Morning news! 🇺🇸 Wall Street has issued a "recession warning": unemployment is rising rapidly, so should we expect a storm of interest rate cuts? Will the 🇺🇸 US economy "explode" in 2026?💥
Have you heard that there have been harsh statements from Wall Street again — that the unemployment rate in the US could rise to 6%? Will the Federal Reserve be forced to sharply lower rates by 125 basis points? Is this really panic, or is there a hidden truth?😱 Economic data looks stable, but cracks are already quietly widening... If you are concerned about your wallet, investments, or global turmoil next year, take 3 minutes to read this in-depth analysis!👇
📉Dark clouds are gathering over the labor market
• The unemployment rate has already risen from 4% at the beginning of the year to 4.6%, layoffs have reached a record high for the year💼, and companies have suddenly "frozen" hiring❄️!
• Even scarier: current unemployment data may be an "illusion of retirement"! The trade war has already destroyed more than 70,000 manufacturing jobs, a wave of bankruptcies is spreading, and employment growth may stop in 2026...
• Rosenberg warns directly: the biggest black swan is not a decline in inflation, but a sudden "shrinkage" of the labor market!
🛑False prosperity exposed
• Are GDP figures impressive? In fact, this is the result of a decrease in imports! Household savings have collapsed, incomes have stagnated, consumption has fallen into a "K-shaped split"😥 — the rich are buying, buying, buying, while ordinary people are just trying to survive with retail spending growth of only 0.2%!
• All discretionary spending is being cut sharply, and ordinary people are really facing financial difficulties...
🎯The battle to lower interest rates is intensifying
• Rosenberg insists: the economy will not withstand it, the Federal Reserve will definitely be forced to "let the water flow"! Rates could fall to 2.25%🔥
• But Wall Street is scared: most are only willing to predict a 50 basis point cut, internal disputes within the Federal Reserve have erupted — hawks🦅 fear that inflation will not go away, while doves🕊️ are calling for urgent market rescue!
• The key question: can inflation really stabilize? So-called "stimulus tax cuts" can only eliminate the symptoms, not the problem, while sharply increasing the deficit by $2.8 trillion!
💥2026: a week on a knife edge
This week's schedule is packed:
🗓️ Monday to Wednesday: US and Chinese PMI, ADP "small non-conformist" + South Korean president with Samsung SK delegation visits China!
🗓️ Friday is the key battle: Chinese CPI/PPI vs. US non-farm payrolls — we are firmly expecting a rate cut in January!
Global markets are holding their breath, playing on the edge.
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