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Over the last 10 years, US Federal Government Tax Revenue has increased 60% while Government Spending has increased 98%. The result: a doubling in the US National Debt from $18 trillion to $36 trillion

00:01 - 26/03/25

 

 

US income distribution: where do you fit on this scale?

 

 

US tariffs could jump to an average of over 10% under Trump's trade policies

 

 
Uncertainty in policy and the economy doesn't just hurt the stock market. It could also threaten the labor market. Past moves higher in the US Economic Policy Uncertainty Index often presaged a rise in job losses

 

 

CTA positioning in US equities has lightened up to levels we haven't seen in over a year, per Goldman. Suggests that they have a fair amount of reflexive buying to do if the market can catch a decent bid. That is to say, they'd add into any decent-sized upward move from here

 

 

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