INTELRUNNER
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Intel & data mostly via charts in economics, markets, politics, war, business, trade, international relations, etc.

Generally ๐Ÿ‡บ๐Ÿ‡ธ but I do get around.

Nothing is financial advice...
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ Weโ€™ve got fresh polling on the New York mayoral race, courtesy of Tulchin Researchโ€ฆ Democratic socialist Zohran Mamdani still leads a 4-man 5-man race with 42%. Disgraced ex-governor Cuomo would be the closest at 26%, followed by Republican Curtis Sliwaโ€ฆ
๐Ÿ‡บ๐Ÿ‡ธ More polling on the New York mayoral race from the Tulchin Research report. This shows ex-Governor Andrew Cuomo defeating Zohran Mamdani by 11 percentage points in a hypothetical head-to-head contest.

Cuomo garners 52% of the vote to Mamdaniโ€™s 41%. Rumors have flown about the White House aiding in cutting down on the participants. The voting begins October 25th and runs through Election Day, November 2nd.

๐Ÿ—ณ CHART WATCH ๐Ÿ—ณ
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๐Ÿ‡ซ๐Ÿ‡ท Franceโ€™s debt-to-GDP ratio is at 113% and pushing the COVID highs of 115%.

๐Ÿ‡ฉ๐Ÿ‡ช Germany, on the other hand, is not suffering from a debt crisis but a stagnation crisis. Its debt-to-GDP ratio is 62.5%.

๐Ÿ“ˆ CHART WATCH ๐Ÿ“ˆ
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ Employees on Nonfarm Payrolls: Total Month-over-Month Net Change (seasonally adjusted)โ€ฆ Note: the Birth-Death Model put in heavy work on this one, reversing a 74K decline to a 96K gain. The malfeasance in government statistics offices knows no bounds.โ€ฆ
๐Ÿ‡บ๐Ÿ‡ธ The growth in American jobs has been woefully dependent on additions to the Health Care and Social Assistance sector.

If you remove those from non-farm payrolls, weโ€™ve lost 143,000 jobs over the last four months.

๐Ÿ“‰ CHART WATCH ๐Ÿ“‰
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ The growth in American jobs has been woefully dependent on additions to the Health Care and Social Assistance sector. If you remove those from non-farm payrolls, weโ€™ve lost 143,000 jobs over the last four months. ๐Ÿ“‰ CHART WATCH ๐Ÿ“‰
๐Ÿ‡บ๐Ÿ‡ธ The 3-month moving average of total job growth excluding healthcare.

Itโ€™s been noted this is the first time in 25 years that it has gone negative outside of a recession.

๐Ÿ“‰ CHART WATCH ๐Ÿ“‰
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๐Ÿ‡บ๐Ÿ‡ธ The gerontocracy in the House of Representatives.

๐Ÿ“ˆ CHART WATCH ๐Ÿ“ˆ
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๐Ÿ‡บ๐Ÿ‡ธ It appears most of the nation is entering or already is in recession.

๐ŸŒŽ CHART WATCH ๐ŸŒŽ
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๐Ÿ‡ช๐Ÿ‡บ This is the change in government primary balance (y axis) and the change in the unemployment rate (x axis)in the Eurozone, latest vs. Q4 2019.

Best Fiscal Shape: ๐Ÿ‡ฌ๐Ÿ‡ท ๐Ÿ‡ช๐Ÿ‡ธ ๐Ÿ‡จ๐Ÿ‡พ
(Greece, Spain, Cyprus)

Worst Fiscal Shape: ๐Ÿ‡ซ๐Ÿ‡ฎ ๐Ÿ‡ฆ๐Ÿ‡น ๐Ÿ‡ฉ๐Ÿ‡ช
(Finland, Austria, Germany)

๐Ÿ“Š CHART WATCH ๐Ÿ“Š
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๐Ÿ‡ฎ๐Ÿ‡น ๐Ÿ‡ซ๐Ÿ‡ท This says more about France than Italy.

This is a trillion dollar issue Paris has to deal withโ€ฆ

๐Ÿ“‰ CHART WATCH ๐Ÿ“‰
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๐Ÿ‡บ๐Ÿ‡ธ The Fed Funds & Unemployment Rates

๐Ÿ“ˆ CHART WATCH ๐Ÿ“ˆ
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INTELRUNNER
๐Ÿ‡ฉ๐Ÿ‡ช The German statistics office has made dramatic revisions to the GDP data. The updates revealed Germany had experienced a recession after all. I, for one, thought the oscillation back & forth between positive & negative was slightly odd, but these are someโ€ฆ
๐Ÿ‡บ๐Ÿ‡ธ Total Job Growth Before & After CES Benchmark Revisions (thousands, seasonally adjusted)

More at NFU: We Need Independent Public Data Collection

The madness of making financial & economic decisions on the basis of the work of statisticians with immense career incentives to politicize (both in the partisan & nonpartisan senses) the numbers must end.

๐Ÿ›  CHART WATCH ๐Ÿ› 
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ The S&P 500 ($SPX) has had -21% fall and a 34% rally to a series of all-time highs so far this yearโ€ฆ ๐ŸŒ CHART WATCH ๐ŸŒ
๐Ÿ‡บ๐Ÿ‡ธ When the S&P 500 rises 30%, it tends to be even higher over the following period. In fact, itโ€™s higher 100% of time 2-12 months after the signal.

Today is the best advance-decline reading in the $SPX since May 27th, and itโ€™s another new all-time high.

The index is up 36% since Liberation Day and has added $15 trillion in market cap over the last 5 months.

๐ŸŒ CHART WATCH ๐ŸŒ
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ The Fedโ€™s target rate & unemployment. ๐Ÿ“ˆ CHART WATCH ๐Ÿ“ˆ
๐Ÿ‡บ๐Ÿ‡ธ Target Rate Probabilities for 17 September 2025 Fed Meeting

๐Ÿ“Š CHART WATCH ๐Ÿ“Š
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INTELRUNNER
๐ŸŒŽ Returns Leaderboard for the week ending on August 22nd (in USD)โ€ฆ ๐Ÿฅ‡ ๐Ÿ‡บ๐Ÿ‡ธ U.S. Small Caps ๐Ÿฅ‡ ๐Ÿ›ข WTI Crude Oil ๐Ÿฅ‡ ๐Ÿ‡บ๐Ÿ‡ธ U.S. REITs โฌ‡๏ธ Bitcoin, Magnificent 7, Japanese Equities ๐Ÿ“Š CHART WATCH ๐Ÿ“Š
๐ŸŒŽ Returns Leaderboard for the week ending on September 12th (in USD)โ€ฆ

๐Ÿฅ‡ ๐Ÿช™ Bitcoin
๐Ÿฅ‡ ๐Ÿ‡จ๐Ÿ‡ณ China Equities
๐Ÿฅ‡ ๐Ÿ‡จ๐Ÿ‡ณ Emerging Market Equities

โฌ‡๏ธ Japanese Yen, the Dollar Index

๐Ÿ“Š CHART WATCH ๐Ÿ“Š
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ Top Platforms for Podcasts: ๐Ÿฅ‰ ๐Ÿ“ฑ Apple ($AAPL) ๐Ÿฅˆ ๐Ÿ“ฑ Spotify ($SPOT) ๐Ÿฅ‡ ๐Ÿ“ฑ YouTube ($GOOGL) ๐Ÿ‘โ€๐Ÿ—จ CHART WATCH ๐Ÿ‘โ€๐Ÿ—จ
๐ŸŒ The top 10 & bottom 10 countries in local vs. international representation in the Spotify Weekly Top 200 chartsโ€ฆ

๐Ÿ‡ซ๐Ÿ‡ท 60% of artists played in France are French (double that of the United Kingdom or Spain).

๐Ÿ‡ช๐Ÿ‡ธ Speaking of the Spanish, Puerto Rican Bad Bunny outranks all natives.

๐Ÿ‡บ๐Ÿ‡ธ American artists are in the top 5 of 70 out of 73, demonstrating global presence.

๐Ÿ“ฑ CHART WATCH ๐Ÿ“ฑ
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INTELRUNNER
๐Ÿ‡ฉ๐Ÿ‡ช Germanyโ€™s energy has stopped contracting, but wind has been a real letdown of late (there isnโ€™t much of it). Solar is doing better than ever (clearly the winner between the two in the grand European experiment), but it was renewed usage of coal that trulyโ€ฆ
๐Ÿ‡ฉ๐Ÿ‡ช Alternative for Deutschland is surging beyond its East German enclave.

AfD has tripled their last performance in the local elections in North Rhine-Westphalia (NRW), moving from 5% to 14.5%, as the Greens have taken a beating, losing a third of their support and the third position among parties.

This jump to 3rd for AfD is even more remarkable given 32% of the population of NRW has a โ€œmigration background,โ€ as they say over there.

๐Ÿ“Š CHART WATCH ๐Ÿ“Š
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INTELRUNNER
Children Up to Date on Recommended Vaccines Has Dropped
๐Ÿ‡บ๐Ÿ‡ธ Impact of Childhood Vaccination on Short- and Long-Term Chronic Health Outcomes in Children: A Birth Cohort Study

This is Figure 1 from the Henry Ford Health System study of 16,511 vaccinated & 1,957 unvaccinated children. They used medical records from 2000-2016 and tracked children for a decade. The higher on the y axis, the higher your probability of making it through the period disease-free.

The study found that unvaccinated children have a 17% chance of acquiring at least one chronic disease by age 10. Vaccinated children (at least one, with a median of 18 among the group) exhibited a whopping 57% probability of ending up with a disease by the time they are 10 years old.

The vaxxed are 2.48 times more likely to suffer from a chronic health condition within 10 years.

The routine childhood vaccination schedule generated 5.96 times more autoimmune disease, 5.53 times more neurodevelopmental disorders, 4.29 times more asthma, and 3.03 times more atopic disease.

The 453% increase in neurodevelopmental disorders includes a 228% increase in developmental delay, a 192% increase in motor disability, and a 347% increase in speech disorders.

Just to reiterate: only 43% of vaccinated children escaped their first decade without a chronic health issue. 83% of unvaccinated children did not meet this fate. The authors were confident in their conclusions, but โ€œhigher-upsโ€ in their hospital system insisted on hiding it instead of publishing itโ€ฆ

๐Ÿ’‰ CHART WATCH ๐Ÿ’‰
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INTELRUNNER
๐Ÿ‡บ๐Ÿ‡ธ The Atlanta Fedโ€™s GDPNow now projects 2.5% GDP. ๐Ÿ“‰ CHART WATCH ๐Ÿ“‰
๐Ÿ‡บ๐Ÿ‡ธ Quarterly GDP for the present period is estimated by the Atlanta Fedโ€™s GDPNow model to be at 3.4%.

Thatโ€™s up 0.3% over the past few days and 0.9% since August 5th.

๐Ÿ’ฐ CHART WATCH ๐Ÿ’ฐ
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INTELRUNNER
๐ŸŒ The gold price (GCV25) is extremely compressed with upward trending lows & flat highs. Itโ€™s gonna blow! ๐Ÿช™ CHART WATCH ๐Ÿช™
๐Ÿ’Ž Gold is up roughly $2500 and 7.5% since I posted about its compressed triangle on August 28thโ€ฆ

Just sayinโ€™.

๐Ÿ“ˆ CHART WATCH ๐Ÿ“ˆ
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