Nathan Otten
@n-otten.bsky.social
Reposted by Nathan Otten
FITCH: “.. While the feed through from tariff hikes to the CPI still looks quite slow, the impact is becoming a bit easier to see. Core goods inflation has now increased to +1.2% y/y, having been negative as recently as March.”
August 12, 2025 at 1:27 PM
FITCH: “.. While the feed through from tariff hikes to the CPI still looks quite slow, the impact is becoming a bit easier to see. Core goods inflation has now increased to +1.2% y/y, having been negative as recently as March.”
Reposted by Nathan Otten
Official data released yesterday shows US data center construction hitting another record high in June, exceeding $40B annualized for the first time
That's up 28% from this time last year and up 190% since the launch of ChatGPT nearly three years ago
That's up 28% from this time last year and up 190% since the launch of ChatGPT nearly three years ago
August 2, 2025 at 8:22 PM
Official data released yesterday shows US data center construction hitting another record high in June, exceeding $40B annualized for the first time
That's up 28% from this time last year and up 190% since the launch of ChatGPT nearly three years ago
That's up 28% from this time last year and up 190% since the launch of ChatGPT nearly three years ago
Reposted by Nathan Otten
It is quite rare for consumer spending to fall in inflation-adjusted terms. It happened during covid, and during the financial crisis, and it is happening now.
June 27, 2025 at 2:54 PM
It is quite rare for consumer spending to fall in inflation-adjusted terms. It happened during covid, and during the financial crisis, and it is happening now.
Reposted by Nathan Otten
Best job title: Dad
Happy Father’s Day.
Happy Father’s Day.
June 15, 2025 at 3:12 PM
Best job title: Dad
Happy Father’s Day.
Happy Father’s Day.
Reposted by Nathan Otten
Still notable political bias in inflation expectations, but expectations are broadly rising and Independents' views are surging:
▶️Democrats: +8.0%
▶️Independents: +6.5%
▶️Republicans: +0.4%
h/t @michaelmcdonough.bsky.social
▶️Democrats: +8.0%
▶️Independents: +6.5%
▶️Republicans: +0.4%
h/t @michaelmcdonough.bsky.social
April 25, 2025 at 2:26 PM
Still notable political bias in inflation expectations, but expectations are broadly rising and Independents' views are surging:
▶️Democrats: +8.0%
▶️Independents: +6.5%
▶️Republicans: +0.4%
h/t @michaelmcdonough.bsky.social
▶️Democrats: +8.0%
▶️Independents: +6.5%
▶️Republicans: +0.4%
h/t @michaelmcdonough.bsky.social
April 29, 2025 at 6:59 PM
April 29, 2025 at 6:48 PM
Reposted by Nathan Otten
The federal minimum wage is now officially a poverty wage, per @epi.org www.epi.org/blog/the-fed...
April 28, 2025 at 2:49 PM
The federal minimum wage is now officially a poverty wage, per @epi.org www.epi.org/blog/the-fed...
US Household Allocations to Stocks.
April 21, 2025 at 6:09 PM
US Household Allocations to Stocks.
Reposted by Nathan Otten
new video
youtu.be/teqkK0RLNkI?...
youtu.be/teqkK0RLNkI?...
CONSPIRACY | contrapoints
YouTube video by ContraPoints
youtu.be
March 24, 2025 at 6:59 PM
new video
youtu.be/teqkK0RLNkI?...
youtu.be/teqkK0RLNkI?...
Reposted by Nathan Otten
Americans responded (sharply!) to the Trump tariffs *before* they were even imposed. They imported extra stuff in December and January, rather than waiting and paying the higher prices that would occur when he was in office .
February 28, 2025 at 5:17 PM
Americans responded (sharply!) to the Trump tariffs *before* they were even imposed. They imported extra stuff in December and January, rather than waiting and paying the higher prices that would occur when he was in office .
Reposted by Nathan Otten
If you want to understand more about what I talked about on the show, you can read my newsletter here:
www.kedits.com/p/a-tale-of-...
www.kedits.com/p/a-tale-of-...
A Tale of Two Labor Markets
On the eve of monumental economic policy
www.kedits.com
February 5, 2025 at 2:33 AM
If you want to understand more about what I talked about on the show, you can read my newsletter here:
www.kedits.com/p/a-tale-of-...
www.kedits.com/p/a-tale-of-...
Reposted by Nathan Otten
This is my soapbox! We keep saying that women with degrees are "Childless cat ladies" in the Upper West Side. But as
@emilypeck.bsky.social reports, Marriage rates for women without college degrees are falling, while the rate for women with degrees is steady.
www.axios.com/2025/01/31/m...
@emilypeck.bsky.social reports, Marriage rates for women without college degrees are falling, while the rate for women with degrees is steady.
www.axios.com/2025/01/31/m...
Marriage rates for women without college degrees are falling
The drop-off in marriage rates for women without degrees has everything to do with their male counterparts, researchers say.
www.axios.com
January 31, 2025 at 10:19 PM
This is my soapbox! We keep saying that women with degrees are "Childless cat ladies" in the Upper West Side. But as
@emilypeck.bsky.social reports, Marriage rates for women without college degrees are falling, while the rate for women with degrees is steady.
www.axios.com/2025/01/31/m...
@emilypeck.bsky.social reports, Marriage rates for women without college degrees are falling, while the rate for women with degrees is steady.
www.axios.com/2025/01/31/m...
Reposted by Nathan Otten
Bloomberg says that Trump will immediately declare a national energy emergency. We all know why — it will be about gutting environmental protection. But still worth noting that US energy is actually doing fine, with production > consumption and exports > imports 1/
January 20, 2025 at 12:03 PM
Bloomberg says that Trump will immediately declare a national energy emergency. We all know why — it will be about gutting environmental protection. But still worth noting that US energy is actually doing fine, with production > consumption and exports > imports 1/
Reposted by Nathan Otten
To hear certain folks tell it, DEI has led to all manner of problems. Actually, most people say that they either haven't been affected by DEI at all — or it's benefited their careers.
www.axios.com/2025/01/17/d...
www.axios.com/2025/01/17/d...
Poll finds Americans are indifferent to or feel positively about DEI
Just 16% of those in a survey say they think DEI initiatives hindered their careers.
www.axios.com
January 17, 2025 at 2:39 PM
To hear certain folks tell it, DEI has led to all manner of problems. Actually, most people say that they either haven't been affected by DEI at all — or it's benefited their careers.
www.axios.com/2025/01/17/d...
www.axios.com/2025/01/17/d...
Reposted by Nathan Otten
Here's how monthly mortgage payment for buying a $500K home have changed over time. Remember: Fed cuts target short-term rates, but mortgage costs also hinge on inflation expectations, long-term Treasury yields, and global investor demand—so they don't always move in lockstep.
December 21, 2024 at 10:53 PM
Here's how monthly mortgage payment for buying a $500K home have changed over time. Remember: Fed cuts target short-term rates, but mortgage costs also hinge on inflation expectations, long-term Treasury yields, and global investor demand—so they don't always move in lockstep.
Reposted by Nathan Otten
Arguably the most insightful politics and economics chart available—inflation expectations by political party affiliation—was just updated by the University of Michigan:
December 11, 2024 at 11:47 PM
Arguably the most insightful politics and economics chart available—inflation expectations by political party affiliation—was just updated by the University of Michigan:
Reposted by Nathan Otten
So proud of the great work happening in Minneapolis, which shows that boosting housing supply helps make homes more affordable.
December 3, 2024 at 3:02 PM
So proud of the great work happening in Minneapolis, which shows that boosting housing supply helps make homes more affordable.
Reposted by Nathan Otten
Now, let's see what we can do about fruit and vegetable prices... (HT @scottlincicome.bsky.social)
November 26, 2024 at 2:03 AM
Now, let's see what we can do about fruit and vegetable prices... (HT @scottlincicome.bsky.social)
Reposted by Nathan Otten
The usual suspects are out there yelling "There are 23 million government workers! Fire most of them!" No awareness that most work for local governments, and most of *them* are schoolteachers. Federal employment hasn't grown since the 1950s
November 23, 2024 at 2:06 PM
The usual suspects are out there yelling "There are 23 million government workers! Fire most of them!" No awareness that most work for local governments, and most of *them* are schoolteachers. Federal employment hasn't grown since the 1950s
According to the American Farm Bureau Federation, Thanksgiving meals will be cheaper this year than the previous two years.
November 20, 2024 at 3:11 PM
According to the American Farm Bureau Federation, Thanksgiving meals will be cheaper this year than the previous two years.
Reposted by Nathan Otten
Gun violence is leading cause of death for children via @nytimes.com
November 19, 2024 at 11:58 AM
Gun violence is leading cause of death for children via @nytimes.com
Reposted by Nathan Otten
Oh, forgot to include the "policy didn't cause inflation" chart 5/
November 18, 2024 at 2:57 PM
Oh, forgot to include the "policy didn't cause inflation" chart 5/
Reposted by Nathan Otten
Can't stop thinking about this. Was all that handwringing over the vibecession -- the disconnect between sentiment and economic data... was mostly just Republicans who didn't like the Biden administration?
www.axios.com/2024/11/13/c...
www.axios.com/2024/11/13/c...
GOP economic cheer offsets Dem gloom
After the election Republican consumer sentiment surged, while it fell for Dems.
www.axios.com
November 14, 2024 at 6:21 PM
Can't stop thinking about this. Was all that handwringing over the vibecession -- the disconnect between sentiment and economic data... was mostly just Republicans who didn't like the Biden administration?
www.axios.com/2024/11/13/c...
www.axios.com/2024/11/13/c...