US economy

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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⚠️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

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🚨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

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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

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US economyUS economy
+1+1
🚨An ever-growing share of Americans are underwater on car loans

🚨An ever-growing share of Americans are underwater on car loans

Affordability crisis is getting worse

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US economyUS economy
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⚠️US unemployment rate is set to rise further

⚠️US unemployment rate is set to rise further

Poor sales is one of the most important problems for the US small firms

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⚠️US consumer demand for credit card debt is falling

⚠️US consumer demand for credit card debt is falling

Are Americans tapped out?

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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.

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⚠️CHART OF THE WEEK: US wages have been declining this century

⚠️CHART OF THE WEEK: US wages have been declining this century

Salary growth adjusted for an alternative inflation metric has materially declined.

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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

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US stock market analysisUS stock market analysis
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⚠️CHART OF THE WEEK: The gap between the S&P 500 and weakening job market is widening

⚠️CHART OF THE WEEK: The gap between the S&P 500 and weakening job market is widening

Will the market eventually notice?

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🚨US recession probabilities are surging

🚨US recession probabilities are surging

Is the US economy already in a recession?

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US economyUS economy
+1+1
⚠️US consumer sentiment continues to fall

⚠️US consumer sentiment continues to fall

US consumers have never been this pessimistic about their future incomes

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