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The US Government now spends more money on interest payments on the National Debt ($1.11 Trillion) than it does on National Defense ($1.10 Trillion).

00:01 - 13/05/25

 

International stocks have outperformed US stocks by 16% over the past 4 months, the biggest 4-month outperformance on record.

 

There's been a modest recovery in foreign equity flows into the US.

 

 

Container bookings from China to the US are falling quite sharply

 

 

Total Consumer Credit in the US has fallen 0.8% over the last year. In the past, YoY declines have only occurred during/after recessions.

 

 

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