Global Markets Investor

Global Markets Investor

Sharing thoughts about the world's financial markets. If it helps you navigate this ever-changing market developments you may consider becoming a premium subscriber.

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US economyUS economy
US consumers are increasingly unable to cover emergency expenses

US consumers are increasingly unable to cover emergency expenses

Inflation and prices are the main Americans' financial challenges

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
⚠️Asian nations have never owned so many US assets.

⚠️Asian nations have never owned so many US assets.

Will they bring the money back home?

Global Markets Investor
Global Markets Investor
JapanJapan
+2+2
🚨Japanese life insurance companies are posting record unrealized losses

🚨Japanese life insurance companies are posting record unrealized losses

Is the global bond market blowing up?

Global Markets Investor
Global Markets Investor
JapanJapan
+5+5
!?️What is happening with the global government bond market?

!?️What is happening with the global government bond market?

Bond investors are in control of the financial markets - this is key to watch

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
S&P 500 posted the 2nd-best weekly gain since November 2023. Weekly market recap, trading week 21/2025

S&P 500 posted the 2nd-best weekly gain since November 2023. Weekly market recap, trading week 21/2025

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

Global Markets Investor
Global Markets Investor
GoldGold
⚠️CHART OF THE WEEK: Investors continue piling into gold

⚠️CHART OF THE WEEK: Investors continue piling into gold

Gold fund net inflows are on track for a new record while China has never been buying more

Global Markets Investor
Global Markets Investor
US economyUS economy
+1+1
⚠️US auto loan delinquencies are rising:

⚠️US auto loan delinquencies are rising:

The US car market bubble is bursting

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
⚠️At what phase of the cycle is the stock market?

⚠️At what phase of the cycle is the stock market?

Oldie but a goodie chart, food for thought

Global Markets Investor
Global Markets Investor
⚠️This is why investing is extremely important

⚠️This is why investing is extremely important

The value of fiat currencies is in a constant free-fall

Global Markets Investor
Global Markets Investor
JapanJapan
⚠️Is Japan's Bond Market collapsing?

⚠️Is Japan's Bond Market collapsing?

Is the world's third-largest bond market an elephant in the room?

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
Financial distress is rising among US households

Financial distress is rising among US households

US consumer spending is near a tipping point

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
S&P 500 posted the 2nd-best weekly gain since November 2023. Weekly market recap, trading week 20/2025

S&P 500 posted the 2nd-best weekly gain since November 2023. Weekly market recap, trading week 20/2025

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

Global Markets Investor
Global Markets Investor
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