Jonathan Pingle

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Jonathan Pingle

Jonathan Pingle

@JonathanPingle

Global Macro Research

New York, NY Katılım Eylül 2019
283 Takip Edilen2.7K Takipçiler
Jonathan Pingle
Jonathan Pingle@JonathanPingle·
It was a pleasure advising @AnnikaCBrooks on her recent research post on COVID's impact on US Income Inequality. It's also a great look at the newly released state distribution of disposable personal income data from the Bureau of Economic Analysis. open.substack.com/pub/annikabroo…
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Jonathan Pingle
Jonathan Pingle@JonathanPingle·
I started this month’s labor market outlook with an opening line that characterized April’s extraordinary amount of economic policy ‘doublethink.’ “It was a bright cold day in April, and the clocks were striking thirteen.” - George Orwell
Natixis Research CIB@NatixisResearch

April's employment report may not reflect the full impact of recent policies, as demand remains strong. However, hiring intentions are down and layoffs are increasing, signaling future labor market effects. More➡️research.natixis.com/Site/en/public… #Employment #Economy #NatixisResearch

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Robin Brooks
Robin Brooks@robin_j_brooks·
Great webinar in a week's time with @NatixisResearch and @JonathanPingle, who built the data I use all the time that track oil tankers out of Russia's ports, coding up a web crawler to identify their true owners. He's also one of the best payrolls forecasters on Wall Street...
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Jonathan Pingle
Jonathan Pingle@JonathanPingle·
@tomkeene Thank you very much Tom. Have a great holiday season and a happy New Year!
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Robin Brooks
Robin Brooks@robin_j_brooks·
Massively proud of my daughter who’s headed to ⁦@LafCol⁩ for college. Annika wants to be a trader. Hopefully - when that day comes - she’ll consider hiring me as an economist in some kind of back-office support role. Go leopards!
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Jonathan Pingle
Jonathan Pingle@JonathanPingle·
@spignal & US GDP PPP is about 70% of China’s. And to your point- I think these stats draw out larger generalizations that can be wrong
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Stanley Pignal
Stanley Pignal@spignal·
If you're going to compare GDP between places, it's usually better to use purchasing-power parity, which reflects the fact you can buy more with a $ in some countries than others. Do that for EU/US and the rollercoaster *entirely disappears* EU GDP has been 70% US GDP for decades
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Stanley Pignal
Stanley Pignal@spignal·
The FT is making a splash with what seems to be a remarkable stat: EU GDP used to be 91% of US in 2013, and is now 65%. But this is for the same reason EU GDP went from 70% America's in 2001 to 110% in 2008 - because exchange rates moved around Non-story then, non-story now
Stanley Pignal tweet media
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PhoenixFire
PhoenixFire@ed11391005·
@Lingling_Wei Ling ling - what your 3 favorite chinese spots in the city? nyc chinese food has gotten so much better in the recent years
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Tony Addison
Tony Addison@TonysAngle·
🛢️🇷🇺Russia's oil exports. @RobinBrooksIIF & @JonathanPingle of @IIF have been doing some superb work on tracking the cargos.
Robin Brooks@robin_j_brooks

Today's the last day at @IIF of @JonathanPingle, the amazing and wonderful mind behind our oil tanker web crawler, which shed so much light on Greek oil tanker oligarchs. We wish you all the best and thank you! If you love data and want to work with @econchart and me, email us...

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Robin Brooks
Robin Brooks@robin_j_brooks·
Today's the last day at @IIF of @JonathanPingle, the amazing and wonderful mind behind our oil tanker web crawler, which shed so much light on Greek oil tanker oligarchs. We wish you all the best and thank you! If you love data and want to work with @econchart and me, email us...
Robin Brooks tweet media
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Nick Timiraos
Nick Timiraos@NickTimiraos·
“Everybody sees [price] declines around the corner,” General Motors Co. finance chief Paul Jacobson said of American consumers’ willingness to spend big on new cars, which continued in the latest quarter. “That corner just keeps getting further and further out.”
Nick Timiraos@NickTimiraos

PepsiCo raised its revenue-growth forecast and saw strong demand despite raising prices 13% in the latest quarter Kimberly-Clark's sales increase topped expectations after raising prices 10% for the second straight quarter wsj.com/articles/mcdon…

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Robin Brooks
Robin Brooks@robin_j_brooks·
Today's March CPI is the most dovish we've seen in a while. Our super core (blue) rose from mid-2022 on and stayed high through Feb. 2023 data. This ended with today's print. Super core is the weakest since H1 2022. The US inflation scare may finally be over. With @JonathanPingle
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Piroska Nagy Mohacsi
Piroska Nagy Mohacsi@NagyMohacsi·
First indications of profit margins starting to moderate - but historically still high for policy comfort. Note high profits particularly in Europe @Isabel_Schnabel V good research @RobinBrooksIIF @JonathanPingle @porszag
Robin Brooks@robin_j_brooks

Something big happened in yesterday's PMI data for March. Delivery times normalized last year after COVID disruptions (top left), but firm mark-ups stayed high (bottom right). We yesterday saw first signs of mark-ups coming down meaningfully for the US. @porszag @JonathanPingle

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Keşfet

@AnnikaCBrooks @robin_j_brooks @NatixisResearch @tomkeene @UBS @BrookingsGlobal @BrookingsInst @CeciliaERouse