The Federal Reserve

US stock market analysisTrade WarJapanUS economyWarren Buffett1. IMPORTANT WEEKLY ANALYSISThe FedUnemploymentGoldUS debt crisisINVESTMENT PORTFOLIOGlobal Stock MarketsCentral BanksSouth KoreaGermanyThe Federal ReserveUS public debtWEEKLY MARKET RECAPUS Job MarketUS deficitWorld EconomyS&P 500tradingSilverDebt
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
+2+2
The Warsh Era Begins

The Warsh Era Begins

How the Fed's new chair rewrote the rules, silenced the guidance, and left markets guessing on his very first day

Global Markets Investor
Global Markets Investor
US economyUS economy
+3+3
⚠️CHART OF THE WEEK: US large bankruptcies are set to accelerate

⚠️CHART OF THE WEEK: US large bankruptcies are set to accelerate

Rising costs are increasingly pressuring highly leveraged companies

Global Markets Investor
Global Markets Investor
US economyUS economy
+3+3
Inflationary pressures are rising in the US

Inflationary pressures are rising in the US

Inflation is increasingly outpacing average US consumer income

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+4+4
Even wealthy stock owners are deeply unhappy about the US economy

Even wealthy stock owners are deeply unhappy about the US economy

When even stock market winners are so pessimistic, something is deeply wrong with the economy

Global Markets Investor
Global Markets Investor
US economyUS economy
+4+4
🚨US job market headlines are masking serious underlying weakness

🚨US job market headlines are masking serious underlying weakness

Over a million Americans have lost a job this year

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
+3+3
Division inside the Fed is intensifying

Division inside the Fed is intensifying

The US central bank held rates unchanged for the 3rd consecutive meeting

Global Markets Investor
Global Markets Investor
The FedThe Fed
+3+3
⚠️Foreign central banks are dumping US Treasuries at the fastest pace in years

⚠️Foreign central banks are dumping US Treasuries at the fastest pace in years

Foreign central banks are adding to the pressure in the Treasury market at the worst possible time

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
+2+2
Fed holds rates for the second consecutive meeting

Fed holds rates for the second consecutive meeting

The central bank sees only one rate reduction in 2026

Global Markets Investor
Global Markets Investor
US economyUS economy
+2+2
US M2 money supply keeps on surging

US M2 money supply keeps on surging

US Dollar purchasing power is eroding continuously

Global Markets Investor
Global Markets Investor
The FedThe Fed
+2+2
⚠️CHART OF THE WEEK: Is the economy experiencing a jobless boom?

⚠️CHART OF THE WEEK: Is the economy experiencing a jobless boom?

Or will GDP be significantly revised down?

Global Markets Investor
Global Markets Investor
US economyUS economy
+2+2
US consumer is running out of steam

US consumer is running out of steam

US retail sales are falling in real terms

Global Markets Investor
Global Markets Investor
US economyUS economy
+2+2
The decline in the US Dollar against individual currencies looks remarkable

The decline in the US Dollar against individual currencies looks remarkable

Are we heading for more US Dollar pain?

Global Markets Investor
Global Markets Investor