Rebel Capitalist News BREAKING: New Economic Indicators Give Dire Warning
Sep 22, 2025
Economic indicators are flashing red, hinting at potential recession. Tariffs are squeezing corporate profits, while policy uncertainty is freezing small business investments. The discussion includes concerns about yield curve inversions and the potential merging of the Fed and Treasury. George elaborates on the implications of direct money printing and warns about inflation risks. As narratives once deemed crazy gain traction, the need for vigilance in the shifting economic landscape is emphasized.
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Leading Economic Index Signals Weakness
- The Conference Board LEI fell sharply in August, signalling growing headwinds for the economy. Only stock prices and the leading credit index were positive while most other components weakened.
Stock Market Can Mask Real Economy
- Including the stock market in the LEI can mask real economic weakness because asset prices may detach from the real economy. Excluding the S&P 500 would make the LEI look notably worse.
Tariffs Hit Importers' Margins
- Tariffs trim growth by cutting importers' profit margins rather than solely raising consumer prices. U.S. importers often absorb the tariff hit instead of foreign producers or consumers.