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
Should we worry about the latest spike in US producer prices?

Should we worry about the latest spike in US producer prices?

Is inflation is heating up in the US?

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
🚨US consumer financial stress reached critical level

🚨US consumer financial stress reached critical level

US consumer, the major driver of the economy is pulling back on spending, as if there is a recession

Global Markets Investor
Global Markets Investor
US economyUS economy
+5+5
⚠️The US labor market suggests the economy is in a recession

⚠️The US labor market suggests the economy is in a recession

Massive downward job revisions continue, and it is not over yet

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
The Fed is still waiting despite slowing economy

The Fed is still waiting despite slowing economy

No rate cut, no clarity on what's next, the Fed is going to be too late as always

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
🚨 US stock market euphoria reaches Dot-Com Bubble levels

🚨 US stock market euphoria reaches Dot-Com Bubble levels

Do market sentiment and investor behavior signal a warning?

Global Markets Investor
Global Markets Investor
US economyUS economy
+5+5
⚠️The US private sector employment is in a recession

⚠️The US private sector employment is in a recession

US labor market trends are heading in the undesired direction

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
US stocks continue to underperform the rest of the world

US stocks continue to underperform the rest of the world

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

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
+2+2
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
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️The US labor market headline numbers are useless

⚠️The US labor market headline numbers are useless

The job market is in a way worse shape than the non-farm payrolls readings show

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
How did the top 10 world economies perform in Q1 2025?

How did the top 10 world economies perform in Q1 2025?

Time to revisit the economic growth in the top largest global economies, and what are their future perspectives

Global Markets Investor
Global Markets Investor
JapanJapan
+5+5
!?️What is happening with the global government bond market?

!?️What is happening with the global government bond market?

Bond investors are in control of the financial markets - this is key to watch

Global Markets Investor
Global Markets Investor
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