@matthewlambert.bsky.social
Waxing poetic while eating my curds and whey.
Reposted
“.. In our view, stable incoming headline inflation and strong GDP data coupled with the lack of consensus among the 2026 Fed voting members will lead to a ‘do nothing’ approach for the first half of 2026 ..”
@yardeniresearch.bsky.social
@yardeniresearch.bsky.social
January 13, 2026 at 11:20 PM
“.. In our view, stable incoming headline inflation and strong GDP data coupled with the lack of consensus among the 2026 Fed voting members will lead to a ‘do nothing’ approach for the first half of 2026 ..”
@yardeniresearch.bsky.social
@yardeniresearch.bsky.social
Reposted
‘Economic forecasts imply that a highly pro-cyclical Federal Reserve under increasing government duress will manage to deter a recession without generating inflation. That leaves stocks and bonds vulnerable to a significant repricing and higher volatility.’ blinks.bloomberg.com/news/stories...
January 13, 2026 at 7:30 PM
‘Economic forecasts imply that a highly pro-cyclical Federal Reserve under increasing government duress will manage to deter a recession without generating inflation. That leaves stocks and bonds vulnerable to a significant repricing and higher volatility.’ blinks.bloomberg.com/news/stories...
Reposted
“.. Bloomberg Commodity Spot Index closed at a new cycle high.”
- Schwab
- Schwab
January 13, 2026 at 9:57 PM
“.. Bloomberg Commodity Spot Index closed at a new cycle high.”
- Schwab
- Schwab
Reposted
JPM DESK: If a credit-card cap were implemented, “there would likely be a significant reduction in credit offered, .. so this would be a de facto monetary tightening. What would be the analogous number of rate hikes ..? I am not sure, but feels like it would be similar to multiple rate hikes.”
January 12, 2026 at 9:56 PM
JPM DESK: If a credit-card cap were implemented, “there would likely be a significant reduction in credit offered, .. so this would be a de facto monetary tightening. What would be the analogous number of rate hikes ..? I am not sure, but feels like it would be similar to multiple rate hikes.”
Reposted
Japan’s bond market continues to unravel with a fateful momentum that is not influenced by any of this gaijin nonsense. It has a date with destiny.
January 13, 2026 at 2:21 AM
Japan’s bond market continues to unravel with a fateful momentum that is not influenced by any of this gaijin nonsense. It has a date with destiny.
Reposted
Even as supply chain constraints continued to smart across aerospace, Airbus delivered 793 aircraft to 91 customers in 2025, representing a 4% increase year-over-year.
Of note, it registered 1,000 orders, reaching an Airbus record backlog of 8,754.
runwaygirlnetwork.com/2026/01/airb... #avgeek
Of note, it registered 1,000 orders, reaching an Airbus record backlog of 8,754.
runwaygirlnetwork.com/2026/01/airb... #avgeek
Airbus delivers 793 aircraft in 2025, reaches record order backlog - Runway Girl
Even as supply chain bottlenecks continue to smart, Airbus in 2025 delivered 793 aircraft to 91 customers, and registered 1,000 orders.
runwaygirlnetwork.com
January 12, 2026 at 9:34 PM
Even as supply chain constraints continued to smart across aerospace, Airbus delivered 793 aircraft to 91 customers in 2025, representing a 4% increase year-over-year.
Of note, it registered 1,000 orders, reaching an Airbus record backlog of 8,754.
runwaygirlnetwork.com/2026/01/airb... #avgeek
Of note, it registered 1,000 orders, reaching an Airbus record backlog of 8,754.
runwaygirlnetwork.com/2026/01/airb... #avgeek
Reposted
BREAKING 🚨: Meta
$META has now traded below its 200-day moving average for the longest period of time in 3 years 📉👀
$META has now traded below its 200-day moving average for the longest period of time in 3 years 📉👀
January 13, 2026 at 8:19 PM
BREAKING 🚨: Meta
$META has now traded below its 200-day moving average for the longest period of time in 3 years 📉👀
$META has now traded below its 200-day moving average for the longest period of time in 3 years 📉👀
Reposted
‘S&P TMT market share as high as during the 1990s tech bubble’ www.apolloacademy.com/wp-content/u...
January 13, 2026 at 3:14 PM
‘S&P TMT market share as high as during the 1990s tech bubble’ www.apolloacademy.com/wp-content/u...
Reposted
“.. The changes are designed to expedite a sale that will take months to close and has faced opposition both from politicians and rival bidder Paramount Skydance Corp.”
@bloomberg.com $NFLX $WBD
www.bloomberg.com/news/article...
@bloomberg.com $NFLX $WBD
www.bloomberg.com/news/article...
January 13, 2026 at 9:18 PM
“.. The changes are designed to expedite a sale that will take months to close and has faced opposition both from politicians and rival bidder Paramount Skydance Corp.”
@bloomberg.com $NFLX $WBD
www.bloomberg.com/news/article...
@bloomberg.com $NFLX $WBD
www.bloomberg.com/news/article...
Reposted
“At some point we could come to a point where investors are less comfortable, and we see a steeper curve and a weaker dollar. The process already started last year… what is the Hemingway quote? ‘Slowly, then all at once’? I think this is going to be a continuing theme.”
Do markets care about Fed independence?
They will eventually
www.ft.com
January 13, 2026 at 6:14 PM
“At some point we could come to a point where investors are less comfortable, and we see a steeper curve and a weaker dollar. The process already started last year… what is the Hemingway quote? ‘Slowly, then all at once’? I think this is going to be a continuing theme.”
Reposted
My take on inflation data, which are now understating y/y gains.
Fed’s doubles down on resolve to pause, showing independence & waiting for data dust to settle.
kpmg.com/us/en/articl...
Fed’s doubles down on resolve to pause, showing independence & waiting for data dust to settle.
kpmg.com/us/en/articl...
Cloudy inflation data for December
The Fed’s inflation-fighting credibility is at stake.
kpmg.com
January 13, 2026 at 6:18 PM
My take on inflation data, which are now understating y/y gains.
Fed’s doubles down on resolve to pause, showing independence & waiting for data dust to settle.
kpmg.com/us/en/articl...
Fed’s doubles down on resolve to pause, showing independence & waiting for data dust to settle.
kpmg.com/us/en/articl...
Reposted
".. The single biggest driver of the December increase was shelter. .. For policymakers, this is a warning sign. .. Without shelter disinflation, the overall inflation rate is likely to remain stuck above target even if other categories improve"
#CPI
substack.com/@sungwonsohn
#CPI
substack.com/@sungwonsohn
Dr. Sung Won Sohn | Substack
Prof. at Loyola Marymount | Fmr Chief Economist at Wells Fargo | Fmr White House Senior Economist | Rated Wall Street Journal's top U.S. Economic Forecaster 🏆
substack.com
January 13, 2026 at 3:38 PM
".. The single biggest driver of the December increase was shelter. .. For policymakers, this is a warning sign. .. Without shelter disinflation, the overall inflation rate is likely to remain stuck above target even if other categories improve"
#CPI
substack.com/@sungwonsohn
#CPI
substack.com/@sungwonsohn
Reposted
I don’t know how they do it because they must spend way less money on operations than X, but this platform is generally more reliable/stable than X.
January 13, 2026 at 2:37 PM
I don’t know how they do it because they must spend way less money on operations than X, but this platform is generally more reliable/stable than X.
Reposted
US coffee prices continue to hit new highs in inflation data released today, up 20% over the last year and 50% since pre-COVID
January 13, 2026 at 1:37 PM
US coffee prices continue to hit new highs in inflation data released today, up 20% over the last year and 50% since pre-COVID
Reposted
Japanese 10yr yield 2.167% - highest since 1999 @teconomics
January 13, 2026 at 12:57 PM
Japanese 10yr yield 2.167% - highest since 1999 @teconomics
Reposted
US hiring is at recession levels:
US employers announced only 507,647 planned hires, down -34% YoY, the lowest annual total since 2010.
This includes just 372,520 seasonal positions in Q4, the lowest since tracking began in 2012 #EconSky source: x.com/globalmktobs...
US employers announced only 507,647 planned hires, down -34% YoY, the lowest annual total since 2010.
This includes just 372,520 seasonal positions in Q4, the lowest since tracking began in 2012 #EconSky source: x.com/globalmktobs...
x.com
January 13, 2026 at 1:03 PM
US hiring is at recession levels:
US employers announced only 507,647 planned hires, down -34% YoY, the lowest annual total since 2010.
This includes just 372,520 seasonal positions in Q4, the lowest since tracking began in 2012 #EconSky source: x.com/globalmktobs...
US employers announced only 507,647 planned hires, down -34% YoY, the lowest annual total since 2010.
This includes just 372,520 seasonal positions in Q4, the lowest since tracking began in 2012 #EconSky source: x.com/globalmktobs...
Reposted
Reposted
US nonfarm payrolls were revised ⬇️ in each month of 2025.
As a result, revisions last year erased a total of -624,000 jobs, an average cut of -56,728 per report.
By comparison, in 2024, the avg downward revision was -30,000 jobs per month.
This is worst job market since 2020 Crisis. #EconSky
As a result, revisions last year erased a total of -624,000 jobs, an average cut of -56,728 per report.
By comparison, in 2024, the avg downward revision was -30,000 jobs per month.
This is worst job market since 2020 Crisis. #EconSky
January 13, 2026 at 12:58 PM
US nonfarm payrolls were revised ⬇️ in each month of 2025.
As a result, revisions last year erased a total of -624,000 jobs, an average cut of -56,728 per report.
By comparison, in 2024, the avg downward revision was -30,000 jobs per month.
This is worst job market since 2020 Crisis. #EconSky
As a result, revisions last year erased a total of -624,000 jobs, an average cut of -56,728 per report.
By comparison, in 2024, the avg downward revision was -30,000 jobs per month.
This is worst job market since 2020 Crisis. #EconSky
Reposted
BREAKING 🚨: Corn 🌽
Timberrrrrrrrrrrrr 📉📉
Timberrrrrrrrrrrrr 📉📉
January 13, 2026 at 2:42 AM
BREAKING 🚨: Corn 🌽
Timberrrrrrrrrrrrr 📉📉
Timberrrrrrrrrrrrr 📉📉
Reposted
‘Fear/Greed measures the ratio of buying to selling strength, telling us whether bulls or bears are in control at a particular point in time. The indicator is currently at the most bullish level in at least 15Y with upside momentum running high for the SOX.’ blinks.bloomberg.com/news/stories...
January 12, 2026 at 7:36 PM
‘Fear/Greed measures the ratio of buying to selling strength, telling us whether bulls or bears are in control at a particular point in time. The indicator is currently at the most bullish level in at least 15Y with upside momentum running high for the SOX.’ blinks.bloomberg.com/news/stories...
Reposted
‘The UMich component measuring whether consumers think now is a good time to make a major purchase still points to a sharp slowdown in spending on durable goods.’ thedailyshot.com/2026/01/12/m...
January 12, 2026 at 3:57 PM
‘The UMich component measuring whether consumers think now is a good time to make a major purchase still points to a sharp slowdown in spending on durable goods.’ thedailyshot.com/2026/01/12/m...
Reposted
Malls are K-shaped, too giftarticle.ft.com/giftarticle/... The reinvention of America’s shopping malls
The reinvention of America’s shopping malls
Changes in shopping habits have widened the split between those catering to well-off customers and those facing bankruptcy
giftarticle.ft.com
January 12, 2026 at 11:50 AM
Malls are K-shaped, too giftarticle.ft.com/giftarticle/... The reinvention of America’s shopping malls
Reposted
“.. This seems to be an entirely accurate assessment of the current labor market.”
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
January 12, 2026 at 10:49 AM
“.. This seems to be an entirely accurate assessment of the current labor market.”
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...