| Ripple Effect — July 3, 2025
Following yesterday morning’s ADP numbers, showing a miss, today’s Labor Department data showing a massive gain isn’t throwing the stock market off its stride.
It’s clear that, even with muddled economic data from different sources, that we’re not in market crash conditions yet.
That’s even evident by expectations for the Federal Reserve to cut rates in July – which got absolutely crushed this morning: Following the latest government labor data, rate cut expectations for July have sunk For now, the mixed economic data means stocks will likely trend higher, until there’s a crisis. And when there is a crisis, the Fed will finally make its move and aggressively cut rates.
And, for now, bond yields are still near their highest level in 15 years. Bond yields, even on U.S. Treasury bonds, are over the rate of inflation.
In short, it’s not a bad time to lock in bond yields now – which will go lower during a crisis, pushing bond prices higher. And in a crisis, today’s high-flying stocks, driven by retail investors with a fear of missing out – could easily get crushed.
~ Addison |  The United Nationsl General Assembly isn’t typically a headline-grabber. But the upcoming Assembly— beginning on September 9 — has an air of great urgency, because a major announcement could be forthcoming. The potential bombshell announcement? Well, it concerns a classified map of a “secret America" from 1946 — a map whose expanded U.S. borders could go into effect in 2025. If enacted, this wildly controversial map would grant the federal government astonishing economic, societal, and military power. But the investment implications could be even bigger. Click here to view the secret map ASAP >> | P.S.: We’ll be off tomorrow for Independence Day. Enjoy the long weekend! As always, your reader feedback is welcome: feedback@greyswanfraternity.com (We read all emails. Thanks in advance for your contribution.)
How did we get here? Find out in these riveting reads: Demise of the Dollar, Financial Reckoning Day, and Empire of Debt — all three books are now available in their third post-pandemic editions. You might enjoy one or all three.  (Or… simply pre-order Empire of Debt: We Came, We Saw, We Borrowed, now available at Amazon and Barnes & Noble or if you prefer one of these sites: Bookshop.org, Books-A-Million or Target.)
Please send your comments, reactions, opprobrium, vitriol and praise to: feedback@greyswanfraternity.com |
Tidak ada komentar:
Posting Komentar