@adamshap.bsky.social
Macrodata Refinement Views are my own | Private account
Me in a Dad Hat
31.07.2025 23:19 — 👍 7 🔁 2 💬 0 📌 0
This has major implications for the future world economy
24.07.2025 06:12 — 👍 11 🔁 3 💬 1 📌 3
This has major implications for the future world economy
24.07.2025 06:12 — 👍 11 🔁 3 💬 1 📌 3
Nice chart by @bencasselman.bsky.social
www.nytimes.com/2025/07/16/b...
Just learned that Ronaldo is named after Ronald Reagan
www.washingtonpost.com/news/early-l...
Just learned that Ronaldo is named after Ronald Reagan
www.washingtonpost.com/news/early-l...
Chart from GS
09.07.2025 18:07 — 👍 1 🔁 0 💬 0 📌 0
Tariffs still coming on board
09.07.2025 18:06 — 👍 10 🔁 1 💬 1 📌 0
An analysis by Fed Board economists shows that tariff increases could reduce U.S. GDP by 2 to 3 percent (relative to a no-tariff scenario).
www.federalreserve.gov/econres/note...
An analysis by Fed Board economists shows that tariff increases could reduce U.S. GDP by 2 to 3 percent (relative to a no-tariff scenario).
www.federalreserve.gov/econres/note...
Seeing more of these in California
07.07.2025 23:27 — 👍 4 🔁 2 💬 0 📌 0
Nobody really knows the true limit of US borrowing, but 100% debt-to-GDP is historically very high
www.wsj.com/finance/inve...
Almost half of Israeli Jews are Mizrahi/Sephardic. In the US, most are Ashkenazi
07.07.2025 15:58 — 👍 2 🔁 0 💬 1 📌 0🇺🇸🇺🇸🇺🇸Happy 4th of July! 🇺🇸🇺🇸🇺🇸
04.07.2025 16:31 — 👍 6 🔁 3 💬 0 📌 0🇺🇸🇺🇸🇺🇸Happy 4th of July! 🇺🇸🇺🇸🇺🇸
04.07.2025 16:31 — 👍 6 🔁 3 💬 0 📌 0
Nobody really knows the true limit of US borrowing, but 100% debt-to-GDP is historically very high
www.wsj.com/finance/inve...
Healthcare should be a macroeconomics topic
www.nytimes.com/interactive/...
If you squint, you can find things in this report to worry about. Private-sector hiring slowed, esp. outside of health care. The labor force shrank. The number of people who have been out of work for more than six months rose. But the big picture here is continued resilience. #NumbersDay
03.07.2025 12:59 — 👍 28 🔁 11 💬 5 📌 1
Healthcare should be a macroeconomics topic
www.nytimes.com/interactive/...
The CBO has a pretty grim outlook for US population growth. Immigration is the only factor from keep the country ill into going into growth decline.
www.cbo.gov/system/files...
The CBO has a pretty grim outlook for US population growth. Immigration is the only factor from keep the country ill into going into growth decline.
www.cbo.gov/system/files...
Fat trimming
28.06.2025 19:28 — 👍 1 🔁 0 💬 0 📌 0Peter Thiel’s obsession with “economic stagnation” is ill founded
27.06.2025 06:17 — 👍 5 🔁 2 💬 1 📌 1
Goldman’s take on the fiscal scenario:
23.06.2025 16:38 — 👍 5 🔁 1 💬 0 📌 0Real
27.06.2025 06:24 — 👍 1 🔁 0 💬 0 📌 0Peter Thiel’s obsession with “economic stagnation” is ill founded
27.06.2025 06:17 — 👍 5 🔁 2 💬 1 📌 1
Elevated core goods inflation since January 2025 has been attributable to supply factors, according to the SF Fed Supply & Demand driven inflation series.
21.06.2025 18:43 — 👍 14 🔁 5 💬 1 📌 0
The Federal Reserve’s June 2025 Monetary Policy Report to Congress shows that the current federal funds rate (in green) aligns very closely to those prescribed by well-known interest rate rules.
www.federalreserve.gov/monetarypoli...
The Federal Reserve’s June 2025 Monetary Policy Report to Congress shows that the current federal funds rate (in green) aligns very closely to those prescribed by well-known interest rate rules.
www.federalreserve.gov/monetarypoli...
Goldman’s take on the fiscal scenario:
23.06.2025 16:38 — 👍 5 🔁 1 💬 0 📌 0
