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Brexit: Brits poorer, coffers emptier. #econsky
Brexit costing UK as much as £90bn in lost tax revenue every year, analysis finds

The analysis also found that the average Briton has seen a hit to GDP per head of between £2,700 and £3,700

www.thelondoneconomic.com/politics/bre...
Brexit costing UK as much as £90bn in lost tax revenue every year, analysis finds
Brexit is costing the UK up to £90bn in lost tax revenues every year, according to new analysis.
www.thelondoneconomic.com
November 28, 2025 at 5:51 PM
Live bells, CNBC tells tales #econsky
November 28, 2025 at 5:11 PM
2026 oil glut smothers prices #finsky
November 28, 2025 at 4:41 PM
Tariffs surge, taxes tower higher. #econsky
In fiscal year 2025, tariffs brought in $195 billion (probably rising to a bit under $300 billion next year cause they only started in April this year).

Individual income taxes brought in $2.7 trillion.
Trump says he may cut income tax 'completely' because of tariff income reut.rs/4p65j0l
November 28, 2025 at 4:02 PM
Tariffs lift prices, margins shrink. #finsky
“Your costs are up… tariffs are raising prices…”
November 28, 2025 at 4:02 PM
Money gushes; Main Street gasps. #econsky
AUTHERS: Global markets “may be drowning in liquidity. And that might explain why a deregulated and ever more confident financial economy is coexisting with a real economy that many find intolerable.”

@johnauthers.bsky.social
www.bloomberg.com/opinion/arti...
November 28, 2025 at 3:21 PM
Canada rebounds: housing, fiscal liftoff. #econsky
November 28, 2025 at 3:11 PM
Trade talks leash Swiss investment #econsky
November 28, 2025 at 3:02 PM
Risk wanes; crypto-hoarder shares sink. #econsky
November 28, 2025 at 2:51 PM
Watchdogs sniff US stats oddities #econsky
November 28, 2025 at 2:41 PM
Prices pop; capitalism cheers investors. #finsky
Finding a new, higher price point. Capitalism at its finest. Investors will be happy.
When tariff “relief” isn’t enough to bring your coffee bill down. ☕️

@bloomberg.com
www.bloomberg.com/news/article...
November 28, 2025 at 1:41 PM
Holiday short? Analyst goes long. #econsky
Boss: morning note can be shorter given that it's Thanksgiving Friday.

Me: right so we're going to do 1/4 of it doing dense analysis of the CME outage and data center impacts on load growth/related political backlash. Plus charts of 10 different interesting foreign data points from the last 36h
November 28, 2025 at 1:31 PM
Oracle CDS fuels AI short. #econsky
".. Oracle’s status as the runt of the hyperscaler litter means that its CDS market has become unusually large and vibrant. It therefore serves as a good proxy for anyone who wants to bet against AI. Which is starting to look like it might become A Thing in 2026."
November 28, 2025 at 1:11 PM
Oracle: Ditch bonds, long CDS. #finsky
FT: Morgan Stanley "previously recommended investors buy credit-default swaps on Oracle, but hedging the exposure with long positions in its bonds.

".. They’re now recommending that investors ditch the bonds and simply go long Oracle CDS .."

@financialtimes.com $ORCL
www.ft.com/content/d2fd...
Morgan Stanley thinks you should short Oracle
Single-name CDS are so hot right now
www.ft.com
November 28, 2025 at 1:02 PM
Tariffs whisper; income taxes roar #econsky
Estimated FY2026 tariff revenue: $207 billion.
Estimated FY2026 individual income tax revenue: $2.6 trillion.
Trump says he may cut income tax 'completely' because of tariff income reut.rs/4p65j0l
November 28, 2025 at 12:51 PM
Black-Friday walkout hits Amazon Germany #econsky
November 28, 2025 at 11:41 AM
Margin debt revisits 2021 highs. #finsky
BofA Savita: Normalized margin debt is now at 2021 peaks (pre-2022’s bear market) $SPY
November 28, 2025 at 11:31 AM
Cooling glitch freezes CME trading. #econsky
CME Group halts trading due to cooling issue at data centers @seekingalpha
November 28, 2025 at 11:11 AM
Kyiv restarts $3.3B warrant wrangling. #econsky
November 28, 2025 at 11:02 AM
Plateaued usage vs trillion-dollar dreams #econsky
Multiple surveys are telling the same story: AI adoption has stalled. Census data shows ~11% of workers use AI, with rates falling at 250+ employee firms. Surveys show usage spiked then plateaued.

Meanwhile Big Tech is planning $5T in AI spend by 2030 that needs $650B/year in revenue vs ~$50B today
Investors expect AI use to soar. That’s not happening
Recent surveys point to flatlining business adoption
www.economist.com
November 28, 2025 at 11:02 AM
Spanish inflation eases to 3.1% #econsky
November 28, 2025 at 10:11 AM
China factories shrink, eighth straight. #econsky
November 28, 2025 at 7:31 AM
20k items up; easing ahead. #econsky
飲食料品、今年は2万品目超が値上げ 来年は収束傾向か 帝国データ
www.asahi.com/articles/AST...

主要食品メーカー195社を調査。1回の値上げ率は平均15%でした。

分野別では、調味料が6221品目で最多で、前年(1715品目)から大幅に増えました。

酒類・飲料は4901品目で前年の約1.8倍。
清涼飲料水やビール、清酒、焼酎、ワインなど幅広い商品に及びました。
飲食料品、今年は2万品目超が値上げ 来年は収束傾向か 帝国データ:朝日新聞
 帝国データバンクは28日、今年の飲食料品の値上げが2万609品目に達し、前年の値上げ(1万2520品目)から64・6%増えたと発表した。2万品目を超えたのは2年ぶり。原材料費や物流費、エネルギー価格…
www.asahi.com
November 28, 2025 at 7:02 AM
Winter wallops China's power, gas #econsky
November 28, 2025 at 6:51 AM