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Genevieve Signoret @gsignoret.bsky.social · 2d

Sounds like a smart move.

Genevieve Signoret @gsignoret.bsky.social · 2d

Confirms signal from Fedex and UPS share prices.

Bob Elliott @bobeunlimited.bsky.social · 3d

Is the Summer Surge In Goods Demand Fading?

Freight, imports, and retail indicators all show goods demand slipping after summer strength. With growth optimism high and visibility low amid the shutdown, these data suggest renewed caution.

open.substack.com/pub/bobeunli...

Genevieve Signoret @gsignoret.bsky.social · 2d

Markets draw a line in the sand. Last April and today they've told us and you-know-who they don't want an all-out trade war.

Bob Elliott @bobeunlimited.bsky.social · 3d

Guess markets do give a shit about tariffs.

Market action strongly negative US growth in response: bonds up a lot, gold up some, dollar down some, stocks down a lot.

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Genevieve Signoret @gsignoret.bsky.social · 2d

Courier services could be signaling a merchandise demand slowdown.

Bob Elliott @bobeunlimited.bsky.social · 2d

$FDX and $UPS remain quite weak relative to the rest of the market, adding another datapoint that the summer surge in goods demand may not last.

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Genevieve Signoret @gsignoret.bsky.social · 2d

Bitcoin magnified today's selloff.

Bob Elliott @bobeunlimited.bsky.social · 2d

Another failed stress test today for digital gold.

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Genevieve Signoret @gsignoret.bsky.social · 2d

Lots of detail. Well reported.

tony romm @tonyromm.bsky.social · 2d

NEW: It looks like the number of federal layoffs -- so far -- is over 4,000, we've learned from court documents

www.nytimes.com/2025/10/10/u...

White House Signals Federal Layoffs Have Begun During Government Shutdown

www.nytimes.com

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Genevieve Signoret @gsignoret.bsky.social · 2d

I can well imagine. Thank you for your coverage.

Reposted by Genevieve Signoret

George Selgin @georgeselgin.bsky.social · 4d

“Had FDR done all of the things Keynes said he should do, and none of the things Keynes said he shouldn’t do, there would have been—I have no doubt—a much more rapid recovery, a recovery that would have been complete sometime in the last half of the 1930s.” 1/2

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Reposted by Genevieve Signoret

Carl Quintanilla @carlquintanilla.bsky.social · 11d

> @realalexcole.bsky.social

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Genevieve Signoret @gsignoret.bsky.social · 12d

I thought the NYT article on Blair today is unduly hard on him. I take off my hat to anyone who persists the way he does in trying to mediate peace in what seems an intractable conflict.

Reposted by Genevieve Signoret

Anne Applebaum @anneapplebaum.bsky.social · 14d

An incredibly important election in a tiny country just went the right way. Moldova has resisted a huge Russian disinformation campaign and will not become a Russian puppet state.

Olga Nesterova @onestpress.onestnetwork.com · 14d

Moldova 🇲🇩 👍

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Genevieve Signoret @gsignoret.bsky.social · 14d

Also, for years I spoke of the windshield factor and wondered how in the heck they measured that.

Genevieve Signoret @gsignoret.bsky.social · 14d

I used to think it was scare crows.

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Reposted by Genevieve Signoret

Conor Sen @conorsen.bsky.social · 14d

Adams dropping out

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Genevieve Signoret @gsignoret.bsky.social · 16d

Quarterly Outlook 2025–2027: Stagflation www.transeconomics.com/timoneconomi...

Quarterly Outlook 2025–2027: <i>Stagflation</i>

(Hay una versión en español de este artículo aquí.) Executive Summary We forecast the global economy through June 2027 under two scenarios: a base case, Stagflation (subjective probability = 85%), and...

www.transeconomics.com

Genevieve Signoret @gsignoret.bsky.social · 16d

Perspectiva Trimestral 2025–2027: Estanflación www.transeconomics.com/timoneconomi...

Perspectiva Trimestral 2025–2027: <i>Estanflación</i>

(You can read the English version here.) Resumen ejecutivo Proyectamos la economía global hasta junio de 2027 bajo dos escenarios: un caso base, Estanflación (probabilidad subjetiva = 85%), y uno alte...

www.transeconomics.com

Genevieve Signoret @gsignoret.bsky.social · 22d

Trump is failing Putin’s test,
and the West,
and the rest
of us.

Luke McGee @lukemcgee.bsky.social · 22d

Not sure how much more evidence we need

kyivindependent.com/russian-spy-...

NATO jets intercept Russian spy plane over Baltic Sea, Germany says

The aircraft, an Il-20M, departed from Russia and entered international airspace without establishing communication, making visual identification the only way to confirm its presence.

kyivindependent.com

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Genevieve Signoret @gsignoret.bsky.social · 22d

I can’t figure out whether this can possibly have any effect on things. I get it, it’s symbolic, and symbols matter. But how much does or will this one matter?

Politico @politico.com · 22d

Prime Minister Mark Carney declared that Canada officially recognizes the state of Palestine, marking a major shift in its foreign policy.

Canada recognizes Palestinian statehood

Britain and Australia did so as well.

www.politico.com

Genevieve Signoret @gsignoret.bsky.social · 22d

In which she exposes his incoherence.

Wendy Edelberg @wendyedelberg.bsky.social · 22d

Core inflation is running ~1 pp ABOVE Fed’s target. The reason to look at inflation & yet still cut would be BECAUSE you think inflation is being temporarily boosted by tariffs. If Miran doesn’t think it’s tariffs that are boosting inflation, surely that would make him MORE worried about inflation??

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Reposted by Genevieve Signoret

Michael Clemens @mclem.org · 24d

They are allowed to do that.

They are precisely allowed to do precisely that.

Politicians from Left or Right who slobber after the power to suppress dissenting speech are—under our cherished Constitution—impotent.

Adam Schwarz @adamjschwarz.bsky.social · 24d

Trump:

"When you have a network, and you have evening shows, and all they do is hit Trump... They're not allowed to do that."

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Genevieve Signoret @gsignoret.bsky.social · 25d

White House embarrassingly inept in its crushing of free speech.

Carl Quintanilla @carlquintanilla.bsky.social · 26d

🤡

Alejandra Caraballo @esqueer.net · 26d

Clay Higgins sent a letter to Bluesky and other social media sites threatening investigations if they don't censor speech critical of Charlie Kirk.

They don't even know who Jay is because they addressed her as "gentleman."

clayhiggins.house.gov/wp-content/u...

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Genevieve Signoret @gsignoret.bsky.social · 25d

Republicans lawmakers ignore founding fathers.

Carl Quintanilla @carlquintanilla.bsky.social · 26d

Your money. His vote. 🤡

@politico.com
www.politico.com/live-updates...

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Genevieve Signoret @gsignoret.bsky.social · 25d

Growth risk

Bill McBride @calculatedrisk.bsky.social · 26d

Newsletter: Housing Starts Decreased to 1.307 million Annual Rate in August calculatedrisk.substack.com/p/housing-st...

Housing Starts Decreased to 1.307 million Annual Rate in August

From the Census Bureau: Permits, Starts and Completions

calculatedrisk.substack.com

Genevieve Signoret @gsignoret.bsky.social · 25d

Shine lights, South Korea.

Carl Quintanilla @carlquintanilla.bsky.social · 26d

WAPO: “.. The detention center .. failed to properly monitor and treat some detainees’ medical conditions, .. and for weeks did not provide many of them a way to contact lawyers, learn about their cases or file complaints ..”

@washingtonpost.com
www.washingtonpost.com/business/202...

Genevieve Signoret @gsignoret.bsky.social · 25d

Finally a group of our deported workers has a strong(loud, visible) advocate. Keep it up, South Korea.

Carl Quintanilla @carlquintanilla.bsky.social · 26d