Independent thinking for complex markets and current events
Petrol crisis set to worsen as ships bound for Australia cancelled https://t.co/sd9U7OWqnG — Daily Mail (@DailyMail) March 22, 2026 The prime minister has been phoning his global counterparts to try and shore up Australia’s fuel stocks over the coming weeks and months, as the Middle East war sends shockwaves through global supply chains. The government …
March 27 looks like a make-or-break day for American travelers and the partial government shutdown TSA wait times are ramping up as the partial government shutdown persists — but pain points on March 27 could end it The ongoing partial government shutdown has sparked long wait times at many airports around the country — and …
BREAKING: President Trump announces a 10% tariff on Denmark, Norway, Sweden, France, Germany, the UK, Netherlands, and Finland beginning February 1st. This tariff will be increased to 25% beginning on June 1st. Tariffs will remain in effect until the US reaches a deal to buy… pic.twitter.com/978qAHjxao — The Kobeissi Letter (@KobeissiLetter) January 17, 2026 Guess …
China’s CCP needs a huge international fire sale.
The December Philly Fed Manufacturing survey was another disaster, collapsing from -5.5 to -16.4, versus an expected rise to +2.8. This is the weakest level of the year. More problematic, prices paid jumped while prices received fell. All signs point to #stagflation. Sorry, Fed. — Peter Schiff (@PeterSchiff) December 19, 2024 The markets still don't …
https://www.youtube.com/watch?v=wf9UsVRGHTE
Headline initial and continuing jobless claims in the US rose in the data for last week, but we have also started to see a pervasive rise across several states at once. When claims rise in such a way, it can be a precursor to a recession. Related: Amazon reports weaker-than-expected revenue for second quarter and …
https://twitter.com/GayBearRes/status/1818391044742062475
It is worse than that. Even their advantages have a downside. Unlike the US most EU countries have exercised good debt management and have long average maturities. A higher for longer scenario is not their friend as debt gets rolled over. #EU #France #debt #deficit — Jacobo Pascual (@jacobotweetsnow) July 16, 2024 Current Fiscal Deficit: …
In US BLS numbers for Q3 (published end April) should have been the wake-up call, but everyone still asleep at the wheel. 190k jobs destroyed over Q3 (600 k creations were expected from nfp surveys). Talking about hard data… — Manu (@SolalM) June 11, 2024 Global labor market slowdown is underway UK Claimant claims largest …
JAPAN 🇯🇵 Depression turns to Stagflation . Japans problems are about to worsen. pic.twitter.com/YcNMeO8YS8 — The Great Martis (@great_martis) June 2, 2024 Yen before BoJ blew $62 billion propping it: 157.74Yen one month later: 157.24 At this rate it'll only cost $7 trillion to fix the yen 🫡 https://t.co/oU1ZDLlUTz pic.twitter.com/OUOlOrIy1R — Peter St Onge, Ph.D. …
This article seems like an implicit warning against further credit weakness. However, credit is falling off a cliff NOT because nonbank financials are shifting to another source of funding, but because there is simply no credit demand in the economy given the deflationary context — Shanghai Macro Strategist (@ShanghaiMacro) May 30, 2024
As 2024 unfolds, ominous signs loom over the economic horizon, with the Druckenmiller Recession Indicator delivering a stark warning. Plummeting to its lowest level since 1999, this indicator, historically associated with economic downturns, is flashing red, raising concerns about the state of the economy. Leading economic indicators have endured a daunting streak, falling for 20 …
by Martin Armstrong A leaked memo from June 2022 reveals that Canada’s Justin Trudeau was warned that the mass influx of immigrants would exacerbate the housing crisis. “There is broad agreement among experts that homebuilding has been insufficient in comparison with housing demand in recent years, particularly with the increase in immigration since 2015,” the …
Credit conditions are likely to worsen in H2 2023 Commercial bank deposits have been contracting sharply, pointing to a decline in lending pic.twitter.com/L2HRt5ZT1n — Bravos Research (@bravosresearch) August 30, 2023 High bond yields imperil America’s financial stability Don't forget, $140 billion in OCE loans by these banks are required to be paid back to the …
Tenerife fire situation continues to worsen by the minute. Flames are now approaching dangerously close to the town of La Orotava. It’s going to be another long night. pic.twitter.com/OQ9UOhLI1u — Nahel Belgherze (@WxNB_) August 17, 2023 https://twitter.com/_/status/1692310934465708466 Spain’s Canary Isles battle ‘most complex fire’ in 40 years. This is a terrorist attack. pic.twitter.com/WY1aSKKMSw — Shadow …