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
+3+3
⚠️College graduates unemployment is rising

⚠️College graduates unemployment is rising

Such an unemployment rate for young people has previously been seen during recessions.

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Global Markets Investor
US economyUS economy
+3+3
⚠️The majority of Americans now live in areas already in recession

⚠️The majority of Americans now live in areas already in recession

This has happened only during recessions

Global Markets Investor
Global Markets Investor
US economyUS economy
+3+3
🚨Recent US job cuts are massive

🚨Recent US job cuts are massive

Meanwhile, the S&P 500 is trading at all-time highs, up +17% year-to-date

Global Markets Investor
Global Markets Investor
US economyUS economy
+4+4
🚨AI is not the major reason for rising US unemployment

🚨AI is not the major reason for rising US unemployment

This is one of the biggest misconceptions about the US labor market

Global Markets Investor
Global Markets Investor
US economyUS economy
+5+5
⚠️US job market continues to deteriorate

⚠️US job market continues to deteriorate

The jobs report for September has not been released yet due to the government shutdown, but other data show a bleak picture of the labor market.

Global Markets Investor
Global Markets Investor
US economyUS economy
+2+2
⚠️What happens with the US consumption before a recession?

⚠️What happens with the US consumption before a recession?

This is an interesting and important analysis

Global Markets Investor
Global Markets Investor
US economyUS economy
+4+4
⚠️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

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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