Macro84 @macro84

Macro Investor. Salomon Brothers bond trading roots. Opinions are my own. Not investment advice. Avid soccer player/fan. New York, NY 🇺🇸🇬🇧🇳🇱 Joined January 2013

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Macro84 @macro84

4 hours ago

Historically a rather rare phenomenon but explainable in this case.

Charlie Bilello @charliebilello

5 hours ago

Historically a rather rare phenomenon but explainable in this case.

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Paychex Small Business Wage Data: Wage growth is edging higher at the margin but remains sub-3% YoY overall, with Manufacturing leading and the Midwest showing the firmest regional momentum. Hours are stabilizing, not accelerating. Region Latest 1M* 3M* 12M…

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Macro84 @macro84

4 hours ago

Paychex Small Business Jobs Index: The national index fell to 99.52 (lowest since Mar 2021), down 0.31 m/m and 0.32 y/y, signaling modest contraction in small business employment. with the Midwest holding a narrow lead. Sector leadership remains defensive (education and health),…

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Macro84 @macro84

8 hours ago

Confidence fell to 94.2 in September, lowest since April 2025. The Present Situation subindex posted its biggest drop in a year; Expectations stayed sub-80 for an 8th month, a level historically consistent with recession risk. Consumer sentiment is being led lower by the…

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Macro84 @macro84

8 hours ago

US JOLTS Job Openings came in 27k more than estimates rising to 7,227K which was up 19k MoM. Latest MoM YoY Job Openings: 7227K +19K/0.3% -422K Hires: 5126K -114K/-2.2% -104K Quits: 3091K…

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Macro84 @macro84

21 hours ago

August Pending home sales stronger than consensus estimates (+0.3%) coming in at +4% MoM and 3.8% YoY (up from 0.7% in July). The bounce was largely driven by regions such as the Midwest, South, and West, with a slight decline in the Northeast. "Lower mortgage rates are…

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Liz Thomas @LizThomasStrat

6 days ago

Free cash flow yield on the S&P 500 is back down below 2.6%, the lowest since 2008, and before that the early 2000s. It's been a long road from when this peaked in 2009 at the market bottom.

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Macro84 @macro84

5 days ago

The Kansas City Composite index gained 3pts to 4, its highest since Sept, 2022. Production rose 4pts to 4 but dropped 2pts to 18 in the outlook. However, expectations for future manufacturing activity cooled, with the future composite index decreasing 4pts to 7. New Orders were…