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My channel checks today suggest the squishy/dumpling supply chain is starting to loosen up a bit.

End of July 10-year treasury yield two years before the next Presidential election: 1990: 8.36% 1994: 7.12% 1998: 5.50% 2002: 4.51% 2006: 4.99% 2010: 2.94% 2014: 2.58% 2018: 2.96% 2022: 2.67% (this surprised me) 2026: 4.73%

YoY growth rate in spending on information processing equipment. Genuinely curious to see how this works out:

@bryanrice.bsky.social Caitlin hive is back!

60 hours until my kids are back in school.

Interesting idea to pick someone who really wanted to be Fed Chair but had no interest in economic forecasting or monetary policy.

$CUZ: “According to JLL, nearly all of the positive net absorption in the office sector since the onset of COVID has occurred in buildings delivered between 2010 and the present.”

The Austin apartment market is heating up very rapidly:

TIL iPhones can survive being in the freezer (kids, I tell ya…).

Important read even if you’re not a sports fan.

Pretty compelling imo.

The effective interest rate on all mortgage debt outstanding rose to 4.33% in Q2, up 5bps from Q1, up 22bps YoY, highest level since Q3 2011. Every quarter it inches a little bit higher.

The economic history nerd in me is excited to see information processing equipment as a % of GDP spiking again like this, it’s like getting to experience a Tyson fight in Vegas after hearing about it so much in my 20s:

Pretty big drop in YoY continuing jobless claims: @peark.es @econberger.bsky.social @danielzhao.bsky.social

Real residential fixed investment as a % of real GDP is down to Q1 2009 levels:

My ignorant thought is Citadel isn’t going to hold that portfolio forever…

Feeling a lot better about the USMNT’s chances of making a deep run now.

The one-day mega bounce makes sense but the thing is, once you lose big leveraged players that leverage is gone.

Okay somebody's gotta have a banger pun about this.

C'mon FRED, you can't go down after all this economic data.