#usecon — Public Fediverse posts

CIBC: The US April #producerprice #data provided a shockingly high upside surprise, but the details look less scary. The final demand #price #index surged by 1.4% m/m & the ex. food/energy index jumped by 1.0% m/m, relative to consensus expectations of 0.5% and 0.3%, respectively #usecon #inflation

CIBC: The US April #producerprice #data provided a shockingly high upside surprise, but the details look less scary. The final demand #price #index surged by 1.4% m/m & the ex. food/energy index jumped by 1.0% m/m, relative to consensus expectations of 0.5% and 0.3%, respectively #usecon #inflation

CIBC: The US April #producerprice #data provided a shockingly high upside surprise, but the details look less scary. The final demand #price #index surged by 1.4% m/m & the ex. food/energy index jumped by 1.0% m/m, relative to consensus expectations of 0.5% and 0.3%, respectively #usecon #inflation

CIBC: The US April #producerprice #data provided a shockingly high upside surprise, but the details look less scary. The final demand #price #index surged by 1.4% m/m & the ex. food/energy index jumped by 1.0% m/m, relative to consensus expectations of 0.5% and 0.3%, respectively #usecon #inflation

1 Bloomberg: The New York Fed’s Economic Heterogeneity Indicators show #retailspending in the US driven by #high-incomehouseholds earning more than $125,000 per year. 🧵 #usecon #USEconomy #KShapedEconomy

1 Bloomberg: The New York Fed’s Economic Heterogeneity Indicators show #retailspending in the US driven by #high-incomehouseholds earning more than $125,000 per year. 🧵 #usecon #USEconomy #KShapedEconomy

1 Bloomberg: The New York Fed’s Economic Heterogeneity Indicators show #retailspending in the US driven by #high-incomehouseholds earning more than $125,000 per year. 🧵 #usecon #USEconomy #KShapedEconomy

3 CIBC: … well above the 0.2% consensus expectation, while the prior month's reading was revised up by a tick to 0.6%. #retailsales #usecon

3 CIBC: … well above the 0.2% consensus expectation, while the prior month's reading was revised up by a tick to 0.6%. #retailsales #usecon

3 CIBC: … well above the 0.2% consensus expectation, while the prior month's reading was revised up by a tick to 0.6%. #retailsales #usecon

2 CIBC: However, that didn't stop #consumers from #spending elsewhere, as the control group of sales that feeds more directly into non-auto goods #consumption in #GDP (and excludes gasoline, autos, restaurants, and building materials) posted a 0.7% increase … 🧵 #usecon #retailsales

2 CIBC: However, that didn't stop #consumers from #spending elsewhere, as the control group of sales that feeds more directly into non-auto goods #consumption in #GDP (and excludes gasoline, autos, restaurants, and building materials) posted a 0.7% increase … 🧵 #usecon #retailsales

2 CIBC: However, that didn't stop #consumers from #spending elsewhere, as the control group of sales that feeds more directly into non-auto goods #consumption in #GDP (and excludes gasoline, autos, restaurants, and building materials) posted a 0.7% increase … 🧵 #usecon #retailsales

1 CIBC: #Retailsales surged in the #US in March, driven both by higher #gasoline #prices and resilience in discretionary categories. The 1.7% headline increase was above the consensus expectation of 1.4% and included a 16% jump in gasoline station receipts. 🧵 #usecon

1 CIBC: #Retailsales surged in the #US in March, driven both by higher #gasoline #prices and resilience in discretionary categories. The 1.7% headline increase was above the consensus expectation of 1.4% and included a 16% jump in gasoline station receipts. 🧵 #usecon

1 CIBC: #Retailsales surged in the #US in March, driven both by higher #gasoline #prices and resilience in discretionary categories. The 1.7% headline increase was above the consensus expectation of 1.4% and included a 16% jump in gasoline station receipts. 🧵 #usecon

3 CIBC: … greater pass through to core components, but looking beyond the war-induced #volatility, #tariff impacts appear to be boosting some categories still, with #apparel #prices rising strongly again, while #shelterprices ticked up on the month on the owners' equivalent rent component. #usecon

3 CIBC: … greater pass through to core components, but looking beyond the war-induced #volatility, #tariff impacts appear to be boosting some categories still, with #apparel #prices rising strongly again, while #shelterprices ticked up on the month on the owners' equivalent rent component. #usecon

3 CIBC: … greater pass through to core components, but looking beyond the war-induced #volatility, #tariff impacts appear to be boosting some categories still, with #apparel #prices rising strongly again, while #shelterprices ticked up on the month on the owners' equivalent rent component. #usecon

1 CIBC: #Pricepressures surged in the #US in March, as the impact of the #war caused #gasoline #prices to spike. The 0.9% m/m gain in headline #CPI prices was in line with expectations, with a 21% jump in prices at the pump driving almost three-quarters of that advance 🧵 #usecon #inflation

1 CIBC: #Pricepressures surged in the #US in March, as the impact of the #war caused #gasoline #prices to spike. The 0.9% m/m gain in headline #CPI prices was in line with expectations, with a 21% jump in prices at the pump driving almost three-quarters of that advance 🧵 #usecon #inflation

1 CIBC: #Pricepressures surged in the #US in March, as the impact of the #war caused #gasoline #prices to spike. The 0.9% m/m gain in headline #CPI prices was in line with expectations, with a 21% jump in prices at the pump driving almost three-quarters of that advance 🧵 #usecon #inflation

1 CIBC: #Pricepressures surged in the #US in March, as the impact of the #war caused #gasoline #prices to spike. The 0.9% m/m gain in headline #CPI prices was in line with expectations, with a 21% jump in prices at the pump driving almost three-quarters of that advance 🧵 #usecon #inflation

#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

#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

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

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

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

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

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

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

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

“(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

Elon Musk Brings 4th Quarter G...

“(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

Elon Musk Brings 4th Quarter G...

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

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

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

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

👀 🤔 tl;dr: 'In sum, U.S. firms and consumers continue to bear the bulk of the economic burden of the high tariffs imposed in 2025.'

Who Is Paying for the 2025 U.S. Tariffs? - Federal Resvere Bank of NY https://libertystreeteconomics.newyorkfed.org/2026/02/who-is-paying-for-the-2025-u-s-tariffs/ #econ #uspoli #usecon #tariffs

👀 🤔 tl;dr: 'In sum, U.S. firms and consumers continue to bear the bulk of the economic burden of the high tariffs imposed in 2025.'

Who Is Paying for the 2025 U.S. Tariffs? - Federal Resvere Bank of NY https://libertystreeteconomics.newyorkfed.org/2026/02/who-is-paying-for-the-2025-u-s-tariffs/ #econ #uspoli #usecon #tariffs

👀 🤔 tl;dr: 'In sum, U.S. firms and consumers continue to bear the bulk of the economic burden of the high tariffs imposed in 2025.'

Who Is Paying for the 2025 U.S. Tariffs? - Federal Resvere Bank of NY https://libertystreeteconomics.newyorkfed.org/2026/02/who-is-paying-for-the-2025-u-s-tariffs/ #econ #uspoli #usecon #tariffs

👀 🤔 tl;dr: 'In sum, U.S. firms and consumers continue to bear the bulk of the economic burden of the high tariffs imposed in 2025.'

Who Is Paying for the 2025 U.S. Tariffs? - Federal Resvere Bank of NY https://libertystreeteconomics.newyorkfed.org/2026/02/who-is-paying-for-the-2025-u-s-tariffs/ #econ #uspoli #usecon #tariffs

👀 🤔 tl;dr: 'In sum, U.S. firms and consumers continue to bear the bulk of the economic burden of the high tariffs imposed in 2025.'

Who Is Paying for the 2025 U.S. Tariffs? - Federal Resvere Bank of NY https://libertystreeteconomics.newyorkfed.org/2026/02/who-is-paying-for-the-2025-u-s-tariffs/ #econ #uspoli #usecon #tariffs

2 Desjardins: While #energyprices provided a significant drag, #inflationary pressures looked to be easing across a host of other categories too. #CPI #usecon

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

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

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