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
US stock market analysisUS stock market analysis
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🚨The US stock market has peaked

🚨The US stock market has peaked

What does this mean for global investors?

Global Markets Investor
Global Markets Investor
US economyUS economy
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⚠️2025 was the weakest job market in 22 years outside of recessions

⚠️2025 was the weakest job market in 22 years outside of recessions

Don’t be fooled by the headline numbers, the real story is much weaker.

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️US layoffs are off to their largest start to a year since the Great Financial Crisis

⚠️US layoffs are off to their largest start to a year since the Great Financial Crisis

What alternative data says about the US job market?

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
Federal Reserve holds rates steady after a largely uneventful meeting

Federal Reserve holds rates steady after a largely uneventful meeting

The central bank has paused cuts for the first time since July

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️The US labor market slowdown is intensifying

⚠️The US labor market slowdown is intensifying

Ignore the headlines, the underlying data tells a very different story

Global Markets Investor
Global Markets Investor
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