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Goldman expects 550k to 950k jobs erased, the biggest cut in 15 years.
Here’s why this matters more than you think.
(a thread)
Most people are watching rates, but they’re missing the real story happening under the surface.
The decision they make on liquidity is going to shape every corner of the market.
Most people are watching rates, but they’re missing the real story happening under the surface.
The decision they make on liquidity is going to shape every corner of the market.
Core PCE inflation fell to 2.8%, below expectations of 2.9%.
Headline PCE inflation is at its highest since October 2023.
Core PCE inflation fell to 2.8%, below expectations of 2.9%.
Headline PCE inflation is at its highest since October 2023.
This now marks the FIRST year with 1.1+ million job cuts since the pandemic lockdowns in 2020.
This now marks the FIRST year with 1.1+ million job cuts since the pandemic lockdowns in 2020.
2026 is going to be a wild year.
2026 is going to be a wild year.
Something is going down.
Something is going down.
One is building the future of regulated digital dollars.
The other is hoping nobody asks too many questions.
One is building the future of regulated digital dollars.
The other is hoping nobody asks too many questions.
Something huge just happened, the U.S. quietly tied its entire growth cycle to one sector.
Something huge just happened, the U.S. quietly tied its entire growth cycle to one sector.
They’re the ones powering, cooling and securing the data centers that make every model, chip and query possible.
The real winners selling the shovels in the biggest digital gold rush we’ve ever seen.
They’re the ones powering, cooling and securing the data centers that make every model, chip and query possible.
The real winners selling the shovels in the biggest digital gold rush we’ve ever seen.
Trump says he had “a very good call” with Xi and that he will be heading to Beijing in April.
Trump says he had “a very good call” with Xi and that he will be heading to Beijing in April.
It would mark a major policy reversal especially since Nvidia has been operating under the assumption of zero AI chip sales to China.
It would mark a major policy reversal especially since Nvidia has been operating under the assumption of zero AI chip sales to China.
This stock will likely show up in the next 13F, what do you think it is?
This stock will likely show up in the next 13F, what do you think it is?
Trump says he is going to be "helping Mamdani" and "the better he does, the happier I am."
Trump says he is going to be "helping Mamdani" and "the better he does, the happier I am."