Massive Q2 GDP numbers after many were calling for a recessionlol, lmao evenThe bulls and optimists win, like alwayszerohedge (@zerohedge):US Q2 GDP initial estimate 3.0%, Exp. 2.6%, Last -0.5% https://t.co/BXGUbAu5jP ...

BREAKING:🇺🇸 US Q2 GDP DATA CAME IN AT 3%THE US IS NOT IN A RECESSION.BULLISH FOR THE MARKETS 🚀 ...

Germany’s economy succumbed to a recession in late 2022 and didn’t grow for the two years that followed, according to revised statistics https://t.co/tyWgOD4o0h ...

Hungary’s economy eked out economic growth in the second quarter, averting a recession but underscoring Prime Minister Viktor Orban’s challenge before next year’s elections https://t.co/0IbhgiyFrf ...

Let's bring in Brian. Nick, head of portfolio strategy at New Wealth Brian good morning. Good to see you. >> You too.Frank, thanks for having me. >> I want to get your take on the market reaction yesterday to the EU trade deal and also the fact that we have these ongoing conversations. I don't know if you were listening earlier.Our Jim Cramer says essentially the market's kind of over this tariff fight. It's more focused on earnings, which are going better than expected. The fed and the jobs report agree or ...

Russia’s central bank slashed its key interest rate to the lowest level in nearly a year amid growing worries the cooling economy could tip into recession https://t.co/5xpyMLrFjP ...

The Bank of Russia has room for a deeper cut to its key interest rate amid slowing inflation and growing pressure from officials and businesses to save the economy from sliding into recession https://t.co/B8we14faQx ...

S&P and NASDAQ hitting fresh intraday highs today. So, how far can this record setting rally run. Joining me now post 9 is Ed Yardi of Yardeni Research.Nice to see you. >> My pleasure. >> Um, I mean, this thing just keeps going and going and going.Is it going to continue to go. >> It's a slow motion uh meltup. >> It doesn't feel that slow anymore.>> Well, you know, day by on a day dayby-day basis, but it's adding up to substantial gains clearly. And I think the market is coming around to a view I've had for ...

Concerns Regarding Private Credit - The financial system is potentially creating a new shadow banking system as activities move away from traditional banking [1] - The economy and economic growth are exquisitely sensitive, raising questions about the performance of these investments, especially at this scale [1] - Increased size and consolidation in private credit raise concerns about underlying risks [2] - Banks' lending to private credit firms creates interconnectedness [2] - A major accident in private credit has not yet been observed [2]

Trade Agreement & Market Sentiment - Japan is committed to invest approximately $500 billion, though details are limited [1] - A new deal deadline of August 1st could reduce market uncertainty [2] - The Yen might strengthen, potentially making Japan a more attractive market for both domestic and US investors [3] - Investors are fairly sanguine, with some complacency evident [6] Investment Strategy & Diversification - International diversification, particularly in developed markets including Japan, is favored over emerging markets due to inherent risks [4] - Global diversification can accrue benefits compared to focusing solely on the US market [5] Recession & Market Risk - Bond traders and investors are considering the possibility of a recession [9] - Recession risk remains, especially if the labor market weakens [10] - There's increased risk due to potential negative catalysts, given the current complacency [8]