Goldman now expects core PCE to rise to 3.5% this year versus 3.0% under previous assumptions for less aggressive tariffs.
They expect the Fed to cut three times in the second half of the year to address the hit to growth and employment https://t.co/TOFjJLvkY4 pic.twitter.com/x3yd5gITcy
— Nick Timiraos (@NickTimiraos) March 30, 2025
Look at all of these buyers coming off the sidelines: pic.twitter.com/U6msUxFhLg
— Saw Chuck (@Saw_Chuck2023) March 30, 2025
https://twitter.com/leadlagreport/status/1906410767798194281
Friday’s data solidified this outcome. Bulls are living on a prayer right now.
— VGKnightsFanMan (@GoKnightsMan) March 30, 2025
This is exactly how the 2008 Financial Crisis unfolded 👇 pic.twitter.com/Rl2UtEb71d
— Bravos Research (@bravosresearch) March 30, 2025
Major breaches across the board.
This not good.
This very bad.Don't be alarmed; it gets such worse. pic.twitter.com/RH2tsxBFwj
— The Great Martis (@great_martis) March 29, 2025
The modern day gold rush:
Gold prices are now up +70% in 16 months with a new record market cap of $20.75 trillion.
In fact, gold is worth $1.25 trillion MORE than the COMBINED value of the remaining top 10 most valuable assets.
What is gold telling us?
(a thread) pic.twitter.com/JcEgjnWpgL
— The Kobeissi Letter (@KobeissiLetter) March 29, 2025
US import tariffs are set to jump from 2-3% to 8% in aggregate 📈 pic.twitter.com/ompOWCdmis
— Markets & Mayhem (@Mayhem4Markets) March 30, 2025