US corporate profits just fell the most since the global financial crisis days ("GFC"). But, don't worry… all is well. pic.twitter.com/yTXi6TF7Sy
— Gordon Johnson (@GordonJohnson19) May 29, 2025
Leading Economic Indicators look at the future.
Lagging Economic Indicators look at the past.When we divide the Leading Index by the Lagging Index, we get a series that has fallen in 36 of the last 40 months. By order of magnitude of this decline, it is roughly akin to the… pic.twitter.com/m16eXssxyp
— Jeff Weniger (@JeffWeniger) May 29, 2025
LIQUIDITY IS DRYING UP! YOU'VE BEEN WARNED. https://t.co/yUJbD2b3Cb pic.twitter.com/jyTq2u0ysG
— Steve Hou (Consume Less Involuntarily) (@stevehou0) May 29, 2025
As yields of long-term bonds (with the benchmark US Treasury 10-year bond now yielding 4.47%) continue to rise, up and up goes interest expense, and therefore deficits and therefore inflation. pic.twitter.com/jGK0PkwW0M
— David Sommers (@dgsommersmkts) May 29, 2025