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

This is a truly concerning trend

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246 US large companies went bankrupt in the first 4 months of 2025, the most in 15 years. This is more than double the count seen in 2022.

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In April, the number of bankruptcy filings hit 59, the highest since January.

So far this year, the industrials sector has seen 41 bankruptcies, followed by 31 in consumer discretionary, 17 in healthcare and 13 in consumer staples.

According to S&P Global, consumer discretionary companies have been the most hurt due to market volatility, tariffs, and inflation uncertainty.

US bankruptcies have rarely been this high outside of a recession.

⚠️CHART OF THE WEEK: US bankruptcies hit a 15-year high

In Q1, 188 big companies declared a bankruptcy in the US

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-us-bankruptcies-hit-a-15-year-high

⚠️The US economy actually LOST jobs in Q3 2024:

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

globalmarketsinvestor.beehiiv.com/p/the-us-economy-actually-lost-jobs-in-q3-2024

The US job headline numbers are overstated

The US labor market continues to deteriorate under the surface

globalmarketsinvestor.beehiiv.com/p/the-us-job-headline-numbers-are-overstated

The US economy shrank in Q1 2025, but is this really that bad?

Is the US economy in a recession?

globalmarketsinvestor.beehiiv.com/p/the-us-economy-shrank-in-q1-2025-but-is-this-really-that-bad

INVESTMENT PORTFOLIO UPDATE (April 29, 2025)

Please find out an update about my market positioning - only for Founding Members

globalmarketsinvestor.beehiiv.com/p/investment-portfolio-update-april-29-2025

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