🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

1/Everyone is saying US ports are empty, but for most of these observers, this is their first time looking at the ports and ship data. Here is some context: ▶️US Container Import Volumes are tracking on the high side for Q1, with only 2022 being higher. ▶️West Coast Mexican

STOP IT 🤣

The Mag 7 and NASDAQ 100 (NDX) have recovered all their losses since Liberation Day. The S&P 500 is only 1.2% away. Stocks tied to the Chinese supply chain are lagging the most.

May 2nd tick chart of the S&P 500 futures. As the green annotation highlights, futures rocketed higher by 1.2% on this headline. *CHINA SAYS CURRENTLY EVALUATING POSSIBLE US TRADE TALKS Which was followed by these ... RUBIO SAYS CHINA IS REACHING OUT ON ECONOMIC ISSUES RUBIO:

Listed in Polymarket today ... Any takers?

It is correct that this is how everyone talks, and it will be the outlook for the next few months. However, after seeing the first post-Liberation Day monthly reports (ISM and payrolls), little to no concern is evident in this data. Is this a case of what we say (it will be

What the stock market has done in the 48 hours since Trump called it the Biden stock market.

Update

*S&P 500 RISES FOR NINTH DAY IN LONGEST WIN STREAK SINCE 2004

Very accurate description of the current state of monetary policy

Consider yourself warned

TRUMP SAYS WON'T REMOVE POWELL BEFORE HIS TERM AS CHAIR OF FEDERAL RESERVE ENDS IN 2026 - NBC NEWS INTERVIEW

Instead Shadow Fed Chairman Warsh will deal with Powell.

This chart shows last week's trading in Fed probabilities over the subsequent three meetings. The market is reassessing the outlook for the Fed, and rate cut expectations are rapidly disappearing. ---- The vertical lines note the release of the April ISM and April Payrolls