Lev Borodovsky

The growth in home equity has far outpaced wealth from financial assets. Source: @WSJ https://t.co/YasrSxUp6w

Our March FOMC Hawk-Dove Sentiment Score tilted toward the hawkish side. https://t.co/OueJf9Xrk8

While a new 125% tariff on select Chinese goods may appear aggressive, such extreme levels likely yield diminishing returns, as trade volumes collapse and substitution effects intensify—placing the US on the downward slope of the tariff Laffer Curve. Source: Mizuho Securities https://t.co/QA9Q6EtbVc

Births in Italy continued their long-term decline through 2024. https://t.co/V3QdLJUysN

Someone has thrown a Hail Mary pass. https://t.co/JvfRipMvMh

Iron ore futures are tumbling. https://t.co/MOjq88JXee

Bitcoin has entered a death cross. https://t.co/P35Ce01STb

Longer-dated Treasury yields continued to rise amid recession concerns—which could pressure the federal government’s fiscal position—and declining foreign demand. The sharp selloff in Treasuries could drive up US borrowing costs, strain credit markets, and impact housing. https://t.co/t6mSIne2N2

US financial conditions tightened further on Monday, posing a headwind to economic growth amid the highest economic policy uncertainty in decades. https://t.co/3sezakb7V6

Spending on data centers keeps climbing. https://t.co/iUeiCyJbJ4

Brent crude dipped below $64/bbl. https://t.co/11NrYVFyfp

Gold held support at the 50-day moving average. https://t.co/1D4GPbc8wa

RT @SoberLook: The S&P 500 intraday trading range hit the highest level since the COVID shock. https://t.co/owHYlgUcZc

RT @SoberLook: The stock-bond correlation has turned the most negative since 2020, reflecting mounting growth concerns. https://t.co/YQrFfq…

RT @SoberLook: Analysts continue to downgrade US earnings projections. https://t.co/pVn1ESEMcM

RT @SoberLook: US large caps are on track for a record $536 billion inflow in 2025, while US small caps are set for a record $58 billion ou…

RT @SoberLook: OPEC+ is set to unwind 2.2 million b/d in voluntary cuts starting in Q2, raising quotas steadily through mid-2026 despite ri…