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INTELRUNNER
๐บ๐ธ Index of Consumer Sentiment Chart Watch
As anyone who knows the years of American elections can see, itโs a bit of a partisan indicator. I prefer to go straight to the independents, who are a more useful indicator of actual popular sentiment than the two camps.
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Itโs trading at its lowest forward P/E & EV/EBIT in decade, and its drawdown has reached 61.58%.
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INTELRUNNER
๐บ๐ธ The top 0.1% of U.S. households is doing quite well. Follow Chart Watch
โข Mortgages 12.94T
โข Auto Loans 1.66T
โข Student Loans 1.64T
โข Credit Cards 1.21T
โข HELOC 0.41T
โข Other 0.54T
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โข breathing Delhi air = smoking 10-15 cigarettes a day
โข air pollution causes 7 MILLION deaths annually
โข 68% of those are from heart disease & stroke
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The U.S. goods trade deficit with China narrowed to a seasonally adjusted $9.38 billion in June, the smallest on record, after falling to $13.97 billion in May. Exports surged 45.4% (-16.6% y/y) following a 19.9% May slump, while imports fell 6.9% (-45.6% y/y) on top of a 26.3% May plunge.
The goods trade deficit with the European Union narrowed markedly to $9.52 billion in June, the smallest since June 2013, after widening to $22.54 billion in May, with exports up 6.8% (16.6% y/y) and imports down 19.2% (-8.2% y/y).
The trade shortfall with Japan narrowed marginally to $5.72 billion in June, the smallest since March, from $5.77 billion in the previous month, reflecting declines of 3.4% (-7.5% y/y) in exports and 2.3% (-0.4% y/y) in imports.
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Itโs the most buys trailed sales in a yearโฆ
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INTELRUNNER
Theyโre trying to return to the pre-Biden trend line of Medicaid, not now, but by the early 2030s. Those are the โcuts.โ
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INTELRUNNER
Meta & Google AI (and Microsoftโs Copilot, for that matter) are shoved in millions of faces every day, so that makes some sense.
That those are #2-4 suggests no more than casual interest from the broader publicโฆ
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INTELRUNNER
This is, of course, as reported by said governments with all attendant conflicts of interest.
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More & more Australians prefer hybrid vehicles. This is a wise choice given the economics of hybrids. The shift is still small but growing.
And here I was convinced theyโve riding kangaroos around this whole timeโฆ
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The Balkans are very well represented, with Kosovo, Serbia, and Bosnia & Herzegovina all showing up in the top 4 gainers.
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INTELRUNNER
The share of searches resulting in zero clicks (perhaps due to AI, perhaps due to the abomination that is modern search results) has gone up about 8% this year, reaching about 2/3rds.
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