• 🛡️ IBM & Chubb: Two Rock-Solid Long Plays While Markets Weather Uncertainty

    As investors face rising volatility from tariff deadlines, geopolitical realignment, and election-year uncertainty, stability, cash flow, and consistent performance become essential. Two standout names—IBM (NYSE: IBM) and Chubb (NYSE: CB)—offer long-term strength, solid…

    Read more

  • 💳 U.S. Credit Snapshot – Mid 2025

    The credit markets are flashing warning signs. Rising consumer debt, tightening corporate lending conditions, and unsustainable government obligations are combining to form a fragile financial backdrop that could shake the broader markets.

    1. Consumer Credit Pressures

    • Total consumer credit outstanding has surged…

    Read more

  • If Trump’s administration fails to finalize key trade deals ahead of the July 9 tariff pause expiration, we expect heightened market volatility due to uncertainty around retaliatory actions, rising input costs, and pressure on multinational earnings—particularly in tech and industrials.

    

    🔥 The Setup:

    • The 90-day pause on Trump’s “reciprocal…

    Read more

    Bacon and SaltLifeTrader
    0 Comments
  • 📉 Market Update – Monday, July 8, 2025

    Sentiment: Cautiously Bearish | Focus: Tariffs, Tech, and 23000

    U.S. stock futures edged lower early Monday, with investors digesting President Trump’s latest tariff rhetoric, trade deadlines, and geopolitical tension, while tech indices like $QQQ hover at record highs.

    As of 03:30 ET (07:30 GMT):

    • Dow…

    Read more

  • Load More