Zach Broyles
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zachbroyles.bsky.social
Zach Broyles
@zachbroyles.bsky.social
My parents agree I’m hilarious
Reposted by Zach Broyles
Battery production still ripping
Industrial Production: Manufacturing: Durable Goods: Battery (NAICS = 33591)
Industrial Production: Manufacturing: Durable Goods: Battery (NAICS = 33591)
fred.stlouisfed.org
December 23, 2025 at 4:45 PM
Reposted by Zach Broyles
Next week, with the Employment and CPI Reports, it will be critical to read any technical notes from BLS *before* reacting to the data. And even after that, temper reactions. The data fog will take time to lift ...
Next week we will be getting employment data for November and partial payroll data for October.

Chair Powell warned about the risk to the November household survey with the government not reopened until the survey week for the household data. That is what calculates unemployment.
December 12, 2025 at 3:17 PM
Reposted by Zach Broyles
Okay guys sure thing

*ORACLE SAYS FREE CASH FLOW WAS -$10 BILLION IN QUARTER
*ORACLE SAYS COMMITTED TO MAINTAINING INVESTMENT GRADE
December 10, 2025 at 10:09 PM
Would he know the difference? He’s never been a good steward of others’ money, always self-dealing, and I see no reason for that pattern to change.
real or nominal?
Trump says he doesn't know why America can't achieve 25 percent annual economic growth
December 10, 2025 at 11:28 PM
Rand Paul for collective bargaining.
Rand Paul on his healthcare plan: "What if you could join Costco? Costco has 44m members and if one person negotiated for all 44 and they bought a group plan like Toyota or General Motors does, they would be the largest collective entity in the country. They would drive prices down by sheer might."
December 9, 2025 at 1:26 PM
They are referring to potash, of which the US used about 5.3m metric tonnes in 2024 and produced 0.4m metric tonnes. Canada produced 15m mTonnes.

Trump is dumb.
Trump threatens new "very severe" tariffs against Canada to spur domestic fertilizer production
December 8, 2025 at 9:04 PM
Reposted by Zach Broyles
It's impressive how accurate analysts' S&P 500 EPS estimates tend to be. From FactSet
December 8, 2025 at 6:00 PM
Field production still at ATH.
December 1, 2025 at 5:35 PM
Reposted by Zach Broyles
Trucking freight volumes, a signal for the goods economy are down 17% YoY. Not good. #EconSky
October 29, 2025 at 11:50 AM
It costs more to install the conveyer system for a large coal power plant than to install a fully operational solar facility. Also, fracking’s cheap gas production killed coal long ago.
The coal industry has been shrinking for a reason: Coal is no longer cost-competitive.
There are more students enrolled at say Penn State than there are workers left in the coal industry (about 40k).
October 1, 2025 at 1:04 AM
Reposted by Zach Broyles
A big upward revision for GDP, was a 3.8% annual rate (up from 3.0% in the advance estimate). For H1 GDP up at a 1.6% annual rate.

The biggest change was consumption which was 2.5% annual rate (up from 1.4% in the advance). Business fixed investment strong, residential weak.
September 25, 2025 at 1:31 PM
Reposted by Zach Broyles
Anyone who pledges to do whatever it takes to backstop Argentina's currency and economy has not quite internalized what that job entails.
"'Argentina is a systemically important U.S. ally in Latin America, and the U.S. Treasury stands ready to do what is needed within its mandate to support Argentina,' Mr. Bessent wrote on social media."

The history of the past 20 years shows that the former is untrue and the latter implausible.
U.S. Pledges Support for Argentina’s Economy and a Trump Ally in Crisis
www.nytimes.com
September 22, 2025 at 8:35 PM
No matter how justified the hostility toward these cowardly companies, not enough parents will withstand the pressure from preadolescents to boycott to any critical mass.
Heard from a friend at Disney+ that there are multiple levels of freakout internally, both from internal dissatisfaction, concerns about subscription cancelations, and of course the big one: concern about a boycott spilling over into parks and cruises.
September 18, 2025 at 5:03 PM
Reposted by Zach Broyles
Liberals say the Supreme Court had destroyed our democracy. They're wrong—it has destroyed our Republic.
September 10, 2025 at 4:10 PM
Knoxville, Burchett’s home to me, is more violent than DC.
August 12, 2025 at 7:12 PM
Reposted by Zach Broyles
Times have been tough in this Ohio town ever since the woke mob shut down the old American Eagle jeans factory. So when Cory Mills promised to upload revenge porn featuring the reigning Miss United States, they finally had something to cheer about. But then his landlord evicted him.
August 9, 2025 at 2:45 AM
Reposted by Zach Broyles
Lemme bring some data to the President's claims about the (in)accuracy of the initial non-farm payrolls numbers that the BLS compiles.
August 7, 2025 at 10:31 PM
Reposted by Zach Broyles
August 3, 2025 at 11:03 PM
Reposted by Zach Broyles
I do love Trump's utter unawareness that larger inflows of foreign capital are at odds with reducing the US trade deficit. In fact, they are a major part of why the US trade deficit exists.
Trump’s Truth Social post on the trade deal with South Korea. Lately I’ve been following the Korean far-right’s push to get Trump engaged in its election fraud conspiracy theories, but the trade deal actually seems to have squashed those efforts. 1/
July 31, 2025 at 1:27 AM
Kudlow, of all people, chastising anyone for having bad models, is the deepest of ironies.
The pathetic part of this is that Kudlow knows better.
Former Trump official calls Fed “deep state” and must be “cleansed.” Seems an argument for full political capture of the central bank, Turkey style, with all that comes with that sort of thing.
July 9, 2025 at 10:43 PM
Reposted by Zach Broyles
this is like drake and kendrick lamar but they're both drake
June 5, 2025 at 8:22 PM
Reposted by Zach Broyles
Your regular reminder that the entire global economy is subject to the whipsaw whims of a person who doesn’t understand how the global economy works
May 23, 2025 at 12:38 PM
I guess the under won.
Over/under?
Trump on his conversation with American carmakers: "They came back to me yesterday. They said, 'Can we have some help on the tariffs?' Because of the speed. I said, Look, I'm gonna do it, but that's it. I don't want to hear from you after April 2. We're not gonna be doing it anymore."
April 10, 2025 at 1:42 AM