A Check-Up On The Screws Holding The Economy Together (SPX)

ANG Traders Investing Group Leader Follow 5 Share Save Play ( 10min ) Comments (2) Summary The U.S. economy remains resilient, with 60% of key indicators ('screws') tight and supporting continued expansion. Fiscal 2026 deficit and net money-creation are currently at multi-year lows, but the upcoming $4.5T BBB tax cuts could support markets. Several leading indicators — housing starts, capacity utilization, and truck transport employment — are loose, but strong GDP, industrial production, and corporate profits offset recession risk. Staying long equities via technology (SOXX, AIQ, XT) and broad-market ETFs (SPY, QQQ) is favored, barring a sustained slowdown in deficit spending and money creation. takayib/iStock via Getty Images In our July 2025 article ( here ) when we last checked on the economic screws, we stated… So far, tariffs have been repeatedly delayed — only around $20B/month has been collected — and net money-creation continues at a higher rate than last year. Although the BBB spending bill This article was written by ANG Traders 5.51K Follower s Follow ANG Traders is an investor with 40+ years of experience and has degrees in math, science, and education. He believes that Modern Monetary Theory analysis provides the best predictions for market action and staying with the primary trend is key to wealth accumulation. He leads the investing group Away From The Herd, along with David Huston and Alan Longbon. Their working-hypothesis is that, in addition to Federal fund flows, the only other constant in the market is the human emotion of fear, the fear of losing and fear of missing out (greed). These emotions leave repetitive patterns in the pricing history of the market which informs investors about probable futures. ANG Traders and team act on their research with stocks, index ETFs, and options - according to the risk/reward dynamics they find in the market. Features include real-time trade alerts, weekly market analysis, technical analysis, and a chat room. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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