Edward Dowd: China's GDP at 60% of US since 2020 with zero dollar growth as net fixed investment drops 9.8% YoY amid trade wars.

US ISM Manufacturing PMI hit 55.6 in July, topping forecasts and marking seven straight months above 52, a setup that historically drives stock market expansion and Bitcoin rallies.

Crypto industry adds $55 billion to US economy and supports 232,000 jobs yearly, says Henri Arslanian amid Bitcoin and BitMEX updates.

Polymarket shows 81% odds Kevin Warsh and Fed skip rate cuts in 2026 plus 64% odds for hikes, per latest prediction market data.

Trump explores giving every American ownership stakes in OpenAI, Anthropic and xAI after Sam Altman pitch and Sanders 50% equity proposal.

US M2 money supply soared 4.8% year-over-year in February to $22.6 trillion, marking 24 straight monthly gains and exceeding 2022 peaks amid ongoing economic expansion.

According to @BullTheoryio, US stock futures rose sharply following unexpected strength in labor market data. The US economy added 130,000 jobs in January, significantly surpassing the 66,000 estimated. Additionally, the unemployment rate dropped to 4.3%, better than the anticipated 4.4%, signaling robust economic momentum and potential market optimism.

According to @StockMKTNewz, Kalshi has estimated that the likelihood of a recession in the United States this year has dropped to just 22%. This updated forecast could influence market sentiment and investor strategies, as reduced recession risks often lead to increased confidence in equities and other growth-oriented assets.

According to @BullTheoryio, the US ISM Manufacturing PMI printed 47.9, a 14-month low and below the 48.4 consensus. According to the Institute for Supply Management (ISM), a PMI below 50 signals contraction in manufacturing activity. According to @BullTheoryio, the ongoing downtrend suggests risk assets like Bitcoin (BTC) and crypto may struggle to gain sustained bullish momentum until PMI rises back above 50.

According to Edward Dowd, markets have a way of humbling people and the middle class does not care about stocks, highlighting his view that current White House economic messaging is tone-deaf and offering a cautionary macro sentiment signal for trader positioning and risk management. Source: Edward Dowd (@DowdEdward) on X, Nov 28, 2025, post ID 1994509978141692403.

According to Charlie Bilello, US Retail Sales increased 3.8% over the past year as US Consumer Sentiment plunged to near record lows, marking the widest divergence between spending and sentiment he has observed; source: Charlie Bilello. According to Charlie Bilello, he shared a video with additional context on this macro divergence to inform market watchers; source: Charlie Bilello.

According to @WhiteHouse, the 43-day Democrat Shutdown led to missed paychecks, over $10 billion in wages and benefits being held, millions of low-income families losing SNAP assistance, flight disruptions, and billions erased from the economy (source: @WhiteHouse, Nov 13, 2025). For trading relevance, the reported missed paychecks and delayed benefits map to consumer demand risk; the reported SNAP disruption maps to lower essential spending capacity; the reported flight disruptions map to airline and travel exposure; and the claim of billions erased from the economy maps to broader risk sentiment across equities, the USD, and liquidity-sensitive crypto assets such as BTC and ETH (source: @WhiteHouse).

According to @business, gold edged higher as traders weighed a weakening US economy against progress on ending the US government shutdown. According to @business, haven demand supported the move while signs of a potential resolution to the shutdown limited further upside as markets balanced risk and policy headlines.

According to @Ashcryptoreal, White House Advisor Hassett said the US economy will recover once the government reopens. Source: Ash Crypto @Ashcryptoreal on X, Nov 7, 2025. This headline signals a potential macro catalyst that traders can monitor for volatility in BTC and ETH around any official reopening confirmation. Source: Ash Crypto @Ashcryptoreal on X, Nov 7, 2025. The source provides no timing or additional policy details. Source: Ash Crypto @Ashcryptoreal on X, Nov 7, 2025.