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US debt crisisUS debt crisis
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⚠️ Watch rising US government bond yields

⚠️ Watch rising US government bond yields

The 30-year Treasury yield jumped to the highest level since early April when the US administration changed its mind about tariffs

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
🚨BREAKING: US and China agreed to lower tariffs on each other for 90 days

🚨BREAKING: US and China agreed to lower tariffs on each other for 90 days

This is a positive news for the markets, at least short-term

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
⚠️ The US and China concluded their 2-day negotiations in Switzerland.

⚠️ The US and China concluded their 2-day negotiations in Switzerland.

Some additional thoughts about the US-China talks in addition to the market recap

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
S&P 500 declined for the first time in 5 weeks. Weekly market recap, trading week 19/2025

S&P 500 declined for the first time in 5 weeks. Weekly market recap, trading week 19/2025

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

Global Markets Investor
Global Markets Investor
The FedThe Fed
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⚠️CHART OF THE WEEK: The Fed continues to reduce its balance sheet (QT)

⚠️CHART OF THE WEEK: The Fed continues to reduce its balance sheet (QT)

Let's clarify some misconceptions about the Fed balance sheet, which has been flying on the X platform over the last few days

Global Markets Investor
Global Markets Investor
⚠️The US economy actually LOST jobs in Q3 2024:

⚠️The US economy actually LOST jobs in Q3 2024:

Q3 2024 job numbers will likely be revised down by ~400,000

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
🚨Almost the entire world is invested in the US

🚨Almost the entire world is invested in the US

Will this trend reverse?

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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🚨The global debt bubble continues rising

🚨The global debt bubble continues rising

World debt hit another record in Q1 2025

Global Markets Investor
Global Markets Investor
US economyUS economy
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The US job headline numbers are overstated

The US job headline numbers are overstated

The US labor market continues to deteriorate under the surface

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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⚠️US interest payments on public debt remain historically high

⚠️US interest payments on public debt remain historically high

US interest costs fell slightly in Q1 2025

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
S&P 500 rose for the 4th straight week. Weekly market recap, trading week 18/2025

S&P 500 rose for the 4th straight week. Weekly market recap, trading week 18/2025

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

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
⚠️CHART OF THE WEEK: Warren Buffett's Berkshire Hathaway cash balance hit a record $347.7 billion in Q1 2025

⚠️CHART OF THE WEEK: Warren Buffett's Berkshire Hathaway cash balance hit a record $347.7 billion in Q1 2025

The greatest investor of all time is stepping down as CEO by the end 2025 after 55 years

Global Markets Investor
Global Markets Investor
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