Thank you to all who have contributed to this blog over the past couple of months. Quarter 3 starts on July 1st, 2025. With the recent tariff threats placed on the EU and the looming situation with China which is current on an 90 day interim hold, does any think these two events will not have a major impact on the stock market this summer?
Combine the devaluing of the US dollar and the resulting impact this is having on treasury yields, this blog predicts the recession is coming in the third quarter of this year.
Additionally, the unemployment benefits of all the federal employees who were laid off 3 months ago with DOGE’s cuts will start to run out shortly. The private sector is in a stagnant state of significant job growth due to the increasing presence of AI technologies replacing the need for human beings.
Take a note where the economy starts on July 1st, 2025 and where it ends on September 30th, 2025.

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