Hedgie's Market Edge - November 10, 2025

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Hey everyone, Hedgie here. This week brought a collapse in consumer sentiment to near-record lows, household debt hitting all-time highs, and warnings from major financial institutions about AI bubble risks. The data is confirming what I've been tracking: the structure is cracking across multiple points simultaneously while markets hit records.

Consumer Sentiment Collapses to Near-Record Lows

US consumer sentiment tumbled to 50.3, near the lowest on record and just above June 2022's weakest reading since 1978. Current economic conditions plunged 6.3 points to a record low of 52.3 as anxiety mounted about the government shutdown. Among Democrats and independents, confidence slid to the lowest in data back to 1984.