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Why the shrinking personal saving rate is... a good sign? 🤯
Plus a charted review of the macro crosscurrents 🔀
Sep 17
17
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Why the shrinking personal saving rate is... a good sign? 🤯
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People have money 💵
They have lots of it, and they're spending it 🛍
Sam Ro, CFA
Sep 14
17
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People have money 💵
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The hot but cooling labor market in 16 charts 📊🔥🧊
Making sense of a complicated dynamic 👍
Sam Ro, CFA
Sep 1
15
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The hot but cooling labor market in 16 charts 📊🔥🧊
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19 charts that caught my eye 👀
From recovering profit margins to poor economic news sentiment 📊
Sam Ro, CFA
Aug 29
27
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19 charts that caught my eye 👀
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Fed Chair Powell: 'We are navigating by the stars under cloudy skies' 🌌
The central bank will 'proceed carefully' as it works to get inflation down 🎈
Sam Ro, CFA
Aug 25
12
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Fed Chair Powell: 'We are navigating by the stars under cloudy skies' 🌌
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Is good economic news really all that surprising? 📰
Let's talk about news sentiment and why I created TKer 📈
Sam Ro, CFA
Aug 15
33
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Is good economic news really all that surprising? 📰
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9
The next massive consumer tailwind? 💨
Surging home equity has gone largely untapped 🏠
Sam Ro, CFA
Aug 10
32
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The next massive consumer tailwind? 💨
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Don't confuse 'normalizing' with something more alarming 🤨
Contextualizing the recent uptick in debt delinquencies 💳
Sam Ro, CFA
Aug 8
12
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Don't confuse 'normalizing' with something more alarming 🤨
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Some thoughts on the U.S. credit rating downgrade 🤔
There's precedent — and that may blunt its impact 🗓
Sam Ro, CFA
Aug 2
28
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Some thoughts on the U.S. credit rating downgrade 🤔
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As some consumer tailwinds fade, new ones emerge 💨
Plus a charted review of the macro crosscurrents 🔀
Jul 30
15
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As some consumer tailwinds fade, new ones emerge 💨
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A big misconception about the Fed's fight to bring down inflation 🙃
This is not 'immaculate disinflation' 🎈
Sam Ro, CFA
Jul 12
19
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A big misconception about the Fed's fight to bring down inflation 🙃
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Three massive forces have fueled the economic expansion for the past two years 💪
Plus a charted review of the macro crosscurrents 🔀
Jul 9
27
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Three massive forces have fueled the economic expansion for the past two years 💪
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