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Augur Infinity @augurinfinity.bsky.social · 5h

🇺🇸 Construction spending on data centers is going parabolic.

Augur Infinity @augurinfinity.bsky.social · 11h

🇺🇸 The shares of the PCE basket that showed price increases above 3%, measures that Chair Warsh used to gauge underlying inflation, fell on the month, though they remained higher than pre-pandemic averages.

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Augur Infinity @augurinfinity.bsky.social · 30/09/2026

🇩🇪 Here’s a look at major German economic indicators relative to their pre-pandemic trends.

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Augur Infinity @augurinfinity.bsky.social · 29/09/2026

🇩🇪 The Rhine River water level at Kaub briefly turned negative (relative to a reference elevation) for the first time in its 170-year recorded history.

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Augur Infinity @augurinfinity.bsky.social · 28/09/2026

🇺🇸 US Treasury 30-year yield is trading at the highest level since June 2002.

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Augur Infinity @augurinfinity.bsky.social · 28/09/2026

🇺🇸 Yields have risen much more than what forwards implied at the start of the year.

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Augur Infinity @augurinfinity.bsky.social · 28/09/2026

🇨🇳 China's industrial profits grew at just 4.2% year over year, the slowest pace this year.

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Augur Infinity @augurinfinity.bsky.social · 25/09/2026

Here’s an overview of S&P 500 sector forward P/Es, summarized over the past 20 years.

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Augur Infinity @augurinfinity.bsky.social · 24/09/2026

🇺🇸 The ratio of momentum stocks to the broader market broke above its 100-day moving average. $MTUM

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Augur Infinity @augurinfinity.bsky.social · 24/09/2026

🇺🇸 The 2s/5s/10s par yield butterfly has turned positive.

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Augur Infinity @augurinfinity.bsky.social · 23/09/2026

🇺🇸 Our daily growth estimate for the US hit 3%, well above potential growth.

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Augur Infinity @augurinfinity.bsky.social · 22/09/2026

🇰🇷 South Korea’s forward P/E discount to emerging markets has widened to its largest since 2001.

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Augur Infinity @augurinfinity.bsky.social · 22/09/2026

🇺🇸 The current market pricing implies one of the shallowest tightening cycles in history. thedailyshot.com/202...

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Augur Infinity @augurinfinity.bsky.social · 19/09/2026

🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Sept. 18, 2026). #economy

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Augur Infinity @augurinfinity.bsky.social · 18/09/2026

🇯🇵 The Bank of Japan hiked rates by 25 bps to 1.25%, the highest level since 1995.

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Augur Infinity @augurinfinity.bsky.social · 16/09/2026

The updated FOMC Summary of Economic Projections: – Slightly stronger growth – Slightly lower unemployment rate – Slightly higher inflation – Higher policy rate path

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Augur Infinity @augurinfinity.bsky.social · 15/09/2026

Do rising yields hurt stocks? This chart focuses exclusively on periods when yields were rising and further divides them based on whether growth was strengthening or weakening. The distinction is clear: rising yields were a meaningful headwind for stocks when accompanied by weakening growth.

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Augur Infinity @augurinfinity.bsky.social · 07/09/2026

🇨🇱 Chile’s copper shipments sank despite surging prices, as the world’s biggest producer grappled with storms and mine setbacks.

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Augur Infinity @augurinfinity.bsky.social · 07/09/2026

🇺🇸 Employment in the information sector has steadily declined over the past four years.

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Augur Infinity @augurinfinity.bsky.social · 06/09/2026

Here's how global assets performed in the week ending September 4, 2026. #investing

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Augur Infinity @augurinfinity.bsky.social · 02/09/2026

🇺🇸 Our Beige Book Indicator edged down but remained solid.

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Augur Infinity @augurinfinity.bsky.social · 02/09/2026

🇺🇸 Data center construction spending continues to surge and has now surpassed the peak in spending on general office construction.

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Augur Infinity @augurinfinity.bsky.social · 01/09/2026

🇺🇸 The Atlanta Fed’s GDPNow model is now tracking Q3 GDP at 4.8%, up from 4.6% on August 26.

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Augur Infinity @augurinfinity.bsky.social · 01/09/2026

🇺🇸 Warsh commented in his Jackson Hole speech that he gauged underlying inflation by looking at the shares of the PCE basket that showed price increases above 3%. He noted these measures are below the post-pandemic highs but well above levels in the two decades preceding the pandemic.

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Augur Infinity @augurinfinity.bsky.social · 27/08/2026

🇫🇷 Are French government bonds losing their “core” status?

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Augur Infinity @augurinfinity.bsky.social · 27/08/2026

🇯🇵 Japanese investors sold foreign bonds at a record pace last week.

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Augur Infinity @augurinfinity.bsky.social · 24/08/2026

The rise in US yields since Chair Warsh’s first FOMC meeting has been driven primarily by a higher term premium, while yield increases in other countries have been driven more by rising rate expectations.

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Augur Infinity @augurinfinity.bsky.social · 24/08/2026

🚀 New on Infinity: Expected equity returns, based on our proprietary Affine Stock-Bond model that jointly calibrates the equity and bond risk premia, are now available across 33 markets. Explore Infinity: augurlabs.com/infinity

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Augur Infinity @augurinfinity.bsky.social · 24/08/2026

🇺🇸🇨🇦 The US imports more goods from Canada than from China.

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Augur Infinity @augurinfinity.bsky.social · 24/08/2026

🇩🇪 The Rhine River water level at Kaub is finally rising.

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Augur Infinity @augurinfinity.bsky.social · 24/08/2026

🇯🇵 Nominal JGB yield is now well above Japan's dividend yield.

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Augur Infinity @augurinfinity.bsky.social · 23/08/2026

Here's how global assets performed in the week ending August 21, 2026. #investing

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Augur Infinity @augurinfinity.bsky.social · 23/08/2026

🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of Aug. 21, 2026). #economy

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Augur Infinity @augurinfinity.bsky.social · 21/08/2026

🌎 Augur Digest #308 is out, with 88 charts! A quick, visual summary of today’s economic & market trends — no fluff, just charts. Global. Daily. Free. 👇 augurdigest.com/p/au...

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Augur Infinity @augurinfinity.bsky.social · 21/08/2026

Italian government bonds now yield less than French ones.

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Augur Infinity @augurinfinity.bsky.social · 21/08/2026

🇯🇵 Japan inflation accelerated in July.

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Augur Infinity @augurinfinity.bsky.social · 20/08/2026

🌎 Augur Digest #307 is out, with 101 charts! A quick, visual summary of today’s economic & market trends — no fluff, just charts. Global. Daily. Free. 👇 augurdigest.com/p/au...

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Augur Infinity @augurinfinity.bsky.social · 20/08/2026

🇺🇸 The Philadelphia Fed six-month-ahead business conditions indicator posted the largest one-month increase in the survey’s history to the highest level since August 1983.

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Augur Infinity @augurinfinity.bsky.social · 19/08/2026

🌎 Augur Digest #306 is out, with 67 charts! A quick, visual summary of today’s economic & market trends — no fluff, just charts. Global. Daily. Free. 👇 augurdigest.com/p/au...

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Augur Infinity @augurinfinity.bsky.social · 19/08/2026

Stocks in the Strategic Petroleum Reserve (SPR) fell to their lowest level since the end of 1982.

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Augur Infinity @augurinfinity.bsky.social · 18/08/2026

🌎 Augur Digest #305 is out, with 76 charts! A quick, visual summary of today’s economic & market trends — no fluff, just charts. Global. Daily. Free. 👇 augurdigest.com/p/au...

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Augur Infinity @augurinfinity.bsky.social · 18/08/2026

🇺🇸 The Atlanta Fed’s GDPNow model is now tracking Q3 GDP at 4%, down from 4.3% on August 14.

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Augur Infinity @augurinfinity.bsky.social · 18/08/2026

🇺🇸 The resurgence in manufacturing output has been driven by advanced manufacturing, while lower-value-added manufacturing has stagnated. h/t @samueltombs

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Augur Infinity @augurinfinity.bsky.social · 17/08/2026

🌎 Augur Digest #304 is out, with 74 charts! A quick, visual summary of today’s economic & market trends — no fluff, just charts. Global. Daily. Free. 👇 augurdigest.com/p/au...

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Augur Infinity @augurinfinity.bsky.social · 17/08/2026

The US Treasury 30-year yield is trading at the highest level since June 2007.

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Augur Infinity @augurinfinity.bsky.social · 15/08/2026

🇺🇸 US high-frequency dashboard, composed of daily and weekly economic indicators (updated as of August 14, 2026). #economy

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Augur Infinity @augurinfinity.bsky.social · 14/08/2026

🌎 Augur Digest #303 is out, with 88 charts! A quick, visual summary of today’s economic & market trends — no fluff, just charts. Global. Daily. Free. 👇 augurdigest.com/p/au...

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Augur Infinity @augurinfinity.bsky.social · 14/08/2026

The year-over-year change in margin debt, when expressed as a percentage of GDP, has eased. Historical peaks in this measure have foreshadowed a downturn in equities.

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Augur Infinity @augurinfinity.bsky.social · 14/08/2026

🇺🇸 The Atlanta Fed’s GDPNow model is now tracking Q3 GDP at 4.3%, down from 5.8% on August 6.

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Augur Infinity @augurinfinity.bsky.social · 13/08/2026

🌎 Augur Digest #302 is out, with 94 charts! A quick, visual summary of today’s economic & market trends — no fluff, just charts. Global. Daily. Free. 👇 augurdigest.com/p/au...

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