B-2 Or Not B-2? That Is The Dollar Question
By Michael Every of Rabobank
Equity markets at new record highs continue to think 2025 is more of the same-old, same-old. Bond markets whispering about a series of Fed rate cuts do too. Yet the …
Manufacturing Surveys Soared In June… But So Did Prices
Despite ‘hard’ data plummeting, catching down to ‘soft’ data’s early demise, expectations were for a modest rise in Manufacturing survey data this morning.
S&P Global Manufacturi…
“Seize The Means Of Production”: Mamdani Lays Bare His Agenda
Submitted by QTR’s Fringe Finance
“When someone shows you who they are, believe them the first time.”
– Maya Angelou
Zohran Mamdani’s run for mayor of New York City is a cl…
Media Forced To Admit Trump’s Tariffs Are Working As Revenues Spike
The debate is raging this week over increased government spending and the potential raising of the debt ceiling by $5 trillion, with many fiscal conservatives splitting wi…
Futures Drop As Trade Concerns, Trump-Musk Feud Returns
US equity futures – which closed at a fresh all time high after the best quarter since 2023 put them in extremely overbought territory – are weaker, dragged by Tech as TSLA is -5% pre…
The Bond Canary In The “Big Beautiful” Coal Mine
Submitted by QTR’s Fringe Finance
With the passage of President Trump’s so-called “Big Beautiful Bill”—a sprawling new fiscal stimulus and infrastructure package—the U.S. bond market should…
Trump Vs. Musk: “Big, Beautiful Bill” Feud Sparks Overnight Political Firestorm
Update (0800 ET):
Elon Musk on President Trump this morning:
So tempting to escalate this. So, so tempting. But I will refrain for now.
— Elon Musk (@elonmu…
Watch: Rare Footage Of Kim Jong Un Mourning Over Coffins Of DPRK Troops Killed In Ukraine War
In a surprising first, North Korea’s state-run media aired footage on Monday showing leader Kim Jong-un mourning the deaths of North Korean soldi…
Too Late To Buy Gold? Not Even Close…
Authored by Matthew Piepenburg via VonGreyerz.gold,
Many are wondering if it’s too late to buy gold, that gold has peaked and they have missed their opportunity.
We hope the below series of facts, …
The No-Win Bubble “Wealth Effect”: Either Way We Lose
Authored by Charles Hugh Smith via OfTwoMinds blog,
I have endeavored to explain how our economy has changed dramatically over the past 50 years beneath the surface. Nothing that’s goi…
