Julia Coronado @jc-econ.bsky.social · 5hYes it is a low hire low fire labor market but there is still clear sectoral rotation away from the service sector and toward areas tied to the data center boom 1154
Julia Coronado @jc-econ.bsky.social · 8hSofter than expected September employment report after a blowout August--conditions look stable and solid at the lower breakeven pace (from no pop growth) with a rotation away from higher wage professional services toward data center related mfg + construction jobs 191
Reposted by Julia CoronadoChris Rugaber @chrisrugaber.bsky.social · 22hWilliams and Jefferson were dovish in recent Fed speeches; Dallas Fed president Lorie Logan in remarks this evening was most assuredly not: "Still, I currently estimate the target range needs to rise an additional 50 basis points or more to appropriately balance the outlook and risks ... 2185
Reposted by Julia CoronadoThe Washington Post @washingtonpost.com · 01/10/2026The Trump administration’s abandonment of climate rules at the nation’s most polluting power plants is being challenged by 21 states, D.C. and three major cities in a federal lawsuit that accuses the EPA of brazenly shirking a legal obligation. washingtonpost.comStates sue to stop Trump’s retreat on power plant emissionsThe Trump administration’s abandonment of climate rules at the nation’s most polluting power plants is being challenged in federal court by 21 states, the District of Columbia and three major cities i... 165124
Julia Coronado @jc-econ.bsky.social · 01/10/2026ISM price indices and anecdotes contain leading information about input costs according to Fed researchers (note I seasonally adjusted the ISM mfg reading from this morning) 0215
Julia Coronado @jc-econ.bsky.social · 01/10/2026*JEFFERSON SAYS FED MAY NEED ’MORE TIME’ TO DECIDE ON NEXT MOVE well we have now heard from the Vice Chair and the FRBNY Prez so hold in Oct and hike in Dec just as signalled by the dot plot. Good old forward guidance for the win 0140
Julia Coronado @jc-econ.bsky.social · 01/10/20265y5y forward inflation expectations from the D'Amico, Kim and Wei (DKW) model that adjust for risk & liquidity premia send a very different signal from the measure that does not make these adjustments. Specifically there has been a steady upward drift in expectations since the pandemic. 082
Reposted by Julia CoronadoKai Ryssdal @kairyssdal.bsky.social · 28/09/2026If a sentence in your newscast starts with “President Trump says…” you’re failing your audience. 823741541
Reposted by Julia CoronadoAustin Kocher, PhD @austinkocher.com · 29/09/2026ICE is deporting parents without their children. The Atlantic follows a 2-year-old in Mobile, Alabama, left behind when his parents were sent to Venezuela. 🧵 www.theatlantic.com/magazine/202...theatlantic.comThe Babies Left Behind in AmericaThe United States is deporting parents without their children, creating a whole new family-separation crisis. 15442
Julia Coronado @jc-econ.bsky.social · 29/09/2026FRBNY Prez Williams on 9/24: *WILLIAMS: THE TIME FOR EXPLICIT FORWARD GUIDANCE IS OVER on 9/29: *FED'S WILLIAMS: ONE MORE RATE HIKE MAY BE NEEDED IN LATE 2026 to be clear I am not necessarily dunking, good CB communication is hard especially in unsettled markets 4274
Julia Coronado @jc-econ.bsky.social · 29/09/2026With profits surging and the UR dropping to 4.1% from 4.5% last December, the question arises is the labor market strengthening/tightening? The dynamics from Aug JOLTS and Sept CB consumer assessments of hiring conditions do not suggest an improvement in conditions 081
Julia Coronado @jc-econ.bsky.social · 29/09/2026These numbers are just so stupidly large that they must be both a reflection of and leading indicator of inflation 9401
Julia Coronado @jc-econ.bsky.social · 27/09/2026This is not the 90s part bazilion and 6--the absolute voracious consumption of resources required for the AI buildout means the GDP deflator (economy wide inflation) is running 2.75x 1999 w. equip & intellectual prop investment inflation contributing meaningfully vs the disinflation of the 90s 3319
Julia Coronado @jc-econ.bsky.social · 25/09/2026The founding fathers were not originalists…(inscribed on the Thomas Jefferson memorial) 45112
Reposted by Julia CoronadoJulia Coronado @jc-econ.bsky.social · 23/09/2026The bond market is the most interesting and important summary statistic for (gestures wildly) all this 0599
Reposted by Julia CoronadoGillian Brockell @gillianbrockell.com · 23/09/2026ICE snatched up a Senegalese college basketball player with an ACL injury in a Kentucky airport. She’s “in so much pain” and needs surgery, but is being transferred from camp to camp with little more than ibuprofen. www.kentucky.com/news/state/k... 61015659
Julia Coronado @jc-econ.bsky.social · 23/09/2026The bond market is the most interesting and important summary statistic for (gestures wildly) all this 0599
Julia Coronado @jc-econ.bsky.social · 22/09/2026This is one of the key sectors that could drive another season of firm Q1 price increases keeping consumer inflation above the Fed’s 2% target 1183
Julia Coronado @jc-econ.bsky.social · 20/09/2026As spending outstrips profits companies are turning to off balance sheet borrowing structures to maintain investment grade credit ratings…MS estimates $3.1trn in commitments…I don’t mean to be an old fogie but this sounds awfully familiar 🤔 giftarticle.ft.com/giftarticle/...giftarticle.ft.comBig Tech uses guarantees to keep $300bn of AI exposure off balance sheetsWall Street finds new way to turn tech giants’ credit strength into cheaper funding for AI build-out 2368
Reposted by Julia CoronadoOlga Nesterova @onestpress.onestnetwork.com · 20/09/2026CNN: US is preparing a large-scale military operation against Yemen's Houthis in retaliation for their strikes on Saudi Arabia, with the Camp David meeting held to review Yemen strike options, shortly before Trump left for the White House. 1441311500
Reposted by Julia CoronadoJed Kolko @jedkolko.bsky.social · 17/09/2026The 2025 American Community Survey should have come out today. But it has been delayed because of unusual political encroachment at Census. ACS drives business and policy decisions, especially in local communities, and is the primary input to Census’s immigration estimates. 118381
Reposted by Julia CoronadoMax Fawcett @maxfawcett.bsky.social · 17/09/2026This is the part many Americans -- including the Bezosites at the Washington Post -- don't understand. Canadians don't see this just as a Trump thing. It's that America elected him twice, and the second time with an even bigger mandate. The problem we're addressing is America, not Trump. 2923702927
Reposted by Julia CoronadoPBS News @pbsnews.org · 17/09/2026The Federal Reserve raised interest rates for the first time in three years. It comes as the war in Iran continues to put pressure on prices. to.pbs.org/4huWU4V to.pbs.orgInterest rate hike a ‘reassuring’ sign Fed is acting independently, economist saysThe Federal Reserve raised interest rates by a quarter of a point, the first hike in three years. It comes as the war in Iran continues to put pressure on prices and is the first major move by Fed Cha... 910324
Reposted by Julia CoronadoMatt Peterson @mattpeterson.bsky.social · 16/09/2026Trump said just now that he thinks Warsh has a "hostile board." He could act at any time to fire Lisa Cook. The Supreme Court said she was entitled to an explanation of the evidence and a chance to respond. Those boxes have been checked. Trump could order the firing at any time. 711228
Reposted by Julia CoronadoCatherine Rampell @crampell.bsky.social · 16/09/2026government efficiency www.nytimes.com/2026/09/15/u...nytimes.comFederal Employees Were Paid $9.5 Billion Not to Work in 2025 Under DOGE EffortAs part of the Department of Government Efficiency’s program to shrink the federal work force, paid administrative leave costs rose by 435 percent. 19514206
Julia Coronado @jc-econ.bsky.social · 16/09/2026Nominal retail sales surged in Aug after an unusual July decline. The monthly noise comes from a shift in the timing of Prime Day and on a 3m basis growth in consumer spending is steady and solid 2102
Reposted by Julia CoronadoGregory Daco @gregdaco.bsky.social · 15/09/2026📊 What do the latest inflation and employment reports signal? And what does the Federal Reserve’s latest decision mean for you business, your finances and the economic outlook? 🎙️Look no further than @nabe_econ ECON-versations #podcast ! linktr.ee/nabe_econ 052
Julia Coronado @jc-econ.bsky.social · 14/09/2026static.klipy.comSesame Street The CountALT: Sesame Street The Count 0487
Julia Coronado @jc-econ.bsky.social · 14/09/2026Our Q3 Shadow Survey of Market Participants included the views of 111 respondents and we followed up with a Flash version after Aug CPI--a 25bp rate hike is now widely expected, particularly after Friday's inflation data...1/4 @laurarosner.bsky.social @courtneyshupert.bsky.social 1107
Julia Coronado @jc-econ.bsky.social · 13/09/2026static.klipy.comBevo the Texas Longhorn Bull EntranceALT: Bevo the Texas Longhorn Bull Entrance 2120
Julia Coronado @jc-econ.bsky.social · 11/09/2026The financing gap is the difference b/w capex and internal cash flow for nonfinancial corps, it represents the demand for external funding (debt). New data for Q2 from the Fed show the 4-quarter avg is the largest on record (though it is not as outsized as a % of nominal GDP) 0203
Reposted by Julia CoronadoAlex Ip 葉清霖 @alexip718.com · 11/09/2026See this island in the middle of the Red Sea's narrowest point? Iranian-backed Houthi rebels just seized it, along with the Mokha port (where mocha coffee got its name from) today. Good luck Saudi Arabia. 521254
Julia Coronado @jc-econ.bsky.social · 11/09/2026Take our flash survey! Just a few quick questions meant to capture views after the August CPI. We greatly appreciate your participation and will publish results end of day: Link here: survey.alchemer.com/s3/8989143/M... 072
Julia Coronado @jc-econ.bsky.social · 11/09/2026Firm August core CPI inflation and PCE translation likely locks in a rate hike...and probably not just one. Inflation is not necessarily accelerating, but nor is it moving to the Fed's 2% target 0215
Julia Coronado @jc-econ.bsky.social · 10/09/2026Last call for our survey! We close it up tonight. Link here: survey.alchemer.com/s3/8984436/M... 130
Julia Coronado @jc-econ.bsky.social · 10/09/2026Neither bear flattening or steepening, just bearingstatic.klipy.comGreys Anatomy Grizzly Bear RoaringALT: Greys Anatomy Grizzly Bear Roaring 2332
Julia Coronado @jc-econ.bsky.social · 09/09/2026Not a huge move but the ginormous US Treasury market is not impressed with the buyback announcement from "the house" 2124344
Reposted by Julia CoronadoCharles Ornstein @charlesornstein.bsky.social · 09/09/2026Almost 200 women died after an ectopic pregnancy from 2020-2025, compared with about 100 in the previous six years, CDC data shows. Abortion bans make exceptions for ectopic pregnancies, but getting a definitive diagnosis can mean waiting days or weeks.propublica.orgEctopic Pregnancy Deaths Have Nearly Doubled. It’s Worse in States With Abortion Bans.With prompt and appropriate medical care, experts say, people shouldn’t die from an ectopic pregnancy. Women in Texas and Oklahoma have sued over delays in care, which, coupled with our new analysis, ... 04415
Reposted by Julia CoronadoCarl Quintanilla @carlquintanilla.bsky.social · 09/09/2026Coxon said he is leaving the company “because he doesn’t want to participate in an industrywide rush to build AI systems that can improve themselves, worried such systems could spiral out of control and destroy humanity.” @wsj.com www.wsj.com/tech/ai/anth... 31493192
Reposted by Julia CoronadoJulia Coronado @jc-econ.bsky.social · 06/09/2026The Q3 Shadow Survey of Market Participants is a great way to prepare for the next two weeks--will the Fed hike? Is it dependent on the next inflation print? Provide your views and you will receive the views of ~100 others ahead of the Fed meeting. Link here: survey.alchemer.com/s3/8984436/M... 0104
Reposted by Julia CoronadoUnited Farm Workers @ufw.bsky.social · 07/09/2026Join us in celebrating the people who labor in the fields to put food on our tables. #WeFeedYou #LaborDay 11987358
Julia Coronado @jc-econ.bsky.social · 06/09/2026The Q3 Shadow Survey of Market Participants is a great way to prepare for the next two weeks--will the Fed hike? Is it dependent on the next inflation print? Provide your views and you will receive the views of ~100 others ahead of the Fed meeting. Link here: survey.alchemer.com/s3/8984436/M... 0104
Julia Coronado @jc-econ.bsky.social · 06/09/2026Seriously one of the best tennis matches I have ever seen, looking forward to seeing a lot more of these two 🇺🇸🇵🇭 #USOpen 0181
Julia Coronado @jc-econ.bsky.social · 04/09/2026Big upside surprise in Aug hiring after big downside in July, smoothing through noise hiring seems to be running slightly above the breakeven leading to some downward drift in the unemployment rate. There is really no reason for the Fed not to raise rates in Sept 0214