Yoshie Furuhashi
@yoshiefuruhashi.bsky.social
Reposted by Yoshie Furuhashi
Reposted by Yoshie Furuhashi
Goldman: "The underperformance likely reflects pressures on lower-income consumers—including more limited borrowing capacity and weaker income growth—as well as the slowdown in immigration. Our distributional income growth forecasts suggest a continued underperformance of low-end spending in 2026 ."
December 2, 2025 at 1:37 AM
Goldman: "The underperformance likely reflects pressures on lower-income consumers—including more limited borrowing capacity and weaker income growth—as well as the slowdown in immigration. Our distributional income growth forecasts suggest a continued underperformance of low-end spending in 2026 ."
Reposted by Yoshie Furuhashi
It ties Biden’s low in July 2024.
November 28, 2025 at 4:39 PM
It ties Biden’s low in July 2024.
Reposted by Yoshie Furuhashi
All that "post-neoliberalism" has accomplished so far is to make tradable sectors less efficient and more expensive, while doing nothing to curb the costs of non-tradable services. 🙃
November 26, 2025 at 3:22 PM
All that "post-neoliberalism" has accomplished so far is to make tradable sectors less efficient and more expensive, while doing nothing to curb the costs of non-tradable services. 🙃
All that "post-neoliberalism" has accomplished so far is to make tradable sectors less efficient and more expensive, while doing nothing to curb the costs of non-tradable services. 🙃
November 26, 2025 at 3:22 PM
All that "post-neoliberalism" has accomplished so far is to make tradable sectors less efficient and more expensive, while doing nothing to curb the costs of non-tradable services. 🙃
Reposted by Yoshie Furuhashi
By this I mean -- I doubt real-world actual humans are going to say "The labor market is getting worse and I dislike Trump more, but I'm noticing inflation is cooling off so I'll give Trump credit for that." Orange Man Bad is going to have a high correlation to all the issues.
November 20, 2025 at 3:53 PM
By this I mean -- I doubt real-world actual humans are going to say "The labor market is getting worse and I dislike Trump more, but I'm noticing inflation is cooling off so I'll give Trump credit for that." Orange Man Bad is going to have a high correlation to all the issues.
Reposted by Yoshie Furuhashi
Make of this what you will but with WMT comps up mid-single-digit the odds consumer spending is slowing rapidly are negligible.
November 20, 2025 at 12:11 PM
Make of this what you will but with WMT comps up mid-single-digit the odds consumer spending is slowing rapidly are negligible.