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Trade WarTrade War
⚠️China’s rare earth magnet exports collapsed

⚠️China’s rare earth magnet exports collapsed

China's rare earth exports are critical

Global Markets Investor
Global Markets Investor
US economyUS economy
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⚠️Leading indicators are again signalling a recession in the US

⚠️Leading indicators are again signalling a recession in the US

The Conference Board Leading Economic Index (LEI) is down ~16% from its peak.

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
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The Fed is still clueless about the future path of rates and economy

The Fed is still clueless about the future path of rates and economy

There is no consensus among the Fed members regarding the future rates path

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
The S&P 500 declined for the 2nd straight week. Weekly market recap, trading week 25/2025

The S&P 500 declined for the 2nd straight week. Weekly market recap, trading week 25/2025

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

Global Markets Investor
Global Markets Investor
US economyUS economy
+2+2
⚠️CHART OF THE WEEK: China's official holdings of US Treasuries dropped to the lowest in 16 years

⚠️CHART OF THE WEEK: China's official holdings of US Treasuries dropped to the lowest in 16 years

However, China is likely owning $300-$700 billion through Belgium and Luxembourg.

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
US executives are selling their own shares at the fastest pace in months

US executives are selling their own shares at the fastest pace in months

What do US insiders know?

Global Markets Investor
Global Markets Investor
US economyUS economy
+1+1
🚨US economic activity is deteriorating

🚨US economic activity is deteriorating

The US Economic Surprise index dropped to a 9-month low.

Global Markets Investor
Global Markets Investor
GoldGold
+2+2
🔥This is the year of precious metals

🔥This is the year of precious metals

Gold, silver and platinum are crushing US stocks and other assets this year

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
Retail investors' frenzy continues

Retail investors' frenzy continues

Mom-and-pop investors are speculating as never before

Global Markets Investor
Global Markets Investor
US economyUS economy
+1+1
⚠️Americans have rarely been this pessimistic about the job market

⚠️Americans have rarely been this pessimistic about the job market

Americans assessment of the labor market hit a record low

Global Markets Investor
Global Markets Investor
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
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