Sascha C.

[Jim Bianco @biancoresearch]

I've been making the case for bonds.

If this cover cannot convince you that it's time for bonds, I cannot help you anymore!!

@donnelly_brent

[zerohedge @zerohedge]

Atlanta Fed GDPNow estimate for Q3 GDP drops to 3.7%, from 5.0% on September 25

[Peter Berezin @PeterBerezinBCA]

Is history repeating itself?

[Vebjørn @VJNCapital]

$GOOGL PE vs adjusted PE tells two completely different stories

[Barchart @Barchart]

Cocoa plunges to its lowest price in 2 years 📉 Chocolate Lovers Rejoice 🍫🥳🫂

[Joe Weisenthal @TheStalwart]

Whew US 30-year yield.

You're not getting a cheaper mortgage

[The Great Martis @great_martis]

This time it’s different.

It’s worse.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

EM now with a 9x P/E. Wow.

[TT3 @TradingThomas3]

Highest short $VIX position since 2022 🫣

[Michael A. Arouet @MichaelAArouet]

Germany is a strange country, Germans rent instead of owning property, don’t buy stocks, overspend on insurances, but complain about „inequality“ & „the rich“. Folks, if you want to get wealthy, you need to take some risk in life. Stop whining and blaming others for your failure.

[Bob Elliott @BobEUnlimited]

No signs of improving productivity. If anything, 1H25 average suggests further slowing from previous few years.

Productivity surge in 2Q25 was mostly an offset of the overly weak print in 1Q because of the wonky GDP data due to tariff front running. 2 qtr average <1% annualized.

[Robin Brooks @robin_j_brooks]

France's 30-year government bond yield is now the highest since 2008 (green). We're in a new world. COVID landed us with a global debt overhang. There's no room for big deficits now, because markets' appetite for more debt is low. The right response is to reform. Not cap yields.

[Michael McDonough @M_McDonough]

📊 A snapshot of effective U.S. tariff rates by country, product, and specific imports (e.g., smartphones from China). Data via Bloomberg's WSL TARIFF<GO>.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

S&P 500 52-week market breadth is dreadful

[Michael J. Kramer @MichaelMOTTCM]

Book Depth on the S&P 500 is getting worse... Not something you see at highs.

[Peter Berezin @PeterBerezinBCA]

In case you were wondering why European growth seemed abnormally strong in Q1.

[Barchart @Barchart]

Hedge Funds have added $25 Billion of short equity futures exposure over the last 3 COT reports, the largest increase AT LEAST the last decade 🚨🚨

[Barchart @Barchart]

JUST IN 🚨: Total Put/Call Ratio just plunged to its lowest level since December 13, 2010 👀 Bulls are back in full force 🐂🐂🐂

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

We have never seen a wide gap between UMich and Goldman's Social Media Eco Sentiment Index

[Lance Lambert @NewsLambert]

Widespread housing market softening

49 of the nation's 50 largest metro area housing markets have a weaker year-over-year home price shift this spring than a year ago

Analysis via @ResidentialClub

Article: https://t.co/Fc8Qap2w7X