Economic Outlook - High youth unemployment in China suggests a challenging economic environment [1] - A property slump in China indicates potential financial instability [1] - The situation is likely to worsen for millions of people in China due to these factors [1]

7 July 2025 | 2:01PM EDT Global: GS Economic Indicators Update: DM Data Surprises Skew Negative Please find an update of our proprietary global economic indicators below. The data behind these exhibits can be downloaded here. Interactive charts can be found on our living page here. Chart of the Week Exhibit 1: Our GS Macro Data Assessment (MAP) Surprise Indices Have Turned Negative Across DMs Over the Last Several Weeks Our daily MAP surprise indices summarize the importance and strength (relative to consen ...

Core Viewpoint - The market anticipates a 75.1% chance of the US Federal Reserve starting to cut interest rates in September, which may be a key reason for the recent bullish trend in global stock markets [2][24]. Group 1: Economic Outlook - The World Bank has revised its global economic growth forecast for this year down to 2.3%, from an earlier prediction of 2.8%, indicating that the period from 2020 to 2027 may see the lowest economic growth since 1960 [2][25]. - The average price of commodities is expected to decline by 10% year-on-year this year and by another 6% next year due to low economic growth and trade policies [2][25]. Group 2: Precious Metals Market - Recent CFTC data shows a decrease in net long positions for gold and silver, while platinum and palladium have seen increases in long positions [3][7]. - Gold prices have accumulated a 27.2% increase year-to-date, while silver prices have risen by 24.3% [7][11]. - The gold/silver ratio has shown a downward trend, indicating a potential shift in market sentiment [21]. Group 3: Fund Positioning - Managed positions in gold futures have decreased by 4.5%, while silver futures have seen an 8.7% drop in long positions [3][7]. - The net long position in palladium has increased, but it remains in a historically high net short position [8][11]. Group 4: Market Dynamics - The relationship between economic indicators and commodity prices suggests that if the US enters a recession, it may lead to a decline in commodity prices, including gold [25][26]. - The current geopolitical climate and trade tensions are influencing market dynamics, with potential implications for commodity prices [29][30]. Group 5: Investment Strategies - The company suggests that in the current market environment, strategies such as shorting base metals, holding cash, and maintaining positions in gold and silver may be prudent [28][30]. - The focus on ESG (Environmental, Social, and Governance) factors is impacting investment decisions in the mining sector, leading to a lag in mining stocks compared to commodity prices [20].

CoreWeave Valuation and Revenue - CoreWeave's valuation reached over $75 billion, representing a 12x revenue multiple [2] - 72% of CoreWeave's Q1 revenue was derived from Microsoft/OpenAI [2] - CoreWeave has secured over $15 billion in contracted revenue [2] GPU and Mining Industry Impact - CoreWeave manages over 250,000 GPUs globally [2] - Bitcoin miners like Core Scientific, Galaxy Digital, and Applied Digital are partnering with AI cloud providers [1] - The industry is exploring CoreWeave's neocloud business model and GPU economics compared to Bitcoin mining profitability [1]

No concerns at all cost you any seats. No concerns at all. In fact, it's going to gain seats for that.Mr. . Speaker, quick question. What will the big beautiful bill mean for the midterms.Uh everything. It's uh this is a bill that was written for hardworking Americans, middle and lower class earners in particular. Uh and they will feel the effects of that in the economy and they'll have higher wages and more opportunity and more economic growth.And that's a major factor in a midterm election. And the border ...

Market Outlook - The market reacts significantly to Trump's tweets, but the actual economy is slowing sharply in the second half [1] - Strategists are mostly following what the market is doing, not thinking outside the box with big bold numbers [8] - May to October is a seasonally fraught period, with weakness occurring 60-65% of the time in the last century [9] - There are signs consumers could slow down, as seen in disappointing early Amazon Prime data [10] Inflation and Economic Conditions - Inflation is expected to breach 3% by year-end, based on the core personal consumption expenditure deflator (core PCE) [2] - A soft stagflationary environment with inflation above the 2% target and a slowing economy will affect S&P 500 earnings, including big tech [2] - The market may experience an echo of the stagflationary trades seen in the first four months of the year, though potentially half as bad (around 12% drop instead of over 20%) [3] - Inflation faced easy anniversary comparisons, but six-month annualized data and individual components of core PCE suggest inflation is sticky [5][6] Fed Policy - With a slowing economy and sticky inflation, fewer Fed cuts are expected [10] Potential Market Pullback - The market anticipates some weakness in the second half of the year [9] - A pullback is expected due to a slowing economy, slowing earnings, sticky inflation, and fewer Fed cuts [10]

“To understand the zero-sum mindset—and why it varies across groups—it is necessary to look at where it comes from,” writes a Harvard professor. In a guest essay she maps out how Americans think about economic issues and policies https://t.co/Bkeop10rpD ...

Streaming live on Kick for UNDER EXPOSED talking macro, BBB, Invest Act, Corp Treasuries and a lot morehttps://t.co/mR4ZZM6Jb2 ...

The Trump administration’s curbs on immigration and ramped-up deportations will lower US economic growth by almost a full percentage point this year, according to a study from the Federal Reserve Bank of Dallas. https://t.co/94QprwOZiQ ...

मेटाइकोनॉमिक्स इसको हम कहते हैं परम अर्थ। परमार्थ जो है वह आध्यात्म का शब्द नहीं है। वो अर्थशास्त्र का शब्द है। परम अर्थ। दुनिया में लगभग मैक्सिमम लोगों ने दो तरह के इकोनॉमिक्स हम जानते हैं। माइक्रो और मैकोनॉमिक्स। तीसरा इकोनॉमिक्स है मिजो इकोनॉमिक्स और चौथा है मेटा इकोनॉमिक्स। आज की परिस्थिति को जब हम ग्लोबल लेवल पर देखते हैं, जिस तरह के हालात पैदा हुए हैं, उस समय में मेटा इकोनॉमिक्स आधारित प्रस्तावों की या प्रपोजल्स की जरूरत बहुत ज्यादा है। क्योंकि यही एक किसी को भी दुनिया के 840 ग्लोबिजंस को प्रिंसिपल, प ...