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Few metrics are a better read on real economic growth than electricity production.
USโs was flat for 20 years๐ณ
US is finally reacting; bond investor consensus still thinks the US can catch up without the bond market being crushed in real terms, but thatโs not possible. #YCC#
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S&P 500 ended September in the red, down 0.45% marking its third decline in the past four months โฆ index is up +11.8% YTD
ย
[Past performance is no guarantee of future results]
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Spend an amazing Wednesday watching the teaser of the intense lovemaking video the gorgeous British babe @onlykyliejones and I have created together for the pleasure of our adored fans ๐๐ฅฐโค๏ธ
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The bond mafia has 45 years of experience working against them.
They were so CERTAIN that Fed rate hikes would calm the long end, but they were wrong...and they will continue to be wrong until ๐
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Big drop in latest 3Q2026 real GDP estimate from @AtlantaFed GDPNow model โฆ +3.7%, down from prior September 25 read of +5.0%
Strong second half of month put same semiconductor- and tech/hardware-heavy indices that drove markets to record highs in 2Q26 back in front, with AI-linked country, factor, and sector benchmarks all ahead of their parents
@SPDJIndices
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August goods trade deficit widened to $132.6B vs. $115.0B est. & $118.9B in prior month โฆ imports +5.5%; exports +1.9%
August ย personal income +0.2% m/m vs. +0.5% est. & +0.3% prior โฆ personal spending +0.9% vs. +0.9% est. & +0.1% prior
Latest GDP components table including annual revisions โฆ 2Q26 GDP revised up to +2.2% vs. 1.5% (second estimate) ... consumer spending revised up to +3.8% vs. +3.4% (second estimate)
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