Macro Analyst

Frontier macro, I try my best

[Macro Analyst @MacroAnalyst97]

@Brad_Setser It still doesn't make sense to me. Even a FOMO Kospi trade early 2026 after crazy 2025 is up close to 100%. Hedge ratio narrative is overblown IMO. The macro just doesn't work

[Macro Analyst @MacroAnalyst97]

@samdblond I have nothing but negative thoughts towards whatever fake AI company you run and, unfortunately, the Mediterranean nation because of this plane. Thanks man for setting a precedent to ruin the literal sky

[Macro Analyst @MacroAnalyst97]

@crsanchezx Technology of the future being used to design parking lots what a world we live in

[Macro Analyst @MacroAnalyst97]

@StatisticsUg Are you reposting a 6 year old report or am I missing something?

[Macro Analyst @MacroAnalyst97]

@jacobm Did you see the David Solomon piece in NYT ? "After all, even decades of ATMs, digital banking and bank consolidation, employment in commercial banking is at roughly the same level today as it was in the mid-1990s"

[Macro Analyst @MacroAnalyst97]

@EconBerger YEAH BECAUSE HE WAS EXTREMELY DEPRESSED HES NOT GONNA PLAY LIKE CHICK COREA (i kid i kid)

[Macro Analyst @MacroAnalyst97]

@dampedspring You need an ipad my guy lol

[Macro Analyst @MacroAnalyst97]

@alexolegimas Across genres I think 2010 was probably the peak of music. 2016 as well. Late 1990s, mid 1980s, mid 1970s have their legendary years though. But can't say there has been genre defining artistry in past few years (though fantastic within genre albums for sure)

[Macro Analyst @MacroAnalyst97]

@EconBerger It doesn't have the AI data yet but this website is a nice interface for the BTOS data, which can be broken down on state / industry level https://t.co/MeCA08vKmh

[Macro Analyst @MacroAnalyst97]

Wowza

[Macro Analyst @MacroAnalyst97]

@OptionsSly You guys they publish data on this stuff lol

[Macro Analyst @MacroAnalyst97]

@fejau_inc BTOS data for NAICS-31 (manufacturing also looking pretty strong these days

https://t.co/MeCA08vKmh

[Macro Analyst @MacroAnalyst97]

@cblatts Isn't Waterloo one of the best schools in Canada? Half the engineers I know in STEM are alum...

[Macro Analyst @MacroAnalyst97]

Food inflation coming

‘The last thing we needed’: US farmers hit by spiralling prices due to Iran war https://t.co/yqdH1dvcDz via @ft

[Macro Analyst @MacroAnalyst97]

@nyarojasth @nderi_j This exchange is wild. @nyarojasth you are correct. China built tons of infrastructure in the 90s + go out strategy in the early 2000s led to massive gains, but infrastructure push began with 5 year plans in the 1950s. Lots of trial and error tho

[Macro Analyst @MacroAnalyst97]

@DannyDayan5 Thanks for the reply, will check out the paper

[Macro Analyst @MacroAnalyst97]

@AndrewWBarden the options are this or the Kempinski expressway

[Macro Analyst @MacroAnalyst97]

@ericwallerstein nooooooo vice is not what it once was but they have put out amazing things since 2015 (Isobel Yeung, duh!!!!)