Inflation ripping higher while real spending collapses is the exact combination that breaks markets and no amount of AI fairy dust changes that math. SPY has just officially topped?

Keep acting like the consumer is still strong and spending like nothing’s changed… and yeah, it’s going to look fine until it suddenly isn’t. Inflation still hot and people already stretched, that’s the kind of setup where things can roll …

READ MORE

S&P 500 just hit a new all-time high of $7,000 right in the middle of the worst energy crisis in decades. Since 1928, this is the first time the S&P has made new all-time highs in 11 days or fewer after falling 5-10%.

S&P 500 hits new all-time high as investors shrug off Iran war oil price spike The S&P 500 hit a new all-time high Wednesday, a remarkable turnaround for the broad-based stock index while the war with Iran continues and rising …

READ MORE

Moody’s recession model hits 49%, the last time it sat this high outside of an actual recession was September 2007. The Fed’s worst nightmare is getting worse. System looks stable until it doesn’t, 2008 veteran warns blind spots can hide the next crisis

BREAKING: A recession model that has predicted every single US downturn in 80 years just hit 49%. The threshold is 50%. Every time it has crossed that line, a recession followed within 12 months. No exceptions. And the data behind …

READ MORE

Closure of the Strait of Hormuz has triggered the worst global energy crisis since the 1970s, WSJ reports. Trump is about to find out why 7 presidents before him didn’t attack Iran.

JUST IN: Closure of the Strait of Hormuz has triggered the worst global energy crisis since the 1970s, WSJ reports. — BRICS News (@BRICSinfo) March 9, 2026 Factcheck: Yes, per WSJ and shipping trackers like MarineTraffic/Reuters: tanker traffic in the …

READ MORE

Pending home sales just collapsed 9.3% month over month. Worst since 2020. The only thing that matters: More M2=higher stock prices.

BREAKING: US Pending Home Sales collapsed -9.3% month-over-month, missing expectations of -0.3% forecast. This marks the steepest decline since 2020. pic.twitter.com/nz69fmYVmQ — Hedgeye (@Hedgeye) January 21, 2026 The only thing that matters: More M2=higher stock prices. Keep printing those trillions. …

READ MORE