7 Mar 2025
Year 3 of a bull market tends to be messy, and the current bull market is behaving as expected.
Source: Grant Hawkridge @granthawkridge
6 Mar 2025
The US National Debt is currently at $36.6T or $323K per taxpayer
source : usdebtclock.org
6 Mar 2025
US immigration
Source:: Robin Brooks
6 Mar 2025
Another big move today
US dollar around the start of Trump 1.0 and 2.0
6 Mar 2025
US economic data related to the CONSUMER has surprised to the DOWNSIDE by the most in over 2 years.
This comes as Americans pulled back on spending due to deteriorating labor market conditions and high inflation. 🚨Spending reflects 2/3 of the US GDP. Source: Global Markets Investor, Goldman Sachs
6 Mar 2025
2025 returns by country:
Germany +21% Italy +19% France +17% UK +12% US -0.5% Source: Ben Carlson @awealthofcs
5 Mar 2025
"Carmakers in the US rely on Canada and Mexico for more than 80% of imports of some key auto parts...
There’s even US value added embedded in cars imported from Mexico and Canada — so tariffs on these goods mean the US will effectively be tariffing itself." Source: Kevin Gordon @KevRGordon on X, Bloomberg
5 Mar 2025
Nice visual of the Atlanta Fed GDPNow
Source: WinSmart
