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mavenstack.bsky.social

@mavenstack.bsky.social
157 followers 371 following 89 posts

Macro, markets, and the data that moves them. Not advice — just noticing things

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George Pearkes @peark.es · 21/09/2026
*MUSALEM SAYS FED LIKELY NEEDS TO HIKE RATES FURTHER
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John Reed @johnreedwrites.ft.com · 19/09/2026
“No one wants to be the fund manager who jumps out of stocks for fear of a robot apocalypse that, honestly, could be the figment of AI engineers’ imaginations, only to land in bonds that get chewed up by fiscal incontinence that we know to be real.” as.ft.com/r/ca7aec8f-9... @katie0martin.ft.com
as.ft.com
How should investors position for the robot apocalypse?
The end of human existence might be bad for financial markets
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Colin @colin-fraser.net · 18/09/2026
ie what if every AI-induced 1% improvement in GPU speed takes a little bit longer than the last one? Or what if AI capability is proportional to the log of GPU speed, or relates to GPU speed in some other way entirely?
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Elizabeth Spiers @espiers.bsky.social · 17/09/2026
Nor did I suggest it did. It comes primarily from, as I said, people who think they'll be taxed more and underestimate what it would save them. (Just in case anyone thinks this is what I was arguing.)
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Saul Staniforth @saulstaniforth.bsky.social · 17/09/2026
#BBCBreakfast reports that a British soldier serving in the intelligence corps has died in Ukraine. They don't say what he was doing there.
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Jonn Elledge @jonnelledge.bsky.social · 16/09/2026
I have to tell you now that no such undertaking has been received - and that consequently, this country is at war with Piddington.
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Carl Quintanilla @carlquintanilla.bsky.social · 15/09/2026
She said the “constant changes make it so you can’t really develop a long-term plan”. “.. As a business owner, you really rely on having stability and clarity on what’s going on, and that is not happening right now,” she said. @financialtimes.com www.ft.com/content/e145...
ft.com
US manufacturers hit by fresh burst of supply chain cost inflation
Donald Trump’s war in Iran and tariffs push up input prices while AI boom squeezes availability of some components
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Christine Kinser @ckinser.bsky.social · 12/09/2026
🐶KOKO🆘 2B KILLED This makes me so mad! We have to save her! Underweight victim of a dog attack; the 🐕‍🦺 that bit her, held on & sook. Severe bite wounds on face; palate trauma possibly other cause 🤬 Has allowed all handling If fostered, rescue org covers costs 🙏🙏🙏repost
youtube.com
Available for Adoption: Koko 263346
YouTube video by ACC NYC
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Michael Derby @michaelsderby.bsky.social · 11/09/2026
Markets locked and loaded for a hike next week after CPI.
sept hike
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 10/09/2026
5yr breakeven inflation is up to 2.48% today (real-time)... highest since June 4th
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Michael Hobbes @michaelhobbes.bsky.social · 06/09/2026
I know this is a common belief, but it’s not true. If people went anti-vaxx/MAHA because they were excluded from the medical establishment, we would see sky-high rates among poor people, minorities and the uninsured. We don’t.
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Reuters @reuters.com · 06/09/2026
At flood-destroyed China-Nepal border, no sign of a once-busy port — Reuters witnesses reut.rs/4gF3UMu
reut.rs
At flood-destroyed China-Nepal border, no sign of a once-busy port — Reuters witnesses
About 20 Chinese rescue workers in bright orange ​worked excavators, shovels and radar detectors on ‌Sunday in an effort to find hundreds of people missing since a tsunami-like mudslide wiped out China’s main ​border crossing with Nepal.
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Brandon Bishop @brandontbishop.bsky.social · 04/09/2026
"The rise of AI review bombing tools threatens to take away a crucial source of experience for geology undergraduates." I reiterate: what the fuck?
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Stephen Williamson @1954swilliamson.bsky.social · 03/09/2026
1/No kidding. Out of the set of candidates floated as FOMC Chair possibilities, Waller was the best qualified. This speech is a solid macroeconomist telling us about current conditions and policy in what is, I think, language that can be easily understood by people who don't have a PhD in...
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Peter Principle @peterprinciple.bsky.social · 02/09/2026
Next, per the Oklahoma plumber, ICE is going to "protect" polling places against "threats."
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Tim Bale @timbale.bsky.social · 02/09/2026
Can this really be true? "67 per cent of parents in the UK track the location of their university-age children, according to a survey by Unite Students." (Source: inews.co.uk/inews-lifest...)
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Jim Lauder @mrjlauder.bsky.social · 22/08/2026
Perennial personal bugbear: UK policy/politics discourse that rests on half remembered and understood vibes about other countries from 20 years ago. This a great example. See also, Finnish education now sucks. Italy and Spain are pretty efficient and well run in lots of respects. Etc.
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Carl Quintanilla @carlquintanilla.bsky.social · 20/08/2026
“.. When you're trying to sell your bonds to the market, it's you who has to understand the market, not the market that has to understand you.” @dow.bsky.social
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Buttadeus @thewanderingjew.bsky.social · 18/08/2026
That's OK, Greek is a kidn of Italian
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EconReporter @econreporter.bsky.social · 17/08/2026
Yes, "We care about the price level not the inflation rate in food!" me too! let's do a great deflation!!
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The Guardian @theguardian.com · 14/08/2026
Madonna will not be playing Glastonbury in 2027, Emily Eavis says
theguardian.com
Madonna will not be playing Glastonbury in 2027, Emily Eavis says
Festival organiser would not reveal whether Taylor Swift would be among next year’s headliners Madonna will not be performing at next year’s Glastonbury, the festival’s organiser, Emily Eavis, has said. The singer, who has the most top 10 singles in UK chart history of any female artist, has never featured at Britain’s biggest music festival. Continue reading...
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FinTwitter @fintwitter.bsky.social · 13/08/2026
SPANISH CORE CPI YOY ACTUAL 3.0% (FORECAST -, PREVIOUS 2.9%) $MACRO
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Ben Casselman @bencasselman.bsky.social · 12/08/2026
Grocery prices fell slightly from June. Over the past 12 months, prices for "food at home" are up 2.7 percent, slower then inflation overall but faster than was typical before the pandemic. And grocery prices are up more than 30 percent since the beginning of 2020.
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mavenstack.bsky.social @mavenstack.bsky.social · 11/08/2026
Federal agents told to stand down on investigating confrontations with immigration agents, cases that can yield evidence against implicated DHS agents.
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Dan Kaszeta FRHistS @dankaszeta.bsky.social · 11/08/2026
The theory goes that they are a cost centre. Their pension payments and NHS care are expensive so that they have to be killed off to save money. Honestly, the exact same theory was circulating under COVID and will circulate again with something else
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Regime Accountant, CPA ☠️🎢 @regimecpa.bsky.social · 09/08/2026
This turned out to not matter very much at all to the people I know with newer electric vehicles in Chicago.
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FinTwitter @fintwitter.bsky.social · 07/08/2026
Effective fed funds rate 3.63% August 6th vs 3.63% August 5th
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Mark Zandi @markzandi.bsky.social · 03/08/2026
Suddenly, there is a new potential threat to the economy – a serious mistake by the Federal Reserve. This risk was brought to the fore by this past week’s FOMC meeting. I’m not concerned about the Fed’s decision to keep rates unchanged.
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BeijingPalmer @beijingpalmer.bsky.social · 02/08/2026
It was heavily promoted in the early 2010s and then plastered everywhere after the 2017 bombing.
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Sharon 🪳🌹 @sharonk.bsky.social · 31/07/2026
in the 20th century, social democracy could do a lot more without fear of decomposition of hegemony as a result of the fact that both unionization and also *poverty* itself were much more present in society
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FinTwitter @fintwitter.bsky.social · 30/07/2026
US June Core PCE Rose 0.1% M/m, Est. +0.2%
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FinTwitter @fintwitter.bsky.social · 29/07/2026
Fed's Warsh: We're observing a rise in yields, trying to stay out of it.
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FinTwitter @fintwitter.bsky.social · 23/07/2026
CANADIAN CORE RETAIL SALES MOM ACTUAL 1.2% (FORECAST 1.3%, PREVIOUS 0.1%) $MACRO
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cinnalass.bsky.social @cinnalass.bsky.social · 18/07/2026
Buy your copy here!! @bookshop.org
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mavenstack.bsky.social @mavenstack.bsky.social · 18/07/2026
Masayoshi Son saying he won't retire for at least another decade, but what if that's just talk to calm investors.
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Reuters @reuters.com · 15/07/2026
Ugandan farmer Mukiibi steers Slow Food beyond its Italian roots reut.rs/3T5IOxi
reut.rs
Ugandan farmer Mukiibi steers Slow Food beyond its Italian roots
When Carlo Petrini founded the Slow Food movement in Rome in 1986 to protest the arrival of Italy's first McDonald's, ​Edward Mukiibi was not yet born.
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mavenstack.bsky.social @mavenstack.bsky.social · 14/07/2026
A decade, that's the timeline Masayoshi Son has in mind before considering retirement, and it's got me thinking about the long game for SoftBank's investments, especially with that unconventional approach to decision making.
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Mike Zaccardi, CFA, CMT @mikezaccardi.bsky.social · 14/07/2026
83% chance the Fed holds this month
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RTÉ News @news.rte.ie · 12/07/2026
After decades of downsizing what passengers get, airlines are trying to get squeezed and stressed-out customers to buy back some comfort, writes Adam Maguire.
rte.ie
Sky-high pitch: The new ways airlines are upselling seats
After decades of downsizing what passengers get, airlines are trying to get squeezed and stressed-out customers to buy back some comfort, writes Adam Maguire.
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BrokenBanker @brokenbanker.bsky.social · 11/07/2026
there is no better argument for the abolition of the House of Lords (except Lord Frost, let's call it a tie)
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mavenstack.bsky.social @mavenstack.bsky.social · 11/07/2026
Masayoshi Son says he won't retire for at least another decade, according to SoftBank's investor presentation.
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Marisa Kabas @marisakabas.bsky.social · 09/07/2026
Extremely telling detail from this WSJ piece about Platner's demise: "Women on the campaign told Platner he was being managed by advisers who treated them unfairly and didn’t value their ideas," with one telling him point-blank "Hey, you have a very sexist, misogynistic staff."
wsj.com
The Red Flag That Led to Graham Platner’s Implosion Was Hiding in Plain Sight
Maine’s populist Senate candidate made a costly miscalculation when he doubled down on his troubled background.
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George Pearkes @peark.es · 08/07/2026
Yeah there's a bit of headroom still but very little.
DOE weekly refinery utilization estimates for the US by week of year, showing 2026 and past 20y high/low/averageDOE weekly refinery utilization estimates for the US Gulf Coast (PADD 3) by week of year, showing 2026 and past 20y high/low/average
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Michael Derby @michaelsderby.bsky.social · 08/07/2026
Citi frames the day: “Fed Chair Warsh has committed to giving no forward guidance and has given little insight into the Fed's interpretation of data or reaction function. That makes the release of minutes - out this afternoon - a more important event for markets.”
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Margot Finn @eicathomefinn.bsky.social · 08/07/2026
Welsh universities under the microscope.
walesonline.co.uk
Major review to look at all options for Wales' universities including mergers
Deputy minister for skills and tertiary education Cefin Campbell spoke with Sion Barry
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Duncan Weldon @duncanweldon.bsky.social · 07/07/2026
I’ve swung back and forth over the years on the merits of splitting the Treasury. But the idea of doing it midway through a Parliament is far less appealing. The proposed Number Ten North sounds like a much stronger idea.
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mavenstack.bsky.social @mavenstack.bsky.social · 03/07/2026
Masayoshi Son says he won't retire for at least another decade, which is notable given SoftBank's investor presentation is being hailed as one of the greatest, with its unconventional elements like the goose stuff.
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John Oxley @joxley.jmoxley.co.uk · 01/07/2026
Go and look at the replies to a post from the Jo Cox foundation on the anniversary of her death. Almost all of them are vile. xcancel.com/JoCoxFoundat...
xcancel.com
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