Global Markets Investor

Global Markets Investor

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US debt crisisUS debt crisis
+2+2
⚠️The US government is running one of the largest deficits in history

⚠️The US government is running one of the largest deficits in history

This is despite a budget surplus recorded in June 2025

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
The S&P 500 fell last week amid tariff uncertainty. Weekly market recap, trading week 28/2025

The S&P 500 fell last week amid tariff uncertainty. Weekly market recap, trading week 28/2025

Summary of the trading week using the most popular posts from the X platform

Global Markets Investor
Global Markets Investor
The FedThe Fed
+1+1
⚠️CHART OF THE WEEK: The US Dollar index is the most oversold in two decades

⚠️CHART OF THE WEEK: The US Dollar index is the most oversold in two decades

Is the short US Dollar trade overcrowded?

Global Markets Investor
Global Markets Investor
US economyUS economy
+3+3
⚠️Americans' wages are stagnating

⚠️Americans' wages are stagnating

The share of working Americans not getting pay raises is increasing

Global Markets Investor
Global Markets Investor
US economyUS economy
🚨US corporate bankruptcies are running at recession levels

🚨US corporate bankruptcies are running at recession levels

US large bankruptcies hit the highest level in 15 years so far in 2025

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+3+3
🚨Japan and the US long-term government bond yields are rising again

🚨Japan and the US long-term government bond yields are rising again

Investors should continuously watch the US and the Japanese bond markets

Global Markets Investor
Global Markets Investor
US economyUS economy
+5+5
⚠️The US private sector employment is in a recession

⚠️The US private sector employment is in a recession

US labor market trends are heading in the undesired direction

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
🚨Hedge funds are betting on a market pullback

🚨Hedge funds are betting on a market pullback

Hedge funds' long/short ratio fell to the lowest level in over 18 months

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
The S&P 500 hit its 7th all-time high this year. Weekly market recap, trading week 27/2025

The S&P 500 hit its 7th all-time high this year. Weekly market recap, trading week 27/2025

Summary of the trading week using the most popular posts from the X platform

Global Markets Investor
Global Markets Investor
US economyUS economy
⚠️CHART OF THE WEEK: US money supply hit a new record

⚠️CHART OF THE WEEK: US money supply hit a new record

The US M2 money supply is growing, but its rate of growth has slowed relative to the long-term trend

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+1+1
⚠️The US debt crisis is set to get even worse

⚠️The US debt crisis is set to get even worse

The US budget deficit could hit as much as ~8.0% under the new bill

Global Markets Investor
Global Markets Investor
GoldGold
+1+1
⚠️The demand for gold as a reserve asset is remarkably strong

⚠️The demand for gold as a reserve asset is remarkably strong

At the same time, the demand for the US Dollar is weak

Global Markets Investor
Global Markets Investor
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