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Markets, The Global Economy and the ‘26 US Midterms.
Blain’s Morning Porridge Dec 8th, 2025 – Markets, TheGlobal Economy and the ‘26 US Midterms.
“It’s all about the economy, stupid…”
This week will see the Fed ease rates, stocks will rally on happyretail buying any dip, and everyone will go into the holidays joyful… Except they won’t. There is so much still bubbling under the hood of the US economy that can go “bang”. Don’t watch the USA – watch China for clues.
You can read the Morning Porridge by subscribing on www.morningporridge.com, and have it delivered fresh to your inbox every morning!
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By Bill BlainBlain’s Morning Porridge Dec 8th, 2025 – Markets, TheGlobal Economy and the ‘26 US Midterms.
“It’s all about the economy, stupid…”
This week will see the Fed ease rates, stocks will rally on happyretail buying any dip, and everyone will go into the holidays joyful… Except they won’t. There is so much still bubbling under the hood of the US economy that can go “bang”. Don’t watch the USA – watch China for clues.
You can read the Morning Porridge by subscribing on www.morningporridge.com, and have it delivered fresh to your inbox every morning!