
John Lonski
1.3K posts

John Lonski
@LonskiJohn
Award-winning Financial Markets Economist | Media Commentator | Speaker
Katılım Nisan 2021
361 Takip Edilen920 Takipçiler


Housing is on the Ropes as Services Still Dance About, by @LonskiJohn open.substack.com/pub/thruthecyc… #gdp #consumerspending #fiscalstimulus #governmentspending #FOMC #monetarypolicy #housing #inflation #stockmarket #mortgagerate #healthcare #restaurants #interestrates
#homesales #copper
English

If Spending Beats Expectations So Will Inflation, by @LonskiJohn open.substack.com/pub/thruthecyc… #economy #inflation #retailsales #fedfunds #10yearTreasuryyield #onlinesales #restaurants #fulltimejobs #jobs #FOMC #oil #S&P500 #stocks
English

@awealthofcs And the same CPI report says health insurance premiums are down -15% yy and renters and property insurance is up by merely 4.6% yy. CPI has grossly underestimated premiums for health & property insurance.
English

Home and auto insurance is going to turn into a mini-crisis at some point
Auto insurance is up 22% in the past year
I've yet to get a good explanation for this insane rise
data.bls.gov/timeseries/CUU…

English

Hot Jobs Report Burns Dovish Fed Views, by @LonskiJohn open.substack.com/pub/thruthecyc… #jobsreport #FOMC #FederalReserve #interestrates #fedfunds #mortgagerates #economy #wageinflation #unemployment #inflation #autosales #stocks #junkbonds
English

@jimiuorio And there are tenured economists at major universities who claim that minimum wage hikes do not imply fewer jobs than otherwise.
English

If you support minimum wage laws you either don’t understand economic, are pandering and don’t care about the consequences or you are evil and welcome the negative consequences to increase dependence…which one are you?
End Wokeness@EndWokeness
On April 1st, California raised the minimum wages for fast food workers to $20/hour. That same day, Fosters Freeze went out of business and laid off all 20 employees. The owner says that he was crushed but is unable to sustain the wage hike as a small business owner. Mass layoffs and price hikes have already begun…. and we aren't even a week in.
English

Odds Favoring a June Rate Cut Keep Slip Sliding Away, by @LonskiJohn open.substack.com/pub/thruthecyc… #fedfunds #Treasurybonds #FOMC #economy #inflation #healthcare #restaurants #hotels #construction #governmentspending #budgetdeficit #consumerspending #pcepriceindex #jobsreport #payrolls
English

Equity and Credit Markets Show No Pressing Need for Fed Rate Cut, by @LonskiJohn open.substack.com/pub/thruthecyc… #debt #FederalDebt #FOMC #Businessdebt #equitybuybacks #stocks #profits #junkbonds #yieldspreads #Baabonds #interestrates #economy #inflation #cash #investmentgrade #debtbomb
English

@jimiuorio Inflation's demise has been greatly exaggerated. Could rate hikes come back into view?
English

Where are the fact checkers? Can't believe how quickly mainstream media and their pundits used "bloodbath" out of context. Or has the word "bloodbath" been banned by the woke nerds? #bloodbath
English

Taken Together -- CPI, PPI, and Retail Sales -- Hint of Stagflation, by @LonskiJohn open.substack.com/pub/thruthecyc… #stagflation #FOMC #CPI #inflation #fedfunds #bonds #junkbonds #interestrates #consumerspending #retailsales #softlanding #economy #jobs #homeprices #mortgagerates
English

This Is Not the Dawning of the Age of Aquarius, by @LonskiJohn open.substack.com/pub/thruthecyc… #FOMC #wagegrowth #laborcosts #InterestRate #federalfunds #GovernmentEmployees #federalspending #federalbudget #hoursofwork #unemployment #payrolls #jobs #stocks #bonds
English

Equities Surge, Rate Cut Odds Sink, by @LonskiJohn open.substack.com/pub/thruthecyc… #stocks #dividendyield #interestrates #FOMC #Baabondyield #junkbonds #highyield #GDP #Pricetoearningsmultiples #economy #profits
English

Inflation lives! On February 22, the market value of US common stock soared higher by $996 billion for the day, or nearly $1 trillion. #stocks #inflation
English

As inferred from February 17's historically low 201,000 initial claims for state unemployment benefits, a still tight labor market sustains inflation risks. Rapid wage growth will persist. Higher interest rates loom. #jobs #inflation #wages #stocks #FOMC #InterestRates
English

Halt to Energy Price Deflation May Stall Progress at Disinflation, by @LonskiJohn open.substack.com/pub/thruthecyc… #cpi #ppi #corePCEpriceindex #FOMC #FederalReserve #healthcare #publicutilities #interestrates #WTIcrudeoil #gasolineprices #energyprices
English

History Questions Soft Landing Hopes, by @LonskiJohn open.substack.com/pub/thruthecyc… #softlanding #recession #wagegrowth #interestrates #FOMC #Jobs #retailsales #governmentspending #fiscalstimulus #healthcare #healthinsurance #restaurants #ppi #cpi #inflation #unemployment
English


