1. IMPORTANT WEEKLY ANALYSIS

US stock market analysisJapanUS economyWarren Buffett1. IMPORTANT WEEKLY ANALYSISThe FedUnemploymentGoldUS debt crisisINVESTMENT PORTFOLIOCentral BanksGermanyThe Federal ReserveUS public debtWEEKLY MARKET RECAPUS Job MarketUS deficitWorld EconomyS&P 500tradingSilverDebt
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
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
🚨Is the United States going to default on its public debt?

🚨Is the United States going to default on its public debt?

What is a Mar-a-Lago Accord and how it could reshape the global financial system?

Global Markets Investor
Global Markets Investor
US economyUS economy
+4+4
🚨US layoffs are surging at a recessionary pace

🚨US layoffs are surging at a recessionary pace

February job report showed a lot of labor market weakness

Global Markets Investor
Global Markets Investor
US economyUS economy
+1+1
🚨What is happening with the US consumer sentiment?

🚨What is happening with the US consumer sentiment?

Americans' economic outlook is rapidly shifting, and this is not a good sign

Global Markets Investor
Global Markets Investor
US economyUS economy
+6+6
!!️The US job report for January was a complete mess

!!️The US job report for January was a complete mess

Despite the last two months' positive revisions, the US job market is likely to deteriorate further

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+2+2
⚠️The US stock market is priced in for perfection and almost every investor believes in it
Premium

⚠️The US stock market is priced in for perfection and almost every investor believes in it

The next important test for the markets is coming during the last week of January