Rebel Capitalist News BREAKING: US May Have Just Entered Recession (Here's Why)
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Jun 27, 2025 The discussion dives into signals that the U.S. may be entering a technical recession, highlighting the significance of negative GDP and various economic indicators. Recent data on treasury yields, trade deficits, and inventory levels showcase shifting market behaviors. There's a critical examination of the disconnect between market expectations and Federal Reserve actions, urging listeners to focus on real economic signals rather than media narratives. The need to embrace freedom and capitalism is emphasized as essential for future economic stability.
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U.S. Enters Technical Recession
- The U.S. likely entered a technical recession defined by two consecutive quarters of negative GDP.
- Treasury yields and the dollar tanking signal market expectations of deteriorating economic conditions.
GDP Data Revision Reveals Worsening
- Revised GDP data shows a decline from -0.2% to -0.5% annual rate in Q1, worse than expected.
- Trade deficit and inventories data suggest stronger negative drag on current GDP than analysts predicted.
Trade Deficit and Inventories Shift GDP Forecast
- Markets likely overestimated recovery post-tariffs as trade deficit returned near pre-tariff levels instead of falling further.
- Inventories declined when expected to rise, indicating weakening demand and a negative GDP input.