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 for goods has picked up, reflecting the effects… pic.twitter.com/q8MPm5lCA6 — …

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Housing market weakness triggers Lennar to offer biggest incentives since 2009; It was only 4 states defaulting on mortgages that kicked off the GFC.

There’s nothing biased about labeling this the biggest bubble in US equity & housing history – it’s called the reality. Bubbles are rarely linear. — Don Johnson (@DonMiami3) August 24, 2025 Housing market weakness triggers Lennar to offer biggest incentives since 2009#RESights #MacroEdge — MacroEdge RESights (@RESightsbyME) August 24, 2025 …

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May US Retail Sales show weakness, down 0.9% MoM, missing forecasts. Core Retail Sales and Export Prices also declined.

Core Retail Sales (Month-over-Month) Actual: -0.3% Forecast: 0.2% Previous: 0.0% Export Price Index (Year-over-Year) Actual: 1.7% Forecast: Not available Previous: 1.9% Export Price Index (Month-over-Month) Actual: -0.9% Forecast: -0.1% Previous: 0.1% Import Price Index (Month-over-Month) Actual: 0.0% Forecast: -0.2% Previous: 0.1% Import Price Index (Year-over-Year) Actual: 0.2% Forecast: 0.1% Previous: …

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New home prices falling faster than last Fed rate cycle with fresh memo warning housing weakness is accelerating

New home prices are fairing much worse when measured by Fed rate cycles than they were during the 2004-2009 Fed rate timeline. New Memo in comments. pic.twitter.com/Za3K6Q7dys — Mr.Awsumb (@MrAwsumb) June 7, 2025 “Housing IS the business cycle” – Edward E. Leamer pic.twitter.com/ADAw5zYC5S — Kalani o Māui (@MauiBoyMacro) June 7, …

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Nvidia led the market rebound, but no new highs now signals a downturn. Labor market weakness hidden beneath surface optimism.

Nvidia did the heavy lifting during the market rebound since April. Failure to make new highs at this point means the market is heading down $NVDA pic.twitter.com/NzCOvtlWvo — The Maverick of Wall Street (@TheMaverickWS) June 1, 2025 The unemployment rate for adults aged 22-27 is 5.3% vs the national rate …

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Euro breakout signals long-term trend, US dollar faces further weakness . Jim Bianco: “Where is the selling coming from? Answer: Europe

It’s now official. The euro has broken out above a key historical resistance level. FX trends often take time to develop, but once they do, they tend to persist for years. I expect this time to be no different, with the US dollar likely to weaken further against other… pic.twitter.com/KiCuLdQqcG …

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Bonds reveal rising inflation and economic weakness risks; Gold outperforms S&P 500.

The bond market does not believe the Fed. Bonds signal inflationary and economic weakness risk is rising. via Bloomberg Stagflation… — Northstar (@NorthstarCharts) October 12, 2024 Gold beats the S&P 500 this year as investors discount more currency destruction Graph via Bloomberg pic.twitter.com/kf7nV9VhvZ — Daniel Lacalle (@dlacalle_IA) October 11, 2024

US NFIB Business Optimism Index at 91.2, signals deep recession concerns; FedEx CEO highlights economic weakness.

FedEx CEO says “The magnitude of the Fed rate cuts . . . signals the weakness of the current environment,” as priority shipments between businesses, a bell-weather of the economy, dropped FedEx reported a steep quarterly profit drop and lowered its full-year revenue forecast on Thursday after its customers continued …

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China’s bond rally signals economic weakness, with yields dropping to record lows. Unworkable housing rescue math is prolonging crisis

Money is pouring into Chinese government bonds. The buying has bid up prices and forced yields down to near record lows. The move has upset the Peoples Bank of China (PBOC), which has expressed considerable concern over what will happen to China’s financial stability when the rally reverses and people, …

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Gold hits all-time high of $2,560 per ounce, reflecting dollar’s weakness amid economic turmoil. For the first time ever, a bar of gold is worth a cool one million dollars.

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 …

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A famed economist who called the 2008 recession shares 5 signs the US is on the brink of a downturn — all while the stock market shows concerning weakness beneath the surface of record highs

Posts from the economiccollapse community on Reddit The Buffett indicator doesn’t look so great, either. AI has pushed everything much higher. No one knows what effect it should really have on valuations and at some point a bubble does form. Not predicting it because no one really knows but there …

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Presidential Hopeful Re-enters Race As Biden Shows Weakness

Self-help author Marianne Williamson announced she was unsuspending her 2024 presidential campaign, weeks after previously suspending it. In a video statement on social media, Williamson said she returned to the race because she feels President Biden is a vulnerable candidate against former President Trump. Williamson wrote, “As of today, I …

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The Fed’s desperate rate-cut moves unveil economic weakness during the inflation crisis.

In a distressing revelation, the Federal Reserve anticipates three rate cuts next year, acknowledging the challenge posed by persistent inflation. The economic engine falters as demand plummets for homes, vehicles, and goods, painting a grim picture of financial distress among Americans. Once deemed a lifeline, credit cards are now avoided, …

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The weakness is spreading

The weakness is spreading. German manufacturing employment has been falling 3 out of past 5 months. And it isn't "just" the energy-intensive sectors anymore. 17 out of 24 major NACE sectors are contracting. But strength in a few sectors limits overall fall to 0.1% over past 3M. https://t.co/5Vk8YK2UbR pic.twitter.com/rZFTxtMVl0 — …

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Analysts concerned about weakness in the consumer

US Consumer Spending Is Signaling Pain Ahead: Credit Weekly (Bloomberg) — The US consumer is starting to buckle as rising gas prices crimp spending and the delinquency rate on credit cards reaches the highest level in more than a decade. And that’s before student loan payments restart in October. A …

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Latest job numbers show weakness, suggesting contraction

Is the US in recession already like Germany? Latest jobs numbers weren't encouraging at all (even before revisions). In fact, that weakness is starting to look like other significant data suggesting more than possible contraction. HAPPY LABOR DAY? pic.twitter.com/ijCik2ZYb2 — Jeffrey P. Snider (@JeffSnider_EDU) September 4, 2023 Staggering figures reveal …

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The recession hasn’t even started, and we’re seeing massive weakness worldwide and government struggling.

Keep in mind: Liquidity matters! pic.twitter.com/Umk4CilqDY — Holger Zschaepitz (@Schuldensuehner) August 28, 2023 ⚠️ 𝗙𝗥𝗘𝗡𝗖𝗛 𝗖𝗢𝗡𝗦𝗨𝗠𝗘𝗥𝗦 𝗠𝗔𝗦𝗦𝗜𝗩𝗘𝗟𝗬 𝗖𝗨𝗧𝗧𝗜𝗡𝗚 𝗘𝗦𝗦𝗘𝗡𝗧𝗜𝗔𝗟 𝗣𝗨𝗥𝗖𝗛𝗔𝗦𝗘𝗦, 𝗖𝗔𝗥𝗥𝗘𝗙𝗢𝗨𝗥 𝗖𝗘𝗢 𝗪𝗔𝗥𝗡𝗦 Full Story → https://t.co/zME1YTyaFi "We are seeing a non-spending tsunami in France." pic.twitter.com/ObkiNwVLaA — PiQ (@PiQSuite) August 29, 2023 CHINA BANKS WEIGH FURTHER DEPOSIT RATE CUTS TO …

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Interesting week ahead! Many charts signal market weakness aligning with week 21. Investors on alert for potential shifts.

Next week will be interesting because many charts are indicating market weakness which lines up with week 21. https://t.co/ggQXxGybX0 pic.twitter.com/U2aMp07RLv — Financelot (@FinanceLancelot) July 29, 2023 Here's an interesting chart. Volatility spikes have been occurring on the same weekly intervals the last two cycles. Weeks 8 & 17 are common …

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There are ever more signs of weakness in the Chinese economy

by Shaun Richards The economic story of 2023 was supposed to be one where the re-opening of China after Covid saw its economic growth surge again.Except as we have been noting increasingly the economic engine has been rather stuttering. Back on the 17th of this month we looked at some disappointing manufacturing and production figures for …

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