1. Rate Cut Expectations Back to 2013 Levels
Zerohedge-Rate-cut expectations for 2026 plunged (hawkishly) today (dropping with oil’s gains early and then extending after The Fed). 2026 rate-cut expectations are down from over 62bps to just 15bps today since the start of the war…
Zerohedge
2. 5 Year Break Even Rate Heads Back to 2022 Levels
Kevin Gordon
3. Gold -16.4% from Highs
StockCharts
4. Silver -43% from Highs
StockCharts
5. Gold to Oil Ratio Hit Covid Levels
Perplexity
Macrotrends
6. Truflation Chart Moving the Wrong Way…..Goods Inflation Highest in 3 Years
Truflation
7. S&P 500 After Geopolitical Events-Irrelevant Investor
The Irrelevant Investor
8. Rivian Partners with UBER….Still -87% from Highs
9. 33% of 18-29 Year Olds Say Being Extremely Rich is Morally Wrong
Pew Research Center
10. Growth in Select Average Housing Costs
America’s homeowners are getting swamped by insurance costs, HOA fees, and property taxes-Business Insider.
Business Insider