@mrawsumb.bsky.social
Ulysses Awsumb. I publish economic reseach at TheMemo.net
07.04.2025 03:07 — 👍 2 🔁 0 💬 0 📌 0
MacroEdge is here!
@macroedgeres.bsky.social
It is indeed. Lots of product sitting on the market
26.03.2025 23:40 — 👍 1 🔁 0 💬 0 📌 0
We have more new homes for sale as of Feb. Than we did in December of 2007. 500,000 and counting!
26.03.2025 12:22 — 👍 4 🔁 2 💬 1 📌 0Still works just fine
25.03.2025 01:30 — 👍 1 🔁 0 💬 0 📌 0Sums up modern times
25.03.2025 01:16 — 👍 2 🔁 0 💬 1 📌 0Thats wild its 1/3 of assets.
22.03.2025 19:06 — 👍 4 🔁 0 💬 0 📌 0
1/2
Student loans are now more than $1.5 trillion and represent 33.5% of the Federal government’s total assets. 👇🏼
When I was in college in the early 90s, I personally knew two people whose parents paid all their expenses for college but took out student loans to buy themselves new cars.
🙏
21.03.2025 22:56 — 👍 2 🔁 0 💬 0 📌 0
Lennar recently reported their lowest margin in ten years. My US Homebuilding Situation index saw it coming.
21.03.2025 18:09 — 👍 2 🔁 0 💬 0 📌 1Add to the mix a rare negative retail sales print.
17.03.2025 16:46 — 👍 3 🔁 1 💬 0 📌 0Better than Kool Aid
16.03.2025 23:54 — 👍 2 🔁 0 💬 0 📌 0
16.03.2025 23:28 — 👍 2 🔁 3 💬 3 📌 0
Property rights (real and intellectual) are under a lot of pressure these days.
16.03.2025 23:53 — 👍 2 🔁 0 💬 0 📌 0
Frank Lloyd Wright timeshare?
open.substack.com/pub/mrawsumb...
It's a set of indicices I created and track. Day one is the first day the federal reserve raises rates. The cycle ends when rates bottom again. We are bouncing between 10-90 % increase in claims since March 2022.
15.03.2025 12:54 — 👍 0 🔁 0 💬 1 📌 0
4 charts showing the price of bacon, eggs, white bread and coffee. Indexed to federal funds rates. All above previous cycles.
Hi. Bacon, Eggs and Toast. Priced in federal funds rate cyle indexing. Eggs!
15.03.2025 12:37 — 👍 0 🔁 0 💬 0 📌 0
Initial unemployment claims, not seasonally adjusted, indexed to federal funds rate. Above mean and median of rate cycles
Hi. Here's a look at inital unemployment claims. Already above mean/median. The next 12-20 weeks we should see a spike again. Tarrifs will most likely alter/destroy demand. If both those happen inflation will recede, but then we'll have a host of other problems.
15.03.2025 12:26 — 👍 2 🔁 0 💬 1 📌 0
Initian unemployment claims, not seasonally adjusted, measured by federal funds cycle. Claims are well above the mean and median of cycles and approaching 21st century recessionary levels.
Hello. They aren't as low as they seem. And by the time they are "high" recession will be over. It's about timing the situation.
15.03.2025 01:38 — 👍 0 🔁 0 💬 0 📌 0Thank you so much!
15.03.2025 00:10 — 👍 2 🔁 0 💬 0 📌 0Thank you very much! Glad to be here, and greatly appreciate the kind support
15.03.2025 00:09 — 👍 1 🔁 0 💬 0 📌 0Thank you my friend 🙏
15.03.2025 00:04 — 👍 1 🔁 0 💬 0 📌 0
The 16 cycles of Federal Funds Effective rates
Hello. I'm here to mostly discuss economics.
14.03.2025 23:31 — 👍 2 🔁 0 💬 2 📌 1
