JUST IN 🚨:
The odds of a U.S. Recession occurring this year just soared to 50% on Polymarket 👀 Source: Barchart
Uncertainty during uncertain time...
Source: Bloomberg
What's your favorite US mega-cap here?
Source: Bespoke
Is Trump's plan to reshore manufacturing already working?
This is the biggest increase in manufacturing jobs since October 22, which was followed by a 2 year manufacturing recession. Source: Bloomberg, www.zerohedge.com
Richmond Fed asked companies how the plan to respond to tariffs.
Strong majority plan to raise prices... Source: Dario Perkins @darioperkins on X
Worst quarter for US stocks relative to the rest of the world in 23 years
Source: Bloomberg Opinion, www.zerohedge.com
A MIND-BLOWING chart:
The US budget deficit is set to average 6.3% over the next 30 years. This would be higher than any other period outside of major crises and wars. This also would be 2.5 percentage points above the past 50-year average... Source: Global Markets Investor
The global economy is currently benefiting from massive tariff front-running, as evidenced by the surge in imports to the US.
This has temporarily propped up production in places like Europe, Canada, and China. Will the floor fall out this week? Source: BCA, Peter Berezin on X
