US Leading vs Coincident indicators just hit 0.84 — the same level as the 2008 crisis low.
LEI fell -0.6% MoM in March (7th drop in 8 months) while CEI still reflects solid current data.
Forward-looking data is rolling over fast. The present just hasn’t caught up yet.
*US EXPECTED TO EASE CANNABIS RESTRICTIONS
We are very long “yes” by 2027
And also long “no” by July 2026
They are going to reschedule, but the process will likely take 90+ days.
$MSOS
@Polymarket The United States is murdering its own citizens because they are afraid of technological advancement becoming public knowledge.
“Too disruptive” is theirs to decide.
TRADEWEB PARTNERS WITH KALSHI TO BOOST PREDICTION MARKETS
Tradeweb Markets is teaming up with Kalshi to give institutional investors greater access to prediction markets, including a minority investment in Kalshi.