Market Thoughts
@marketthoughts.bsky.social
I cannot avoid it. Every time I write "anything goes" I think of this :-)
October 21, 2025 at 9:45 AM
I cannot avoid it. Every time I write "anything goes" I think of this :-)
GDPNow estimate for Q1 still very low. Some say that the humongous gold repatriations of late (caused by fear of tariffs) have discombobulated it, but won't affect the real GDP. OK, but I'm still trying to wrap my head around a estimate that uses data that won't be in the real one. #EconSky
March 17, 2025 at 9:54 PM
GDPNow estimate for Q1 still very low. Some say that the humongous gold repatriations of late (caused by fear of tariffs) have discombobulated it, but won't affect the real GDP. OK, but I'm still trying to wrap my head around a estimate that uses data that won't be in the real one. #EconSky
White House adviser expects US GDP growth of at least 2% to 2.5% in Q1. They should exchange views with the Atlanta Fed, a bit of a round table to reach a consensus...
March 13, 2025 at 8:29 AM
White House adviser expects US GDP growth of at least 2% to 2.5% in Q1. They should exchange views with the Atlanta Fed, a bit of a round table to reach a consensus...