This table from BofA is a fantastic reminder that "all good things eventually come to an end."
Source: Lance Roberts, BofA
Big drop in U.S. student visas to Asia - India down 43.5%
New data shows a major decline in U.S. F-1 student visas issued in H1 2025, with total visas falling 14.7% year-over-year. India saw the steepest drop: down 43.5%. China fell 24.1%, Nepal 17.1%, and South Korea 18.4%. Vietnam was the only major country to increase, up 19.6%. Source: Statista, U.S. Department of State, ApplyBoard thru Mario Nawfal on X
EU economy troubles summarized in once cartoon
Source: @WallStreetMav
S&P 500 priced in gold...this is what the stock market looks like in real money (looks like a big head and shoulders pattern...)
As highlighted by Quoth the Raven on X, "If we go back to 0.5x, that puts gold at $12,000, or the S&P at 1850 or they meet in middle at $9000/4500 which would be gold 2.5x and S&P -30%ish"
Big Tech groups are losing a political battle in Brussels to gain access to the EU’s financial data market
This was despite Donald Trump’s threats to punish countries that “discriminate” against US companies with higher tariffs. With the support of Germany, the EU is moving to exclude Meta, Apple, Google and Amazon from a new system for sharing financial data that is designed to enable development of digital finance products for consumers. Such a decision would hand a significant boost to banks in their efforts to fight off a competitive threat from Big Tech groups, which they fear will use their data to disintermediate them from their customers while extracting much of the value of knowing people’s spending and saving behaviour. After more than two years, negotiations on the Financial Data Access (FiDA) regulation are entering the final stages in coming weeks, with Big Tech groups facing almost certain defeat, according to diplomats. Source: FT https://lnkd.in/eMfM2QFb
We just had flash crash in crypto and in 10 minutes we got +$1B in liquidations.
$ETH dropped -%10 for a moment and now it’s climbing back. $BTC hit $11.4k (now recovering as well) The interesting part is this happened just a few moments after news came out about a “major crypto announcement” coming this week. Source: Chill Rader on X, @ArkadiBaudelair
Stocks just saw the largest weekly inflow all year from retail investors
Source: Barchart
US government shutdown by October 1
Source: Polymarket
