US

Sharply worsening

• ʎꞱʎllǝuuop ʇuǝɹqSharply worsening Expects the US economy to wobble if financial conditions around AI capex deteriorate, since it rests on a single AI-driven story. “If the financial vibes wobble, the real economy side is going to wobble too.” Open the post You can see that the market is moving towards a … · 14 Oct
• AKAnanth KrishnanSharply worsening Expects India-US relations to remain difficult for now, though the relationship stays important to India. “even though we have to live with the difficult relationship with the U.S. we have for now” ▶ 22:25 India-China Relations Are Improving. Here's What… · 13 Oct
• PSPeter SchiffSharply worsening Expects higher rates to create a lot of problems in the US economy, which was built on real estate. “it's going to create a lot of problems in in the real estate market and in the overall economy uh uh especially the us economy” ▶ 20:07 Peter Schiff & Grant Cardone Debate Housing Cras… · 11 Oct
• LGLuke GromenSharply worsening Expects an austerity-driven US recession to trigger debt collapse, banking system collapse and hyperinflation versus gold. “if we do austerity, we trigger not just recession, but debt collapse, banking system collapse, & risk hyperinflation v. gold” Open the post ONE OF BIGGEST VARIANT PERCEPTION IN MARKETS IMO… · 8 Oct

Worsening

• AMAlasdair MacleodWorsening Expects the US Treasury to inflate away its debt, implying a massive devaluation of the dollar. ▶ 2:50 Alasdair Macleod: Gold Could Explode as Fiat Cur… · 14 Oct
• JTJurrien TimmerWorsening Expects US earnings and payout growth to be peaking, with the second derivative due to roll over. “earnings, and payout CAGRs appear to be peaking on a 5-year basis” Open the post In the US and around the world, earnings, and pa… · 8 Oct

Improving

• SHSteve H. HankeImproving Expects no US recession anytime soon because the money supply is still growing. “that suggests we we are not going to have a recession anytime anytime soon” ▶ 45:02 Hot Inflation Shocks Markets: The Worst Is Still… · 14 Oct
• RWRobin WigglesworthImproving Expects the US economy to keep growing at a fast rate and does not worry about the US going bust anytime soon. ▶ 1:22 The Hater's Guide To Bonds With Rob Wigglesworth · 14 Oct
• TCTavi CostaImproving Expects the US to inflate its way out of its debt problem rather than deflate, with a 75-80% probability. “Gun to my head, I think there's a 75, 80% chance we're going to go inflate our way out.” ▶ 0:00 Bond Market Reckoning: Why Your Money Is Next | … · 12 Oct
• RDRichard D. WolffImproving Expects American politics and consciousness to tilt back toward government actively improving average people's lives, with more socialists winning office in US cities. “I can assure you there are more Mamdani's coming.” ▶ 44:45 Oil Crisis Escalates: When Does Iran War End? | … · 10 Oct
• NDNate DonnayImproving Expects US milk production growth to stay above 2% as the herd expansion supports output. “that probably means that u.s milk production growth will stay above two percent” ▶ 0:41 What Milk Production's Slowdown Means for Dairy … · 9 Oct

Sharply improving

• WRWolf RichterSharply improving Expects the US economy to keep running hot, with strong nominal growth and inflation staying elevated. “That's the definition of an economy running hot.” ▶ 5:40 When A.I. Spending Starts Slowing, Start Worryin… · 14 Oct
• TKThe Kobeissi LetterSharply improving Expects the US fiscal deficit to widen to -6.1% of GDP in 2027, the largest among major developed economies. “The US fiscal deficit is projected to widen to -6.1% of GDP in 2027, its largest since 2012” Open the post The global debt crisis is set to get even worse:… · 13 Oct
• GCGrant CardoneSharply improving Expects the US economy to enter the greatest economic expansion since the Industrial Revolution, and to be deflationary rather than inflationary. “We're about to move into the greatest economic expansion since the Industrial Revolution. It's going to be deflationary, not inflationary.” ▶ 0:13 Peter Schiff & Grant Cardone Debate Housing Cras… · 11 Oct
• BJBrent JohnsonSharply improving Expects the U.S. to consolidate power and remain the dominant global power rather than decline, likening it to Republican Rome becoming the Empire. “I think that is the more likely scenario for the United States now than one where the United States falls” ▶ 34:19 MacroVoices #553 Brent Johnson: Disparate Housew… · 8 Oct