Independent thinking for complex markets and current events
https://finviz.com/futures.ashx Oil spikes as Trump's Iran war speech sends global markets into turmoil https://t.co/rFQb23WtaW — Daily Mail (@DailyMail) April 2, 2026 Oil prices spiked and global markets plunged after Donald Trump’s prime-time address to the nation Wednesday failed to outline a clear path to ending the Iran war. Trump’s speech provided no certainty as he …
Traders placing record bets on dollar collapse – Bloomberg The greenback’s plunge has been attributed to market turmoil created by US President Donald Trump’s policies Traders are betting big that the US dollar will continue to fall amid uncertainty about Washington’s political and economic policies, Bloomberg has reported. The dollar suffered its worst single-day decline …
And doesn’t sound too favorable toward his arguments by David Haggith The Supreme Court, exhibiting skepticism about the legality of Trump’s tariffs, showed that even they understand that the tariffs 1) are a tax and that they 2) are a tax on Americans. Even the most conservative justices did appear not buy the lie that foreign …
by Michael In 1962, the U.S. was absolutely determined to keep Russian missiles out of Cuba, because any Russian missiles launched from Cuba could potentially deliver nuclear warheads to major U.S. cities on the east coast in just minutes. After all these years, now we are facing another missile crisis. The Russians are considering sending …
The latest tariff changes on small purchases, hit shipping like an iceberg, yet the Titanic Treasury market will be at risk if the Supreme Court Reverses Trump’s tariffs. by David Haggith A lot more news streamed in since my Deeper Dive on the labor market, affirming the major recessionary downturn I reported in my analysis. …
Gold is making new highs, measured, in this case, against the US dollar, which is making headlines. The chart below, however, is far more interesting. The asset management industry runs on two asset classes only: stocks and bonds. Sure, asset managers talk a lot about other asset classes or invest in ‘other’ asset classes that …
maybe the EU wants them to implode, so they can bail them out and enforce certain conditions? pic.twitter.com/e2gXVWbuuT — myuzumaki (@myuzumaki_com) August 27, 2025
Supply chain jitters deepen with sustained trucking decline. US trucking volumes are down 14% YoY. The diversion in the direction freight market started in earnest around early February, around the start of some of the chaotic messaging around tariffs began. pic.twitter.com/FB8PDZCLhx — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) July 21, 2025 Here you go… pic.twitter.com/KBrTFHqyn6 — Craig …
The global financial landscape is shifting rapidly, with major economies facing mounting pressures. The United States, Japan, and China are each grappling with economic challenges that could reshape markets in the coming months. Investors are watching closely as debt concerns, monetary policy shifts, and geopolitical tensions unfold. The United States saw its credit rating downgraded …
by MonetaryCommentary It’s extremely rare for #stocks and #bonds to both slump at the same time. On a quarterly basis, you’ve only seen about nine such episodes since 1990; and on an annual basis, it’s happened only twice (1931 and 1969, with a near‑miss in 2018). Well, this episode is happening now, in a “perfect storm” …
Acting IRS Commissioner Melanie Krause is expected to resign, according to two administration officials, continuing turmoil in the agency’s top leadership. Krause is the third person to lead the IRS since January. Acting Commissioner Doug O’Donnell left last month. Krause’s departure comes after the agency agreed to share tax information with federal immigration agents to …
The warmongers will never stop. This is why we need term limits. The same neocon criminals have been in power for an eternity. They never leave power. — Wall Street Apes (@WallStreetApes) April 7, 2025
Japan just did what everyone knew was coming. They offloaded US Treasuries to keep the yen from spiraling. It was inevitable. The interest rate gap between Japan and the US made the yen untradeable, and Tokyo had no choice but to act. But this is only the beginning. The real crisis starts when they run …
Stagflation. 1970s all over again . Even Lumber reignited. pic.twitter.com/sLNC5DSOSl — The Great Martis (@great_martis) November 4, 2024 51.4% of consumers expect to see higher stock prices over the next 12 months, the most in history 🚨 pic.twitter.com/ddt7FM1vGx — Win Smart, CFA (@WinfieldSmart) November 5, 2024 The big news is that Nvidia is being added …
Another source: https://t.co/9mXVEvO2x3 — Unicus (@UnicusResearch) September 18, 2024 The looming strike by the International Longshoremen’s Association (ILA), set to begin October 1, poses a serious threat to ports along the East and Gulf coasts. Experts warn that this disruption could lead to significant supply chain shortages, exacerbating inflation as goods and raw materials become …
https://twitter.com/AgPacifica/status/1825882905127825554 Ladies and gentlemen, This is it. pic.twitter.com/cV2wb2m7r8 — Otavio (Tavi) Costa (@TaviCosta) August 19, 2024 Gold Bars Are Worth a Million Dollars for the First Time The milestone was reached Friday, when the precious metal’s spot price surpassed $2,500 per troy ounce, an all-time high. With gold bars typically weighing about 400 ounces, that …
The clock is ticking, problems may deepen Why do small banks have such big problems? Many Chinese cities and even entire regions are drowning in debt. The liabilities were so high that local government representatives sent envoys to Beijing in the spring. They are negotiating terms for repaying billions in loans. Unpaid debts are increasingly …
https://twitter.com/GayBearRes/status/1806374707186344192 China’s giant solar industry, which has been at the forefront of renewable energy expansion, is indeed facing significant turmoil. The challenges it confronts are multifaceted, including supply chain disruptions, policy shifts, and international trade tensions. Let’s delve into the causes behind this situation: Supply Chain Disruptions: The COVID-19 pandemic has severely impacted global supply chains, …
Recent market movements have set off alarm bells across the financial landscape, prompting investors to scrutinize the underlying causes behind the sudden upheaval. One notable indicator of trouble brewing is the surge in the USD/CHN pair, surpassing the critical 7.25 mark, while the Chinese yuan faces significant downward pressure. This abrupt shift in currency dynamics …
Manufacturing is dying…inflation is broadening…and the kids are trading a coin called “Joe Boeden” https://t.co/j5rTZY0CMz pic.twitter.com/V7mwSuLUc0 — Will DeCotiis (@Will_DeCotiis) March 15, 2024 The latest data from the U.S. NY Empire State Manufacturing Index paints a grim picture, with March’s figures plummeting to -20.9, indicating a rapid decline in the sector. Every indicator spells trouble: …
Harvard announced it is exploring a $1.65 billion bonds sale in an attempt to raise capital through debt financing despite poor macroeconomic conditions, a move that comes after the University faced months of donor backlash. The potential ten-figure bond sale, revealed in a University filing on Monday, would see Harvard’s debt reach $7.85 billion — …
Hold on tight, because the global financial landscape might be on the brink of a seismic shift! Brace yourself for a wave of emerging market sovereign defaults – yes, a wave! We’re talking about countries deciding they’re just not that into paying back their debts anymore. It’s like a financial version of ghosting, but with …
In a startling turn of events, China’s stock market faces unprecedented turmoil as nearly 30% of all stocks come to a grinding halt, with small caps limited down in an alarming 8% freefall within a matter of hours. This financial upheaval sparks concerns, hinting at an impending storm in the Chinese market. The tumultuous scene …
The Yahoo Finance article sheds light on a concerning decline in consumer confidence, especially among American families earning under $100,000. While the inflation rate has ostensibly dropped to 3.4% in December 2023 from a peak of 7.2% in December 2021, the alleviation is not translating into relief for many households. The culprit? Skyrocketing interest rates. …
The recent tumult in Chinese stocks has sent shockwaves through the nation’s asset management sector, resulting in a notable uptick in mutual fund closures. In 2023, around 240 local mutual funds were liquidated, marking the highest closure rate since the industry underwent a significant shakeup in 2018 due to more stringent asset management regulations. What’s …
M2 money supply is contracting for the FIRST time since the 1930s ht g.o.t. pic.twitter.com/saWAj4OSoS — Win Smart, CFA (@WinfieldSmart) January 14, 2024 In the intricate web of economic indicators, a disconcerting picture emerges, suggesting a looming period of stagnation. The M2 money supply is contracting for the first time since the 1930s, a historical …
As of right now, a nowcast from @MacrobondF citing Econforecasting points to GDP growth of only 1% in Q4. and 0.8% through 2 weeks of January. Will be interesting to see how this model moves as we move through Q1 pic.twitter.com/lD8pkjxfkf — Longview Economics (@Lvieweconomics) January 15, 2024 As we delve into the economic landscape, …
