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The Compound Podcasts:
On at present’s present, we focus on:
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Why Trump Blinked on Tariffs Simply Hours After They Went Into Impact
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What to Know Concerning the U.S. Commerce Imbalance, in Charts
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How the U.S. Misplaced Its Place because the World's Manufacturing Powerhouse
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European travellers cancel US visits as Trump's insurance policies threaten tourism
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Mike White Slams 'White Lotus' Composer Quitting: "A B**** Transfer, He Didn't Respect Me"
Charts:
Tweets:
Listening to everybody’s ideas 24/7 is the worst factor to occur to society for the reason that mosquito.
— Michael Antonelli (@BullandBaird)
5:22 PM • Apr 11, 2025
$DXY US Greenback Index worst 2-week plunge since 2009
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi)
12:35 PM • Apr 11, 2025
The outlook for brand new orders from NY Fed regional producers actually hit the bottom degree within the historical past of the survey. (HT: @fcastofthemonth)
— Joe Weisenthal (@TheStalwart)
1:58 PM • Apr 15, 2025
BofA: Whole card spending per family (HH), as measured by BAC aggregated credit score and debit playing cards, was up 2.2% year-over-year (y/y) in March.
We forecast a sturdy March retail gross sales report. Combined proof on front-loading. No signal but of unfavourable wealth results from inventory
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi)
11:52 AM • Apr 11, 2025
Shopper sentiment amongst self-identified independents is now decrease than it was on the low level of Biden’s presidency, when fuel costs and inflation have been hovering, in response to the most recent College of Michigan survey.
— Nick Timiraos (@NickTimiraos)
2:35 PM • Apr 11, 2025
Market timing won’t ever die bc people however man it took one on the chin at present. I’ve to think about much more ppl simply joined Vanguard’s ‘not altering course no matter what i see or hear’ camp. COVID rally did similar thing- which might be why the inflows appear to get stronger with
— Eric Balchunas (@EricBalchunas)
8:58 PM • Apr 9, 2025
60% of normal admission ticket consumers at Coachella used Purchase-Now-Pay-Later to finance their tickets, per Billboard.
— unusual_whales (@unusual_whales)
11:56 AM • Apr 14, 2025
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