Jón Bjarki

Hagfræðingur og músiknörd með meiru. Allt sem ég set fram hér frá eigin brjósti geri ég eingöngu í eigin nafni.

[Jón Bjarki @JBentsson]

Hér er minn túkall inn í umræðuna um sveiflur í krónunni. Þessa greiningu setti ég saman 1.apríl sl. en þó er vonandi ekkert plat þarna á ferð. Niðurstaðan reyndar áþekk niðurstöðum Seðlabankafólks og @konradgudjons
https://t.co/Ks6pcdeiHn

[Jón Bjarki @JBentsson]

Fín pæling hjá Wolfers og býsna viðeigandi þessa dagana í allri umræðunni um áhrif AI á vinnumarkað. Ekki hefði ég amk séð fyrir svona ca 40 árum að störf á borð við áhrifavalda, lífstílsráðgjafa, vefhönnuði, viðburðastjóra o.s.frv. myndu veita fjölda fólks lífsviðurværi.

[Justin Wolfers @JustinWolfers]

As incomes rise, spending patterns change.⁣
⁣
People don't keep buying more wheat or endless washing machines. They spend more on health care, education, child care, and aged care.⁣
⁣
Check out the full analysis here: https://t.co/JZ3XsjH5hV

[Jón Bjarki @JBentsson]

Í tilefni umræðu víða i netheimum um miklar hópuppsagnir í maí er rétt að rifja upp þessa frétt og sér í lagi gullitaða punktinn:

https://t.co/QD2WqKp91N

[Derek Thompson @DKThomp]

This has quietly been a miracle month in medicine.

In the last 5 weeks we’ve got news on:

- retatrutide, the triple agonist GLP-1 from Lilly, basically melting fat and body-wide inflammation at record levels
- RevMed’s new pancreatic cancer drug showing unprecedented abilities to extend life
- small trial of a one-and-done PCSK9 gene editing therapy for slashing LDL cholesterol
- Mayo’s AI-assisted radiology showing vastly improved cancer detection
- this new therapy for metastatic solid tumors

This stuff is at varying levels of evidence. Retatrutide is ~100% on its way, other stuff needs more clinical trial data. But put it together and we’re maybe on the verge of majorly reducing the mortality of heart disease and cancer, the two leading causes of death in America.

[Justin Wolfers @JustinWolfers]

If there's a water shortage, don't subsidize showers. If there's a blackout, don't make AC cheaper. If there's an oil shortage, don't cut gas taxes. High prices are the signal telling us to conserve — blunting that signal makes the problem worse.

[Jón Bjarki @JBentsson]

@jedissson Comic sans?

[Jón Bjarki @JBentsson]

@denverslun Bindi og camo-jakki er sumartískan í ár.

[Jón Bjarki @JBentsson]

Viðsnúningur var í vöru/þjónustuviðskiptum á 1F frá sama tíma í fyrra. 6 https://t.co/miaQkr7UN8. afgangur í ár sbr. við 66 https://t.co/miaQkr7UN8. halla í fyrra. Gagnaveragræjurnar sem keyrðu upp vöruskiptahalla í fyrra eru farnar að skapa tekjur.
https://t.co/FkI6dhuKAG

[Jón Bjarki @JBentsson]

Það munar um gagnaverin í útflutningstekjum landsins. Skv. Hagstofunni voru þau burðarásinn í 6% vexti þjónustuútflutnings á 2F25-1F26 m.v. sama tíma ári fyrr. Útflutningur á tölvutengdri þjónustu nam 124 https://t.co/miaQkr7UN8. á tímabilinu, 61% vöxtur YoY.
1/2

[Jón Bjarki @JBentsson]

@travelingflying

[Jón Bjarki @JBentsson]

Það er víðar en hér á landi sem neytandinn er þungur á brún þessa dagana.

[Lyn Alden @LynAldenContact]

Man, today's print in US consumer sentiment is brutal.

[Avi Roy @agingroy]

Eli Lilly released retatrutide Phase 3 data yesterday. 28% weight loss in 80 weeks. The most powerful obesity drug that’s ever been tested.

And today the cancer signal drops.

12,112 patients. Seven tumor types. GLP-1 users had half the lung cancer metastasis rate (10% vs 22%). Breast cancer: 43% cut. Colon cancer five-year mortality in a separate study: 15.5% vs 37.1%.

Cancer joins a list that already includes heart disease (SELECT, 20% MACE reduction), kidney failure (FLOW, 24% slower decline), sleep apnea (SURMOUNT-OSA, FDA-approved), addiction (BMJ, 600K veterans, 18-25% reduction across substances), and liver disease (86% fat clearance).

Tumors express GLP-1 receptors. Activate them and NF-kB drops, apoptosis rises. The drug isn’t just shrinking fat. It’s talking directly to the cancer.

One drug class. Designed for blood sugar. The biology keeps finding uses the designers didn’t predict.

[Jón Bjarki @JBentsson]

Verðbólga er til leiðinda víðar en hér. Miðað við nýbirta HICP f. apríl var verðbólga í EES 3,2% að jafnaði í apríl sbr. við 2,0% í jan. Rúmenar eru bólgukóngar á svæðinu með 9,5%. Ísland í 6. sæti með 4,9% bólgu. Af Norðurlöndum er Noregur næst með 3,4%. Svíar lægstir m. 0,5%.

[Jón Bjarki @JBentsson]

@PalssonThordur

[Jón Bjarki @JBentsson]

@TinaStSebastian Danskur þolandi? 🇩🇰

[Massimo @Rainmaker1973]

Death Valley National Park is experiencing its first major superbloom in a decade as of March/April 2026, driven by record winter rainfall (1.7 – 2.5+ inches) that transformed the desert landscape with vibrant carpets of yellow, pink, and purple flowers.
https://t.co/YgaHskYSlM

[Ramp Capital @RampCapitalLLC]

CIA agents watching you upload your fingerprints to ChatGPT

[Javier Blas @JavierBlas]

You know Asia is truly short of crude oil when Japanese television covers the arrival of a single oil tanker from America as a major news story

[Anonymous @YourAnonCentral]

The highlight of the shooting is all the press and influencers yoinking bottles of wine and champagne. Good on them for that.

[Lyn Alden @LynAldenContact]

Interesting that Japan has more strategic petroleum reserves than all of Europe.