On April 24, the GDPNow model nowcast of real GDP growth in Q1 2025 is -2.5%. 👇🏼 pic.twitter.com/EHDZPwdxiP
— Kalani o Māui (@MauiBoyMacro) April 24, 2025
Feels like 2008 all over again, according to this price analogy. pic.twitter.com/28V5dOW5hL
— Guilherme Tavares (@i3_invest) April 24, 2025
2/ US government bonds have broken below a 40-year uptrend
After experiencing one of the most painful bear market since the 1980s pic.twitter.com/ctLXHGnKlG
— Bravos Research (@bravosresearch) April 24, 2025
4/ Since March 2020, gold has outperformed bonds by +100% amid surging government spending
Government spending has risen from $3.4 trillion to almost $4 trillion in just 2 years pic.twitter.com/gwP3rALTIn
— Bravos Research (@bravosresearch) April 24, 2025
6/ A key factor that’s driving the long-term breakdown in bonds is the decline in labor force participation rate
Since 1999, this metric has shown a strong negative correlation to US government debt pic.twitter.com/mCxc8qzS2b
— Bravos Research (@bravosresearch) April 24, 2025
Smoot Hawley vs Trump tariffs 👀 https://t.co/csqZ5cQ7rX
— Guilherme Tavares (@i3_invest) April 24, 2025
BREAKING: The US Consumer Sentiment Index fell 6.2 points to 50.8 in April, the second-lowest on record.
This was only above the 50.0 points recorded in June 2022 when inflation was at 9.1%, the highest since 1981.
This also marks the 4th-consecutive monthly decline for a total… pic.twitter.com/PDSTFP3at2
— The Kobeissi Letter (@KobeissiLetter) April 24, 2025
BREAKING: US utility stocks post $318 million in net outflows, also marking their 9th weekly withdrawal over the last 10 weeks.
The 4-week average of outflows reached $261 million, the highest in 5.5 years.
By comparison, the 2022 bear market high was ~$200 million, according… pic.twitter.com/cmgwqPhmQ6
— The Kobeissi Letter (@KobeissiLetter) April 24, 2025
