. Sales of previously owned homes plunged 5.9 percent from February …

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Powell’d! Mortgage Applications Decline By 13% Since Previous Week (Refi Apps Down 20% From Previous Week)

by confoundedinterest17 Fed Chair Jerome Powell is apparently waiting for the tariff “war” to settle down before he pushes for interest rate cuts. Meanwhile, rising mortgage rates are hurting consumers and the mortgage industry. Mortgage applications decreased 12.7 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications …

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Credit card delinquencies highest since 2011. 275,000 jobs cut in March as layoffs surge. Trucking volumes have collapsed to near pre-COVID levels.

The pressure is not just building. It is bursting through the seams. More than 5,300,000 student borrowers are now in default. Another 4,000,000 are about to be hunted down when federal collections resume on May 5. These are not small figures. They represent lives unraveling under debt that was never meant to be repaid in …

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IMF cuts 2025 global growth to 2.8%. US Philly Fed non-manufacturing crashes to -42.7, worst since pandemic lockdowns

*IMF CUTS GLOBAL GROWTH FORECAST TO 2.8% IN 2025, CITING CENTURY-HIGH U.S. TARIFFS — Investing.com (@Investingcom) April 22, 2025 US Philadelphia Fed Non-Manufacturing Activity Apr: -42.7 (prev -32.5). 👇🏼 pic.twitter.com/YwRqrzxYT4 — Kalani o Māui (@MauiBoyMacro) April 22, 2025 U.S. FACES “MANUFACTURED” RECESSION IN 2025, IIF WARNS The IIF expects a policy-driven downturn—not a shock like …

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Leading index sinks again pointing to worsening economic conditions. Americans considering filing for bankruptcy hits highest level since pandemic

The Conference Board Leading Economic Index (LEI) for the US declined by 0.7% in March 2025 to 100.5, after a decline of 0.2% in February. 👇🏼 pic.twitter.com/QaFvkXJliE — Kalani o Māui (@MauiBoyMacro) April 21, 2025 Americans considering filing for bankruptcy hits highest level since pandemic… Bankruptcy filings are on the rise in 2025. This year, …

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Adjustable-rate Mortgages (ARMs) Climb To Highest Origination Volume Share Since 2008 (Financial Crisis!)

by confoundedinterest17 ARMs?? Adjustable-rate mortgages (ARMs) have climbed to the highest origination volume share since 2008 as the yield curve steepens and bank lending demand picks up. The majority of ARM lending goes to high credit borrowers with jumbo-sized loans, which many banks see as a good fit to keep in their portfolios as they are …

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China has spent 7 yrs making “bad economic choices” to prepare itself for decoupling it has anticipated since 2018. It has diversified trade partners

China has spent 7 yrs making “bad economic choices” to prepare itself for decoupling it has anticipated since 2018. It has diversified trade partners byu/RobertBartus inEconomyCharts China 🇨🇳 may be the world’s biggest exporter, but its economy isn’t nearly as export-dependent as most people think. In 2024, exports made up just 19.7% of GDP—down sharply …

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US profit outlook worst since november 2007. Empire State Survey worse print than 2001 and 2009 recessions

U.S. Profit Outlook is now the most unfavorable since November 2007 🚨 Anything interesting happen in 2008? 🤔👀 pic.twitter.com/NadMu4F7ps — Barchart (@Barchart) April 16, 2025 Wow, that’s a worse print than during the 2001 and 2009 recessions. It’s getting really more and more difficult to imagine how we can avoid a recession right now. pic.twitter.com/ycRrqfEVge …

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M2 money supply surges 183% since 2008. $65 of every $100 in circulation created in past 17 years. Gold outperforming the S&P since covid

The M2 money supply (basically all deposits in all banks) has surged since 2008. From $7.7 T to $21.7 T – In other words, $65 out of every $100 dollars in circulation today were created in the past 17 years. To put it in another context, FDIC insurance is still $250,000 per… pic.twitter.com/9nE4Z6lXqa — Brian …

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