3 Oct 2025
In the US, searches for "second job" reach an all time high, surpassing 2008 financial crisis and COVID pandemic levels
Source: Kalshi
3 Oct 2025
Good chart by @GoldmanSachs on AI exposure by industry
Source: Goldman Sachs, @tanayj on X
3 Oct 2025
There are now 157k more Unemployed Persons than Job Openings in the US.
Excluding the 2020 recession, this is the widest spread we've seen since 2017. Labor market continues to cool... Source: Charlie Bilello
3 Oct 2025
President Trump says he is considering $1,000 - $2,000 stimulus checks for all taxpayers using tariff revenue.
Source; Geiger Capital on X
2 Oct 2025
According to CME Fed watch tool, odds of a Fed rate cut in October are now 99%...
So done deal after the poor ADP payrolls numbers...
2 Oct 2025
Kalshi is currently pricing in a 57% chance that the 🇺🇸 Government shutdown will last more than 10 days
Source: Kalshi
2 Oct 2025
‼️Global central banks RATE CUT RUSH:
Central banks have slashed rates 168 times over the last 12 months, the fastest pace since the 2020 crisis. This is also the third-quickest pace over the last 25 years, behind the 249 rate cuts seen in the Great Financial Crisis. Source: Global Markets Investors, BofA
2 Oct 2025
Nothing against Mexico, Singapore, or Oman; but...
Source: Michael Brown, Bloomberg
