31 Jul 2025
US real GDP beat expectations (+3.0pct vs. +2.3pct according to consensus) but “Growth” is misleading.
Q2 real GDP +3.0% was inflated by a +5.6% boost from COLLAPSING imports (a subtraction in GDP math). Real economy: Investment -2.1% Exports -0.19% Consumer spending only +0.8% So ‘real economy’ is not collapsing but looks soft Source: The Coastal Journal
31 Jul 2025
Investors have now plowed $139 Billion into Leveraged ETFs, the highest amount in history 🤯 Risk on folks, Risk on 🤑🫡🚀 🤢
Source: Barchart
31 Jul 2025
China's auto industryis a massive below-cost, state subsidized statecraft masking as trade
This is Beijing trying to put the world's auto producers out of business even as domestic carmakers teeter on the verge of collapse, but are propped up by state money. Source: zerohedge, Caixin
31 Jul 2025
Economists who translate the CPI and PPI into the PCE expect monthly core inflation firmed in June. BEA reports this on Thursday.
Core PCE estimate: +0.29% (highest since February), which would push the year-over-year to 2.8% Headline PCE: +0.32% (y/y rises to 2.5%) Source: Nick Timiraos @NickTimiraos
31 Jul 2025
Foreign Investors now own 18% of U.S. Equities, the most in history.
Source: barchart
31 Jul 2025
Where is doge ?
Source: Michel A.Arouet
31 Jul 2025
U.S. Dollar Index $DXY now on a 4-day winning streak and is at its highest level in more than 1 month 📈📈
Source: barchart
30 Jul 2025
Cattle Price jumps to new all-time 🚨📈🐮
Source: Barchart
