@bockman.bsky.social
I retweet charts I want to come back to later.
Reposted
"In December, FMS investors continue to believe that companies are overinvesting as concerns linger about the AI capex boom." - BofA Global Fund Manager Survey
December 16, 2025 at 12:16 PM
"In December, FMS investors continue to believe that companies are overinvesting as concerns linger about the AI capex boom." - BofA Global Fund Manager Survey
Reposted
Amid the affordability crisis that has soured Americans on the economy the November CPI report will show a 0.3% monthly increase & a 3% advance from one year ago. #Econ #EconSky
Source: The Real Economy Blog
realeconomy.rsmus.com/market-minut...
Source: The Real Economy Blog
realeconomy.rsmus.com/market-minut...
Market Minute: Expect November CPI to show 0.3% monthly increase
We expect both the top-line and core readings of the consumer price index to rise by 3% rise from a year ago when the data is released Thursday.
realeconomy.rsmus.com
December 15, 2025 at 1:13 PM
Amid the affordability crisis that has soured Americans on the economy the November CPI report will show a 0.3% monthly increase & a 3% advance from one year ago. #Econ #EconSky
Source: The Real Economy Blog
realeconomy.rsmus.com/market-minut...
Source: The Real Economy Blog
realeconomy.rsmus.com/market-minut...
Reposted
End of the Monetary Policy Sweet Spot
Global easings are slowing and hikes are creeping back in for 2026. With the disinflation dividend behind us, markets at highs supported by dovish policy face a tougher liquidity environment ahead.
bobeunlimited.substack.com/p/end-of-the...
Global easings are slowing and hikes are creeping back in for 2026. With the disinflation dividend behind us, markets at highs supported by dovish policy face a tougher liquidity environment ahead.
bobeunlimited.substack.com/p/end-of-the...
December 12, 2025 at 11:15 AM
End of the Monetary Policy Sweet Spot
Global easings are slowing and hikes are creeping back in for 2026. With the disinflation dividend behind us, markets at highs supported by dovish policy face a tougher liquidity environment ahead.
bobeunlimited.substack.com/p/end-of-the...
Global easings are slowing and hikes are creeping back in for 2026. With the disinflation dividend behind us, markets at highs supported by dovish policy face a tougher liquidity environment ahead.
bobeunlimited.substack.com/p/end-of-the...
Reposted
Existing home market unlocking as mortgage rates fall
December 10, 2025 at 12:01 PM
Existing home market unlocking as mortgage rates fall
Reposted
EXCLUSIVE: Federal tax prosecutions fell to their lowest level in decades this year, declining more than 27% from the year before as the Trump administration cut the ranks of attorneys and agents who pursue those cases, a Reuters examination has found.
www.reuters.com/world/tax-pr...
www.reuters.com/world/tax-pr...
December 10, 2025 at 11:38 AM
EXCLUSIVE: Federal tax prosecutions fell to their lowest level in decades this year, declining more than 27% from the year before as the Trump administration cut the ranks of attorneys and agents who pursue those cases, a Reuters examination has found.
www.reuters.com/world/tax-pr...
www.reuters.com/world/tax-pr...
Reposted
World's 50 Most Profitable Companies 🚨 Alphabet $GOOGL Wins 🤑🫡
December 5, 2025 at 3:46 AM
World's 50 Most Profitable Companies 🚨 Alphabet $GOOGL Wins 🤑🫡
Reposted
You’d probably call a “Code Red”, too.
(via MS desk) 👀
(via MS desk) 👀
December 2, 2025 at 4:49 PM
You’d probably call a “Code Red”, too.
(via MS desk) 👀
(via MS desk) 👀
Reposted
Private nonfarm employment growth more than accounted for by firms +500 employees, since May; divergence unseen since 2007... #EconSky
econbrowser.com/archives/202...
econbrowser.com/archives/202...
November 30, 2025 at 5:23 PM
Private nonfarm employment growth more than accounted for by firms +500 employees, since May; divergence unseen since 2007... #EconSky
econbrowser.com/archives/202...
econbrowser.com/archives/202...
Reposted
They’re definitely shorting the shit out of utilities…
November 24, 2025 at 6:03 PM
They’re definitely shorting the shit out of utilities…
Reposted
A chart from John Authers ahead of Nvidia’s quarterly earnings—a release that has arguably evolved from a corporate update to a full-blown “macro event”, illustrating how rapidly AI is becoming systemically for markets, companies and the economy.
#economy #ai #markets #nvidia
#economy #ai #markets #nvidia
November 19, 2025 at 7:48 AM
Reposted
China’s Deepening Malaise
China’s slowdown is accelerating and yet policymakers remain unconcerned bystanders, suggesting the weakening is less a story of endemic misfortune, but instead of political intent.
bobeunlimited.substack.com/p/chinas-dee...
China’s slowdown is accelerating and yet policymakers remain unconcerned bystanders, suggesting the weakening is less a story of endemic misfortune, but instead of political intent.
bobeunlimited.substack.com/p/chinas-dee...
November 14, 2025 at 11:16 AM
China’s Deepening Malaise
China’s slowdown is accelerating and yet policymakers remain unconcerned bystanders, suggesting the weakening is less a story of endemic misfortune, but instead of political intent.
bobeunlimited.substack.com/p/chinas-dee...
China’s slowdown is accelerating and yet policymakers remain unconcerned bystanders, suggesting the weakening is less a story of endemic misfortune, but instead of political intent.
bobeunlimited.substack.com/p/chinas-dee...
Reposted
How about Capital One $COF? They've cleaned up their balance sheet and exposure quite a bit in the last few years..
..shares +26% YTD
..shares +26% YTD
November 12, 2025 at 8:32 PM
How about Capital One $COF? They've cleaned up their balance sheet and exposure quite a bit in the last few years..
..shares +26% YTD
..shares +26% YTD
Reposted
There goes 90+ day credit-card delinquencies. New cycle high.
(via Kev Gordon)
(via Kev Gordon)
November 12, 2025 at 8:25 PM
There goes 90+ day credit-card delinquencies. New cycle high.
(via Kev Gordon)
(via Kev Gordon)
Reposted
“Where are the revenues”
Semianalysis expects azure revenue to accelerate to 50% YoY by end 2026
Semianalysis expects azure revenue to accelerate to 50% YoY by end 2026
November 12, 2025 at 8:44 PM
“Where are the revenues”
Semianalysis expects azure revenue to accelerate to 50% YoY by end 2026
Semianalysis expects azure revenue to accelerate to 50% YoY by end 2026
Reposted
The AI build-out is truly staggering.
Taiwanese exports of information & communication products (basically, semiconductors from TSMC) have risen from $10-11bn per month to $27bn in the space of a year. That's over $300bn annualised and roughly a fifth of total US equipment investment.
Taiwanese exports of information & communication products (basically, semiconductors from TSMC) have risen from $10-11bn per month to $27bn in the space of a year. That's over $300bn annualised and roughly a fifth of total US equipment investment.
November 7, 2025 at 8:37 AM
The AI build-out is truly staggering.
Taiwanese exports of information & communication products (basically, semiconductors from TSMC) have risen from $10-11bn per month to $27bn in the space of a year. That's over $300bn annualised and roughly a fifth of total US equipment investment.
Taiwanese exports of information & communication products (basically, semiconductors from TSMC) have risen from $10-11bn per month to $27bn in the space of a year. That's over $300bn annualised and roughly a fifth of total US equipment investment.
Reposted
📉This report is symptomatic of weakening employment growth with business leaders seeing reduced final demand growth, pervasive uncertainty, higher costs from tariffs & AI-productivity as a rationale to reduce their talent pool via strategic layoffs & lower hiring
⛔Year-to-date job cuts +65% y/y
⛔Year-to-date job cuts +65% y/y
November 6, 2025 at 2:32 PM
📉This report is symptomatic of weakening employment growth with business leaders seeing reduced final demand growth, pervasive uncertainty, higher costs from tariffs & AI-productivity as a rationale to reduce their talent pool via strategic layoffs & lower hiring
⛔Year-to-date job cuts +65% y/y
⛔Year-to-date job cuts +65% y/y
Reposted
We used to have colourful cars
November 2, 2025 at 5:21 AM
We used to have colourful cars
Reposted
The movie business changed dramatically starting in the late 1990s
November 2, 2025 at 5:20 AM
The movie business changed dramatically starting in the late 1990s
Reposted
Grape Harvest Dates in Beaune/Burgundy, 1659-2018.
Since the early 1980s, the moving 20-year avg of Burgundy grape harvest dates has dropped by 16 days. That is, harvest starts more than half a month earlier than 35 years ago. #climatechange #globalwarming
Since the early 1980s, the moving 20-year avg of Burgundy grape harvest dates has dropped by 16 days. That is, harvest starts more than half a month earlier than 35 years ago. #climatechange #globalwarming
November 1, 2025 at 4:57 PM
Grape Harvest Dates in Beaune/Burgundy, 1659-2018.
Since the early 1980s, the moving 20-year avg of Burgundy grape harvest dates has dropped by 16 days. That is, harvest starts more than half a month earlier than 35 years ago. #climatechange #globalwarming
Since the early 1980s, the moving 20-year avg of Burgundy grape harvest dates has dropped by 16 days. That is, harvest starts more than half a month earlier than 35 years ago. #climatechange #globalwarming
Reposted
U.S. Dollar Break Out 🚨 50-Day moving average just crossed the 100-Day moving average as well 📈✅👀
November 1, 2025 at 10:17 PM
U.S. Dollar Break Out 🚨 50-Day moving average just crossed the 100-Day moving average as well 📈✅👀
Reposted
Official data is in today, and American solar power remained near a record high in August, with generation up 25% compared to last year!
October 24, 2025 at 10:47 PM
Official data is in today, and American solar power remained near a record high in August, with generation up 25% compared to last year!
Reposted
fam is it a good sign that NFLX has zero bounce today ans is back under its 200 day?
October 23, 2025 at 2:01 PM
fam is it a good sign that NFLX has zero bounce today ans is back under its 200 day?
Reposted
Canada's lost decade in a single chart.
October 22, 2025 at 5:13 PM
Canada's lost decade in a single chart.
Reposted
“The Effect of Doping on Sprint Performance: An Eyeball RDD Analysis.” Graphic by The New York Times, line & label by me.
October 22, 2025 at 5:15 PM
“The Effect of Doping on Sprint Performance: An Eyeball RDD Analysis.” Graphic by The New York Times, line & label by me.
Reposted
Poised for our biggest five-day drop in UBS L/S Quant Momentum index since Feb 2023
Update: it’s not fine because the computers are shitting themselves
October 22, 2025 at 5:25 PM
Poised for our biggest five-day drop in UBS L/S Quant Momentum index since Feb 2023