@lindabrooke6.bsky.social
Reposted
Feels like at the end of this (maybe 2028 for all I know) semiconductor/memory stocks will be uninvestable for a decade as they work through excess capacity.
January 16, 2026 at 4:07 PM
Feels like at the end of this (maybe 2028 for all I know) semiconductor/memory stocks will be uninvestable for a decade as they work through excess capacity.
Reposted
A growing share of small businesses fail to pay employees on time
A growing share of small businesses fail to pay employees on time
Small companies are struggling to manage through economic challenges like high inflation and federal policy changes.
www.axios.com
January 16, 2026 at 4:09 PM
A growing share of small businesses fail to pay employees on time
Reposted
Good morning. A look at the monetary transmission mechanism during a time of rapid change amid a challenge to central bank independence. #Econ #EconSky
Source: The Real Economy Blog
realeconomy.rsmus.com/market-minut...
Source: The Real Economy Blog
realeconomy.rsmus.com/market-minut...
Market Minute: Transmission of monetary policy to the real economy
When the fiscal authority is at odds with monetary authority, then the transmission mechanism starts to break down.
realeconomy.rsmus.com
January 16, 2026 at 1:31 PM
Good morning. A look at the monetary transmission mechanism during a time of rapid change amid a challenge to central bank independence. #Econ #EconSky
Source: The Real Economy Blog
realeconomy.rsmus.com/market-minut...
Source: The Real Economy Blog
realeconomy.rsmus.com/market-minut...
Reposted
The #SellAmerica trade 🇺🇸
FT Exclusive: Donald Trump's 'unpredictable' policies have prompted bond giant Pimco to diversify away from US assets. ft.trib.al/rPIo7ND
January 15, 2026 at 6:25 PM
The #SellAmerica trade 🇺🇸
Reposted
Trump’s team recently reviewed private GOP polling that showed support for his immigration policies falling. The results, reflected in public polls, bolstered internal concern about the administration's confrontational enforcement tactics.
@axiosalex & I
www.axios.com/2026/01/16/t...
@axiosalex & I
www.axios.com/2026/01/16/t...
Trump's immigration erosion worries his team
Some Trump advisers quietly are talking about "recalibrating" the White House's approach — though it's unclear what changes Trump would embrace, if any.
www.axios.com
January 16, 2026 at 12:26 PM
Trump’s team recently reviewed private GOP polling that showed support for his immigration policies falling. The results, reflected in public polls, bolstered internal concern about the administration's confrontational enforcement tactics.
@axiosalex & I
www.axios.com/2026/01/16/t...
@axiosalex & I
www.axios.com/2026/01/16/t...
Reposted
UPDATE from @nytimes.com: Trump is building up forces near Iran. The aircraft carrier Abraham Lincoln and escort ships are heading there from the South China Sea — a two-week trip. And the Pentagon is sending more warplanes, many from Europe. Gift link: www.nytimes.com/2026/01/15/u...
January 15, 2026 at 11:14 PM
UPDATE from @nytimes.com: Trump is building up forces near Iran. The aircraft carrier Abraham Lincoln and escort ships are heading there from the South China Sea — a two-week trip. And the Pentagon is sending more warplanes, many from Europe. Gift link: www.nytimes.com/2026/01/15/u...
Reposted
"The latest 'Beige Book' from the Federal Reserve - which tracks economic conditions across much of the country - found that businesses are starting to pass tariff costs on to consumers, now that their pre-tariff inventory has been cleaned out." www.independent.co.uk/us/money/tru...
January 15, 2026 at 6:33 PM
"The latest 'Beige Book' from the Federal Reserve - which tracks economic conditions across much of the country - found that businesses are starting to pass tariff costs on to consumers, now that their pre-tariff inventory has been cleaned out." www.independent.co.uk/us/money/tru...
Reposted
The Insurrection Act is not "martial law." It doesn't displace civilian law, it doesn't suspend habeas corpus, it doesn't alter or suspend state and local government, and it doesn't make anything newly illegal. It allows using the military to enforce existing law, it doesn't change what the law is.
January 15, 2026 at 7:16 PM
The Insurrection Act is not "martial law." It doesn't displace civilian law, it doesn't suspend habeas corpus, it doesn't alter or suspend state and local government, and it doesn't make anything newly illegal. It allows using the military to enforce existing law, it doesn't change what the law is.
Reposted
Geopolitical tensions are driving the risk premium built into the price of oil higher which stands in juxtaposition to oversupply in the market. That condition that cannot endure & will cause further volatility heading into the close of the week. #Econ #EconSky
realeconomy.rsmus.com/market-minut...
realeconomy.rsmus.com/market-minut...
Market Minute: Volatility grips oil markets as tensions rise
As tensions escalate in the Middle East, volatility has gripped oil markets after a period of a growing global surplus.
realeconomy.rsmus.com
January 15, 2026 at 11:12 AM
Geopolitical tensions are driving the risk premium built into the price of oil higher which stands in juxtaposition to oversupply in the market. That condition that cannot endure & will cause further volatility heading into the close of the week. #Econ #EconSky
realeconomy.rsmus.com/market-minut...
realeconomy.rsmus.com/market-minut...
Reposted
My take on inflation data, which are now understating y/y gains.
Fed’s doubles down on resolve to pause, showing independence & waiting for data dust to settle.
kpmg.com/us/en/articl...
Fed’s doubles down on resolve to pause, showing independence & waiting for data dust to settle.
kpmg.com/us/en/articl...
Cloudy inflation data for December
The Fed’s inflation-fighting credibility is at stake.
kpmg.com
January 13, 2026 at 6:18 PM
My take on inflation data, which are now understating y/y gains.
Fed’s doubles down on resolve to pause, showing independence & waiting for data dust to settle.
kpmg.com/us/en/articl...
Fed’s doubles down on resolve to pause, showing independence & waiting for data dust to settle.
kpmg.com/us/en/articl...
Reposted
I can see why Powell could draw a distinction between his case and Cook’s—hers is before the courts, his is not…yet. But there’s also a lesson from the old poem that ends “Then they came for me And there was no one left To speak out for me.” Reporters suggest Pulte was the source of both cases
January 13, 2026 at 5:58 PM
I can see why Powell could draw a distinction between his case and Cook’s—hers is before the courts, his is not…yet. But there’s also a lesson from the old poem that ends “Then they came for me And there was no one left To speak out for me.” Reporters suggest Pulte was the source of both cases
Reposted
The "Havana Syndrome" mystery has taken an unusual turn.
Here's what to know about the illness.
Here's what to know about the illness.
"Havana Syndrome" mystery takes unusual turn. Here's what to know about the illness
U.S. officials estimate there have been at least 1,500 cases of Havana Syndrome.
www.axios.com
January 13, 2026 at 6:31 PM
The "Havana Syndrome" mystery has taken an unusual turn.
Here's what to know about the illness.
Here's what to know about the illness.
Reposted
I spoke with @jsummers.bsky.social for All Things Considered about what Fed independence means in practice, and why the attack on Chair Powell is such a big deal for the US economy.
This will air at tonight @npr.org at 5:05 ET and also will be on their podcast today.
This will air at tonight @npr.org at 5:05 ET and also will be on their podcast today.
January 13, 2026 at 6:34 PM
I spoke with @jsummers.bsky.social for All Things Considered about what Fed independence means in practice, and why the attack on Chair Powell is such a big deal for the US economy.
This will air at tonight @npr.org at 5:05 ET and also will be on their podcast today.
This will air at tonight @npr.org at 5:05 ET and also will be on their podcast today.
Reposted
I've always taken quality and accuracy of US data for granted, but I'm afraid that may have gone out the window. It looks like there's a structural break in the CPI data after the missing month of October 2025. Has inflation really slowed? I'm not sure...
robinjbrooks.substack.com/p/banana-rep...
robinjbrooks.substack.com/p/banana-rep...
January 13, 2026 at 6:39 PM
I've always taken quality and accuracy of US data for granted, but I'm afraid that may have gone out the window. It looks like there's a structural break in the CPI data after the missing month of October 2025. Has inflation really slowed? I'm not sure...
robinjbrooks.substack.com/p/banana-rep...
robinjbrooks.substack.com/p/banana-rep...
Reposted
Economic policy actions/trial balloons over the past ~week:
-Venezuela/oil
-Buying off Greenland?
-Banning defense companies from dividends/buybacks
-Massively increasing the defense budget
-Banning institutions from buying houses
-$200bn GSE purchases
-Credit cards
-Data centers
Sure, Jan.
-Venezuela/oil
-Buying off Greenland?
-Banning defense companies from dividends/buybacks
-Massively increasing the defense budget
-Banning institutions from buying houses
-$200bn GSE purchases
-Credit cards
-Data centers
Sure, Jan.
January 13, 2026 at 6:54 PM
Economic policy actions/trial balloons over the past ~week:
-Venezuela/oil
-Buying off Greenland?
-Banning defense companies from dividends/buybacks
-Massively increasing the defense budget
-Banning institutions from buying houses
-$200bn GSE purchases
-Credit cards
-Data centers
Sure, Jan.
-Venezuela/oil
-Buying off Greenland?
-Banning defense companies from dividends/buybacks
-Massively increasing the defense budget
-Banning institutions from buying houses
-$200bn GSE purchases
-Credit cards
-Data centers
Sure, Jan.
Reposted
“.. Woods thought he was speaking the truth — and he probably was — but he didn’t read the room. .. He wasn’t in a position to say that without blowback, and blowback is what he got.”
@bloomberg.com $XOM
www.bloomberg.com/news/article...
@bloomberg.com $XOM
www.bloomberg.com/news/article...
January 13, 2026 at 1:13 PM
“.. Woods thought he was speaking the truth — and he probably was — but he didn’t read the room. .. He wasn’t in a position to say that without blowback, and blowback is what he got.”
@bloomberg.com $XOM
www.bloomberg.com/news/article...
@bloomberg.com $XOM
www.bloomberg.com/news/article...
Reposted
"We're in a different world now"
My report on the revelation of Trump Admin Justice Dept probe of Jerome Powell
====>
My report on the revelation of Trump Admin Justice Dept probe of Jerome Powell
====>
January 12, 2026 at 7:08 PM
"We're in a different world now"
My report on the revelation of Trump Admin Justice Dept probe of Jerome Powell
====>
My report on the revelation of Trump Admin Justice Dept probe of Jerome Powell
====>
Reposted
Since there was some confusion about it in my mentions/the skyline over the weekend, markets do not open for trading at 9:30a on weekdays. Below is a list of times various markets are open and doing the dang thing for US financial assets.
January 12, 2026 at 3:42 PM
Since there was some confusion about it in my mentions/the skyline over the weekend, markets do not open for trading at 9:30a on weekdays. Below is a list of times various markets are open and doing the dang thing for US financial assets.
Reposted
"Trump tariffs lead to rising layoffs inside supply chain jobs: Survey" share.google/Tr8P6ZBDlVa5...
"Navigating the tariffs is an administrative burden"
"Navigating the tariffs is an administrative burden"
January 12, 2026 at 3:50 PM
"Trump tariffs lead to rising layoffs inside supply chain jobs: Survey" share.google/Tr8P6ZBDlVa5...
"Navigating the tariffs is an administrative burden"
"Navigating the tariffs is an administrative burden"
Reposted
Sara Eisen seems to be dealing with some cognitive dissonance this morning.
January 12, 2026 at 3:51 PM
Sara Eisen seems to be dealing with some cognitive dissonance this morning.
Reposted
Although direct talks with Putin remain hypothetical, the fact that the Commission publicly says it's open to them is a remarkable policy shift in and of itself.
So far, the Commission has strictly focused on diplomatic isolation and economic sanctions.
🧵 However...
So far, the Commission has strictly focused on diplomatic isolation and economic sanctions.
🧵 However...
The European Commission opens the door for direct talks with Vladimir Putin to end the war in Ukraine, but warns "we're not there yet".
The shift in policy comes days after Emmanuel Macron and Giorgia Meloni called for relaunching dialogue with Russia.
The shift in policy comes days after Emmanuel Macron and Giorgia Meloni called for relaunching dialogue with Russia.
Brussels: door open to talks with Putin, but 'we're not there yet'
The European Commission's statement on Monday comes days after France's Emmanuel Macron and Italy's Giorgia Meloni backed reopening dialogue with Moscow. #EuropeNews
www.euronews.com
January 12, 2026 at 4:04 PM
Although direct talks with Putin remain hypothetical, the fact that the Commission publicly says it's open to them is a remarkable policy shift in and of itself.
So far, the Commission has strictly focused on diplomatic isolation and economic sanctions.
🧵 However...
So far, the Commission has strictly focused on diplomatic isolation and economic sanctions.
🧵 However...
Reposted
As we enter '26 markets are pricing in very high expectations for short-term and long-term earnings growth, with a notable acceleration in earnings expected in the "real economy" outside the Mag7/AI names.
youtu.be/1F182wKldrQ?...
youtu.be/1F182wKldrQ?...
The Markets Great Expectations
With three years of impressive U.S. stock market returns, expectations remain elevated for continued success over the next few year.
Excerpt from @TallOaksPodcast with @BobEUnlimited
Dec 2025
youtu.be
January 12, 2026 at 4:11 PM
As we enter '26 markets are pricing in very high expectations for short-term and long-term earnings growth, with a notable acceleration in earnings expected in the "real economy" outside the Mag7/AI names.
youtu.be/1F182wKldrQ?...
youtu.be/1F182wKldrQ?...
Reposted
We need to keep an eye on 3 issues that,if poorly managed,could create headwinds for the two primary engines of global growth (US and China)
US Affordability Policies: Proposed measures designed to enhance affordability risk, in some cases, inadvertently limiting credit availability to low-income...
US Affordability Policies: Proposed measures designed to enhance affordability risk, in some cases, inadvertently limiting credit availability to low-income...
January 12, 2026 at 2:52 PM
We need to keep an eye on 3 issues that,if poorly managed,could create headwinds for the two primary engines of global growth (US and China)
US Affordability Policies: Proposed measures designed to enhance affordability risk, in some cases, inadvertently limiting credit availability to low-income...
US Affordability Policies: Proposed measures designed to enhance affordability risk, in some cases, inadvertently limiting credit availability to low-income...
Reposted
Get Cramer a MAGA hat, please.
January 12, 2026 at 3:08 PM
Get Cramer a MAGA hat, please.