1. IMPORTANT WEEKLY ANALYSIS

US stock market analysisTrade WarJapanUS economyWarren Buffett1. IMPORTANT WEEKLY ANALYSISThe FedUnemploymentGoldUS debt crisisINVESTMENT PORTFOLIOCentral BanksGermanyThe Federal ReserveUS public debtWEEKLY MARKET RECAPUS Job MarketUS deficitWorld EconomyS&P 500tradingSilverDebt
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
🚨How to identify whether the US stock market is in a bubble?

🚨How to identify whether the US stock market is in a bubble?

Is there more room to run for US stocks?

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
2025 was the year of precious metals and non-US markets

2025 was the year of precious metals and non-US markets

Time to review how major asset classes and stocks performed in 2025 and what might be lying ahead

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
Top 20 charts of 2025

Top 20 charts of 2025

These were the most followed themes this year by investors and market watchers worldwide

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️The US job market is in decline

⚠️The US job market is in decline

When accounting for future revisions, the labor market is falling at a recessionary pace.

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
Fed policymakers are increasingly divided

Fed policymakers are increasingly divided

The central bank cut rates by 25 basis points for the 3rd time this year.

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️The US labor market is experiencing a hidden recession

⚠️The US labor market is experiencing a hidden recession

What alternative data and forward-looking indicators say about US employment

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️Global central banks are cutting rates at the fastest pace this century

⚠️Global central banks are cutting rates at the fastest pace this century

Where are the world’s largest central banks headed next?

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️The US job market is not picking up as the headlines suggest.

⚠️The US job market is not picking up as the headlines suggest.

The labor market of the world’s largest economy continues to deteriorate beneath the surface.

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️Wall Street is winning over Main Street like never before

⚠️Wall Street is winning over Main Street like never before

The average American is struggling while the stock market keeps rising

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️The US labor market is in a recession

⚠️The US labor market is in a recession

The job reports for September and October have not been released due to the government shutdown, but private data show a grim picture of the labor market.

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
The Fed is facing growing internal divide

The Fed is facing growing internal divide

The central bank cut rates by 25 basis points and will end QT on December 1 as expected.

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
🚨Some cracks are showing up in the US credit market

🚨Some cracks are showing up in the US credit market

Could this translate into a broader market sell-off?

Global Markets Investor
Global Markets Investor