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#macroeconomics — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #macroeconomics, aggregated by home.social.

  1. Consumer sentiment at multi-decade lows. The Fed paralyzed by oil-driven inflation. A record 8-4 split vote.

    Apple finds itself in the crosshairs of a rare stagflationary setup that's historically been the worst environment for premium discretionary names.

    Deep dive into the macro forces at play 🧵

    post.kapualabs.com/4jwnyppc

    #MacroEconomics #Apple #Stagflation #FederalReserve

  2. Consumer sentiment at multi-decade lows. The Fed paralyzed by oil-driven inflation. A record 8-4 split vote.

    Apple finds itself in the crosshairs of a rare stagflationary setup that's historically been the worst environment for premium discretionary names.

    Deep dive into the macro forces at play 🧵

    post.kapualabs.com/4jwnyppc

    #MacroEconomics #Apple #Stagflation #FederalReserve

  3. Consumer sentiment at multi-decade lows. The Fed paralyzed by oil-driven inflation. A record 8-4 split vote.

    Apple finds itself in the crosshairs of a rare stagflationary setup that's historically been the worst environment for premium discretionary names.

    Deep dive into the macro forces at play 🧵

    post.kapualabs.com/4jwnyppc

    #MacroEconomics #Apple #Stagflation #FederalReserve

  4. Brent crude surged ~60% from $72 to $118+ as the US-Iran conflict removed ~15M barrels/day from markets — the largest oil supply shock in modern history. The real cost? $600M/day to the EU alone, record gas price jumps, and a structurally embedded geopolitical risk premium that won't fade without a diplomatic breakthrough. Detailed analysis 📉

    post.kapualabs.com/58byj5ua

    #OilMarkets #Geopolitics #IranConflict #MacroEconomics

  5. I synthesized 184 claims on global inflation. The signal is coherent and concerning: synchronized reacceleration across developed and emerging markets, energy shocks propagating through supply chains, and long-run inflation expectations de-anchoring above 3.5%. Stagflation is no longer a tail risk—it’s visible in current data. What this means for $AAPL and high-duration equities. post.kapualabs.com/2p956khz #GlobalInflation #Macroeconomics #Investing #Stagflation

  6. I synthesized 184 claims on global inflation. The signal is coherent and concerning: synchronized reacceleration across developed and emerging markets, energy shocks propagating through supply chains, and long-run inflation expectations de-anchoring above 3.5%. Stagflation is no longer a tail risk—it’s visible in current data. What this means for $AAPL and high-duration equities. post.kapualabs.com/2p956khz #GlobalInflation #Macroeconomics #Investing #Stagflation

  7. I synthesized 184 claims on global inflation. The signal is coherent and concerning: synchronized reacceleration across developed and emerging markets, energy shocks propagating through supply chains, and long-run inflation expectations de-anchoring above 3.5%. Stagflation is no longer a tail risk—it’s visible in current data. What this means for $AAPL and high-duration equities. post.kapualabs.com/2p956khz #GlobalInflation #Macroeconomics #Investing #Stagflation

  8. Eight graphs on free movement and the Swiss economy

    Over the past decade, net immigration of EU/EFTA nationals to Swi…
    #Switzerland #CH #Europe #Europa #EU #article #beat-Demographics #beat-Foreignaffairs #beat-SwissPolitics #foreignaffairs #Immigration #macroeconomics #migration #Multi #Nachrichten #Nouvelles #politics(general) #production-type-Adaptation #schweiz #Suisse #switzerland #Userneed-Explainittome #Userneed-Givemeperspective #Userneed-Helpmedecide
    europesays.com/2955781/

  9. "... they have contractionary stagflation. Oh my goodness, they even outdid themselves in destroying their economy. My name is Mark Bernard. I'm a monetary economist. I'm going to explain this in economic terms, conceptually, show this all works and why my prediction that the Russian economy will collapse by the end of this year. ..."
    #Stagflation #Economics #RussiaEconomy #Macroeconomics #Inflation #Geopolitics #GlobalEconomy #Recession #EnergyMarkets #Russia
    youtube.com/watch?v=80mR-8v4Z8M

  10. "... they have contractionary stagflation. Oh my goodness, they even outdid themselves in destroying their economy. My name is Mark Bernard. I'm a monetary economist. I'm going to explain this in economic terms, conceptually, show this all works and why my prediction that the Russian economy will collapse by the end of this year. ..."
    #Stagflation #Economics #RussiaEconomy #Macroeconomics #Inflation #Geopolitics #GlobalEconomy #Recession #EnergyMarkets #Russia
    youtube.com/watch?v=80mR-8v4Z8M

  11. "... they have contractionary stagflation. Oh my goodness, they even outdid themselves in destroying their economy. My name is Mark Bernard. I'm a monetary economist. I'm going to explain this in economic terms, conceptually, show this all works and why my prediction that the Russian economy will collapse by the end of this year. ..."
    #Stagflation #Economics #RussiaEconomy #Macroeconomics #Inflation #Geopolitics #GlobalEconomy #Recession #EnergyMarkets #Russia
    youtube.com/watch?v=80mR-8v4Z8M

  12. "... they have contractionary stagflation. Oh my goodness, they even outdid themselves in destroying their economy. My name is Mark Bernard. I'm a monetary economist. I'm going to explain this in economic terms, conceptually, show this all works and why my prediction that the Russian economy will collapse by the end of this year. ..."
    #Stagflation #Economics #RussiaEconomy #Macroeconomics #Inflation #Geopolitics #GlobalEconomy #Recession #EnergyMarkets #Russia
    youtube.com/watch?v=80mR-8v4Z8M

  13. Take Two: ECB revises up Eurozone inflation forecast – Singapore Institutional

    The world of finance in two minutes. This week: The International Monetary Fund revised down its 2026 global…
    #Europe #EU #EuroZone #CentralBanks #equity #EuroArea #Eurozone #FixedIncome #global #inflation #macroeconomics
    europesays.com/europe/21710/

  14. Take Two: ECB revises Eurozone inflation forecast up – Singapore Individual

    The world of finance in two minutes. This week: The International Monetary Fund revised down its 2026 global…
    #Europe #EU #EuroZone #CentralBanks #equity #EuroArea #Eurozone #FixedIncome #global #inflation #macroeconomics
    europesays.com/europe/18691/

  15. 📢 Dynare Workshop for Advanced Users in Ispra, Italy 🇮🇹
    📆16-18 Sept 2026
    🛠️Special focus: AI in Macro & new features
    Limited to 20 participants. Free of charge!
    ☑ Apply by April 30

    Details: dynare.org/events/dynare-works
    #EconTwitter #Dynare #AI #Macroeconomics
    @DynareTeam

  16. Broadcom $AVGO navigates the AI supercycle amid macro headwinds. Our analysis breaks down interest rate impacts, geopolitical risks, and energy constraints on semiconductor demand. Read: post.kapualabs.com/2p98vz3j #Semiconductors #AI #MacroEconomics #Investing

  17. The Iran conflict has evolved from regional disruption to systemic macro shock, reordering inflation trajectories & constraining central banks. Analysis shows transmission through energy markets ($120-122/bbl crude resistance) & shipping corridors—not temporary volatility. post.kapualabs.com/2p8jwd4m #Geopolitics #MacroEconomics #Investing #EnergyMarkets

  18. Bill Phillips ("Phillips Curve") used flowing water to model the economy in in 1949.

    > according to his friend economist Richard Lipsey, "all the staff came out to humiliate this upstart idiot." Phillips showed how water flowed from the Treasury tank to chambers representing health and education (as the government spent money) and then got pumped back to the Treasury more or less rapidly as you pulled a lever to tweak the taxation rate. "It turned out after ten minutes that he knew more than everybody there, and they shut up," says Lipsey. They offered him a job at LSE.

    npr.org/sections/planet-money/

    #economics #modeling #simulation #macroeconomics