The Federal Reserve

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
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⚠️CHART OF THE WEEK: Massive revisions are coming to the US job market

⚠️CHART OF THE WEEK: Massive revisions are coming to the US job market

If revisions materialize, we will see negative payrolls growth

Global Markets Investor
Global Markets Investor
The FedThe Fed
+1+1
Traders are increasingly expecting the Fed to cut rates by 0.50% next month

Traders are increasingly expecting the Fed to cut rates by 0.50% next month

Are investors getting overexcited?

Global Markets Investor
Global Markets Investor
US economyUS economy
+2+2
⚠️CHART OF THE WEEK: The rise in the prices of necessities this century has been massive

⚠️CHART OF THE WEEK: The rise in the prices of necessities this century has been massive

Healthcare, college, housing and food expenses have outpaced average inflation since 2000

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
US economyUS economy
+3+3
🚨"Buy Now, Pay Later" (BNPL) transactions in the US are set to hit a record high in 2025

🚨"Buy Now, Pay Later" (BNPL) transactions in the US are set to hit a record high in 2025

US consumers have never been more indebted:

Global Markets Investor
Global Markets Investor
US economyUS economy
+3+3
The US youth unemployment crisis is driven almost entirely by young men

The US youth unemployment crisis is driven almost entirely by young men

Male college grads and non-grads are now unemployed at the same rate

Global Markets Investor
Global Markets Investor
US economyUS economy
+2+2
Is inflation re-surging in the US?

Is inflation re-surging in the US?

Are tariffs having a significant impact on US prices?

Global Markets Investor
Global Markets Investor
The FedThe Fed
+1+1
⚠️CHART OF THE WEEK: The US Dollar index is the most oversold in two decades

⚠️CHART OF THE WEEK: The US Dollar index is the most oversold in two decades

Is the short US Dollar trade overcrowded?

Global Markets Investor
Global Markets Investor
US economyUS economy
+3+3
⚠️Americans' wages are stagnating

⚠️Americans' wages are stagnating

The share of working Americans not getting pay raises is increasing

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
JapanJapan
+3+3
🚨The whole world is cutting rates except the Fed

🚨The whole world is cutting rates except the Fed

At the same time, major central bank are reducing their balance sheets

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