🚨US corporate bankruptcies are running at recession levels

US large bankruptcies hit the highest level in 15 years so far in 2025

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371 US large companies went bankrupt in the first 6 months of 2025, the most in 15 years. This is more than double the count recorded in 2022.

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In April, May, and June 59, 63, and 64 filings were recorded, respectively.

So far this year, the industrials sector has seen 58 bankruptcies, followed by 49 in consumer discretionary, 27 in healthcare and 19 in consumer staples.

Corporate bankruptcies remain elevated in 2025 due to tightening liquidity, rising debt burdens, and persistently high interest rates. At the same time, consumer spending is weakening under pressure from a softening labor market, stubborn inflation, and the impact of tariffs.

⚠️The US private sector employment is in a recession

US labor market trends are heading in the undesired direction

globalmarketsinvestor.beehiiv.com/p/the-us-private-sector-employment-is-in-a-recession

🚨US Q1 2025 GDP was revised lower

Consumer spending last quarter was the weakest since the 2020 Crisis

globalmarketsinvestor.beehiiv.com/p/us-q1-2025-gdp-was-revised-lower

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

globalmarketsinvestor.beehiiv.com/p/the-fed-is-still-clueless-about-the-future-path-of-rates-and-economy

US stocks continue to underperform the rest of the world

Time for an asset class performance review as of the first half of 2025

globalmarketsinvestor.beehiiv.com/p/us-stocks-continue-to-underperform-the-rest-of-the-world

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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