Wall Street faces $500 billion Treasury bill surge this quarter. Massive borrowing could push rates higher and tighten credit markets

Wall Street is gearing up for a massive surge in Treasury bill issuance in the third quarter, that is more than half a trillion dollars. That means the government is borrowing heavily to cover spending, which puts pressure on interest rates and could crowd out private investment. “Net issuance of …

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Retail pours record $155B into stocks in 2025 surge, daily inflows hit $1.3B with Nvidia and Tesla leading trades. The crisis is almost here?

Retail trading volume explodes to $6.6T shattering previous highs. Retail is going all-in on this market: Individual investors bought $155.3 BILLION of single stocks and ETFs in the first half of 2025, the largest semi-annual net inflows on record, according to Vanda Research. This exceeds the previous high of $152.8 …

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Centene stock plunges after pulling 2025 outlook citing 38% earnings hit from unexpected surge in morbidity across 22 states

Centene just pulled its 2025 earnings forecast. The numbers didn’t slip, they cratered. The company warned of a $2.75 per share hit, wiping out $1.8 billion in adjusted earnings. That’s not a guidance tweak. That’s a full retreat. The trigger came from updated morbidity data across 22 states, covering 72% …

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Why Gold’s Price Surge Has Nothing to Do with War

Gold’s price is climbing, but not because of Iran, oil, or headlines. This run is about fundamentals, not fear. Meanwhile, silver’s move to $36 is just the beginning. Could $100 be the new floor? Here’s what the data – and history – say about today’s prices… By Peter Reagan Your …

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UBS blamed for silver surge as Swiss regulator scrambles to contain fallout from Credit Suisse merger

Told ya they are freaking out… “Simply connecting all the dots now, everything points toward UBS as potentially the cause of the recent sharp increase in silver prices. This pressure on the bank joins the one the lender inherited from the reckless merger with Credit Suisse the… https://t.co/ZXbJddMmzN pic.twitter.com/jtc6SDuGQ4 — …

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Not only labor shortages and debt surge but also housing glut and record delinquencies prove today’s crisis beats 2008 severe standards

Picture 2008 again. The fear on screens. The system breaking. Now pause. The difference today is quieter and darker. The collapse arrives in data points, not alarms. Start with labor. The working‑age population between 25 and 54 is now shrinking in absolute terms. That means fewer workers, fewer new households, …

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Jobless claims stuck near highs, continuing claims surge to highest since 2018, more Americans stay unemployed

People are staying unemployed longer and businesses are pulling back. Fed complacency with this? It’s recklessly ignoring a labor market that’s quietly unraveling. First, how can the unemployed population (i.e. continuing claims) rise without a corresponding rise in initial jobless claims? This is a symptom of a cooling labor market, …

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Surge in part-time jobs and decline in full-time work stirs fears of repeat of 2008 crisis; Leading economic indicators have fallen off a cliff

During the GFC, we saw a noticeable crossover when part-time work increased and full-time work declined. Over the past year, we’re seeing a similar crossover slowly form. 👇🏼 pic.twitter.com/uez8lZaGWP — Kalani o Māui (@MauiBoyMacro) June 10, 2025 Full-time workers -623KPart-time workers +33K — zerohedge (@zerohedge) June 6, 2025 2/ The …

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Silver stuns markets with breakout surge while gold ratio collapses and investors rush into early-stage miners

The gold-to-silver ratio is now breaking down as silver accelerates and begins to catch up with gold. Just a month ago, investors were telling me this time was different — that the ratio wouldn’t revert and we were witnessing a structural shift. But notice the trend.… pic.twitter.com/r4JE7gAoPt — Otavio (Tavi) …

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Gold’s 2025 Surge: Defying the Commodity Downturn

📈 Gold’s 2025 Surge: Defying the Commodity Downturn byu/EconomySoltani inInfographics Divergence Began in November 2023 By May 2025, gold prices had surged 25.0% year-to-date, in sharp contrast to the broader commodity market slump. The overall commodity index fell 9.0%, with energy prices down 12.9% and food prices down 5.9%. Gold’s …

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Credit card and auto loan delinquencies reach alarming highs, “Buy Now, Pay Later” debt surge, trillions in loans maturing by 2026

In the quiet hum of everyday life, a storm brews unnoticed. The United States stands at the precipice of a financial upheaval, with trillions in corporate and consumer loans maturing by 2026. These debts, once manageable under low-interest rates, now face refinancing at significantly higher costs. We are less than …

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Personal spending revised down by 1/3rd to lowest level in years. Net exports see sharpest drop on record. Inventory surge bolstered the number.

What The Headline GDP Number Doesn’t Show byu/stockpreacher instockpreacher BREAKING: US goods imports fall -19.8% in April as President Trump's "reciprocal tariffs" effectively halted trade with many countries. This marks the largest drop in history for US goods imports. — The Kobeissi Letter (@KobeissiLetter) May 30, 2025 “There was always …

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Markets bet big on hot growth despite collapsing earnings outlook, stock surge pushes valuations near record highs, analysts warn of post-COVID slowdown ahead

With the equity market surge yesterday, market based pricing of growth expectations has nearly fully recovered the drop this year, and is just a couple point off highs. pic.twitter.com/UeaOxWYTDC — Bob Elliott (@BobEUnlimited) May 28, 2025 Long dated real yields are at their highs of the post-covid cycle. pic.twitter.com/4D4xVU4WhS — …

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New COVID variant NB.1.8.1 from China spreads in U.S., experts warn of rapid transmission, hospitalizations surge across Asia

A new COVID strain from China, NB.1.8.1, is spreading in the U.S., including NYC, per the CDC. First detected in late March among international travelers, the variant has already caused surging hospitalizations across Asia. China saw ER visits for COVID double in a month, with… pic.twitter.com/QgrMeHuThU — Wall St Engine …

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Canada’s Big Six banks hoard reserves, lending slows to a crawl, loan-loss provisions surge up to 79%

🚨BREAKING: 🇨🇦 Big Six banks are hoarding loan-loss reserves and watching lending grind to a halt under the chokehold of Trump’s trade war. pic.twitter.com/bD2RsiVgeA — Shazi (@ShaziGoalie) May 21, 2025 Canada’s Big Six banks are tightening their grip on loan-loss reserves, bracing for economic uncertainty as Trump’s trade policies send …

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Foreclosures surge, home prices weaken, government protections expire, market enters uncertain phase

The latest housing market data reveals a troubling trend. Foreclosures are rising again, marking a shift from the unusually low levels seen during the pandemic years. The Federal Reserve Bank of New York’s Household Debt and Credit Report confirms that distress is creeping back into the market, with 61,660 foreclosures …

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Japan sees GDP fall in spite of a surge in investment

via notayesmanseconomics: This morning the economic news has been made in the east in Nihon. Japan’s economy shrank for the first time in four quarters in the January-to-March period. Private consumption was virtually unchanged for the first three months of the year. The Cabinet Office released preliminary gross domestic product …

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Real cancer care costs spike after June 2022 inflection, cancer treatment costs surge $41.4B above trend…

🚨USA Cancer Treatment Expenditures Adjusted for Med Svc Inflation/Pricing (Constant $) Up 22.5% over old trend$41.4 billion in new cancer treatment costs per year Inflection date = June 2022Old Trend = 0.22% CAGR (real growth)Novel Trend = 2.6% CAGR (real growth) pic.twitter.com/xWzBW8uZ1n — Ethical Skeptic ☀ (@EthicalSkeptic) May 15, 2025 …

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