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WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks declined amid Israel-Iran attacks. Weekly market recap, trading week 24/2025

US stocks declined amid Israel-Iran attacks. Weekly market recap, trading week 24/2025

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
⚠️CHART OF THE WEEK: Global stock market cap to GDP is growing

⚠️CHART OF THE WEEK: Global stock market cap to GDP is growing

Valuations are pushing into rare territory

Global Markets Investor
Global Markets Investor
🚨Institutional investors continue to dump US stocks

🚨Institutional investors continue to dump US stocks

On the other hand, retail investors keep up with buying

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+2+2
⚠️The US budget deficit remains historically elevated

⚠️The US budget deficit remains historically elevated

The US government is running the third-highest budget deficit ever

Global Markets Investor
Global Markets Investor
US economyUS economy
+2+2
⚠️The US job market is set to deteriorate

⚠️The US job market is set to deteriorate

One leading indicator suggests further weakness in the US labor market

Global Markets Investor
Global Markets Investor
World EconomyWorld Economy
⚠️China dominates global rare earths supply

⚠️China dominates global rare earths supply

The world's dependence on China for rare earths is a major strategic vulnerability:

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️The US labor market headline numbers are useless

⚠️The US labor market headline numbers are useless

The job market is in a way worse shape than the non-farm payrolls readings show

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks rallied on US-China tariff headlines. Weekly market recap, trading week 23/2025

US stocks rallied on US-China tariff headlines. Weekly market recap, trading week 23/2025

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
⚠️CHART OF THE WEEK: Foreigners are dumping US equities

⚠️CHART OF THE WEEK: Foreigners are dumping US equities

Capital is gradually going back home amid historic policy uncertainty.

Global Markets Investor
Global Markets Investor
US economyUS economy
+3+3
⚠️US job gains were likely OVERSTATED by ~900,000 in 2024:

⚠️US job gains were likely OVERSTATED by ~900,000 in 2024:

Massive job downward revisions will continue in the US

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
How did the top 10 world economies perform in Q1 2025?

How did the top 10 world economies perform in Q1 2025?

Time to revisit the economic growth in the top largest global economies, and what are their future perspectives

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+2+2
🚨US Treasury is supporting the bond market

🚨US Treasury is supporting the bond market

Treasury debt buybacks are trending upward

Global Markets Investor
Global Markets Investor
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