Latest posts tagged with #usecon on Bluesky
A chart based on data from the Dallas Fed indicating more people are leaving the US than entering.
#TorstenSlok, chief economist at Apollo Global Management: Dallas Fed data show net #unauthorized #immigration flows turning negative, meaning more individuals are leaving the #US than entering
#usecon
2 #TorstenSlok, chief economist, Apollo Global Management: As these firms scale, they will create #jobs, underscoring that #AI is likely to strengthen, not disrupt, the #US #labormarket.
#usecon
A BMO table showing US jobs data details for Feb.
1 BMO: The February #Employment report will change the narrative in the #markets of a resilient and possibly improving #U.S.labormarket, highlighting the two-sided risks the #Fed faces as we digest the #economic impacts from the %war in #Iran. 🧵
#usecon #jobsdata #NFP
2 CIBC: … and for the #unemploymentrate to remain steady at 4.3%. #Joblosses were relatively widespread across industries, with #leisure/hospitality (-27K), #health/socialassistance (-19K), and #manufacturing (-12K) seeing the biggest drops.
#NFP #jobsdata #employment #labormarket #usecon
Means Morning News: This week's rich dick is Jack Dorsey.
#RichDick #JackDorsey ushers in the era of #masslayoffs
#news #uspol #AI #ArtificialIntelligence #layoffs #usecon #economy #WallStreet #workers #usa #wealth #bigtech #layoffs #Fortune500
means.tv/programs/mmn
“(US) #Consumption grew at a healthy 2.4% annual rate in the quarter, but 44.8% of that growth was due to increased spending on #healthcare services. Healthcare #spending continues to be a main factor driving #growth.” open.substack.com/pub/deanbake... #usecon
Dear #Trump: YOU are NOT above the law. #nokings #usecon #USPolitics #uscongress #illegaltariffs #tacotrump #tradewars #globaltrade #inflation #tarifftaxes
2 CIBC: As a consequence of such flows, the total stock of #Canadian #FDI assets in the #US is close to the top of the chart relative to others, and far above what many larger #economies have allocated
#Canada #cdnecon #usecon
#ForeignDirectInvestment
A chart showing Canada’s FDI position in the US at about USD750B in 2024, third highest after Japan and the UK.
1 CIBC: in the four years to 2024, America’s own data show that #Canadian entities have added an average of $60 bn per annum to the book value of their #foreigndirectinvestment holdings in the #US.
#cdnecon #usecon #FDI #Canada #capitalflows
2 Desjardins: While #energyprices provided a significant drag, #inflationary pressures looked to be easing across a host of other categories too.
#CPI #usecon
1 Desjardins: #US #price growth was relatively benign to start the year. Headline #consumerprices rose just 0.171% in January, undershooting expectations for a 0.3% increase. That pushed headline #inflation three ticks lower to 2.4%. 🧵
#CPI #usecon
FRED chart showing employment in construction in the US declining sharply in 2025.
“Oh, and while both Donald #Trump and Scott #Bessent have recently asserted that #constructionjobs are booming, #employment growth in #construction, which was high under Biden, has in fact fallen precipitously:” open.substack.com/pub/paulkrug... #usecon #PaulKrugman
1/14 🇺🇸 CLASS WAR IS THE FUTURE OF AMERICAN POLITICS 🇺🇸
A new era of extreme wealth politics is dawning.
From Silicon Valley's "Stop Hiring Humans" billboards to a proposed billionaire tax, lines are being drawn.
David Wallace-Wells reports.
#USPol #DemocracySky
#USEcon #Inequality #NoKings #AISky
3 CIBC: Today’s report was also accompanied by the annual #benchmark #revisions up to March 2025, the only sore point in the report, which showed expectations were almost right on the money with 862K negative revisions.
#usecon #jobsdata #USEconomy #NFP
2 CIBC: The main driver was a surge in #healthcare and #construction #hiring in the month. Net revisions over the prior two months were -17K, putting the three-month average payroll gain at 73K in January. 🧵
#usecon #jobsdata #NFP #jobs #employment
1 CIBC: Clearly, the rumor mill was churning out fiction. The Jan #US #jobs numbers were anything but soft, with #jobgains coming in at 130K, far above consensus estimates of 65K, and private job gains were a very healthy 172K. 🧵
#usecon #jobsdata #nonfarmpayrolls
2 BMO: … as #investors look for evidence of #labormarket stabilization in the new year. #Treasury #yields are on the decline as #investors digest the news and price in a slightly higher probability of three quarter-point #ratecuts from the #Fed by year-end.
#markets #usecon
BMO chart breaking down the details of the US December retail sales data released this morning.
1 BMO: The unexpected decline in #US control real #retailsales in Dec will likely prompt a markdown in #Q4 real #consumerspending growth forecasts, putting a dampener on the resilient #consumer narrative and increasing the importance of this week’s #January #Employmentreport, … 🧵
#usecon
A chart shows that when services are included, trade flows between the US and Canada are roughly balanced with a slight surplus on Canada’s side of the ledger.
“For the record, #trade between the #U.S. and #Canada is roughly balanced, and cutting off this trade would be severely damaging to both #economies:” #cdnecon #usecon #tariffs open.substack.com/pub/paulkrug...
#China 🇨🇳 says Thank You #Trump for shifting #America 🇺🇸 into least trusted nation status among global trading nations. What would have taken China 20 years now took only one! #GlobalTrade #tariffwars #uspolitics #usecon #freetrade #GOP #usnews
apnews.com/article/uk-k...
Chart indicating foreign buyers bought more US assets in 2025 than in 2024 in four categories: equities Treasury bonds and notes, corporate bonds and government agency bonds.
Apollo Global Management Chief Economist #TorstenSlok: “Despite the turbulence surrounding #LiberationDay in April, #foreign #investors ended up buying more #US #assets in 2025 than in 2024.
#markets #Usecon
2 CIBC: With #ACA #subsidies expiring at year-end, #Americans may be hurrying to take advantage of #elective #procedures that might either not be covered or come at far greater cost next year. #Services spending could look robust again in Q4 for the same reason.
#usecon #GDP
The University of Michigan index of consumer sentiment in the US reached another low point in December as households held expectations of higher inflation and rising unemployment in 2026. The index was 33% below its December 2024 level. #usecon
2 CIBC: … with the 2.6% pace well below the 3.0% forecast and the pace last registered in September (also 3.0%). Because data for October were not collected, there was no month-on-month change available for November. #US #CPI #usecon
1 CIBC: #US #CPI #inflation was softer than expected in November, supporting the case for further #Fed cuts in the New Year. Headline inflation was 2.7% year-over-year, which was well below the 3.1% expected by the consensus. Core inflation was similarly weaker than anticipated 🧵
#USEconomy #usecon
Fitting.
#USEcon #Thanksgiving
More interesting #US #jobs data from #DeanBaker: “The category, ‘ #scientific #research and development services’ has lost almost 20k jobs this year (2.0 percent). It had been growing modestly, adding 6,400 jobs in 2024.” #usecon
#MAGA, are you tired of winning yet?
Also, f*ck #TimGurner!
#donaldtrump #uspoli #usecon #masslayoffs
Shadow banking: a ticking time bomb under the US economy: marxist.com/shadow-banki... #USPol #USPolitics #USEcon #USEconomy #TrumpsEconomy
