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X @The Economist
The Economist· 2025-11-12 12:40
When the world lives through a “recession recession”, costs begin to mount. Some suggest that an economy needs the occasional downturn to stay healthy https://t.co/KGbc1EfIIw ...
House Dem: My constituents eat 'Campbell’s soup for dinner' while Trump builds 'golden ballroom'
MSNBC· 2025-11-12 02:21
And joining us now is Democratic Congressman James Walenshaw of Virginia. >> Congressman, thank you so much for being here. Um, when you hear something like that, the economy is the strongest we ever had from the president. Well, that's not true because the DMV, this area where we live, is now in a recession. Uh, a lot of it because of the policies of the administration coming in here with just a a chainsaw and firing people. Um, this has been a very painful government shutdown for a lot of people in the ar ...
X @The Economist
The Economist· 2025-11-11 18:30
The longer the “recession recession” continues, the more that three risks—financial, fiscal and allocative—will grow https://t.co/52bzaEzkL7Illustration: Timo Lenzen https://t.co/E8srHZ1jEh ...
Crypto Cycle EXTENDED!? ISM And Liquidity EXPLAINED!!
Coin Bureau· 2025-11-11 15:03
This time is different. These are the four most dangerous words in investing. But let's be honest, most of us think that this time is different when it comes to crypto, at least, even if we refuse to say it out loud.But what if I told you it actually might be, and that it could be even more bullish. You see, some have noticed that the crypto market has historically followed the business cycle, which appears to be extending into 2026. This suggests that the crypto bull market could also extend into next year ...
JPMorgan finds AI stocks added $5 trillion to Amercians household wealth, but not for everybody
Yahoo Finance· 2025-11-10 20:41
Does the economy only work if you feel good about stocks. That's one of the lead stories in the Wall Street Journal today that left me thinking. Consider this.Gains in 30 top AI stocks alone have added $5 trillion to household wealth across the country in the last year. According to a recent JP Morgan analysis, Federal Reserve data shows Americans gained more than $63 trillion in wealth from the first quarter of 2020 through the second quarter of 2025. art.We've been, you know, this is something that I've r ...
行业回顾_投资者应如何布局 2026 年上半年-Sector Review_ How should investors position into 1H26_
2025-11-10 03:35
Europe Credit Research 04 November 2025 J P M O R G A N Sector Review How should investors position into 1H26? In our view, investors are not just suffering from recession fatigue but full blown recession exhaustion. We have had four scares in as many years - including the energy crisis after the Russian invasion of Ukraine in 2022, the regional banking crisis in 2023 with the collapse of SVB and Credit Suisse, the 'Sahm rule' trigger in 2024 with the US unemployment rate rising by 0.6% from the lows, and t ...
Treasury Yields Snapshot: November 7, 2025
Etftrends· 2025-11-07 22:08
Core Insights - The yield on the 10-year Treasury note was 4.11% as of November 7, 2025, with the 2-year note at 3.55% and the 30-year note at 4.70% [1] - The inverted yield curve, where longer-term yields are lower than shorter-term yields, is a reliable leading indicator for recessions, typically turning negative before recessions [2][3] - The average lead time to a recession based on the first negative spread is approximately 48 weeks, while using the last positive spread date yields an average of 18.5 weeks [4][6] Treasury Yield Analysis - The 10-2 spread has shown a consistent negative trend from July 5, 2022, to August 26, 2024, with the last negative spread recorded on September 5, 2024 [3] - The 10-3 month spread also turned negative recently, indicating potential recession signals, with lead times ranging from 34 to 69 weeks [5] Mortgage Rate Trends - The Federal Funds Rate influences borrowing costs, and while typically a rising FFR leads to higher mortgage rates, recent trends show mortgage rates declining despite the Fed holding rates steady [7] - The latest Freddie Mac survey reported the 30-year fixed mortgage rate at 6.22%, marking one of the lowest levels in over a year [7] Market Behavior and Federal Reserve Influence - Federal Reserve policies have significantly impacted market behavior, particularly in relation to Treasury yields and the S&P 500 [8] - Various ETFs associated with Treasuries, such as Vanguard 0-3 Month Treasury Bill ETF (VBIL), Vanguard Intermediate-Term Treasury ETF (VGIT), and Vanguard Long-Term Treasury ETF (VGLT), are available for investors [9]
Why Resideo (REZI) Shares Are Sliding Today
Yahoo Finance· 2025-11-06 18:56
What Happened? Shares of home automation and security solutions provider Resideo Technologies (NYSE:REZI) fell 23.6% in the morning session after the company reported mixed third-quarter 2025 financial results, with an earnings beat overshadowed by a revenue miss and a weak outlook. Resideo surpassed adjusted earnings per share (EPS) expectations, reporting $0.89 against a forecast of $0.69. However, the company's revenue of $1.86 billion came in slightly below the expected $1.87 billion. Adding to inves ...
Jim Cramer shares his take on whether the bulls have won the war on sentiment
Youtube· 2025-11-06 17:29
We start off with the tough NASDAQ selloff, right. And that quickly bled over to the larger averages almost instantly. I'm not kidding.Within 15 minutes of the opening, we heard that the bull last legs. That's right. And here comes the big unwind as large cap tech starts rolling over.We are then told, of course, that the multi-month rally was bogus all along. Just a short squeeze because the Fed's going to crush us again the next time it tightens. We were told the market was about to get its comeuppins.Yet ...
Jim Cramer shares his take on whether the bulls have won the war on sentiment
CNBC Television· 2025-11-06 17:29
We start off with the tough NASDAQ selloff, right. And that quickly bled over to the larger averages almost instantly. I'm not kidding.Within 15 minutes of the opening, we heard that the bull last legs. That's right. And here comes the big unwind as large cap tech starts rolling over.We are then told, of course, that the multi-month rally was bogus all along. Just a short squeeze because the Fed's going to crush us again the next time it tightens. We were told the market was about to get its comeuppins.Yet ...