Yussef R
@yussefr.bsky.social
Used to work in research at a large asset manager. Now, surprisingly to me, running a sauna business. Occasionally still manage some research
if the fall was due to reduced labour supply, prime-age employment to population would be rising rather than down since the inauguration.
The unemployment rate would also be down rather than up since January
The unemployment rate would also be down rather than up since January
August 10, 2025 at 2:55 PM
if the fall was due to reduced labour supply, prime-age employment to population would be rising rather than down since the inauguration.
The unemployment rate would also be down rather than up since January
The unemployment rate would also be down rather than up since January
tell you what that's flattering
August 2, 2025 at 1:52 PM
tell you what that's flattering
ok tbf this is more sudden stop
April 22, 2025 at 4:55 PM
ok tbf this is more sudden stop
not even a sudden stop in hard freight data yet is there?
Obviously there's been frontrunning but you'd still expect to see trade seizing up before a wider macro sudden stop.
e.g. for cass freight shipments:
Obviously there's been frontrunning but you'd still expect to see trade seizing up before a wider macro sudden stop.
e.g. for cass freight shipments:
April 22, 2025 at 3:54 PM
not even a sudden stop in hard freight data yet is there?
Obviously there's been frontrunning but you'd still expect to see trade seizing up before a wider macro sudden stop.
e.g. for cass freight shipments:
Obviously there's been frontrunning but you'd still expect to see trade seizing up before a wider macro sudden stop.
e.g. for cass freight shipments:
