Howard Lindzon
@howard-lindzon.bsky.social
Reposted by Howard Lindzon
BNP PARIBAS: “.. We think core PCE will print roughly 20bp hotter than core CPI in December at 0.45% m/m. Food away-from-home inflation jumped to a scorching 0.7% m/m for the month. Unlike CPI, food away-from-home prices are part of core PCE and will consequently add about 10bp to the latter print.”
January 13, 2026 at 7:36 PM
BNP PARIBAS: “.. We think core PCE will print roughly 20bp hotter than core CPI in December at 0.45% m/m. Food away-from-home inflation jumped to a scorching 0.7% m/m for the month. Unlike CPI, food away-from-home prices are part of core PCE and will consequently add about 10bp to the latter print.”
Reposted by Howard Lindzon
The Fed and markets have a very serious problem
ft.com/content/21b5...
ft.com/content/21b5...
January 12, 2026 at 7:22 AM
The Fed and markets have a very serious problem
ft.com/content/21b5...
ft.com/content/21b5...
Reposted by Howard Lindzon
NEW: Top DOJ officials quit after their division refused to probe Minnesota ICE shooting - At least four leaders of the Civil Rights Division resigned because the section's head, Harmeet Dhillon, decided not to investigate shooting of Renee Good.
www.ms.now/news/doj-civ...
www.ms.now/news/doj-civ...
A new spate of Justice Department officials quit because their section didn't want to probe Renee Good's shooting
At least four leaders of the Civil Rights Division resigned because the section's head, Harmeet Dhillon, decided not to investigate shooting of Renee Good.
www.ms.now
January 13, 2026 at 4:15 AM
NEW: Top DOJ officials quit after their division refused to probe Minnesota ICE shooting - At least four leaders of the Civil Rights Division resigned because the section's head, Harmeet Dhillon, decided not to investigate shooting of Renee Good.
www.ms.now/news/doj-civ...
www.ms.now/news/doj-civ...
Reposted by Howard Lindzon
Thank you Mamdani for supporting press rights in NYC! 🎉
Days before term end, Adams admin snuck in new press pass rules for long-controversial program.
Today Mamdani moved to revoke them as "an attack on the press" and endorsed press engagement with his office.
Real leaders defend press freedom.💪
Days before term end, Adams admin snuck in new press pass rules for long-controversial program.
Today Mamdani moved to revoke them as "an attack on the press" and endorsed press engagement with his office.
Real leaders defend press freedom.💪
Mamdani names new media commissioner, undoes Adams’ 11th hour press access changes
Mayor Mamdani tapped former City Councilman Rafael Espinal to lead his media office on Monday — and made it one of Espinal’s first orders of business to revoke ex-Mayor Eric Adams’ 11th…
www.nydailynews.com
January 13, 2026 at 1:07 AM
Thank you Mamdani for supporting press rights in NYC! 🎉
Days before term end, Adams admin snuck in new press pass rules for long-controversial program.
Today Mamdani moved to revoke them as "an attack on the press" and endorsed press engagement with his office.
Real leaders defend press freedom.💪
Days before term end, Adams admin snuck in new press pass rules for long-controversial program.
Today Mamdani moved to revoke them as "an attack on the press" and endorsed press engagement with his office.
Real leaders defend press freedom.💪
Reposted by Howard Lindzon
"If you have a job and you're not looking for work, you're fine. But if you're unemployed, if you're on the sidelines, it's a much more difficult labor market than in previous years." @samrkuhn.bsky.social
www.spglobal.com/market-intel...
www.spglobal.com/market-intel...
January 12, 2026 at 4:31 PM
"If you have a job and you're not looking for work, you're fine. But if you're unemployed, if you're on the sidelines, it's a much more difficult labor market than in previous years." @samrkuhn.bsky.social
www.spglobal.com/market-intel...
www.spglobal.com/market-intel...
Reposted by Howard Lindzon
International stocks are now +40% YoY $VEU $ACWX
That happened only in Oct 1999, early 2004, immediately after the GFC, and March 2021.
That happened only in Oct 1999, early 2004, immediately after the GFC, and March 2021.
January 13, 2026 at 1:11 AM
International stocks are now +40% YoY $VEU $ACWX
That happened only in Oct 1999, early 2004, immediately after the GFC, and March 2021.
That happened only in Oct 1999, early 2004, immediately after the GFC, and March 2021.
Reposted by Howard Lindzon
My Seed Stage Investing Interests and Focus - Founders that can sell (technology as a garnish), Wealthtech, The Degenerate Economy, The Luxury Economy and Marketing Is The New Engineering
My Seed Stage Investing Interests and Focus - Founders that can sell (technology as a garnish), Wealthtech, The Degenerate Economy, The Luxury Economy and Marketing Is The New Engineering
www.howardlindzon.com
January 12, 2026 at 5:12 PM
My Seed Stage Investing Interests and Focus - Founders that can sell (technology as a garnish), Wealthtech, The Degenerate Economy, The Luxury Economy and Marketing Is The New Engineering
