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Drew Rappolt @lidlwig.bsky.social · 09/10/2026

Going on vacation next week so enjoy the market sell off everyone

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 08/10/2026

GS: The Surprise in Core PCE This Year Has Been Driven Primarily by a Few Categories Affected by the Oil Shock and AI-Related Demand

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 08/10/2026

GS: The Inflation Surprise from the Computer Software and Accessories Component, the Oil Shock, and Tariffs Should Ease Over the Next Year, Leaving Core PCE Near Target

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Drew Rappolt @lidlwig.bsky.social · 07/10/2026

Yet anyone who is vocal against the admin won’t make it thru the GOP primaries

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Drew Rappolt @lidlwig.bsky.social · 07/10/2026

Toaster oven/air fryer type device

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Lou Mannheim @loumannheim87.bsky.social · 04/10/2026

So, okay. Let's say it's the same. What were the earliest signs of the dot-com bust? The revenue guide downs at Dell and Cisco in early 2000. ... So keep your eye on the guidance.

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Bob Elliott @bobeunlimited.bsky.social · 03/10/2026

The most interesting cut of the labor market data from yesterday.

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Marisa Ingemi @mingemi.bsky.social · 03/10/2026

Star Wars is here

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Ben Casselman @bencasselman.bsky.social · 02/10/2026

Bottom line: +29k jobs (+50k 3mma) and 4.2% unemployment are hardly catastrophic. Rebound in prime-age e-pop is encouraging. Fundamental issue in this labor market isn't that there aren't enough jobs. It's what they pay: Wage growth is continuing to slow. #NumbersDay

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Aaron Sojourner @aaronsojourner.org · 02/10/2026

In sum, 1. Labor market remarkably strong and stable to now. Low-hire, low-fire pattern continues. If you have job, u can keep it but hard to get outside offer or raise. 2. But the small share of people searching have it tough 3. Little evidence of weakening in this report, mainly in wage decel

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Aaron Sojourner @aaronsojourner.org · 02/10/2026

+29K jobs gained last month (mid-Aug to mid-Sept). -60K jobs in revisions of prior 2 months. The big picture

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Guy Berger @econberger.bsky.social · 02/10/2026

7/ The increase in unemployment came primarily from new entrants and re-entrants. The "worst" category, unemployment due to permanent layoff, ticked down a tiny bit (though not as much as I would have expected given claims)

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Bill McBride @calculatedrisk.bsky.social · 30/09/2026

"From the preceding month, the PCE price index for August increased 0.3 percent. Excluding food and energy, the PCE price index increased 0.2 percent." Inflation at expectations (before most recent increase in oil and gas prices)

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 30/09/2026

Solid 2.2% Q2 GDP growth rate

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Jim Barrineau @jwb12.bsky.social · 30/09/2026

Lots of commentary on how the market is holding up as bond yields soar, but that applies to a single sector: Tech

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EconReporter @econreporter.bsky.social · 30/09/2026

Core MoM 0.2% 🥹

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Gregory Daco @gregdaco.bsky.social · 30/09/2026

The NIPA revisions show mildly more household savings on modestly firmer income momentum, but the trends don't lie... Real income growth and savings continue to fall, thereby capping consumer spending capacity.

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Drew Rappolt @lidlwig.bsky.social · 30/09/2026

Years ago SF Academy of Sciences had a skulls exhibit where the one thing I learned was predators eyes looked forward (like humans and birds) while prey (like goats) eyes are on the side giving them a more panoramic view Anyways….this a bird yo!!!

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E.J. Fagan @ejfagan.com · 29/09/2026

Dems need to win PA by around 9 points to flip its Senate (~D+11 nationally). In that situation, they likely also take the state legislatures of WI, MI, AZ and NV Gov. Dems would have the votes to push the National Popular Vote Interstate Compact over the line and eliminate the Electoral College.

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Drew Rappolt @lidlwig.bsky.social · 29/09/2026

But there would be enough states/electoral votes that would award them based on the winner of the national vote that makes the national vote winner the POTUS

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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 28/09/2026

BofA: We expect the impulse from the One Big Beautiful bill to turn slightly negative in FY 2027 and FY 2028

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Drew Rappolt @lidlwig.bsky.social · 27/09/2026

They do keep peaking post Warsh nom to be fair

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Drew Rappolt @lidlwig.bsky.social · 27/09/2026

Old school PAC 10 no defense shoot out happening

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Drew Rappolt @lidlwig.bsky.social · 26/09/2026

Gonna need to go open a bait shop if this takes off

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Joe Brusuelas @joebrusuelas.bsky.social · 25/09/2026

Low rates, liquidity & leverage is the holy trinity of new finance. The regime change organized around sustained supply shocks, inflation & higher rates is challenging that triad. Our model that subjected the economy to a rate shock via the 10-year yields interesting findings & interpretations.

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Lou Mannheim @loumannheim87.bsky.social · 24/09/2026

Well, if you're a bond guy, and you're now confident that Fed Funds are gonna be 4% (or higher), then why take duration risk? If you get 4.5% for 1yr, why go out to 5 or 10yrs when you get less than 1% extra for all that risk? ... So the long end is being sold off. It honestly makes sense.

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Drew Rappolt @lidlwig.bsky.social · 24/09/2026

This poll was done before the latest Collin’s story so interesting what next polls look like to see what if any shift occurs

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Drew Rappolt @lidlwig.bsky.social · 23/09/2026

Still think yields have more to go, but not really too concerned by markets. I think Iran pushed out some AI bubble risk to next summer or so. Have some concerns regarding 2028 depending on inflation direction and Fed hawkishness in capping inflation down close to target if new soft landing fails

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Drew Rappolt @lidlwig.bsky.social · 23/09/2026

have a couple advisors that are very susceptible to market swings i nibbled on some duration (both nominal and tips) today at these yields...gave up on my LatAm allocation. Which means Brazil et al to the moon obviously

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Drew Rappolt @lidlwig.bsky.social · 23/09/2026

The trade requests today from Advisors vs the trades requests yesterday from same Advisors is best summed up via @hmeisler.bsky.social pinned post

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Drew Rappolt @lidlwig.bsky.social · 23/09/2026

Though if he brings Cruz along with him....is that enough to offset the location?

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Bryan Murphy @bryanmurphy.bsky.social · 23/09/2026

It took him all of Spring Training and 158 games, but he finally landed a line.

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it’s me, aubrey plaza accord @sellingtheta.bsky.social · 22/09/2026

the prior 3 times mkt had real weakness it began by RSP outperforming mega tech. yes, *expanding* breadth *preceded* the drawdowns of summer 2024 (yen), spring 2025 (tariffs), spring 2026 (war) if you are still worried about poor mkt breadth you aren’t in touch with recent market behavior