Jesus Rangel @Jsusran
Math Olympiad’s guy that studied economics and talks about the finance and energy sectors. For the books I've read: https://t.co/aKiMLUdP7X linkedin.com/in/jsusran Joined May 2010-
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Wholesale electricity costs as much as 267% more than it did five years ago in areas near data centers - Bloomberg #MacroEdge
This morning’s blowout new-home sales pushed the Bbg Economic Surprise Index positive for the 1st time since May. But the surge was fueled by rampant builder price cuts & incentives—39% reported cutting prices, with some offering perks worth 14% of sale value. 📈ECAN US SURPRISE
CHART OF THE DAY: The explosive growth of electricity consumption in the Middle East and Africa (MENA). "Since 2000, demand for air conditioning has more than tripled, a trend similar to that for all appliances: ~27% of households in the MENA region now have air conditioning"
The quality of CPI inflation data continues to deteriorate: In August, 36% of CPI prices were estimated, up from 32% in July. Normally, BLS calculates CPI inflation by gathering ~90,000 monthly price quotes across 200 product and service categories. When price data is missing,…
Gotta control for initial wealth and also for recent graduates
Gotta control for initial wealth and also for recent graduates
The myth of peak fossil-fuel demand: @JavierBlas 🛢️🛢️🛢️ The IEA sees oil demand growing to 114 million barrels/day by 2050 under its "Current Policy Scenario," according to a draft of its next annual report Gas demand also seen rising through 2050 bloomberg.com/opinion/articl…
Autism sadly to be unaffected. Polio, diphtheria, measles and mumps poised for big comebacks though. And nice graph btw. Let’s not even bother with chart crime axes anymore, let’s just not label them at all. Dangerous whack jobs.
Autism sadly to be unaffected. Polio, diphtheria, measles and mumps poised for big comebacks though. And nice graph btw. Let’s not even bother with chart crime axes anymore, let’s just not label them at all. Dangerous whack jobs.
No sustainable economic growth = standard of living stays the same or even decreases
The elephant in the room: 74% of world central banks cut rates in 2024, the highest share since 2021. In May 2025 ALONE, global central banks cut rates 15 times. So, why are yields at 30+ year highs if we are in the midst of an aggressive GLOBAL rate cut cycle? Deficit…
The elephant in the room: 74% of world central banks cut rates in 2024, the highest share since 2021. In May 2025 ALONE, global central banks cut rates 15 times. So, why are yields at 30+ year highs if we are in the midst of an aggressive GLOBAL rate cut cycle? Deficit… https://t.co/w8wtWIKiC5
Ingram: "How [does] 600K students from China put America first? Those are 600K spots that American kids won't get." Lutnick: "If you don’t have those Chinese students, the bottom 15% of colleges would go out of business.” #MacroEdge
Sam Altman comments yesterday and now this
OpenAI CEO Sam Altman has reportedly said that he believes AI could be in a bubble, comparing market conditions to those of the dotcom boom in the late 1990s #MacroEdge
@BarbarianCap PE has been investing in pro sports for the media rights, predictable, recurring and super lucrative
Beef has never been more expensive: USDA ground beef retail prices have surged to a record $6.10 per pound. Over the last 3 years, beef prices have risen by over +50%, driven by a severe cattle shortage. Ranchers have slashed herds due to high interest rates, expensive feed,…
GLOBAL ENERGY CONSUMPTION – just 21 countries (or 13 countries plus the European Union as a whole) accounted for 80% of worldwide primary energy consumption in 2024:
MAP OF THE DAY: An update on commodity dependence from annual @UNCTAD. (Measured as any country that makes >60% of its merchandise export earnings from commodities) Across developing countries, 2/3 of them (95 out of 143) remain commodity dependent. unctad.org/news/commodity…
In 1965, LBJ physically shoved Fed Chair William McChesney Martin against a wall at his Texas ranch to demand lower rates. Trump is now publicly threatening Powell’s job over rates. The stage changes, but the tension between politics and the Fed remains timeless.

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