controlcubed's profile picture. technicals, fundamentals, sentiment analysis

control^3

@controlcubed

technicals, fundamentals, sentiment analysis

control^3 reposted

U.S LAYOFFS IN OCTOBER HIGHEST SINCE 2003

JackFarley96's tweet image. U.S LAYOFFS IN OCTOBER HIGHEST SINCE 2003

control^3 reposted

⚠️US consumers are DEFAULTING at a CRISIS pace: Student loan SERIOUS (90+ days) delinquencies EXPLODED to 14.3% in Q3 2025, the highest on record. Auto loan delinquencies rose to 3.0%, the highest since 2010. Credit card delinquencies hit 7.1%, near the highest in 14 YEARS.

GlobalMktObserv's tweet image. ⚠️US consumers are DEFAULTING at a CRISIS pace:

Student loan SERIOUS (90+ days) delinquencies EXPLODED to 14.3% in Q3 2025, the highest on record.

Auto loan delinquencies rose to 3.0%, the highest since 2010.

Credit card delinquencies hit 7.1%, near the highest in 14 YEARS.

control^3 reposted

UNITED STATES: US household debt reaches record high of $18.59 trillion


control^3 reposted

Container shipping traffic from China to the US is in freefall: The cargo vessel count from China to the US has dropped to 41, the lowest since February 2024. The number of large cargo ships has declined -30, or -42%, over the last 3 weeks. This is well below the average of…

KobeissiLetter's tweet image. Container shipping traffic from China to the US is in freefall:

The cargo vessel count from China to the US has dropped to 41, the lowest since February 2024.

The number of large cargo ships has declined -30, or -42%, over the last 3 weeks.

This is well below the average of…

control^3 reposted

Housing data shows home sellers now outnumber buyers by more than 500,000, the largest imbalance ever recorded in the market. Home sales are headed for their worst year since 1995.

FluentInFinance's tweet image. Housing data shows home sellers now outnumber buyers by more than 500,000, the largest imbalance ever recorded in the market.

Home sales are headed for their worst year since 1995.

control^3 reposted

October ISM Services PMI up to 52.4 vs. 50.8 est. & 50 prior; new orders up to 56.2 vs. 50.4 prior; employment up to 48.2 vs. 47.2 prior

LizAnnSonders's tweet image. October ISM Services PMI up to 52.4 vs. 50.8 est. & 50 prior; new orders up to 56.2 vs. 50.4 prior; employment up to 48.2 vs. 47.2 prior

control^3 reposted

October ⁦@ADP⁩ payrolls +42k vs. +30k est. & -29k prior (rev up from -32k)

LizAnnSonders's tweet image. October ⁦@ADP⁩ payrolls +42k vs. +30k est. & -29k prior (rev up from -32k)

control^3 reposted

ADP: Job losses in the northeast, and among small and medium enterprises

zerohedge's tweet image. ADP: Job losses in the northeast, and among small and medium enterprises

control^3 reposted

🚨Liquidity STRESS is surging: Banks’ demand for the Fed’s Standing Repo Facility hit $50 BILLION on Friday, the highest since its 2021 launch. SRF lets banks to borrow cash from the Fed using Treasuries as collateral to support liquidity. QE or, 'Not QE' first, is coming.

GlobalMktObserv's tweet image. 🚨Liquidity STRESS is surging:

Banks’ demand for the Fed’s Standing Repo Facility hit $50 BILLION on Friday, the highest since its 2021 launch.

SRF lets banks to borrow cash from the Fed using Treasuries as collateral to support liquidity.

QE or, 'Not QE' first, is coming.

control^3 reposted

JUST IN 🚨: U.S. Dollar Index $DXY hits 100 for the first time since August 1 💵🇺🇸

Barchart's tweet image. JUST IN 🚨: U.S. Dollar Index $DXY hits 100 for the first time since August 1 💵🇺🇸

control^3 reposted

BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices surged +63 basis points in October, to a record 11.8%. This is now over a full percentage point above the post-2008 Financial Crisis peak of 10.7%. Since October 2022, the CMBS…

KobeissiLetter's tweet image. BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices surged +63 basis points in October, to a record 11.8%.

This is now over a full percentage point above the post-2008 Financial Crisis peak of 10.7%.

Since October 2022, the CMBS…

control^3 reposted

HOUSING TURNOVER HAS OFFICIALLY BEEN IN HISTORICALLY LOW BOUNDS FOR THREE YEARS

ResidentialClub's tweet image. HOUSING TURNOVER HAS OFFICIALLY BEEN IN HISTORICALLY LOW BOUNDS FOR THREE YEARS

control^3 reposted

US Mfg PMI Oct Final 52.5, Exp. 52.2, Prelim 52.2


control^3 reposted

PMI beat so of course ISM missed: ISM Manufacturing Oct 48.7, Exp. 49.5, Last 49.1 Employment 46.0, vs 45.3 Prices Paid 58.0, Last 61.9 New Orders 49.4, Last 48.9


control^3 reposted

The elephant in the room: AI stocks are outperforming consumer stocks by 20%+ over the last 60 DAYS. And, as AI investment exceeds $1 TRILLION per year, car repossessions are at 2009 levels. There are 2 US economies: Rich vs Poor, and AI is the lifeline of it all. (a thread)

KobeissiLetter's tweet image. The elephant in the room:

AI stocks are outperforming consumer stocks by 20%+ over the last 60 DAYS.

And, as AI investment exceeds $1 TRILLION per year, car repossessions are at 2009 levels.

There are 2 US economies: Rich vs Poor, and AI is the lifeline of it all.

(a thread)

control^3 reposted

The US housing market is frozen: Only 28 out of every 1,000 homes, or 2.8%, changed hands in the first 9 months of 2025, the least in at least 30 years. The turnover rate has declined -38% since the 2021 peak, when 44 out of every 1,000 homes were sold. By comparison, the rate…

KobeissiLetter's tweet image. The US housing market is frozen:

Only 28 out of every 1,000 homes, or 2.8%, changed hands in the first 9 months of 2025, the least in at least 30 years.

The turnover rate has declined -38% since the 2021 peak, when 44 out of every 1,000 homes were sold.

By comparison, the rate…

control^3 reposted

U.S. Dollar survives 📈📈 14-Year Support proves invincible again 💵

Barchart's tweet image. U.S. Dollar survives 📈📈 14-Year Support proves invincible again 💵

control^3 reposted

U.S. Bank Reserves fall to $2.8 Trillion, the lowest level since 2020 🚨🚨

Barchart's tweet image. U.S. Bank Reserves fall to $2.8 Trillion, the lowest level since 2020 🚨🚨

control^3 reposted

It's amazing how people still believe govts are central to everything, economy, markets, currencies, etc. They don't matter. Stimulus never stimulates (have to keep doing it over and over), FX interventions do nothing. China is proving bazooka failure and India with FX. INR…

JeffSnider_EDU's tweet image. It's amazing how people still believe govts are central to everything, economy, markets, currencies, etc. They don't matter. Stimulus never stimulates (have to keep doing it over and over), FX interventions do nothing. 

China is proving bazooka failure and India with FX. INR…
JeffSnider_EDU's tweet image. It's amazing how people still believe govts are central to everything, economy, markets, currencies, etc. They don't matter. Stimulus never stimulates (have to keep doing it over and over), FX interventions do nothing. 

China is proving bazooka failure and India with FX. INR…
JeffSnider_EDU's tweet image. It's amazing how people still believe govts are central to everything, economy, markets, currencies, etc. They don't matter. Stimulus never stimulates (have to keep doing it over and over), FX interventions do nothing. 

China is proving bazooka failure and India with FX. INR…

control^3 reposted

Month end pushes liquidity off a cliff: standing repo facility surges to $20.35BN, highest on record. Expect some normlization after month end passes but stress will persist.

zerohedge's tweet image. Month end pushes liquidity off a cliff: standing repo facility surges to $20.35BN, highest on record. 

Expect some normlization after month end passes but stress will persist.

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