@rejackslw.bsky.social
Reposted
Looking at the raw numbers, the 44% of respondents who expect the business situation to deteriorate in the next three months is a joint-record high.
Alongside:
• Q2 2020 (COVID)
• Q4 2008 (Global Financial Crisis)
Alongside:
• Q2 2020 (COVID)
• Q4 2008 (Global Financial Crisis)
November 25, 2025 at 11:08 AM
Looking at the raw numbers, the 44% of respondents who expect the business situation to deteriorate in the next three months is a joint-record high.
Alongside:
• Q2 2020 (COVID)
• Q4 2008 (Global Financial Crisis)
Alongside:
• Q2 2020 (COVID)
• Q4 2008 (Global Financial Crisis)
Reposted
Nvidia stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips
November 25, 2025 at 10:54 AM
Nvidia stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips
Reposted
I wish I didn’t have to share this. But the BBC has decided to censor my first Reith Lecture.
They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
November 25, 2025 at 9:26 AM
I wish I didn’t have to share this. But the BBC has decided to censor my first Reith Lecture.
They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
Reposted
Albert Edwards gets the @fortune.com treatment:
“.. It will end in tears, that much I’m sure of.”
fortune.com/2025/11/23/i...
“.. It will end in tears, that much I’m sure of.”
fortune.com/2025/11/23/i...
November 25, 2025 at 11:57 AM
Albert Edwards gets the @fortune.com treatment:
“.. It will end in tears, that much I’m sure of.”
fortune.com/2025/11/23/i...
“.. It will end in tears, that much I’m sure of.”
fortune.com/2025/11/23/i...
Reposted
Houston, we find a blame for Q4 GDP potential problem🫡
Treasury Secretary Scott Bessent told CNBC on Thursday that U.S. economic growth could be hurt by the government shutdown.
Treasury Secretary Bessent says U.S. GDP could take a hit from the government shutdown
The Cabinet official spoke on the second day of the government closure.
cnb.cx
October 2, 2025 at 1:06 PM
Houston, we find a blame for Q4 GDP potential problem🫡
Reposted
Number of new homes needed to return affordability to 1990s levels:
3-4 million.
(via Goldman) $XHB
@birdyword.bsky.social
3-4 million.
(via Goldman) $XHB
@birdyword.bsky.social
October 2, 2025 at 1:25 PM
Number of new homes needed to return affordability to 1990s levels:
3-4 million.
(via Goldman) $XHB
@birdyword.bsky.social
3-4 million.
(via Goldman) $XHB
@birdyword.bsky.social
Reposted
September saw a modest rebound in the Glassdoor Employee Confidence Index, with 47.7% of employees reporting a positive business outlook for their employers.
Confidence is still down 0.5pp vs. a year ago, but sentiment has rebounded slightly from the record low in June.
1/
Confidence is still down 0.5pp vs. a year ago, but sentiment has rebounded slightly from the record low in June.
1/
October 2, 2025 at 1:39 PM
September saw a modest rebound in the Glassdoor Employee Confidence Index, with 47.7% of employees reporting a positive business outlook for their employers.
Confidence is still down 0.5pp vs. a year ago, but sentiment has rebounded slightly from the record low in June.
1/
Confidence is still down 0.5pp vs. a year ago, but sentiment has rebounded slightly from the record low in June.
1/
Reposted
Americans overwhelmingly say marijuana should be legal for recreational or medical use.
https://www.pewresearch.org/politics/2024/03/26/most-americans-favor-legalizing-marijuana-for-medical-recreational-use/
https://www.pewresearch.org/politics/2024/03/26/most-americans-favor-legalizing-marijuana-for-medical-recreational-use/
September 27, 2025 at 7:53 PM
Americans overwhelmingly say marijuana should be legal for recreational or medical use.
https://www.pewresearch.org/politics/2024/03/26/most-americans-favor-legalizing-marijuana-for-medical-recreational-use/
https://www.pewresearch.org/politics/2024/03/26/most-americans-favor-legalizing-marijuana-for-medical-recreational-use/
Reposted
"Firms’ inflation expectations for the coming year held steady at 2.3 percent. Sales levels and profit margins compared to 'normal times' decreased, according to the Atlanta Fed’s latest Business Inflation Expectations survey."
September 17, 2025 at 2:17 PM
"Firms’ inflation expectations for the coming year held steady at 2.3 percent. Sales levels and profit margins compared to 'normal times' decreased, according to the Atlanta Fed’s latest Business Inflation Expectations survey."
Reposted
Today, Congressional Budget Office lowered its GDP growth projection for 2025 and raised it for 2026. Revision reflects 2025 reconciliation act, tariffs, and lower immigration.
CBO's projections still well below White House assumptions, esp for 2026-2028.
CBO's projections still well below White House assumptions, esp for 2026-2028.
September 12, 2025 at 5:18 PM
Today, Congressional Budget Office lowered its GDP growth projection for 2025 and raised it for 2026. Revision reflects 2025 reconciliation act, tariffs, and lower immigration.
CBO's projections still well below White House assumptions, esp for 2026-2028.
CBO's projections still well below White House assumptions, esp for 2026-2028.
Reposted
Only one country has more civilian guns than people.
www.smallarmssurvey.org/database/glo...
www.smallarmssurvey.org/database/glo...
September 14, 2025 at 9:56 PM
Only one country has more civilian guns than people.
www.smallarmssurvey.org/database/glo...
www.smallarmssurvey.org/database/glo...
Reposted
We often worry about the wrong things.
People killed annually by
Sharks 10
Elephants 100
Hippos 500
Snails 10,000
Dogs 25,000
Snakes 50,000
People 475,000
Mosquitoes 725,000
🧪
People killed annually by
Sharks 10
Elephants 100
Hippos 500
Snails 10,000
Dogs 25,000
Snakes 50,000
People 475,000
Mosquitoes 725,000
🧪
September 14, 2025 at 7:44 PM
We often worry about the wrong things.
People killed annually by
Sharks 10
Elephants 100
Hippos 500
Snails 10,000
Dogs 25,000
Snakes 50,000
People 475,000
Mosquitoes 725,000
🧪
People killed annually by
Sharks 10
Elephants 100
Hippos 500
Snails 10,000
Dogs 25,000
Snakes 50,000
People 475,000
Mosquitoes 725,000
🧪
Reposted
APOLLO: “.. When consumers cannot get the products that they want from abroad, and the products that are imported are more expensive because of tariffs, the outcome is a slowdown in US consumer spending.”
August 14, 2025 at 11:59 AM
APOLLO: “.. When consumers cannot get the products that they want from abroad, and the products that are imported are more expensive because of tariffs, the outcome is a slowdown in US consumer spending.”
Reposted
Two things are true: (1) in aggregate, consumer balance sheets are very healthy and debt loads are very manageable (2) certain segments are not having a good time rn
The implications of this vary depending on what you're trying to argue or forecast.
The implications of this vary depending on what you're trying to argue or forecast.
August 11, 2025 at 1:52 PM
Two things are true: (1) in aggregate, consumer balance sheets are very healthy and debt loads are very manageable (2) certain segments are not having a good time rn
The implications of this vary depending on what you're trying to argue or forecast.
The implications of this vary depending on what you're trying to argue or forecast.
Reposted
A hill of beans
August 4, 2025 at 9:54 PM
A hill of beans
Reposted
Reposted
By a vote of 27-17, Senate Democrats voted to stop sending arms shipments to a Netanyahu government which has waged a horrific, immoral and illegal war against the Palestinian people.
The tide is turning.
Americans don't want to spend billions to starve children in Gaza.
The tide is turning.
Americans don't want to spend billions to starve children in Gaza.
July 31, 2025 at 2:20 AM
By a vote of 27-17, Senate Democrats voted to stop sending arms shipments to a Netanyahu government which has waged a horrific, immoral and illegal war against the Palestinian people.
The tide is turning.
Americans don't want to spend billions to starve children in Gaza.
The tide is turning.
Americans don't want to spend billions to starve children in Gaza.
Reposted
The June #JOLTS report shows softer figures with hires and quits rates still sluggish. Not dire, not amazing, more meh
-Hires rate drops to 3.3%, lowest since November
-Quits rate flat at 2%
-Openings fall back to 7,437,000
-Layoffs flat at 1,604,000
#NumbersDay 1/
-Hires rate drops to 3.3%, lowest since November
-Quits rate flat at 2%
-Openings fall back to 7,437,000
-Layoffs flat at 1,604,000
#NumbersDay 1/
July 29, 2025 at 2:04 PM
The June #JOLTS report shows softer figures with hires and quits rates still sluggish. Not dire, not amazing, more meh
-Hires rate drops to 3.3%, lowest since November
-Quits rate flat at 2%
-Openings fall back to 7,437,000
-Layoffs flat at 1,604,000
#NumbersDay 1/
-Hires rate drops to 3.3%, lowest since November
-Quits rate flat at 2%
-Openings fall back to 7,437,000
-Layoffs flat at 1,604,000
#NumbersDay 1/
Reposted
'A Pro-Israel Nonprofit is Funneling News Content Through Bari Weiss’s "Free Press"'
As Weiss’s organization explores a deal to sell to CBS, much of its MidEast content is produced by a shadowy think tank tied to pro-Israel advocacy, per @dropsitenews.com.
As Weiss’s organization explores a deal to sell to CBS, much of its MidEast content is produced by a shadowy think tank tied to pro-Israel advocacy, per @dropsitenews.com.
A Pro-Israel Nonprofit is Funneling News Content Through Bari Weiss’s "Free Press"
As Weiss’s news organization explores a deal to sell to CBS, much of its content on the Middle East is produced by a shadowy think tank tied to pro-Israel advocacy.
www.dropsitenews.com
July 29, 2025 at 4:14 AM
'A Pro-Israel Nonprofit is Funneling News Content Through Bari Weiss’s "Free Press"'
As Weiss’s organization explores a deal to sell to CBS, much of its MidEast content is produced by a shadowy think tank tied to pro-Israel advocacy, per @dropsitenews.com.
As Weiss’s organization explores a deal to sell to CBS, much of its MidEast content is produced by a shadowy think tank tied to pro-Israel advocacy, per @dropsitenews.com.
Reposted
This is deeply shameful. Over 1,000 Palestinians have been killed while trying to get aid in the past 8 weeks. Israel must immediately cease these shootings & lift the blockade. Congress must pass the UNRWA Funding Emergency Restoration Act to help distribute aid in Gaza
www.bbc.com/news/article...
www.bbc.com/news/article...
More than 100 humanitarian groups warn of mass starvation in Gaza
A joint statement says the Israeli government's "siege" has left aid supplies "totally depleted".
www.bbc.com
July 25, 2025 at 1:35 AM
This is deeply shameful. Over 1,000 Palestinians have been killed while trying to get aid in the past 8 weeks. Israel must immediately cease these shootings & lift the blockade. Congress must pass the UNRWA Funding Emergency Restoration Act to help distribute aid in Gaza
www.bbc.com/news/article...
www.bbc.com/news/article...
Reposted
“Varsha Gandikota-Nellutla, the executive secretary of the Hague Group, said: ‘… The international court of justice has already made its rulings, deeming Israel’s continued presence in the Palestinian territories as unlawful. There is no absence of legal clarity’”
www.theguardian.com/world/2025/j...
www.theguardian.com/world/2025/j...
UN’s Albanese hails 30-nation meeting aimed at ending Israeli occupation of Palestine
The Hague Group aims to agree political, economic and legal actions in ‘existential hour’ for Israel and Palestine
www.theguardian.com
July 15, 2025 at 2:33 PM
“Varsha Gandikota-Nellutla, the executive secretary of the Hague Group, said: ‘… The international court of justice has already made its rulings, deeming Israel’s continued presence in the Palestinian territories as unlawful. There is no absence of legal clarity’”
www.theguardian.com/world/2025/j...
www.theguardian.com/world/2025/j...
Reposted
Netanyahu’s atrocities are not limited to Gaza. He has also unleashed terrorist settlers in the West Bank who attack civilians and recently beat a young American to death.
Even Trump’s ambassador, Mike Huckabee, called this a “terrorist act.”
NO MORE MILITARY AID TO ISRAEL.
Even Trump’s ambassador, Mike Huckabee, called this a “terrorist act.”
NO MORE MILITARY AID TO ISRAEL.
July 19, 2025 at 5:12 PM
Netanyahu’s atrocities are not limited to Gaza. He has also unleashed terrorist settlers in the West Bank who attack civilians and recently beat a young American to death.
Even Trump’s ambassador, Mike Huckabee, called this a “terrorist act.”
NO MORE MILITARY AID TO ISRAEL.
Even Trump’s ambassador, Mike Huckabee, called this a “terrorist act.”
NO MORE MILITARY AID TO ISRAEL.
Reposted
WASHINGTON (AP) - The number of Americans filing for unemployment benefits fell to 221,000 last week, the lowest level in three months.
@apnews.com
@apnews.com
July 17, 2025 at 12:39 PM
WASHINGTON (AP) - The number of Americans filing for unemployment benefits fell to 221,000 last week, the lowest level in three months.
@apnews.com
@apnews.com
Reposted
Employment in "mobile food services" including food trucks & food carts grew ~10x from 2000 to 2024 to ~44,000 as of 2024.
Source: The Economics Daily from the BLS, www.bls.gov/opub/ted/202...
Source: The Economics Daily from the BLS, www.bls.gov/opub/ted/202...
July 14, 2025 at 5:58 PM
Employment in "mobile food services" including food trucks & food carts grew ~10x from 2000 to 2024 to ~44,000 as of 2024.
Source: The Economics Daily from the BLS, www.bls.gov/opub/ted/202...
Source: The Economics Daily from the BLS, www.bls.gov/opub/ted/202...
Reposted
What could happen if President Trump dismisses Federal Reserve Chair Jerome Powell?
My colleague Simon Kennedy summarizes the conclusions of a new note by George Saravelos, Deutsche Bank’s global head of FX strategy:
My colleague Simon Kennedy summarizes the conclusions of a new note by George Saravelos, Deutsche Bank’s global head of FX strategy:
July 14, 2025 at 9:48 AM
What could happen if President Trump dismisses Federal Reserve Chair Jerome Powell?
My colleague Simon Kennedy summarizes the conclusions of a new note by George Saravelos, Deutsche Bank’s global head of FX strategy:
My colleague Simon Kennedy summarizes the conclusions of a new note by George Saravelos, Deutsche Bank’s global head of FX strategy: