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 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
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
The Fed is in no hurry to slash interest rates

The Fed is in no hurry to slash interest rates

The central bank is in "wait and see" mode amid historic economic uncertainty

Global Markets Investor
Global Markets Investor
US economyUS economy
+3+3
The US job headline numbers are overstated

The US job headline numbers are overstated

The US labor market continues to deteriorate under the surface

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
The US economy shrank in Q1 2025, but is this really that bad?

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

Is the US economy in a recession?

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+1+1
🚨Is the US stock market headed for a prolonged bear market?

🚨Is the US stock market headed for a prolonged bear market?

Time to revisit the US stock market valuation and concentration metrics

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
Will US stocks underperform the rest of the world for the remainder of the year?

Will US stocks underperform the rest of the world for the remainder of the year?

Time for an asset class performance review for Q1 2025

Global Markets Investor
Global Markets Investor