RT Nick Szabo (@NickSzabo4)@RexEverything88 This mountain of debt, as a percent of GDP has been growing bigger every decade since the 1980s, and the rate of growth as a % of GDP per unit time has been accelerating. ...

We're the only country in the world who has every part of the stack where the dominant feature of that stack is built in our country. This is completely unique. So we have a very different problem than say Europe has.America is the only country in the world that provides everything from chips to ontology. The danger we have honestly in this country we have a bounty of riches. So the question is can we grow the aggregate GDP because that's essentially the challenge we have.The advantage for us is we have a v ...

Economic Overview - The US economy is currently facing challenges such as inflation, large deficits, and monetary policy pressures, leading to consumer concerns about affordability and expenses [1][2] - The job market is perceived as tough, particularly for new graduates, indicating potential economic downturn [2] Labor Market Dynamics - The labor market has shown resilience post-pandemic, but hiring momentum has slowed significantly since the beginning of the year [5][6] - Low-wage consumers are experiencing the most uncertainty, which may impact overall consumer spending despite a relatively strong labor market [7][8] Economic Outlook - A modest uptick in economic growth is expected, driven by potential Fed rate cuts, a new tax bill, and clearer tariff policies, with projections suggesting growth above 2% [9][10] - Investor sentiment is characterized as cautiously optimistic, with concerns about the sustainability of corporate profits amid economic uncertainties [11][12] Federal Reserve and Monetary Policy - The Federal Reserve faces a complex environment with inflation projections remaining above target, complicating their policy decisions [16][17] - The Fed's actions are seen as critical to the market, but corporate profits are viewed as the primary driver of the bull market [22][25] Technology and AI Impact - The current bull market is heavily influenced by technology and AI, with significant investments expected to continue in this sector [27][40] - Concerns about whether the AI boom represents a bubble are prevalent, but data suggests that while valuations are high, they are not at bubble levels compared to historical standards [28][30] Investment Strategies - There is a strong inclination to remain overweight in technology stocks, particularly those leading the AI charge, as historical trends suggest tech leadership continues through bull markets [45][46] - Mixed sentiments exist regarding sectors like real estate and staples, with expectations of an economic uptick influencing investment strategies [50][51]

ANNA: THANK YOU. VALERIE TYTEL. OUR REPORTER SKYLAR, VERY NICE TO HAVE YOU ON THE PROGRAM.IT SEEMS AS IF THE END OF THE SHUTDOWN HAS PROVIDED SOME POSITIVE MOMENTUM. IS THIS A DRIVER HIGHER FOR STOCKS AND FOR GOLD IT WOULD SEEM THAT HAS LEGS. ABSOLUTELY.WE HAVE SEEN THE MOMENTUM BEHIND THE EQUITY MARKS. THIS IS ANOTHER POSITIVE DRIVER. THE MAIN POINT IS GROWTH.THAT IS WHAT EQUITIES CARE ABOUT. YOU HAVE THE U.S. SHUTDOWN. YOU CAN GET BOOSTED.I THINK THE OTHER BIT OF THE PUZZLE IS YES, YOU'RE LIKELY TO HAVE W ...

Poland's GDP increased 3.7% in the July-September period from a year ago https://t.co/ONg9EjloPb ...

分项数据显示，服务业增长0.2%，建筑业微升0.1%，而生产部门则收缩0.5%。其中，9月单月实际GDP 环比下降0.1%，扭转了8月持平的表现。 工业领域表现尤为疲弱。9月工业产出环比骤降2.0%，逆转前月修正后的0.3%增幅，创下自2021年1月 以来最大单月跌幅。制造业产出下降1.7%，机动车、拖车和半挂车制造产出更是大幅下滑28.6%。此 外，电力、燃气、蒸汽和空调供应下降3.4%，采矿和采石业同样下降3.4%，供水、排污及废物管理活 动下降0.7%。工业产出同比降幅扩大至2.5%，远超市场预期的1.2%。 贸易方面，9月商品贸易逆差收窄至10.9亿英镑，为今年1月以来最小水平，前值经下修后为12.8亿英 镑。出口额环比下降0.9%至772.1亿英镑，为三个月低点；进口额下降1.1%至783亿英镑，创八个月新 低。对欧盟出口下降2.7%，主要受燃料出口减少拖累，包括对丹麦和德国的原油出口下滑；对非欧盟 国家出口下降8.0%，其中对美商品出口下降11.4%，降至2022年1月以来最低水平，主因大宗商品出口 减少。服务出口亦下降0.7%至459.9亿英镑，为五个月低点；商品进口下降2.0%至501亿英镑， ...

Government Shutdown Resolution - US government shutdown ends with a deal to keep operations running through January 30th [1] - The agreement reverses federal worker layoffs and funds key programs [2] Market Impact - Markets barely flinched during the shutdown, with the S&P 500 climbing 2% [2] - The shutdown shaved off approximately 8/10 of a percentage point from quarterly GDP [3] Economic Fallout - The shutdown resulted in roughly $55 billion in lost output [3] - Goldman Sachs estimates job growth slowed to 50,000 in October, down from approximately 85,000 in September [3] - Concerns over slowdown in job growth and stretched valuations still linger [4]

Government Shutdown Impact - The government shutdown negatively impacted the current quarter GDP, preventing it from reaching its expected potential [2] - The shutdown led to a plunge in consumer confidence in the government [5] - The reopening of the government is expected to restore confidence and provide crucial economic data for policymaking [5] Economic Outlook - The economy was robust, with over 4% growth in both the second and third quarters, excluding the federal sector [4] - The administration is optimistic about real GDP growth in 2026 [6] - Lowering interest rates is crucial for increasing affordability, with mortgage rates already at 52-week lows [11] Fiscal Policy & Spending - Federal spending has decreased, with 74% of last year's fiscal deficit occurring under the current administration [10] - Republicans aim to maintain fiscal discipline to lower interest rates [11] - Discussions involve subsidies, including those related to Obamacare, with concerns about eligibility and potential misuse [9][10] Government Funding & Negotiations - A continuing resolution (CR) is expected to pass, providing short-term funding and preventing another shutdown in January [8] - Negotiations are ongoing, with potential disagreements on spending levels and priorities [8][9]

Indonesia has an unhealthy attachment to implausible GDP targets, says @Moss_Eco. What's wrong with 5% growth? (via @opinion) https://t.co/kSFxZNLrS3 ...

Michael Bapis. I I'll hit you first here as we uh go towards the closure about two minutes, three minutes away or so. You say there's a lot of cautious optimism in markets.I'll give you there's like volatility came back last week, but do you you feel there's a lot of caution. Look, I think one of the key themes that we're looking at is the battle between, you know, consumer spending and consumer consumer sentiment being down and like you just said, strong equity markets. I mean, we're getting to more now wh ...