Laurent Bilke
@laubilk.alt.ms
CEO and Head of Research at Alternative Macro Signals | NLP & ML applied to Macro | Economics and Monetary Policy | Digital Innovation Enthusiast | https://alt.ms
April 8, 2025 at 4:30 PM
The volume of inflation news in the US was higher in Feb-25 than during COVID-19.
-- AMS News Volume Index measures the volume of news articles potentially relevant to the near-term inflation forecast, scanning through hundreds of thousands of news websites.
#inflation #NIPI #econsky
-- AMS News Volume Index measures the volume of news articles potentially relevant to the near-term inflation forecast, scanning through hundreds of thousands of news websites.
#inflation #NIPI #econsky
March 4, 2025 at 12:00 PM
The volume of inflation news in the US was higher in Feb-25 than during COVID-19.
-- AMS News Volume Index measures the volume of news articles potentially relevant to the near-term inflation forecast, scanning through hundreds of thousands of news websites.
#inflation #NIPI #econsky
-- AMS News Volume Index measures the volume of news articles potentially relevant to the near-term inflation forecast, scanning through hundreds of thousands of news websites.
#inflation #NIPI #econsky
Actually, the Atlanta Fed GDP forecast fell on an expected net export collapse - not even government spending cuts (not yet). GDP is expected to drop even before government spending cuts are accounted for.
#econsky
#econsky
March 3, 2025 at 1:36 PM
Actually, the Atlanta Fed GDP forecast fell on an expected net export collapse - not even government spending cuts (not yet). GDP is expected to drop even before government spending cuts are accounted for.
#econsky
#econsky
Pas vu Mars, mais un surprenant halo de Lune !
February 10, 2025 at 9:44 PM
Pas vu Mars, mais un surprenant halo de Lune !
The volume of news about egg prices in the US almost back to 2023 peak levels. #inflation #EconSky @alt.ms
February 7, 2025 at 1:01 PM
The volume of news about egg prices in the US almost back to 2023 peak levels. #inflation #EconSky @alt.ms
Inflation volatility in the Euro area is still high, staying above levels seen before COVID-19. #inflation #EconSky
February 6, 2025 at 11:01 AM
Inflation volatility in the Euro area is still high, staying above levels seen before COVID-19. #inflation #EconSky
Forget slow-moving year-on-year rates:
The current inflation momentum in the euro area (3-month-over-3-month SA annualized rate in the below chart) is not completely back to normal, particularly regarding services prices.
Fair point.
2/5
The current inflation momentum in the euro area (3-month-over-3-month SA annualized rate in the below chart) is not completely back to normal, particularly regarding services prices.
Fair point.
2/5
January 24, 2025 at 12:00 PM
Forget slow-moving year-on-year rates:
The current inflation momentum in the euro area (3-month-over-3-month SA annualized rate in the below chart) is not completely back to normal, particularly regarding services prices.
Fair point.
2/5
The current inflation momentum in the euro area (3-month-over-3-month SA annualized rate in the below chart) is not completely back to normal, particularly regarding services prices.
Fair point.
2/5
AMS introduces a global inflation diffusion index (NIPI), aggregating data from 23 countries. There aren't many daily and timely fundamental-based inflation proxies available! Certainly, none at the global level.
https://alt.ms/3Ej7aMv
#inflation #EconSky
https://alt.ms/3Ej7aMv
#inflation #EconSky
January 23, 2025 at 3:37 PM
AMS introduces a global inflation diffusion index (NIPI), aggregating data from 23 countries. There aren't many daily and timely fundamental-based inflation proxies available! Certainly, none at the global level.
https://alt.ms/3Ej7aMv
#inflation #EconSky
https://alt.ms/3Ej7aMv
#inflation #EconSky
"Inflation stress" post US election, measured by the volume of forward-looking inflation news articles.
The normalization process came to a halt in Q4-24. Whether tariff threats materialize or not, they potentially already have a significant impact on households and corporates.
#inflation #econsky
The normalization process came to a halt in Q4-24. Whether tariff threats materialize or not, they potentially already have a significant impact on households and corporates.
#inflation #econsky
January 17, 2025 at 1:32 PM
"Inflation stress" post US election, measured by the volume of forward-looking inflation news articles.
The normalization process came to a halt in Q4-24. Whether tariff threats materialize or not, they potentially already have a significant impact on households and corporates.
#inflation #econsky
The normalization process came to a halt in Q4-24. Whether tariff threats materialize or not, they potentially already have a significant impact on households and corporates.
#inflation #econsky
Amazing euro area potential growth estimate, in this Fed note:
much higher than what we get from the European Commission.
Sometimes, hard truths are better heard from friends.
www.federalreserve.g...
#EconSky #inflation
much higher than what we get from the European Commission.
Sometimes, hard truths are better heard from friends.
www.federalreserve.g...
#EconSky #inflation
January 15, 2025 at 11:30 AM
Amazing euro area potential growth estimate, in this Fed note:
much higher than what we get from the European Commission.
Sometimes, hard truths are better heard from friends.
www.federalreserve.g...
#EconSky #inflation
much higher than what we get from the European Commission.
Sometimes, hard truths are better heard from friends.
www.federalreserve.g...
#EconSky #inflation
Increased inflation volatility might be a lasting effect of the COVID era. Or maybe just a reflection of political and economic uncertainties. Check out the US inflation measures (m-o-m) standard deviation: core inflation still stands at double the rate seen in the 2010s decade. 🔍 #econsky
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December 12, 2024 at 4:01 PM
Increased inflation volatility might be a lasting effect of the COVID era. Or maybe just a reflection of political and economic uncertainties. Check out the US inflation measures (m-o-m) standard deviation: core inflation still stands at double the rate seen in the 2010s decade. 🔍 #econsky
1/2
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