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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
JapanJapan
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⚠️CHART OF THE WEEK: Every investor should watch the US and the Japanese bond markets

⚠️CHART OF THE WEEK: Every investor should watch the US and the Japanese bond markets

Japan's 30-year government bond yield hit 3.0% for the first time in 25 years.

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
⚠️Retail investors are underperforming the market for the 5 year straight

⚠️Retail investors are underperforming the market for the 5 year straight

The underperformance would have been even larger if not for the stock market recovery

Global Markets Investor
Global Markets Investor
US economyUS economy
🚨US bankruptcies are tracking at a 15-year high so far in 2025

🚨US bankruptcies are tracking at a 15-year high so far in 2025

This is a truly concerning trend

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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⚠️ This is a debt crisis

⚠️ This is a debt crisis

The US government is running the third-highest budget deficit on record and things will get even worse

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
The Fed is in no hurry to slash interest rates

The Fed is in no hurry to slash interest rates

The central bank is in "wait and see" mode amid historic economic uncertainty

Global Markets Investor
Global Markets Investor
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
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