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The U.S. economy is headed into a period of noticeably slower growth thanks to the tariff impact on inflation and consumer spending, according to Goldman Sachs.
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GasFeeNightmare:
Staying up late is a big failure in terms of gas; not losing is equivalent to gaining.
The Fed acts like a government agency … sort of The Fed acts like a business … sort of The Fed tries to control inflation … sort of The Fed plays an executive role … sort of, but—once its leaders have been confirmed—operates beyond the reach of the president End the Fed
Tech stocks ARE the stock market: Technology stocks now reflect a record 46% of the S&P 500. This percentage has DOUBLED over the last 8 years. To put this into perspective, this percentage was ~33% at the 2000 Dot-Com Bubble peak. The top 5 stocks alone now reflect a record
Beef prices in the US are hitting record highs Over the past year: • Ground beef +12% • Uncooked beef steak +8% Since 2019, US cattle inventory is down 8% and now at its lowest level since 1951
Consider what Milei has achieved in just a year and a half. When he was sworn in as president in December 2023, the Argentine economy was a seemingly incurable basket case. In 2023, its gross domestic product had shrunk by 1.6 percent, according to the International Monetary
*TRUMP: POWELL IS GONNA BE OUT SOON ANYWAY, 8 MONTHS As I said, Trump can't fire Powell. However, understand that next May we are likely getting the most political Fed Chair in history. This is headed in one direction. Realize where we are.
Rate cuts are coming: Prediction markets now see a 40% chance of 2 interest rate cuts in 2025, for a total of 50 bps. Furthermore, there is even a 13% chance of 3 interest rate cuts this year, per data platforms. The base case currently shows rate cuts beginning in September.
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OldLeekConfession:
play people for suckers can't move anymore, really
What meeting does the banking regulation hold, then a brother said isn’t it that the U.S. Treasury bond yield is too high? Blah blah a lot saying that U.S. Treasury bonds are hard to sell. Then suddenly the signal was cut off. The stock, bond, and foreign exchange markets have all collapsed.
U.S. Treasury Secretary Bessent: 🔸The Fed should initiate an investigation within itself. One of the most important legacies Powell will leave behind will be this. 🔸Powell's term ends in May. If he wants to leave early, he should do it now...
Fed Chairman Powell did not make any comments regarding monetary policy or his own term in his prepared opening remarks at the banking conference in Washington. Powell's speech has not started yet.
POWELL OPENS FED CONFERENCE, AVOIDS POLICY COMMENTS Powell opened a banking regulation conference Tuesday without mentioning monetary policy or Trump's pressure on the Fed. Due to the pre-meeting blackout, Powell stuck to brief remarks, saying he welcomes feedback on improving
Thanks to the President's pro-growth, America First agenda, we're seeing a CapEx Comeback. Business equipment production jumped 11% annualized in Q2 after a huge 23% gain in Q1 — the strongest back-to-back growth since 1997. CapEx is up 16.6% in the first half of 2025, signaling a