Economics Thread

[chop2chip]

So what you’re celebrating here is US companies shrinking profit margins?

In the context of a labor market that’s freezing shut (which that data came out while you were on vacation so understandable that you missed it).

All will be well. Fed will cut 50 bps next week.

 

[thethe]

Celebrating being right of course.

First time here?

 

[chop2chip]

Celebrating being right of course.

First time here?

I’m very excited for Q1 2026.

 

[thethe]

I’m very excited for Q1 2026.

You should be

 

[thethe]

https://twitter.com/x/status/1965833176913252701

If countries/investors thought that the current populist economic agenda was going to crush the economy there wouldn't be this demand.

Q1 26 boys....get ready

 

[thethe]

https://twitter.com/x/status/1965830723040063612

Will we see a trade deal with Mexico soon?

It was always about China......

 

[thethe]

How about that 10yr rate chop?

 

[chop2chip]

Yup. Glad to see it drop.

Not so happy about jobless claims

 

[sturg33]

"Reported" inflation is still running 3% guys, and they are about to cut rates

 

[thethe]

Yup. Glad to see it drop.

Not so happy about jobless claims

Need to crack some eggs......

 

[chop2chip]

Need to crack some eggs......

To have 3% inflation and a frozen job market?
Yay?

 

[thethe]

To have 3% inflation and a frozen job market?
Yay?

Inherited a disaster - This was always going to be messy to fix.

Putting a patch over a deadly wound would be a silly approach going forward.

 

[chop2chip]

Golden Era Q1 confirmed

https://twitter.com/x/status/1966145629060817133

 

[thethe]

Golden Era Q1 confirmed

https://twitter.com/x/status/1966145629060817133

Takes time for seeds planted to grow - It was very clear 25 was going to be bumpy.

 

[msstate7]

Golden Era Q1 confirmed

https://twitter.com/x/status/1966145629060817133

In my area, there's a big upswing in projects out for bid. There had been a lull for several months. Hopefully it stays this way or even picks up.

 

[nsacpi]

To have 3% inflation and a frozen job market?
Yay?

His policies on tariffs and immigration are almost a textbook recipe for stagflation. Glad to see those elements of macroeconomic theory validated in real time. Helps a lot with teaching my intermediate macro class.

 

[thethe]

His policies on tariffs and immigration are almost a textbook recipe for stagflation. Glad to see those elements of macroeconomic theory validated in real time. Helps a lot with teaching my intermediate macro class.

Yeah I’m sure it has nothing to do with the disaster of the last four years

 

[thethe]

In my area, there's a big upswing in projects out for bid. There had been a lull for several months. Hopefully it stays this way or even picks up.

Many on here will ignore the success that trumps policies bring next year.

 

[thethe]

https://twitter.com/x/status/1966120100894834912

We are going to see rising prices because of tariffs soon right boys?

 

[nsacpi]

This is a graph of non-food and energy commodities in the CPI. It is not a perfect vehicle for screening out tariffs effects but is the closest broad category that I can think of.